How to request signature with text tags for dynamic documents in BoldSign API?

What are BoldSign Text Tags?

BoldSign text tags serve as a combination of text and symbols strategically placed within a document to define the position, size, and type of form fields.

When sending a document to a signer via the API, you can easily identify text tags by enabling the UseTextTags property and setting it to true.

Syntax:

Text tags are encapsulated within double curly braces {{ }}, starting with {{ and concluding with }}. The components within the tag are separated by a pipe “|” symbol.

 {{*Field type*|*Signer Index*|*Required*|*Field label*|*Field ID*}} 

Sections in Text Tags:

• Field Type: Specifies the type of field, such as text, sign, or init.
• Signer Index: Represents the index of signers to whom the form fields are assigned.
• Required: Indicates whether the field is mandatory.
• Field Label: Serves as a placeholder for text fields.
• Field ID: A unique identifier that supports characters A-Z, a-z, 0-9, hyphen, and underscore.

Example

 {{text|1|*|Enter name|field_1}}

In this example, the text tag denotes a field of type “text,” assigned to the first signer, marked as required, labeled “Enter name,” and uniquely identified as “field_1.”

Code snippet

cURL

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 'Title="Sample Document"' \
  -F 'UseTextTags=true' \
  -F 'Signers={
  "name": "hanky",
  "emailAddress": hankyWhites@gmail.com,
  "signerType": "Signer",
  "signerRole": "Signer",
  "formFields": [
    {
      "id": "TextBox",
      "name": "TextBox",
      "fieldType": "TextBox",
      "pageNumber": 1,
      "bounds": {
        "x": 100,
        "y": 100,
        "width": 125,
        "height": 25
      },
      "isRequired": true,
      "value": "Default Value",
      "isReadOnly": true
}
  ],
  "locale": "EN"
}' \
  -F 'Files={your file}' \

C#

var apiClient = new ApiClient(https://api.boldsign.com, "{Your API key}");
var documentClient = new DocumentClient(apiClient);

var documentFilePath = new DocumentFilePath
{
    ContentType = "application/pdf",
    FilePath = "{Your File path}"
};

var filesToUpload = new List<IDocumentFile>
{
    documentFilePath,
};

var TextBoxField = new FormField(
    id: "sign",
    isRequired: true,
    isReadOnly: true,
    value: "Default Value",
    type: FieldType.TextBox,
    pageNumber: 1,
    bounds: new Rectangle(x: 200, y: 200, width: 125, height: 25));

var formFieldCollections = new List<FormField>()
{
    TextBoxField
};

var signer = new DocumentSigner(
    name: "David",
    emailAddress: david@cubeflakes.com,
    formFields: formFieldCollections,
    locale: Locales.FR);

var documentSigners = new List<DocumentSigner>()
{
    signer
};

var sendForSign = new SendForSign()
{
    DisableEmails = true,
    Signers = documentSigners,
    Title = "Sample Document",
    UseTextTags = true,
    Files = filesToUpload
};
var documentCreated = documentClient.SendDocument(sendForSign);
Console.WriteLine(documentCreated.DocumentId);

Python

import boldsign

configuration = boldsign.Configuration(
    api_key = "YOUR_API_KEY"
)

with boldsign.ApiClient(configuration) as api_client:

    document_api = boldsign.DocumentApi(api_client)
    
    send_for_sign = boldsign.SendForSign(
          title="Document SDK API",
          document_title = "SDK Document Test case",
          description="Testing document from SDK integration test case", 
          files=["YOUR_FILE_PATH"],
          signers=[
                boldsign.DocumentSigner(
                      name="Hanky",
                      emailAddress="hankyWhites@cubeflakes.com",
                      signerOrder=1,
                      signerType="Signer",
                      formFields=[
                            boldsign.FormField(
                                  name="Sign",
                                  fieldType="Signature",
                                  font="Helvetica",
                                  pageNumber=1,
                                  isRequired=True,
                                  bounds=boldsign.Rectangle(x=50, y=50, width=100, height=150)
                            )
                    ],
                    privateMessage="This is private message for signer"
                )
            ],
            useTextTags=True
    )
    
    send_document_response = document_api.send_document(send_for_sign)

NodeJS

const axios = require('axios');
const FormData = require('form-data');
const fs = require('fs');
let data = new FormData();
data.append('Signers', '{\r\n  "name": "hanky",\r\n  "emailAddress": hankyWhites@gmail.com,\r\n  "signerType": "Signer",\r\n  "signerRole": "Signer",\r\n  "formFields": [\r\n    {\r\n      "id": "TextBox",\r\n      "name": "TextBox",\r\n      "fieldType": "TextBox",\r\n      "pageNumber": 1,\r\n      "bounds": {\r\n        "x": 100,\r\n        "y": 100,\r\n        "width": 125,\r\n        "height": 25\r\n      },\r\n  "isReadOnly": true,\r\n    "isRequired": true\r\n}\r\n  ],\r\n  "locale": "EN"\r\n}');
data.append('Title', "Sample Document");
data.append('UseTextTags', "true");
data.append('Files', fs.createReadStream('{Your file path}'));

let config = {
  method: 'post',
  maxBodyLength: Infinity,
  url: 'https://api.boldsign.com/v1/document/send',
  headers: { 
    'accept': 'application/json', 
    'X-API-KEY': '{Your API key}', 
    ...data.getHeaders()
  },
  data : data
};

axios.request(config)
.then((response) => {
  console.log(JSON.stringify(response.data));
})
.catch((error) => {
  console.log(error);
});

You can also refer our demo sample for working example of TextTags.

In conclusion, BoldSign Text Tags present a dynamic and efficient approach to embed form fields into documents, improving the overall signing experience. When you run the provided code, it generates a document with the specified TextTags values for the form fields. For additional guidance, you may explore the Text Tag documentation.