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Send document with in-person signing using API

Published:
1 min read

In-person signing is a crucial feature employed by organizations to enhance the credibility and validity of signatures, promoting a higher level of trust and accountability in the signing process. BoldSign offers a streamlined approach to sending documents with in-person signing capabilities using its API. The designated in-person host can be set using the hostEmail parameter.

It is important to note that only individuals within your organization can act as hosts for in-person signing sessions. To ensure clarity and privacy, the email address of the in-person host should be distinct from that of the recipients.

Example codes that can be used to send documents with in-person signing.

Code snippet

curl -X 'POST' \ 'https://api.boldsign.com/v1/document/send' \
    -H 'accept: application/json' \
    -H 'X-API-KEY: {your API key}' \
    -H 'Content-Type: multipart/form-data' \
    -F 'Message=' \
    -F 'Signers={
       "name": "Hanky",
       "emailAddress": "hankyWhites@cubeflakes.com",
       "signerType": "InPersonSigner",
       "hostEmail":"richards@cuberflakes.com.com",
       "formFields": [
          {
               "id": "string",
               "name": "string",
               "fieldType": "Signature",
               "pageNumber": 1,
               "bounds": {
                 "x": 50,
                 "y": 50,
                 "width": 1,
                 "height": 1
                  },
     "isRequired": true
   }
 ],
 "locale": "EN"
}' \
 -F 'Files={your file}' \
 -F 'Title={title}' \

  • In the example, upload the document using the Files field and fill in other required fields like Title and Signers.
  • To enable In-Person signing, set the signerType as InPersonSigner, and provide the hostEmail with the email ID of a user from the same organization.
  • Ensure that the host’s email is not the same as any recipient’s email for the document.
  • Fill in the other fields as needed.
  • All the other fields can be filled as per the requirement.
  • Upon executing the provided code snippet with valid values, the document with In-person signing settings will be successfully sent.

This process ensures that your documents can be signed in-person by designated hosts within your organization, maintaining the highest levels of authenticity and accountability.

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