Advantages of Edit embedded template over Edit Template

In BoldSign, both Edit Template and Edit Embedded Template allow you to modify existing eSignature templates, but they serve different purposes and offer unique benefits:

1. Edit Template – Backend automation

This method is used to update the original template stored in BoldSign through backend API calls. Any changes made will apply to all future documents created from the template.

Purpose: Update the original template stored in BoldSign for organization-wide use
API Endpoint: PUT /v1/template/edit
Impact: Changes affect all workflows using this template
User Experience: No UI interaction
Use Case:
- Updating company-wide contract terms
- Adding new compliance fields to all agreements
Form Field Configuration:
- Fields are modified globally
- Requires careful governance to avoid unintended changes

Here is an example .NET script for the edit template API

2. Edit Embedded Template – Contextual Customization

This method allows users to edit templates interactively within your application using BoldSign’s embedded editor. Once saved, the changes are applied globally to the original template and affect all future documents created from it.

Purpose: Allow users to edit a template interactively within your application using BoldSign’s embedded UI
API Endpoint: POST /v1/template/getEmbeddedTemplateEditUrl
Impact: Changes are applied globally to the original template once saved
User Experience: UI embedded via iframe, popup, or new tab
Use Case:
- HR managers visually editing offer letter templates within an internal portal.
- Real estate agents customizing property agreement templates and saving updates for future use
Form Field Configuration:
- Drag-and-drop fields like signature boxes, text inputs, and checkboxes
- No coding required—visual customization by the user

Feature	Edit Template API (Backend Automation)	Edit Embedded Template API (Contextual Customization)
Purpose	Update the original template for organization-wide use	Customize and edit template interactively via embedded UI
Impact	Changes apply to all future documents from the template	Changes apply globally once saved
User Experience	No UI interaction; backend API calls only	Interactive UI via iFrame, pop-up, or new tab
API Endpoint	`PUT /v1/template/edit`	`POST /v1/template/getEmbeddedTemplateEditUrl`
Form Field Configuration	Modified globally via backend calls; updates must be managed carefully	Modified globally once saved; drag‑and‑drop customization; updates must be managed carefully
File Management	Not supported	Files can be replaced, removed, or added
Save & Proceed Option	Not available	Available during filling stage for staged completion
Recipient & Role Management	Via API calls	Visual management in embedded editor
Preview & Save	No preview; changes applied directly	Preview, save, and reopen before finalizing
Flexibility in Workflow	Best for backend automation and standardization	Best for real-time edits and client-specific adjustments
Error Handling	Requires parsing API responses programmatically	Immediate visual feedback and correction in UI
Branding Options	Single brand value via API	Supports listing and applying multiple brand values visually
Advantages	Streamlined backend updates Ideal for enterprise automation	Interactive editing Live previews Client-facing customization
Best Suited For	Internal systems, large-scale automation workflows	SaaS platforms, dynamic changes, client-specific workflows