Possible reasons a document sent via API is not visible in the BoldSign dashboard
A document sent via the BoldSign API may not be visible in the BoldSign dashboard due to the following reasons:
Asynchronous Processing
BoldSign API processes documents asynchronously. When you submit a request, you will receive an immediate response, often including a document ID, but the actual file processing takes place in the background.
During this background process, BoldSign performs a comprehensive validation of the input and parameters. If any issues are detected, you will be notified via webhooks. Specifically, a Send Failed event will be triggered, along with a descriptive error message. This message will help you identify and resolve the issue before attempting to recreate the document.
To ensure you’re promptly informed of any errors, we strongly recommend configuring webhooks appropriately.
For a comprehensive understanding of this process, please refer to these guides:
Incorrect API Endpoint or Parameters
Errors in the API request, such as incorrect endpoints, missing required fields (e.g., Title or Files), or malformed JSON, can prevent the document from being created. Double-check the API request syntax and parameters against BoldSign’s API documentation.
Debugging suggestions:
- Check API Logs: Use BoldSign’s API logs to track the request and its outcome.
- Test with Minimal Payload: Send a simple test document with minimal parameters to isolate the issue.
- Consult Documentation: Refer to BoldSign’s API documentation for specific endpoint details and troubleshooting tips.
- Contact Support: If the issue persists, reach out to BoldSign support with the documentId ID, API request details, and response logs for assistance.
