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Create eSignature Workflows Using Postman and BoldSign banner image

Create eSignature Workflows Using Postman and BoldSign

In today’s digital world, it’s essential for businesses to have smooth and secure document signing processes. This blog introduces how you can use Postman to test and set up BoldSign’s eSignature APIs. Perfect for developers who want to add eSignature features to their apps, this guide makes it easy to create effective eSignature workflows.

With Postman and BoldSign, you can quickly improve how your documents are signed and managed. Let’s walk through the basics of using Postman to integrate BoldSign’s APIs into your projects.

Introduction to BoldSign

Whether you’re a small business owner, a large corporation, or an individual needing to sign documents on the go, BoldSign caters to all your needs with its user-friendly APIs, robust security features, and flexible integration capabilities. With BoldSign, you’re not just adopting an eSignature solution; you’re transforming the way you handle documents in the digital era.

Legally Valid

BoldSign adheres to the legal standards set by both U.S. (ESIGN) and international (eIDAS) electronic signature laws, ensuring the global legal validity of its eSignatures. It secures all stored and transferred data with 256-bit AES encryption, meeting high-security standards. Furthermore, BoldSign complies with SOC 2®, GDPR, and HIPAA regulations, underscoring its commitment to data protection and privacy. This makes BoldSign’s electronic signatures universally recognized and legally enforceable.

Ready to integrate BoldSign with Postman? Follow these simple steps to test and deploy BoldSign’s eSignature APIs effortlessly in your apps.

Generating API Key:

The first step in integrating with BoldSign’s API is to obtain an API key. Follow these steps to generate your API key:

  1. Create a free BoldSign Sandbox account - Sign Up - BoldSign

    Sign up to BoldSign
    Sign up to BoldSign
  2. Once the account is set up, access the “API” menu item within the BoldSign interface and click the “API Key” option.

    Navigate to the API menu
    Navigate to the API Menu
  3. On the “API Key” page, click the "Generate API Key" button.

    Generate API key
    Generate API Key
  4. You'll be prompted with the “Generate API Key” dialog upon clicking. Proceed by clicking the “Generate Token” button and providing a name for the API key.

    Generate token
    Generate Token
  5. Copy the generated API key, as it will be required to configure HTTP request headers in Postman.

    Copy API key
    Copy API Key

Utilizing Postman for API Integration:

Postman simplifies working with APIs, providing a user-friendly interface for sending requests, testing endpoints, and managing collections. Here’s how you can leverage Postman to integrate with BoldSign’s API. If you don’t have Postman, download and install it from this link. Once installed, follow these steps.
  1. Start by adding the BoldSign API collection to your Postman workspace. You can import the collection directly from this link.

  2. Once the collection is imported, navigate to the “Authorization” tab and select the “Type” as “API Key”.

    Select the type
    Select the Type
  3. Provide the value "X-API-KEY" for the “Key” textbox. Obtain the API Key value by generating an API Key, as mentioned earlier, and paste the API key in the “Value” textbox. Then, click the “Save” button.

    Setup the authentication
    Setup the Authorization
  4. With the setup complete, you can send requests to BoldSign's API. Ensure the authorization type is set to "Inherit auth from parent" under the Authorization tab for seamless integration.

    Inherit auth from parent
    Inherit auth from parent
  5. Now, let’s explore an example of sending a document for signers to sign.

  6. Navigate to the “Document” folder and select the “Document Send” API. Provide the necessary "form-data" values based on your requirements and proceed to request the API by clicking the “Send” button.

    Document created
    Document created successfully
  7. After making the API request, a document ID will be generated, as shown in the above image, and the document will be sent to signers via email for signature.

Advanced Features and Customizations:

Beyond basic document sending, BoldSign offers a range of advanced features and customizations to enhance your eSignature workflows:

Template Management: Create reusable document templates for common agreements and contracts.
Embedded Signing and Sending: Embed eSignature functionality directly into your web applications for a seamless user experience.
Branding: Customize the look and feel of the signing experience to align with your brand identity.
Sender Identity: Send document to the signers for signature on behalf of another user.

Conclusion:

In conclusion, there are numerous advantages to incorporating eSignature workflows into your applications using BoldSign, from increased efficiency to better security and compliance. BoldSign is making it possible for developers worldwide to quickly investigate, test, and incorporate an eSignature solution into their applications in a matter of days by utilizing Postman.

Start building your eSignature workflows today and unlock the full potential of electronic document signing! Explore our API documentation to get started with BoldSign APIs. We sincerely appreciate your input, so please feel free to comment below. If you have any questions or want more information about our services, please schedule a demo or contact our support team through our support portal.
Picture of Evans Omondi Otieno

Evans Omondi Otieno

Evans is a Technical Assistant at BoldSign. His passion lies in creating high-quality content for users through effective documentation. His multifaceted skills encompass technical expertise, creativity, and a keen understanding of user needs.

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Picture of Evans Omondi Otieno

Evans Omondi Otieno

Evans is a Technical Assistant at BoldSign. His passion lies in creating high-quality content for users through effective documentation. His multifaceted skills encompass technical expertise, creativity, and a keen understanding of user needs.

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