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Embed the template creation into your application

Published:
2 mins read

Integrating embedded template creation into your application allows you to seamlessly incorporate BoldSign’s template creation functionalities within your app’s user interface.

When utilizing the embedded template feature, any templates generated will remain in the draft state until users finalize the creation process via the provided URL.

Follow these steps to seamlessly integrate template creation into your application:

Customize UI for embed template request

In your application, create a user interface (UI) that allows users to input relevant information for the embedded template request. This information will be used to create the template.

For instance, you can collect user inputs for the following parameters:

  • Title
  • Description
  • DocumentTitle
  • DocumentMessage
  • Roles
  • Other customization options (e.g., ShowToolbar, ShowSaveButton, ViewOption, etc.)

Here are example codes that demonstrate how to create an embedded template:

Code snippet

curl --location --request POST 'https://api.boldsign.com/v1/template/createEmbeddedTemplateUrl' \
    --header 'X-API-KEY: {Your API Key}' \
    --form 'Title=" API template"' \
    --form 'Description=" API template description"' \
    --form 'DocumentTitle=" API document title"' \
    --form 'DocumentMessage=" API document message description"' \
    --form 'Roles[0][name]="Manager"' \
    --form 'Roles[0][index]="1"' \
    --form 'Roles[0][language]="English"' \
    --form 'ShowToolbar="true"' \
    --form 'ShowSaveButton="true"' \
    --form 'ShowSendButton="true"' \
    --form 'ShowPreviewButton="true"' \
    --form 'ShowNavigationButtons="true"' \
    --form 'ShowTooltip="false"' \
    --form 'ViewOption="PreparePage"' \
    --form 'Files=@"{Your file path}"'

In this example, replace the placeholders (Title, Description, etc.) with actual input values gathered from your application’s UI. If your application supports multiple roles, customize the UI accordingly to accommodate multiple roles. Update the values within the Roles array to match the customized roles. Additionally, you can customize button options (ShowSaveButton, ShowSendButton, etc.) based on your requirements by setting them to true or false. To direct users to a form field configuration page, set ViewOption to PreparePage. For a document upload page, set ViewOption to FillingPage.

Executing the provided code will generate an embed link, and the template will be stored in draft status within your BoldSign account.

Utilize the generated link in an iFrame

Once the embed link is generated, integrate it into an iFrame within your application. This iFrame will enable your application users to:

  • Add extra roles
  • Upload additional documents
  • Configure form fields
  • Save the template to your BoldSign account through your application

Subsequently, you can leverage this embedded template for sending documents for signature within your application. This approach streamlines the template creation process for your users, enhancing their experience and promoting efficient document management within your application.

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