Boldsign integration

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

Create Custom Field

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

List Behalf Documents

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Remove Document Authentication

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Send Document

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

List Team Documents

Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

Create Embedded Request Link

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.