boldsign

This tool utilizes the BoldSign API to retrieve detailed information for a specific contact within your organization. To use this tool, you need to provide the unique identifier (ID) of the contact you wish to retrieve. Contacts are primarily used to store signer details, identified by their unique email address, for use when creating and sending documents for signature within the BoldSign application.

This tool allows you to retrieve a paginated list of contacts from your BoldSign organization. You can specify the page number to navigate through the results, the number of contacts to display per page, an optional search term to filter contacts, and the type of contacts to retrieve (your personal contacts or all organizational contacts). Contacts are primarily used to store signer details, identified by their unique email address, for use when creating and sending documents for signature within the BoldSign application.

Retrieve comprehensive details of a document in your BoldSign organization. This API allows authorized users, including senders, signers, team admins, and account admins, to access document properties by specifying the unique document ID. The response includes information such as status, metadata, sender and signer details, form fields, and document history. If an unauthorized user attempts to access the document, an unauthorized response will be returned.

Retrieve a paginated list of documents available in your My Documents section. This API fetches document details such as status, sender, recipient, labels, transmission type, creation date, and modification date, with options for filtering and paginated navigation.

Retrieve a paginated list of documents available in the Team Documents section of your BoldSign organization. Team admins can view documents sent and received by team members, while account admins have access to all team documents across the organization. This API allows filtering based on status, user ID, team ID, document details, transmission type, and date range. If the user is not an account admin or team admin, an unauthorized response will be returned.

Send reminder emails to signers for pending document signatures. This API allows users to remind signers about outstanding signature requests by specifying the document ID and recipient email addresses. Multiple signers can receive reminders at once, and custom messages can be included. If sending reminders on behalf of another sender, specify the relevant sender email addresses.

The document signing process can be called off or revoked by the sender of the document. Once you revoke a document, signers can no longer view or sign it. Revoke action can only be performed on the in-progress status documents.

Initiates the process of sending a document based on a pre-defined template. This tool allows you to specify recipients, form field values, and various sending options to create and send a document for signing.

Retrieves a paginated list of BoldSign templates with options to filter by page number, page size, search key, template type, creator, labels, creation date range, and brand IDs.

Retrieves the detailed properties and settings of a specific BoldSign template using its unique template ID.

Retrieves detailed information for a specific BoldSign user based on their unique user ID.

Retrieves a paginated list of BoldSign users, with optional filtering by a search term.

Retrieve detailed information about an existing team in your BoldSign organization. This API provides access to team-specific properties, such as team name, users, created date, and modified date, by specifying the unique team ID.

Retrieve a paginated list of teams within your BoldSign organization. This API fetches team details such as team name, users, created date, and modified date for all listed teams, with options for filtering using a search term and navigating through pages of results.