In this webinar, Harini Chellappa, a BoldSign developer at Syncfusion, walks through how to seamlessly integrate the BoldSign .NET SDK into your applications, enabling end-to-end eSignature workflows. Learn how to send documents at scale, prefill form fields using templates, programmatically add form fields to documents, and configure webhooks to track signing events in real time.
By the end of this session, you’ll see how BoldSign makes it easy to automate document workflows with minimal code, while maintaining full visibility into signing progress.
If you missed the webinar or would like to watch it again, the recording is available on our YouTube channel and is embedded below:
Key takeaways
- Introduction to the BoldSign .NET SDK: Simplify adding eSignature capabilities to any .NET application without writing custom signing logic.
- Setup and prerequisites: Requirements, API keys, and environment setup for quick integration.
- Templates in action: Prefill and send documents using predefined templates with fillable fields.
- Programmatic form fields: Dynamically add signature and date fields to documents.
- Webhooks for real-time updates: Configure secure webhooks to update your database automatically with signing status changes.
- End-to-end automation: Eliminate manual follow-ups by combining templates, SDK calls, and webhooks.
Time stamps
[00:00] Welcome and introduction
[01:03] Overview of the BoldSign .NET SDK
[03:23] Setup and prerequisites
[05:31] Demo project overview
[06:19] Sending documents with templates
[13:59] Sending documents with programmatically added fields
[17:07] Configuring webhooks for real-time updates
[23:29] Automating document workflows end to end
[24:26] Closing notes
Q&A
Is there any API to integrate other verification identity solutions?
BoldSign currently supports identity verification via API using Stripe Identity. This can be seamlessly integrated into your signing workflow to verify signers before they access or sign documents. At this time, other third-party identity providers are not natively supported. Refer to this documentation for more information: Identity Verification.
You mentioned the developer API where we could try this functionality. I always find it’s best to be able to provide a more concrete demonstration of an idea to whoever has approval authority. Is there a developer API, and how can we sign up?
You can sign up for our sandbox plan to explore all API functionalities and build your workflow. Here is the getting started documentation for your reference.
In our scenario, we want to allow a user to upload a unique document to our application, then direct them to the BoldSign website to place fields, and then have our application send the document for signature. Is that an option?
Yes, this workflow is supported by using BoldSign’s embedded send feature. Your users can upload a document through your app, place fields using BoldSign’s interface, and then trigger the signature request from your application. Please refer to this embedded send documentation.
How compliant is BoldSign with EU standards?
BoldSign is compliant with key EU standards, including GDPR and eIDAS. It offers EU data residency via secure cloud providers, supports Qualified Electronic Signatures (QES) through certified trust services, and ensures strong data protection with AES-256 encryption. Additionally, it is SOC 2 Type 2 certified, reinforcing our commitment to privacy and security. You can find more information here: You can find more information here: Electronic Signature European Union.
We use fillable PDFs, which can be complex. They are prepopulated via code and exported for each customer. How would I use these existing PDFs as templates?
You can create a template for the fillable PDFs in the web app. We support auto populating fields so that fields will be added automatically to the PDF while creating a template. After that, you can also prefill the values in fields via API when sending for signatures. Please refer to this article for more information about prefilling form fields: Send Documents from Templates.
