BoldSign Blogs

  Finding the right contract shouldn’t take minutes of filtering and scrolling. As document volumes increase, traditional search methods fall short.  That’s  why BoldSign introduces AI Search, a powerful new feature designed to deliver fast, accurate AI document search using natural language. Simply describe what you’re looking for, and BoldSign returns the most relevant documents and templates. What is AI Search in BoldSign?  Instead of applying multiple filters, users can simply type queries such as: “Documents waiting for my signature”   “Contracts sent last month and not signed”   “HR templates updated this week”   BoldSign’s AI understands intent, context, and conditions to deliver precise results instantly.  How AI Search works AI Search follows three simple steps: Understands your intent It reads your query to understand what you’re looking for, such as document type, signer, company, or status. Applies smart filters automatically Based on your question, it a...

  A template is useful when you frequently send the same contract for signature to many people with the same fields. However, after creating a template, you may sometimes need to make small changes or customize it for a specific purpose.  The BoldSign API lets you make changes and customizations without manual intervention. Whether you need to update contract templates, modify form fields, or adjust layouts, using an API to edit templates can save time and ensure consistency across your documents. Editing a Template Using a BoldSign API The  Edit Template API  in BoldSign allows users to modify the properties of existing templates and draft templates. This could include modifying the title, description, document message, document title, roles, or form fields associated with the template. Users can execute partial updates to a template by specifying only the fields they intend to modify. The API will solely modify the provided fields, leaving the remainder unchanged. ...

  Insurance company underwriting involves assessing risk and determining appropriate premiums, making signed agreements essential for moving forward with policies. Key documents in this process include insurance applications, policy declarations, endorsements, and risk assessment forms. However, traditional methods of managing these agreements—such as printing, signing, and manually tracking documents—are often inefficient. They can result in slow processing times, increased chances of errors, and challenges with document security and compliance. The reliance on physical paperwork also adds unnecessary delays and costs. BoldSign addresses these challenges by streamlining the entire signing process. With digital signatures, underwriting agreements can be completed faster, errors minimized, and security enhanced through encryption. By eliminating the need for physical documents, BoldSign reduces administrative costs and ensures compliance is maintained with minimal effort. In this bl...

  Introduction Step into the world of streamlined document management with the BoldSign API. In this concise guide, we’ll look at how to use BoldSign for digital transactions, simplifying the process of sending documents out to collect signatures. Asynchronous document processing The process of document send is asynchronous. You will quickly get the document ID when you start, but the actual file might still be processing in the background. To check if the document was sent successfully, you need to listen to webhooks. The system will trigger either a  Sent  event for success or a  SendFailed  event for failure. If it fails, you will get a  SendFailed  event with an error message. You need to fix this error to make sure the document is sent correctly next time. Read more about  webhooks . Code snippets For the rest of this article, we’ll look at how to send documents via the BoldSign API in various programming languages. Curl curl -X 'POST' \ ...