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    Provider Summary

    • send documents for signature

    • send documents from templates

    • embed signing experiences

    • track document status

    • download signed documents

    • manage form fields

    • list recipients

    • download audit trails

    • extend document expiry

Boldsign

Send documents and templates for electronic signature, place signer form fields, and enable embedded signing. List and inspect documents, templates, users, brands, and saved contacts. Revoke documents, send reminders, extend signing deadlines, and move documents to Trash or permanently delete them. Download signed PDFs and audit trails. Connect with a BoldSign API key or OAuth 2.0 and choose the US or EU API region.

Notes

  • send_document requires a title and at least one publicly accessible document URL. Assign formFields to signers or enable useTextTags for documents containing field tags.
  • Passing reminderSettings enables automatic reminders by default. Set enableAutoReminder to false to disable them.
  • manage_document with action delete moves the document to Trash by default. Set deletePermanently to true only for permanent deletion.
  • OAuth requests use PKCE and offline_access for token refresh. Existing OAuth connections may need to reconnect to grant BoldSign.Users.Read before calling list_users.
  • The EU API endpoint is https://api-eu.boldsign.com.

License

This integration is licensed under the FSL-1.1.

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