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Enhance your embedded document sending experience with BoldSign

BoldSign’s Embedded eSignature API provides a powerful solution for businesses looking to integrate signature workflows seamlessly into their applications. In this blog post, we’ll explore how you can enhance the embedded sending process using BoldSign.

What is embedded sending?

In BoldSign, “Embedded Sending” is the process of loading the document within your application and allows the users of your application to send it out for signature from within your application. So, the entire document sending process will happen within your application.

How to embed a document within your application?

In brief, to perform embedded sending, first you have to create the embedded request link which in turn can be loaded inside an iFrame within your application. You can generate the embedded request URL by invoking the createEmbeddedRequestUrl API as below. You can set the below customization properties while generating the embedded request link itself.

    
curl -X POST 'https://api.boldsign.com/v1/document/createEmbeddedRequestUrl' \
    -H 'X-API-KEY={your API key}' \
    -F 'Title=Sent from API Curl' \
    -F 'ShowToolbar=true' \
    -F 'ShowNavigationButtons=true' \
    -F 'ShowPreviewButton=true' \
    -F 'ShowSendButton=true' \
    -F 'ShowSaveButton=true' \
    -F 'SendViewOption=PreparePage' \
    -F 'ShowTooltip=false' \    
    -F 'Signers[0][Name]=Signer Name 1' \
    -F 'Signers[0][EmailAddress]=alexgayle@cubeflakes.com' \
    -F 'Files=@NDA.pdf;type=application/pdf'
 

Why you need to customize the embedded sending process?

The ability to control the visibility of elements such as the toolbar, save and send buttons, and document preview ensures that the sending workflow aligns precisely with the unique needs of your application and user base. By leveraging these customization options, developers can optimize the interface for distraction-free document preparation, manage drafts effectively, and offer users the flexibility to control when and how documents are sent for signature.

Customization options in BoldSign

Before going to the customization, take a look at the default view of the embedded sending interface. This is how the UI will be loaded in your application without any customizations.

Default view
  1. ShowToolbar: Toggles the visibility of Toolbar on top of editor.

    Default: false

    Imagine a scenario where you want to provide a distraction-free environment for users to focus solely on the document. By setting ShowToolbar to false, you can elegantly streamline the user interface, creating a clean and efficient environment for document preparation." with "Imagine a scenario where you want to use your own toolbar instead of using our default toolbar. By setting ShowToolbar to false, you can easily hide our default toolbar and replace it with your own toolbar.

    ShowToolbar set to false
    ShowToolbar set to false
  2. ShowSaveButton: Toggles the visibility of ‘Save’ button.

    Default: true

    In certain workflows, you may prefer users to complete the document in one sitting rather than saving drafts. By setting ShowSaveButton to false, you can guide users to finalize their document in one go, ensuring a smoother document preparation process.

    ShowToolbar set to false
    ShowToolbar set to false
  3. ShowSendButton: Toggles the visibility of ‘Send’ button

    Default: true

    In situations where you want to give users the flexibility to save a document as a draft without immediately sending it for signature, setting ShowSendButton to false allows users to choose when to send the document, providing a more versatile experience.

    ShowSendButton set to false
    ShowSendButton set to false
  4. ShowPreviewButton: Toggles the visibility of ‘Preview’ button

    Default: true

    For documents with a straightforward structure, you may choose to skip the preview step to expedite the sending process. Setting ShowPreviewButton to false removes this step, streamlining the user journey and minimizing potential delays in the signing process.

    ShowPreviewButton set to false
    ShowPreviewButton set to false
  5. ShowNavigationButtons: Toggle the visibility of the ‘Back’ button.

    Default: true

    In situations where users should follow a specific flow without navigating away from the current page, setting ShowNavigationButtons to false ensures users stay on the designated path, maintaining a guided and focused experience.

    ShowNavigationButtons set to true
    ShowNavigationButtons set to true
    ShowNavigationButtons set to false
    ShowNavigationButtons set to false
  6. SendViewOption: Allows to configuring Initial Views

    Default: PreparePage

    Depending on your workflow, you might want users to start with a preparatory page or directly on the filling page. By setting SendViewOption to PreparePage or FillingPage, you can tailor the initial view to match your specific use case.

    SendViewOption set to FillingPage
    SendViewOption set to FillingPage
  7. ShowTooltip: Control the visibility of the Tooltip near the assignee field.

    Default: false

    When assigning signers, you may want to provide additional guidance through tooltips. Setting ShowTooltip to true ensures users receive helpful information, creating a more user-friendly experience.

    ShowTooltip set to true
    ShowTooltip set to true

Conclusion

BoldSign’s embedded eSignature API empowers you to finely customize the document sending and document signing experience within your application. By strategically utilizing these customization options, you can create a tailored and efficient workflow that aligns with your application’s specific needs. Experiment with these options in your development environment, and witness how these customizations enhance the user experience in real-life scenarios.

To experience the benefits firsthand, start your 30-day free trial of BoldSign. We genuinely value your feedback and invite you to share your thoughts below. If you require any assistance or wish to explore our services further, don’t hesitate to schedule a demo or reach out to our dedicated support team via our support portal.

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Gopinath Kannusamy

Gopinath Kannusamy

Gopinath is a passionate software developer with 2 years of experience at BoldSign. He is an avid writer and enjoys sharing his insights on technology and development. In his free time, he enjoys exploring new technologies and learning new things.

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Gopinath Kannusamy

Gopinath Kannusamy

Gopinath is a passionate software developer with 2 years of experience at BoldSign. He is an avid writer and enjoys sharing his insights on technology and development. In his free time, he enjoys exploring new technologies and learning new things.

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