How to create a signing link from an existing template?

This article outlines a logical workflow to go from creating a template to generating a signing link. This signing link can then be embedded within your application, allowing your users to seamlessly complete the signing process without leaving your application.

Step 1: Create a Template

The first step is to create a template in BoldSign with the necessary fields. This can be done either via the API or the web application. Each form field should be given a unique ID.

For more information on creating a template, refer to the following documentation:

• Create a template via API
• Create template via web application

Step 2: Send Document from Template

Once the template is created, you can send the document out for signature using the templateId which is generated after creating the template in Step 1. Before making the request, map the values from your database to the form fields in BoldSign template.

Here is a code snippet that demonstrates how to map values to the form fields in template:

"ExistingFormFields": [
   {
     "Id": "UserID",
     "Value": "John123" // value from your system
   },
   {
     "Id": "Phone",
     "Value": "6453271321"  // value from your system
   }
 ]

For more information on sending a document from a template, refer to the following documentation:

• Send document from template by filling existing form fields

Step 3: Get the Embedded Signing Link

The final step is to use the getEmbeddedSignLink API by passing documentId (generated by calling the API in Step 2) to get the signing link and integrate the signing process into your application.

For more information on embedded signing within your application, refer to the following documentation:

• Embedded signing within your application