BoldSign Blogs

  We’re thrilled to announce an update that many of our customers have been eagerly waiting for: Push Notifications are now available in the BoldSign mobile app! This feature ensures you stay informed about your document status with real-time alerts, eliminating the need to constantly check the app. Notifications are delivered whether the app is open, running in the background, or completely closed, and this functionality is supported on both Android and iOS devices. You also have full control over your notification preferences. Customize which actions trigger alerts, disable notifications for specific events, or turn them off entirely if you prefer. Push Notifications: Purpose and Flow Push notification is an essential feature in mobile apps, designed to keep users informed and engaged. They serve two primary purposes: Real-time alerts – Instantly notify users about important updates or events without requiring them to open the app. Reminders – Help users stay active by remind...

  When sending a document using the BoldSign API, you can control the notifications that recipients receive through the  recipientNotificationSettings  property for each signer. If this property is not provided, the default notification settings configured in your business profile will apply. For example, if you’re sending multiple documents to a client and want to avoid overwhelming them with notifications, you can disable reminders and only notify them when the document is signed or completed. This ensures they stay informed about important actions without being flooded by updates. This blog provides guidance on how to customize recipient notifications by updating the  recipientNotificationSettings  property in your API requests. Default behavior If the  recipientNotificationSettings  property is not included in your API request, the default notification settings from your business profile will be used. This means recipients will receive notificatio...

  Templates are predesigned layouts that serve as blueprints for creating new documents. They offer a standardized structure and format, saving time and effort when similar documents are frequently needed. With predefined structures in place, users can quickly generate new documents without starting from scratch. Let’s delve deeper into why embedding template creation into your application can further enhance your document workflow. Why Embed Template Creation? Embedding template creation into your application offers several advantages: Seamless Integration:  Embedding template creation within your application’s interface allows users to access template creation functionalities without switching between different platforms. This integration enhances the user experience and improves workflow efficiency. Control and Customization:  By embedding template creation, you retain control over the template creation process while letting users customize templates to their specifi...

  Ensuring data is accurate and formatted correctly is essential in any application or context. BoldSign provides an easy way to validate data when you create a document by integrating text box fields and regex validation. This blog will demonstrate how regex validation is applied to text box files using the BoldSign API. Regex validation Imagine expecting an email address but receiving a jumble of letters instead. Regex validation ensures that only correctly formatted data, such as email addresses, phone numbers, dates, etc., is entered based on your requirements using special strings and patterns. This ensures clean and accurate user input. Integrating regex validation in the BoldSign API BoldSign simplifies the process of integrating regex validation with your documents through its comprehensive API. By associating the text box field with a signer or role and specifying the regex you want, you can restrict the data to be entered during the signing process. If the validation fai...