The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
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The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
Electronic signatures are becoming increasingly important in today’s world, as they offer a secure and convenient way to authenticate and share documents. They are used in a wide variety of corporate and personal transactions, including contracts, agreements, and legal documents.
An embedded signature allows you to integrate the entire e-signature functionality directly into your own application or website. This not only enhances the convenience and efficiency of document sending and signing for your users, but also improves the security and professionalism of your documents.
In this blog post, I will walk you through the steps involved for integrating embedded signatures using your own domain with BoldSign APIs.
Imagine you run a law firm that frequently handles client agreements, contracts, and legal documents. You can use embedded signing to improve the efficiency and security of the document signing process. By embedding the signing link in your website, your law firm can allow clients to sign documents online without having to download and print them. This can save the clients time and hassle, and it can also help to protect the documents from unauthorized access and tampering.
In addition, your law firm can use embedded signing to white-label the signing experience with their own branding. This can help create a more seamless and user-friendly experience for the clients, and it can also help to build trust and credibility with your brand.
Instead of creating a document from the scratch every time, one can be created using BoldSign templates. Using templates, a law firm can save time and effortlessly send signature requests. They can choose the appropriate template for documents that require signatures, such as predefined legal forms, client agreements, or other frequently used legal documents.
You have the option to create templates using either BoldSign for web or the BoldSign API.
Law firms can enhance the client experience by managing email notifications internally. This allows them to have full control over the signature request process, ensuring it aligns with their unique client interactions.
The following code snippet demonstrates how to send a document for signature from a template using the BoldSign API.
curl -X 'POST' \
'https://api.boldsign.com/v1/template/send?templateId=841c159f-xxxx-xxxx-xxxx-c1b247d05706' \
-H 'accept: application/json' \
-H 'X-API-KEY: {your API key}' \
-H 'Content-Type: application/json;odata.metadata=minimal;odata.streaming=true' \
-d '{
"title": "Law Firm Partnership Agreement",
"message": "Read and Sign the agreement",
"roles": [
{
"roleIndex": 1,
"signerName": "Janice Doe",
"signerOrder": 1,
"signerEmail": "janice.doe@cubeflakes.com",
"signerRole": "Partner 1",
"existingFormFields": [
{
"id": "place",
"value": "Toronto"
}
],
},
{
"roleIndex": 2,
"signerName": "Randi Doe",
"signerOrder": 2,
"signerEmail": "randi.doe@cubeflakes.com",
"signerRole": "Partner 2"
},
{
"roleIndex": 3,
"signerName": "Harry Smith",
"signerOrder": 2,
"signerEmail": "harry.smith@cubeflakes.com",
"signerRole": "Partner 3"
}],
"brandId": "1170cb0a-xxxx-xxxx-xxxx-4a13b7cefedf",
"disableEmails": true,
"hideDocumentId": true,
"enableSigningOrder": true
}'
The signature request has been successfully created, and email communications to signers have been disabled. Let’s move on to exploring how to generate an embedded signing link using your own domain.
This approach seamlessly integrates the signing process within your application. Not only can you send personalized emails to your signers regarding the signature request, but when they initiate the signing process, they’ll be redirected to your own domain. This conceals the BoldSign branding entirely and enhances your brand’s credibility and improves trust among your users.
After creating the document using the previous code snippet, you will receive the document ID. This ID will be used to generate the embedded signing link.
Next, obtain the embedded signing link for your recipient using the following code snippet:
curl -X 'GET' \
'https://api.boldsign.com/v1/document/getEmbeddedSignLink?DocumentId=f8a45ee9-xxxx-xxxx-xxxx-28bec1dbe54e&SignerEmail=stacywilson%40cubeflakes.com' \
-H 'accept: application/json;odata.metadata=minimal;odata.streaming=true' \
-H 'X-API-KEY: {your API-KEY}'
Modify the sign link by replacing the BoldSign host and path name with your own website link. For example, the original sign link might look like this:
https://app.boldsign.com/document/sign/?documentId=17882f5a-xxxx-xxxx-xxxx-ce5737756339s_dyU07;dfeab145-xxxx-xxxx-xxxx-d705b85823c8
You can modify it to look like this:
https://{your host}/{your singing page}/?documentId=17882f5a-xxxx-xxxx-xxxx-ce5737756339s_dyU07;dfeab145-xxxx-xxxx-xxxx-d705b85823c8
When sending emails to recipients, include the modified sign link in the email body or as a button. This ensures that when clicked, the link will lead them to your law firm's website to initiate the signing process.
When a recipient visits your signing page, assemble the iFrame URL with the BoldSign host and path along with the necessary query parameters. You can pass all the query params from your modified signing page link. For example, the iFrame URL will look like this:
https://app.boldsign.com/document/sign/?documentId=17882f5a-xxxx-xxxx-xxxx-ce5737756339s_dyU07;dfeab145-xxxx-xxxx-xxxx-d705b85823c8
Within your signing page, load the iFrame URL that was created in the previous step. This will allow the recipient to interact with the sign page without leaving your site.
Thus, the signing process has been embedded into your application using your own domain.
Embedding the signing process into your application offers numerous benefits. Some of them are as follows:
Reduced abandonment rates: Redirecting users to external platforms can lead to higher abandonment rates, as users might be hesitant to share personal information on unfamiliar sites. With embedded signing, this friction is reduced, resulting in higher completion rates.
Thanks for reading! I hope you are now aware of the benefits of incorporating embedded signatures using your own domain and how to achieve this using BoldSign APIs. As illustrated in our use case scenario of a law firm, you’re not only streamlining your document management processes but also providing clients with a personalized, trustworthy signing experience. This level of professionalism can give your business a significant boost and help you build long-lasting relationships with your clients.
To learn more about BoldSign APIs, check out our API documentation. Live API demos are also available for several scenarios. Sample code for popular programming languages is available in this GitHub repo.
If you have questions, you can contact us through our support portal. We are always happy to assist you!
I am an experienced full-stack developer with 7 years of hands-on expertise in .NET Core and JavaScript. My passion lies in crafting top-notch and highly efficient programs. I derive great satisfaction from solving technical challenges and continuously seek to expand my knowledge in software development. Outside of work, I find joy in embarking on journeys that take me over mountains.
I am an experienced full-stack developer with 7 years of hands-on expertise in .NET Core and JavaScript. My passion lies in crafting top-notch and highly efficient programs. I derive great satisfaction from solving technical challenges and continuously seek to expand my knowledge in software development. Outside of work, I find joy in embarking on journeys that take me over mountains.
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