BoldSign Changelog

This page highlights new features, enhancements, and bug fixes to help you get the most out of BoldSign.

Feature

• Added support for the Allow Sign Everywhere option in the document and template APIs.

Improvements

• Added support to control whether file modification is allowed or denied in the template APIs.
• Added support to include the signer’s name in the email subject line for completed emails.
• Fixed an issue where content was not properly translated when generating an embedded document creation link in languages other than English and opening the link.

Behavior Changes

• Previously, when the Require a new signature every time option was disabled, the signature was stored in the browser based only on the signer’s email address and reused for future documents. Now, the signature is stored based on both the signer’s name and email address, ensuring more accurate reuse across documents.

Bug Fixes

• Resolved a digital signature failure issue for a specific document.
• Fixed an issue where documents could not be created if the signer’s email address contained non‑ASCII characters.
• Fixed an issue where signer names were not preserved when modified in another document with the same email address.

Bug Fixes

• Fixed an issue where a tooltip was added to a hyperlink form field when created via the API.
• Fixed an issue where form fields present on a page were duplicated when using the Create or Edit Template APIs.

Feature

• Added an API option to enforce providing default values when sending a document using a template.

Improvement

• Added support to require users to fill in default values for form fields when using templates.

Bug Fixes

• Resolved a signature frame spacing issue in downloaded documents.
• Fixed an issue where the input option for entering a date in an editable date field was not visible on mobile devices.

Feature

• Added support for default value required option in form fields.

Feature

• Added support for default value required option in form fields.

Improvement

• Added support for editing the document title even after the document has been sent.

Bug Fix

• Fixed an issue where the Prepare page failed to load after merging templates during a draft save action.

Feature

• Added support for drawing form fields in the APIs.

Improvements

• Added Qualified Electronic Signature (QES) support to the self-sign workflow.
• Enhanced the UI design for field-level error notifications when sending documents.
• Introduced a new Drawing Field, allowing users to add freehand or shape drawings within documents.

Feature

• Added support for the Drawing form field.

Feature

• Added support for the Drawing form field.

Bug Fixes

• Fixed Unicode filename issue in CSV export.
• Fixed a specific Word document alignment issue.
• Fixed a bug in email branding where custom branding was not applied to the notification sent when changing a recipient.

Bug Fixes

• Added Asia/Singapore to the list of supported time zones.
• Fixed an issue where updating the email on the My Profile page did not update existing bulk links. Signer notifications and delivered signed documents now correctly use the updated email.

Improvement

• Added support for downloading documents as Base64 via the REST API. To enable this, include the following header in your API request: x-response-format: base64.

Bug Fix

• Resolved an issue with anchor text detection.

Features

• The Group Contacts API has moved from beta to live.
• Added support for defining and enforcing password requirements and rules for all users in the organization.
• Added support for signer saved webhook event.
• Added support for getting the embedded document edit URL to edit the in-progress, scheduled and draft documents.
• Support to cancel the document editing which is in edit-mode.

Improvements

• Added the SignerSaved webhook event, which triggers when a signer saves a document without completing it.
• Support for editing documents by generating an embedded link via the API has moved from beta to live.

Bug Fix

• Bulk-download issues for large files are now resolved.

Feature

• Added support for signer saved webhook event.

Feature

• Added support to edit in-progress and draft documents.

Improvement

• Promoted the Edit Document API from Beta to Live.

Improvement

• Added edit document methods to IDocumentService.

Improvement

• Improved error messages for editable date form-field validation.

Bug Fixes

• Fixed an issue where the logo was displayed incorrectly in Word documents.
• Fixed a bug in the Edit Document where the document would not complete when a signer was removed.
• Resolved an issue where drag and drop of form fields did not work in WKWebView.
• Resolved an issue where setting a field’s ID in a form field’s conditionalRule via the API while the field was not present in the form‑fields array and then deleting that form field in the designer could cause the browser to become unresponsive.

Improvements

• Added the FromName and FromEmail properties to the documentHistory object in the Document Properties API to ensure accurate tracking of edit‑recipient action details.
• Improved the invalid signer email address validation error message.
• Provided signature frame support for signature form fields.

Improvement

• Included the FromName and FromEmail properties in the documentHistory object of the Document Properties API to ensure accurate tracking of edit‑recipient action details.

Bug Fix

• Improved validation in the Change Recipient API to require the signer order property when signing order is enabled.

Features

• Added time format support for the editable date form field.
• Allows document senders to securely protect sensitive data entered by signers in text box fields.
• Enhanced editable date fields with a time format configuration option.
• Added support for masking in textbox form field.
• Added support for configuring signature frame settings when creating or editing a brand.

Improvements

• Added displayStatus and inEditingMode properties to the Document Properties, List, TeamList, and BehalfList APIs.
• Moved to private beta and is not available to all customers.

Bug Fix

• Resolved an issue in which specific documents failed to upload.

Features

• Added support for time format in editable date field settings.
• Added support for masking in textbox form field.
• Added support for configuring signature frame settings when creating or editing a brand.

Bug Fix

• Fixed an issue where the Audit Log showed Disclosure Consent as Not requested by the sender despite the setting being Display to all signers, caused by a delayed request and data loss.

Features

• Added support for the group signers in API.
• Added GroupSigners property to Document and Template list and properties APIs for enhanced signer group management.
• Introduced SharedWithTeamId property in template filters to allow filtering templates shared with any of the specified team IDs.

Improvement

• Added context object in webhook payloads (beta).
  • Provides context.actor (who performed the action) and context.previousState (previous values for changed fields).
  • Available for Document and Template webhook events.
  • Populated only for documents/templates created on or after January 08, 2026, older resources will have context: null.

Features

• Added support for the share template API.
• Added support for the group signers in API.
• Added support for the preview embedded template API.
• Added GroupSigners property to Document and Template list and properties APIs for enhanced signer group management.
• Introduced SharedWithTeamId property in template filters to allow filtering templates shared with any of the specified team IDs.
• New APIs added for Group Contact management:
  • Create
  • Update
  • Get
  • List
  • Delete
• Added support for getting the embedded document edit URL to edit the in-progress, scheduled and draft documents.
• Support to cancel the document editing which is in edit-mode.

Improvement

• Added context object in webhook payloads (beta).
  • Provides context.actor (who performed the action) and context.previousState (previous values for changed fields).
  • Available for Document and Template webhook events.
  • Populated only for documents/templates created on or after January 08, 2026, older resources will have context: null.

Features

• Introduced Natural Language AI support across multiple sections: My Documents, Team Documents, My Templates, All Templates, and Shared Template Pages. This feature is currently available in Beta.
• Added Group Contact API support in Beta to enhance group management capabilities.
• Added support for creating documents with a group signer through embedded document creation.
• Added support for previewing templates by generating an embedded link via the API.
• Added support for editing documents by generating an embedded link via the API.
• Added Share Template API.
• Added support for group signers in document and template APIs.

Improvements

• The Shared with Teams option is now available on Template pages for easier collaboration.
• Added support for initiators to include CC recipients when signing via bulk links.
• Added support for initiators to delete additional roles when signing via bulk links.
• Added context object in webhook payloads (beta).
  • Provides context.actor (identifies who performed the action) and context.previousState (captures previous values for changed fields).
  • Available for Document and Template webhook events.
  • Populated only for documents/templates created on or after January 08, 2026, older resources will have context: null.

Bug Fixes

• Fixed an issue where specific documents failed to upload.
• Fixed an issue where cloning or editing templates with a large number of form fields did not work.
• Fixed an issue where the electronic disclosure acceptance date was not properly logged in the audit trail for InPerson signing.
• Added HMAC signature header to verification requests when updating existing webhooks.

Bug Fix

• Fixed an issue that prevented the creation of embedded documents with automatic field detection.

Feature

• Added locale support across Sender Identity to enable multi-language experiences.

Improvements

• Resolved an issue where text tags in specific documents were not functioning correctly.
• Added locale support in Sender Identity.
• Changed the type of the Size property of the Font in the TextTagDefinitions from float to float?.
• Changed the type of the LineHeight property of the Font in the TextTagDefinitions from int to int?.

Bug Fixes

• Resolved an issue with the maximum file upload limit when using the template feature.
• Fixed an issue where specific documents failed to upload.
• Fixed an issue where the account creation page did not display Czech translations correctly after a document was signed.
• Fixed a bug in text tags where font size and line height overrides were ignored.

Improvements

• Changed the type of the Size property of the Font in the TextTagDefinitions from float to float?.
• Changed the type of the LineHeight property of the Font in the TextTagDefinitions from int to int?.

Feature

• The Team API has been upgraded from Beta to Live.

Improvements

• Fixed an issue where sending a document failed if the signer’s phone number included the Jersey country code.
• Added a webhook event for template edits.
• Promoted the Draft Send API from Beta to Live status.

Bug Fix

• Fixed an issue where digital signing failed for specific documents.

Feature

• Added support for template edited webhook event.

Features

• Push notifications for document actions are now supported in the BoldSign mobile app.
• Added support for extending the expiry of Bulk Send documents in bulk.

Improvements

• QES (Qualified Electronic Signature) now supports additional fields(textbox, datasigned, editable date) for multi-signing workflows.
• QES signers can now assign the Date Signed and Editable Date form fields.

Bug Fix

• Fixed an issue where scheduling a document to be sent on Sunday did not work.

Feature

• Added locale support across Sender Identity to enable multi-language experiences.

Feature

• Support for Korean language has been added. You can now select Korean as the signer’s language during document creation, providing a localized signing experience.

Improvements

• Added support for collecting user feedback on AI field detection during template creation in the web app.
• Added support for Korean language for signers.

Bug Fixes

• Fixed an issue where uploading a CSV with non-English characters prevented bulk sending of documents.
• Fixed a bug in the Behalf Document Listing API where email filtering was performed using a case-sensitive search.

Feature

• Support for Korean language has been added. You can now select Korean as the signer’s language during document creation, providing a localized signing experience.

Features

• Added support for the draft send API.
• Added support collaboration settings options in form fields.
• Added support for form field permission options in the create and edit template APIs.
• Added support allowed signature types in the document, merge and send API and template APIs.
• Added support for template edited webhook event.

Features

• Added support for the Carlito font to provide enhanced typography options.
• Added support for specifying signature types in the Send Document APIs.
• Added support to specific allowed document types in identity verification settings for document send APIs.
• Added support to get allowed document types and allowed countries details through GetProperties API.
• Added support for the Carlito font family.
• Support for filtering multiple users based on the userId parameter in the List Users API.

Improvements

• Added support for filtering users by provided User IDs in the List API.
• Added support for applying the Carlito font to form fields.
• Added support for preserving the allowed signature types defined in a template when creating a document from it.
• Added support for the Carlito font in form fields and text tags.

Bug Fixes

• Resolved an issue where template creation intermittently failed when multiple form fields were selected and a new form field was dragged and dropped.
• Fixed a bug in form field permissions in the Edit Template API.

Features

• Added support to specific allowed document types in identity verification settings for document send APIs.
• Added support to get allowed document types and allowed countries details through GetProperties API.
• Added support for the Carlito font family.
• Added support allowed signature types in the document, merge and send API and template APIs.
• Support for filtering multiple users based on the userId parameter in the List Users API.

Bug Fix

• When editing a document, the metadata set in the document is now preserved correctly.

Features

• You can now restrict senders from adding, editing, or deleting fields when sending a document using a template.
• Added support for form field permissions in document and template APIs.
• Added support to get the specific sender identity details through GetProperties API.
• Provided support for downloading templates with and without form fields in DownloadTemplate API.

Improvements

• Provided Change Team API support to transfer users from one team to another within the organization.
• Added support for downloading templates with and without form fields via both the web app and API.
• Resolved an issue with Thai language fonts in text box fields within downloaded documents.
• Additional signing languages are now available for signers, including Chinese (Simplified), Chinese (Traditional), Japanese, and Thai.
• Promoted the Sender Identity Properties API from Beta to Live status.

Bug Fix

• Fixed a bug in the Edit Template API that caused the form designer page to freeze when used on a draft template.

Features

• Provided ChangeTeam API support to transfer users from one team to another team within the organization.
• Provided support for downloading templates with and without form fields in DownloadTemplate API.

Feature

• Introduced userId and teamId properties to the webhook event payload to enable better identification and association with users and teams.

Improvements

• You can now copy the User ID and Team ID directly from the user and team details pages.
• Added team ID and user ID properties to the document and template webhook event payload.

Bug Fix

• Fixed an intermittent document creation failure that occurred when a template referenced a deleted brand.

Feature

• Introduced userId and teamId properties to the webhook event payload to enable better identification and association with users and teams.

Bug Fixes

• Fixed a font loading issue for the Polish language in the audit trail.
• Fixed an issue where disclaimer text was being cut off in the Audit Trail.

Improvement

• The status will now change to Completed only after the document is digitally signed. If any errors occur during digital signing, the status will remain unchanged.

Bug Fix

• Fixed a bug in the Template Properties API where it incorrectly returned a 403 Forbidden error.

Feature

• Added TemplateName and TemplateId properties to the Document Properties API, under the Files property.

Breaking change

• Changed the type of the Files property in the Template Properties API from List<DocumentFiles> to List<TemplateFiles>.

Previous

var templateClient = new TemplateClient(apiClient);
var templateProperties = templateClient.GetProperties("templateId");
List<DocumentFiles> files = templateProperties.Files;

Now

var templateClient = new TemplateClient(apiClient);
var templateProperties = templateClient.GetProperties("templateId");
List<TemplateFiles> files = templateProperties.Files;

Improvements

• Added TemplateName and TemplateId properties to the Document Properties API under the Files property.
• Changed the type of the Files property in the Template Properties API from List<DocumentFiles> to List<TemplateFiles>.

Bug Fixes

• Resolved an intermittent signing failure that occurred when documents included read-only text box fields.
• Team admins and members are now prevented from accessing user, team, and contact details via the API whenever the account admin has restricted that access.
• Added support for listing draft documents in the behalf document listing API.

Bug Fixes

• Resolved issues related to specific document uploads and text tag processing.
• Fixed an intermittent timeout exception that occurred when sending documents via the mergeAndSend API.
• Fixed a bug in collaboration settings within the Send and Create APIs.

Feature

• Added an id property to the sender identity list API response.

Improvements

• Support for uploading Google Docs directly from Google Drive has been added.
• Added the sender identity ID property to the List and Properties APIs.

Bug Fix

• Resolved issues related to specific document uploads and auto-detection.

Feature

• Added an id property to the responses of both the list and properties APIs for sender identity.

Features

• Added a Reminder event that triggers when a document reminder is sent.
• Added a lastReminderSentOn field in the webhook's signerDetails to indicate when the reminder was sent.

Feature

• Added an endpoint for sender identity properties.

Feature

• Added support to get the specific sender identity details through GetProperties API.

Feature

• The Hyperlink field now supports additional URI schemes, enabling developers to include Email mailto: and Telephone tel: links directly in the field value.

Improvements

• Added support for multiple signings with Qualified Electronic Signatures.
• Web app: User-created API keys are automatically revoked when a user’s role is downgraded to enforce security controls.
• You can now update the details of existing custom permissions, making it easier to keep access settings current.
• Made the 'Add Me' option visible when sending documents via templates, enabling quick autofill of sender details.
• Hyperlink field now supports email addresses and telephone numbers for more flexible contact linking.
• Enabled support for Qualified Electronic Signatures (QES) for multiple signers within a single document.

Bug Fixes

• Resolved an issue affecting specific document uploads.
• Resolved an issue where phone number validation for Oman numbers was not working correctly.
• Fixed multiple bugs in the Edit Document API.

Feature

• The Hyperlink field now supports additional URI schemes, enabling developers to include Email mailto: and Telephone tel: links directly in the field value.

Improvements

• Added proper error handling for already refunded invoices.
• Added intranet history for scheduled downgrade plans.
• Improved error messages in the Sender Identity API responses.

Feature

• Added support for combining multiple attachments within signed documents.

Improvement

• Introduced a Hidden property to the GetDocumentProperties API for form fields, enabling the identification and management of hidden form fields.

Bug Fixes

• Introduced a Hidden property to the GetDocumentProperties API for form fields, enabling the identification and management of hidden form fields.
• Added support for combining attachments within signed documents.

Bug Fixes

• Introduced a Hidden property to the GetDocumentProperties API for form fields, enabling the identification and management of hidden form fields.
• Added support for combining attachments within signed documents.

Bug Fix

• Introduced the FailedDeliveryMode property in the Delivery Failed Webhook event to capture the mode of failure.

Bug Fixes

• Introduced the FailedDeliveryMode property in the Delivery Failed Webhook event to capture the mode of failure.
• Resolved the issue where the Value attribute was not supported in checkbox, radio button, image, and editable date text tag definition fields.

Bug Fixes

• Fixed an issue where updating 'notificationSettings' via the 'UpdateSenderIdentity' API unnecessarily required other sender identity properties.
• Resolved the issue where the Value attribute was not supported in checkbox, radio button, image, and editable date text tag definition fields.

Bug Fix

• Fixed an issue where updating 'notificationSettings' via the 'UpdateSenderIdentity' API unnecessarily required other sender identity properties.

Bug Fix

• Resolved an inconsistency where deactivated users were correctly marked as 'Deactivated' on the Users page but still displayed as 'Account Admin' in the role column on the Teams page.

Feature

• Added support for assigning form fields to multiple signers, allowing them to edit the fields during the document signing process.

Improvements

• Improved the display and functionality of the on-behalf action history on the Document Overview page.
• A proper error message has been added for exceeding the maximum allowed length of the credit card name field on the payment page.
• Added CORS support for OpenID Connect endpoints in implicit authentication.
• Added support to notify users about page navigation during the embedded document and template creation workflow.

Bug Fixes

• Resolved an upload issue affecting specific Word documents.
• Fixed a bug in template export that occurred with edited templates.

Feature

• Added support for collaborative form fields in API.

Improvements

• Added support to restrict team admins and members from viewing organization's users and contacts.
• Added support for enabling the View Document permission when creating custom permissions for the account admin role.

Feature

• Added support to edit in-progress and draft documents.

Features

• Added Edit Document API (Beta).
• Added support for automatically syncing users from Microsoft Azure AD to the BoldSign application.

Improvements

• AI-based form field detection support has been added to template editing in the web app.
• Restricted sender identity for known permanently bounced emails.
• Added support for extending the session before it expires.

Bug Fixes

• Fixed an issue where sensitive information—such as addresses, email addresses, or telephone numbers—in textbox and label fields was not automatically hidden in the Chrome browser on iPad/iOS.
• Fixed the issue where signatures or initials were not preserved in the browser for reuse in future documents when the Allow Configure option was enabled and the document did not have any signature or initial fields.

Feature

• Added RecipientChangeLog, DocumentChangeLog, and FieldChangeLog properties to the EditCompleted action in the document history for the Document Properties API.

Improvements

• Added support for multiple languages in manual reminder email messages.
• Added support for displaying document and field changes in the document history during editing.
• Added support for copying and pasting text in the textbox editor using the mouse while editing text fields.

Bug Fixes

• Fixed an issue that affected the upload of specific documents.
• Resolved an issue with the search functionality in the Team List API.
• Fixed a bug in draft document send API related to duplicate form field ID.

Improvement

• Improved the lenient name-matching algorithm used in identity verification.

Bug Fix

• Resolved an issue where the signing process failed when formula fields contained decimal values.

Improvement

• Support for instantly simulating and completing the QES verification process using test data has been added.

Feature

• Added support to specify AuthenticationFrequency for signers. This feature allows control over how often signers are required to authenticate when accessing documents.

Features

• Added support to send out draft documents.
• Added support to specify AuthenticationFrequency for signers. This feature allows control over how often signers are required to authenticate when accessing documents.

Features

• The WhatsApp feature has moved from Beta to Live.
• Added support to configure the authentication frequency for signers. This feature allows control over how often signers must authenticate when accessing documents.

Improvements

• Support for indicating that the document was signed and verified through QES in the final signed document has been added.
• Added ID Verification support in CA region.
• Expose support for template import and export.

Improvements

• Added many improvements to the template import and export feature.
• Added Review and Sign button to the manual ID verification email notification for the recipients.
• Support has been added to enhance the display of error messages when textbox validation fails.

Bug Fix

• Fixed the issue where the date format and document signing link did not update correctly in customized email templates.

Feature

• Enhanced text tag definitions by adding new properties to improve formatting and validation, enabling better customization and control over text elements.

Improvements

• Added support to display the creator of each bulk link on the Bulk Link Overview page.
• Added support to resize the multiline textbox on the Filling and Designer pages.

Bug Fixes

• Fixed an issue where a specific Word document failed to upload correctly.
• Resolved Swagger validation error Operations must have unique operationIds by assigning distinct operationId values to all API operations, ensuring accurate API documentation and client code generation.
• Resolved Swagger validation error Default values must be present in enum by removing the default value attribute from the ResizeOption property.

Features

• Support for merging multiple templates and generating the embedded document creation link has been added.
• Support to create the document with the formula field is added.
• Added support to restrict edit and delete actions on form fields during template creation.

Feature

• The support for creating documents with the formula fields feature has transitioned from BETA to Live.

Improvements

• Added support for editing or deleting form fields created during template setup when sending documents.
• The ability to merge multiple templates and generate embedded document creation links has transitioned from BETA to Live.

Bug Fixes

• When the initiator signs the bulk link by providing their email and name, any leading or trailing spaces in the email address are automatically removed, preventing the invalid email error.
• Signing is blocked if an invalid signature or initial value is provided.
• Fixed an issue where documents signed through bulk links were not removed from the responder section when automatic deletion was enabled.
• Resolved an issue where group checkboxes repositioned unexpectedly when navigating and reselecting them using keyboard inputs.

Features

• Added support for identity verification and its webhooks.
• Added support for audit trail localization.
• Added metadata support for documents, users, and sender identities.
• Added support for QES.
• Added support for grouping checkboxes.
• Added support to append files in template sending.
• Added support for text tags in mergeAndSend and mergeCreateEmbeddedRequestUrl APIs.

Feature

• Qualified Electronic Signatures (QES) feature has moved from Beta to Live.

Improvements

• Text tag support for mergeAndSend and mergeCreateEmbeddedRequestUrl APIs has transitioned from Beta to Live.
• Support for sending multiple templates with additional files appended to the end has moved from Beta to Live.
• Support for uploading documents directly from Google Shared Drive has been added.
• Added support to preserve or disable profile details (such as stored signatures, initials, and job titles) on the signing page.
• Dropdown fields can now be set to read-only during document preparation or signing.

Bug Fix

• Fixed an Access denied error that occurred when a template created via API included both regular and in-person signers, and the in-person signer attempted to sign.

Feature

• Auto-detect form fields with enhanced DataSync accuracy, simplifying document setup.

Improvements

• Sync signer name and email fields accurately in bulk links, streamlining mass distributions.
• Preserve bullet and numbered list formatting in Word documents during processing.

Bug Fixes

• Fixed bulk link query string issues to ensure accurate signer data entry.
• Corrected Word document list formatting errors for consistent visuals.

Feature

• Customize recipient email content in the web app to align with your brand and messaging.

Improvements

• Navigate signing page fields effortlessly, speeding up the signing process.

Bug Fixes

• Fixed textbox resizing for bold fonts to maintain consistent formatting.
• Corrected file name updates for signed documents uploaded to Google Cloud.
• Resolved errors when merging templates with duplicate field names, ensuring seamless creation.

Features

• Added support for metadata in sender identities.
• Support to send a signature request link through WhatsApp is added.

Feature

• Send signature requests via WhatsApp (WebApp and API) to reach signers easily.

Improvements

• Rename uploaded documents for efficient file organization.
• Add metadata to Sender Identity for enhanced document tracking.

Bug Fix

• Corrected API errors when senderTimeZone is empty, improving stability.

Feature

• Added support to list expiring documents in both Document List API and Team Documents List API. This enables filtering documents based on their expiration dates for improved document management.

Improvements

• Navigate and filter documents quickly with clickable tags on the Teams page.
• Locate expired documents easily with the Expired On filter in My Documents.
• Extended sender identity name limit to 80 characters for greater flexibility.

Feature

• Added support to list expiring documents in both Document List API and Team Documents List API. This enables filtering documents based on their expiration dates for improved document management.

Features

• Support to set the resize option for text box form field.
• Added support to list documents using the Scheduled status in Document List API.
• Added the Scheduled status ScheduledSendTime property in both the Document List API and Document Properties API.
• When using the Schedule Send feature, you must upgrade to the latest SDK version. Failing to upgrade may result in issues with the List and Properties APIs.

Features

• Support to set the resize option for text box form field.
• Added support to list documents using the Scheduled status in Document List API.
• Added the Scheduled status ScheduledSendTime property in both the Document List API and Document Properties API.
• When using the Schedule Send feature, you must upgrade to the latest SDK version. Failing to upgrade may result in issues with the List and Properties APIs.

Features

• Resize textboxes horizontally or vertically for flexible form design.
• Schedule document sending to automate workflows.

Improvement

• Merge multiple templates into one, simplifying template management.

Features

• Support to include attachments in the completion email for sender identity has been added.
• Support to notify CC recipients when signers view the document has been added.

Features

• Support to include attachments in the completion email for sender identity has been added.
• Support to notify CC recipients when signers view the document has been added.

Improvements

• Attach files to completion emails linked to sender identity, enhancing communication.
• Notify CC recipients when signers view documents, keeping everyone informed.
• Include seconds in date signed timestamps for precise tracking.
• Mark Sandbox test documents clearly to avoid confusion.
• Ignore hidden PDF form fields during auto-detection for accurate placement.

Improvements

• Include file names in base64 JSON inputs, streamlining API workflows.
• Enhance brand logo quality for a polished look.

Bug Fix

• Fixed formula calculations for non-required fields, ensuring accurate results.

Feature

• Add text tag support to mergeAndSend and mergeCreateEmbeddedRequestUrl APIs, boosting automation.

Improvements

• Auto-renew expired bulk links for uninterrupted access.
• Specify additional SSO scopes, enhancing security and customization.

Bug Fixes

• Fixed Access Denied errors when cloning revoked documents after ownership changes.
• Ensured document IDs display correctly during template merging and sending.
• Corrected nested formula calculation errors for reliable results.
• Fixed field value mapping for templates with identical DataSync tags.
• Applied fallback brands correctly when the original brand is deleted.

Feature

• Text tag support for the mergeAndSend and mergeCreateEmbeddedRequestUrl API requests is added.

Improvements

• Enhance audit log security details for greater transparency.
• Edit textboxes via tab navigation, improving usability.

Bug Fixes

• Fixed text tag field placement to prevent page boundary issues.
• Resolved DataSync value updates in Bulk Send, ensuring accurate data.

Improvements

• Revamp the share dialog for an intuitive user experience.
• Optimize the extend expiry API for improved performance.

Bug Fixes

• Fixed missing logos in specific Word document uploads.
• Resolved errors when deleting multiple documents simultaneously.
• Strengthened Auto-Detect field validation in embedded API requests.
• Preserved field values when updating signer emails during editing.
• Fixed broken edit links after in-app template changes.

Improvement

• Change EnableQes type from bool to bool? to preserve the template configuration.

Improvement

• Change EnableQes type from bool to bool? to preserve the template configuration.

Bug Fixes

• Fixed CSV export errors on the Contact page, ensuring accurate data.
• Prevented signing if attachment uploads fail, enhancing reliability.

Feature

• Added a feature of Qualified Electronic Signature (QES) for documents and templates.

Feature

• Introduced Qualified Electronic Signatures (QES) in beta, expanding signature options.

Bug Fixes

• Fixed logo and checkbox alignment in Word document uploads.
• Resolved SSO login issues after incorrect Authority URL setup.
• Ensured tabindex fields remain navigable during validation failures.
• Corrected font style updates in formula fields on the prepare page.
• Fixed draft saving for cloned bulk link documents.

Improvements

• Replaced Contact Us with Upgrade or Start Free Trial on the Enterprise API plan page in the web app for better clarity.
• Improved the user experience of the Advanced Plan subscription pages in the web app.

Bug Fix

• Fixed specific digital signature failures, ensuring consistent performance.

Feature

• Create documents with dynamic formula fields for advanced calculations.

Improvement

• Set sender's email as default reply-to for reminders, streamlining communication.

Bug Fix

• Hid unfilled fields from subsequent signers, enhancing privacy.

Feature

• Support to create the document with the dropdown field is added.

Bug Fixes

• Excluded non-required attachment fields from downloads, reducing clutter.
• Fixed maximum limit errors when re-uploading deleted documents.
• Resolved Google Cloud backup failures in Firefox, ensuring cross-browser support.
• Corrected folder and file creation errors with apostrophes in names.

Feature

• Added a support for NotoSans font family.

Feature

• Added a support for NotoSans font family.

Features

• Added option to specify the maximum number of allowed authentication attempts for the signer during the signing process.
• Added option to define a custom format for file names when documents are downloaded.

Bug Fixes

• Form field coordinates string conversion now ignores culture.

Features

• Added option to specify the maximum number of allowed authentication attempts for the signer during the signing process.
• Added option to define a custom format for file names when documents are downloaded.

Bug Fix

• Form field coordinates string conversion now ignores culture.

Feature

• Support for merging multiple templates and generating the embedded document creation link has been added.

Features

• Provided support to configure the custom email domain in branding.
• The ClonedWithFieldValues event has been added to the document history in the GetProperties API.

Features

• Provided support to configure the custom email domain in branding.
• The ClonedWithFieldValues event has been added to the document history in the GetProperties API.

Feature

• Added support to filter documents, templates, and sender identity using the BrandIds property.

Feature

• Added support to send multiple templates with Files appended at the end of the existing templates.

Feature

• Added support for audit trail localization.

Features

• Added support to specify TabIndex in FormField and TextTagDefinition.
• Added support to provide Label in TextTagDefinition for radio buttons.

Features

• Added support to configure whether to send email notifications for document edits to signers and CC recipients during the creation of documents or templates.
• Support for removing form fields when sending a document using a template, and for sending documents by merging multiple templates, has been added.

Features

• Added support to configure whether to send email notifications for document edits to signers and CC recipients during the creation of documents or templates.
• Added support for read-only fields in text tags definitions.
• Added support for offset positioning in text tags definitions.
• Support for removing form fields when sending a document using a template, and for sending documents by merging multiple templates, has been added.

Features

• Enhanced document history functionality now includes logging for events such as Edit initiated, cancelled, and completed.

Features

• Added document edited event in webhooks.
• Enhanced document history functionality now includes logging for events such as Edit initiated, cancelled, and completed.

Feature

• The support to configure email notifications for signers and cc recipients while creating the document or template is added.

Features

• Added support to group checkboxes and apply validations to it.
• Added support to hold signer for prefilling after ID verification.

Features

• Added support to prefill form fields in the document.
• Added support for edit template API to update an existing template properties.
• Added support for background color in label form fields and custom form fields.
• Added support for reminder, identity verification webhooks.
• Added support for document metadata to store additional information about the documents.

Feature

• Added support to send a template with Files appended at the end of the existing template.

Features

• Added support to get the specific brand details through Get brand API.
• Support has been added to enable the SMS authentication while creating the document or template is added.
• Support to send a signature request link through SMS is added.
• Support for merging multiple templates and sending them for signature has been added.
• Support for excluding the audit trail document from the completion email has been added when creating or editing a brand.

Bug Fix

• The issue with editing the brand, where brand name and brand logo properties shouldn't be set as required fields, has been resolved.

Features

• Added support to get the specific brand details through Get brand API.
• Support for excluding the audit trail document from the completion email has been added when creating or editing a brand.

Bug Fix

• The issue with editing the brand, where brand name and brand logo properties shouldn't be set as required fields, has been resolved.

Features

• Added support to get the specific brand details through Get brand API.
• Support for merging multiple templates and sending them for signature has been added.
• Support for excluding the audit trail document from the completion email has been added when creating or editing a brand.

Bug Fixes

• The issue with editing the brand, where brand name and brand logo properties shouldn't be set as required fields, has been resolved.

Features

• Added support to get the specific brand details through Get brand API.
• Support for excluding the audit trail document from the completion email has been added when creating or editing a brand.

Bug Fix

• The issue with editing the brand, where brand name and brand logo properties shouldn't be set as required fields, has been resolved.

Bug Fixes

• If the ExpiryDateType or DisableExpiryAlert property is set to null, we will fetch the values from 'BusinessProfileSettings' for the 'SendUsingTemplate' API
• If the EnableReassign property is set to null, we will fetch the values from template settings for the 'SendUsingTemplate' API

Feature

• Added support to prefill form fields in the document.

Bug Fixes

• If the ExpiryDateType or DisableExpiryAlert property is set to null, we will fetch the values from 'BusinessProfileSettings' for the 'SendUsingTemplate' API
• If the EnableReassign property is set to null, we will fetch the values from template settings for the 'SendUsingTemplate' API

Breaking change

• The datatype for BrandLogo in the BrandSettings class has been updated from IDocumentFile to IImageFile. This change enables the flexibility to pass instances such as ImageFilePath, ImageFileBytes, or ImageFileStream for the brand logo.

Previous

// removed code for brevity
BrandSettings brandSettings = new BrandSettings()
{
    BrandLogo = new DocumentFileBytes
    {
        ContentType = "image/png",
        FileName = "D:/SyncfusionLogo.png",
    },
};

Now

// removed code for brevity
BrandSettings brandSettings = new BrandSettings()
{
    BrandLogo = new ImageFileBytes
    {
        ContentType = "image/png",
        FileBytes = File.ReadAllBytes("D:/SyncfusionLogo.png"),
    },
};

Breaking change

• The datatype for BrandLogo in the BrandSettings class has been updated from IDocumentFile to IImageFile. This change enables the flexibility to pass instances such as ImageFilePath, ImageFileBytes, or ImageFileStream for the brand logo.

Previous

// removed code for brevity
BrandSettings brandSettings = new BrandSettings()
{
    BrandLogo = new DocumentFileBytes
    {
        ContentType = "image/png",
        FileName = "D:/SyncfusionLogo.png",
    },
};

Now

// removed code for brevity
BrandSettings brandSettings = new BrandSettings()
{
    BrandLogo = new ImageFileBytes
    {
        ContentType = "image/png",
        FileBytes = File.ReadAllBytes("D:/SyncfusionLogo.png"),
    },
};

Feature

• The cursor property has been included in the Document List API response.

Feature

• The cursor property has been included in the Document List API response.

Bug Fix

• The issue of signer's language set in the template not being preserved when sending the document using the template has been fixed.

Features

• Added support for edit template API to update an existing template properties.
• Provided next cursor support for the BoldSign API to enable pagination. This feature is necessary for fetching the next set of documents beyond 10,000 records.
  • List Documents
  • List Team Documents
  • List Behalf Documents

Bug Fix

• The issue of signer's language set in the template not being preserved when sending the document using the template has been fixed.

Feature

• Provided next cursor support for the BoldSign API to enable pagination. This feature is necessary for fetching the next set of documents beyond 10,000 records.
  • List Documents
  • List Team Documents
  • List Behalf Documents

Features

Provided support to the following using the BoldSign API:

• Added support for Get list of contacts.
• Added support for Create list of contacts.
• Added support for Update contacts.
• Added support for Delete contacts.

Features

• Added support for Identity Verification in document send and template create APIs.
• Added support for the Identity Verification report API to fetch the signer-uploaded document report.
• Added support for the Identity Verification image API to fetch the images uploaded by the signer for identity verification.
• Added support for Embedded Manual Verification to manually review uploaded documents that have failed verification.

Feature

• Added support to provide the "Time Format" option for the Date Signed field.

Feature

• Added support to provide the "Time Format" option for the Date Signed field.

Feature

• Support to allow signers to add fields by dragging and dropping them into the document during the signing process is added.

Feature

• Support to allow signers to add fields by dragging and dropping them into the document during the signing process is added.

Feature

• Added idPrefix and restrictIdPrefixChange properties to custom field APIs for creation, editing, and listing.

Breaking changes

1. Required Label Field in Templates

• Now, if a template has a required label field with an empty value, you must set a value when sending the document using the template API, using the existing form field property. Alternatively, you can change the label field to a non-required field in the created template.

• For more information, refer to the following links:

  • Send Document from Template by Filling Existing Fields (US Region)
  • Send Document from Template by Filling Existing Fields (EU Region)

2. Dropdown Field Support in AutoDetect Field

• We have added support for dropdown fields within AutoDetect fields. If the editable PDF form field contains a dropdown, it will be automatically converted into a BoldSign Dropdown form field.

Features

• Added support to add metadata while creating a user.
• Added support to update metadata of existing users.

Feature

• Added RedirectUrl property in sender identity create, update, list, and webhook events.

Feature

• Added RedirectUrl property in sender identity create, update, list, and webhook events.

Features

• Label support for the RadioButton form field has been added.
• Added AllowNewFiles and AllowModifyFiles options to control file addition and modification permissions for sender when creating templates and embedded templates.
• Updated the template and sender identity webhook event models to support the new properties: AllowNewFiles, AllowModifyFiles, and BrandId.

Features

• Label support for the RadioButton form field has been added.
• Added AllowNewFiles and AllowModifyFiles options to control file addition and modification permissions for sender when creating templates and embedded templates.
• Updated the template and sender identity webhook event models to support the new properties: AllowNewFiles, AllowModifyFiles, and BrandId.

Bug Fix

• The error message will no longer appear when setting both the title and documentInfo through the API and SDK.

Bug Fix

• Eliminate the error message that occurs when setting both the title and documentInfo through the API and SDK.

Features

• Support for AutoDetect fields has been added to the create and CreateEmbeddedTemplateUrl template APIs.
• Support to allow signers to add fields by dragging and dropping them into the document during the signing process is added.

Feature

• Support for AutoDetect fields has been added to the create and CreateEmbeddedTemplateUrl template APIs.

Improvements

• Template creation no longer requires mandatory form fields.
• Updated the 403 API response exception message to be more descriptive.

Improvements

• Template creation no longer requires mandatory form fields.
• Updated the 403 API response exception message to be more descriptive.

Feature

• Support to enable/disable the Decline and Save option in the signing page when creating or editing a brand.

Features

• Support to send a signature request link through SMS is added.
• Implemented support to prevent outdated warnings during constructor initialization for DocumentInfo, DocumentSigner, Roles, and TemplateRole classes.
• Support to access the phone number via webhooks.

Feature

• Implemented support to prevent outdated warnings during constructor initialization for DocumentInfo, DocumentSigner, Roles, and TemplateRole classes.

Feature

• Updated Newtonsoft.Json to version 13.0.3.

Breaking changes

• Deprecated the Type property in the formfield of the GetTemplateProperties API. Now use the FieldType property instead of Type property in formfield.

• We have overhauled the signer language feature, moving from the previous approach utilizing the Language property to the new Locale property. Previously, the Language property accepted numerical values (e.g., 0, 1, 2, etc.), whereas the updated Locale property now uses standard language codes (e.g., EN for English, SP for Spanish, etc.). As a result, the Language property has been deprecated. To set the language, use the Locale property in the DocumentSigner, Roles, TemplateRoles, and DocumentInfo classes. Refer to the list below for the deprecated property and their respective alternatives.

// removed code for brevity  
var documentSigner = new DocumentSigner(language: Languages.English);

// removed code for brevity  
var documentSigner = new DocumentSigner(); documentSigner.Locale = Locales.EN

// removed code for brevity  
var roles = new Roles(language: Languages.English);

// removed code for brevity  
var roles = new Roles(); roles.Locale = Locales.EN;

// removed code for brevity  
var templateRole = new TemplateRole(language: Languages.English);

// removed code for brevity  
var templateRole = new TemplateRole(); templateRole.Locale = Locales.EN;

// removed code for brevity  
var documentInfo = new DocumentInfo(language: Languages.English);

// removed code for brevity  
var documentInfo = new DocumentInfo(); documentInfo.Locale = Locales.EN;

Breaking changes

• We have overhauled the signer language feature, moving from the previous approach utilizing the Language property to the new Locale property. Previously, the Language property accepted numerical values (e.g., 0, 1, 2, etc.), whereas the updated Locale property now uses standard language codes (e.g., EN for English, SP for Spanish, etc.). As a result, the Language property has been deprecated. To set the language, use the Locale property in the DocumentSigner, Roles, TemplateRoles, and DocumentInfo classes. Refer to the list below for the deprecated property and their respective alternatives.

// removed code for brevity  
var documentSigner = new DocumentSigner(language: Languages.English);

// removed code for brevity  
var documentSigner = new DocumentSigner(); documentSigner.Locale = Locales.EN

// removed code for brevity  
var roles = new Roles(language: Languages.English);

// removed code for brevity  
var roles = new Roles(); roles.Locale = Locales.EN;

// removed code for brevity  
var templateRole = new TemplateRole(language: Languages.English);

// removed code for brevity  
var templateRole = new TemplateRole(); templateRole.Locale = Locales.EN;

// removed code for brevity  
var documentInfo = new DocumentInfo(language: Languages.English);

// removed code for brevity  
var documentInfo = new DocumentInfo(); documentInfo.Locale = Locales.EN;

hrough the embedded custom field URL has been added.

Features

• Character spacing support for the Textbox and Label form fields has been added.
• Support for creating custom fields based on branding, along with the option to display these fields during document or template creation, has been added.
• Support for manipulating custom fields using the embedded custom field URL has been added.

Features

• Character spacing support for the Textbox and Label form fields has been added.
• Support for merging multiple templates and sending them for signature has been added.
• Support for manipulating custom fields t

Feature

• Enhanced document history functionality to include logging for Email OTP Verification, Email OTP Authentication Failure, and Enabling or Disabling Email OTP Authentication events.

Feature

• Enhanced document history functionality to include logging for Email OTP Verification, Email OTP Authentication Failure, and Enabling or Disabling Email OTP Authentication events.

Feature

• Enhanced the document history functionality to encompass logging for the "Resending Email OTP" and "Resending SMS OTP" action.

Feature

• Support to remove the existing roles from the template while sending the document using it added.

Feature

• Support to remove the existing roles from the template while sending the document using it added.

Features

• Support has been added to enable the SMS authentication while creating the document or template is added.
• Enhanced document history functionality to include logging for Email OTP Verification, Email OTP Authentication Failure, and Enabling or Disabling Email OTP Authentication events.

Bug Fix

• While setting the isReadOnly property as false in the existingFormField's object is now working properly.

Feature

• Added IsReadOnly support to the existing form fields in create document from template API.

Bug Fix

• While setting the isReadOnly property as false in the existingFormField's object is now working properly.

Feature

• Added support to permanently delete the document through Delete Document API.

Feature

• Added support to permanently delete the document through Delete Document API.

Features

• Support has been added to demonstrate the addition of fields in the designer page by using tooltips when creating a document/template through an embedded link.
• Added LastActivityDate timestamp for SignerDetails in the webhook Document model.

Feature

• Added LastActivityDate timestamp for SignerDetails in the webhook Document model.

Improvement

• Removed RestSharp dependency and migrated to HttpClient for all HTTP requests.

Feature

• Updated Newtonsoft.Json to version 13.0.3.

Breaking change

• Deprecated the Type property in the formfield of the GetTemplateProperties API. Now use the FieldType property instead of Type property in formfield.

Features

• Added email notification support for sender identity users. This will allow sender identity users to receive email based on their notification settings.

• Text alignment support is added for the Textbox and Label form fields.

Bug Fix

• An error that occurred while fetching the document details using the document's properties API after auto reminder is enabled or disabled from overview page is fixed.

Feature

• Added the localization support for embedded document creation, embedded template creation and embedded template edit process for the below languages,
  1. Bulgarian
  2. Czech
  3. Danish
  4. German
  5. Spanish
  6. French
  7. Italian
  8. Dutch
  9. Norwegian
  10. Polish
  11. Portuguese
  12. Romanian
  13. Swedish
  14. Russian

Improvement

• Added support to filter behalf documents using signers and labels.

Feature

• Added support to Activate and Deactivate users using the User Update API.

Bug Fix

• Included OnBehalfOf property in the webhook document model.

Feature

• Added the localization support for embedded document creation, embedded template creation and embedded template edit process for the below languages,
  1. Bulgarian
  2. Czech
  3. Danish
  4. Italian
  5. Dutch
  6. Polish
  7. Portuguese
  8. Romanian
  9. Swedish
  10. Russian

Feature

• Support to add Company and Job Title form fields while creating the document is added.

Bug Fix

• Fixed a bug where OnBehalfOf property in SendForSign and EmbeddedDocumentRequest model is not included in the multipart/form-data serialization

Features

• Added support for creating regular and embedded templates.
• Added webhook event parser for the template events.

Feature

• Added the localization support for signer pages and emails sent to them for the below languages,
  1. Bulgarian
  2. Italian
  3. Danish
  4. Polish
  5. Portuguese
  6. Czech
  7. Dutch
  8. Swedish
  9. Russian

Features

• Added the localization support for signer pages and emails sent to them for the below languages,

  1. Bulgarian
  2. Italian
  3. Danish
  4. Polish
  5. Portuguese
  6. Czech
  7. Dutch
  8. Swedish
  9. Russian

• Added the localization support for embedded document creation, embedded template creation and embedded template edit process for the below languages,

  1. German
  2. Spanish
  3. Norwegian
  4. French

Feature

• Support to create the document with conditional rules is now moved from beta to live.

Features

• Added support to send documents on behalf of another user.
• The CommonFields property is added to the document GetProperties API.

Features

• Support to edit the template through the embedded template link is added.
• Added onbehalfof parameter to download attachment methods.
• The CommonFields property is added to the both document and template GetProperties API.

Features

• Text tag support is added for the Attachment, Hyperlink and Image form fields.
• Added DraftCreated and TemplateDraftCreated webhook events for both Document and Template.

Breaking change

• The AllowedFileTypes property in the AttachmentInfo class is deprecated now. Please use AcceptedFileTypes instead of this.

Feature

• Added Norwegian localization for signer pages and emails sent to them.

Features

• Added support to provide DataSyncTag option for Textbox, Image, Checkbox, Editable Date, and Dropdown fields.
• Added support to provide DefaultValue and IsReadOnly options for Textbox, Image, Checkbox, Radio buttons, and Editable Date fields.
• Added support to list teams based on search text in API.
• Support to create the document with conditional rules is added.

Type change

• HideDocumentId in send document and send template is now changed to bool? from bool. If it is null, then the value will be inherited from the business profile settings.

Deprecated

• ShowSendButton in the create embedded template method property is now deprecated and ShowCreateButton is introduced in its place.

Features

• Support to set different types of expiry dates while creating the document is added.

Breaking changes

• The SendForSign and SendForSignFromTemplate class property ExpiryDays is now deprecated. Please use ExpiryValue instead.

Send document

Previous

// removed code for brevity
SendForSign sendForSign = new SendForSign() { ExpiryDays = 30, };

curl -X 'POST' \ 'https://api.boldsign.com/v1/document/send' \
     -H 'accept: application/json' \
     -H 'X-API-KEY: API_Key' \
     -H 'Content-Type: multipart/form-data' \
     -F 'ExpiryDays=30' \'  # removed code for brevity

Now

// removed code for brevity
SendForSign sendForSign = new SendForSign() { ExpiryDateType = ExpiryDateType.Days, ExpiryValue = 60, };

curl -X 'POST' \ 'https://api.boldsign.com/v1/document/send' \
     -H 'accept: application/json' \
     -H 'X-API-KEY: API_Key' \
     -H 'Content-Type: multipart/form-data' \
     -F 'ExpiryDateType=Days' \' 
     -F 'ExpiryValue=60' \'  # removed code for brevity

Send using template

Previous

// removed code for brevity
SendForSignFromTemplate sendForSignFromTemplate = new SendForSignFromTemplate() { ExpiryDays = 30, };

curl -X 'POST' \ 'https://api.boldsign.com/v1/template/send?templateId=templateId' \
  -H 'accept: application/json' \
  -H 'X-API-KEY: API_Key' \
  -H 'Content-Type: application/json;odata.metadata=minimal;odata.streaming=true' \
  -d '{
  "expiryDays": "30" # removed code for brevity
}'

Now

// removed code for brevity
SendForSignFromTemplate sendForSignFromTemplate = new SendForSignFromTemplate() { 
 ExpiryDateType = ExpiryDateType.Days, ExpiryValue = 60, };

curl -X 'POST' \ 'https://api.boldsign.com/v1/template/send?templateId=templateId' \
     -H 'accept: application/json' \
     -H 'X-API-KEY: API_Key' \
     -H 'Content-Type: application/json;odata.metadata=minimal;odata.streaming=true' \
     -d '{
      "expiryDateType": "Days",
      "expiryValue": 60 # removed code for brevity
      }'

Feature

• Support to set different types of expiry dates while creating the document is added.

Breaking change

• The SendForSign and SendForSignFromTemplate class property ExpiryDays is now deprecated. Please use ExpiryValue instead.

Send document

Previous

// removed code for brevity
SendForSign sendForSign = new SendForSign() { ExpiryDays = 30, };

curl -X 'POST' \
  'https://api.boldsign.com/v1/document/send' \
  -H 'accept: application/json' \
  -H 'X-API-KEY: API_Key' \
  -H 'Content-Type: multipart/form-data' \
  -F 'ExpiryDays=30' \'  # removed code for brevity

Now

// removed code for brevity
SendForSign sendForSign = new SendForSign() { ExpiryDateType = ExpiryDateType.Days, ExpiryValue = 60, };

curl -X 'POST' \
  'https://api.boldsign.com/v1/document/send' \
  -H 'accept: application/json' \
  -H 'X-API-KEY: API_Key' \
  -H 'Content-Type: multipart/form-data' \
  -F 'ExpiryDateType=Days' \' 
  -F 'ExpiryValue=60' \'  # removed code for brevity

Send using template

Previous

// removed code for brevity
SendForSignFromTemplate sendForSignFromTemplate = new SendForSignFromTemplate() { ExpiryDays = 30, };

curl -X 'POST' \
  'https://api.boldsign.com/v1/template/send?templateId=templateId' \
  -H 'accept: application/json' \
  -H 'X-API-KEY: API_Key' \
  -H 'Content-Type: application/json;odata.metadata=minimal;odata.streaming=true' \
  -d '{
  "expiryDays": "30" # removed code for brevity
}'

Now

// removed code for brevity
SendForSignFromTemplate sendForSignFromTemplate = new SendForSignFromTemplate() { 
 ExpiryDateType = ExpiryDateType.Days, ExpiryValue = 60, };

curl -X 'POST' \
  'https://api.boldsign.com/v1/template/send?templateId=templateId' \
  -H 'accept: application/json' \
  -H 'X-API-KEY: API_Key' \
  -H 'Content-Type: application/json;odata.metadata=minimal;odata.streaming=true' \
  -d '{
  "expiryDateType": "Days",
  "expiryValue": 60 # removed code for brevity
}'

Features

• Added support for get template properties.
• Added support to parse and verify webhook HMAC signature.

Feature

• Added Romanian localization for signer pages and emails sent to them.

Features

• Support to create the document with dropdown field is added.
• Added support for download template.

Feature

• Added client side input validations for the create template API.

Bug Fix

• Fixed a bug that lead to the null exception in create template API while using text tags without form fields.

Features

• Added support for creating regular and embedded templates.
• Added support to get the list of documents sent on behalf of others.
• Added webhook event parser for the template events.

Features

• Support to download the attachment using the BoldSign API is added.

• The CompletedEmailType property has been removed from the BrandSettings and ViewBrandDetails classes in versions v4.7.6 and v4.8.4-beta. Instead, use the EmailSignedDocument property. Please find the code snippet,

    var brandSettings = new BrandSettings()
    {
        BrandName = "BoldSign",
        BrandLogo = new DocumentFileBytes
        {
            ContentType = "image/png",
            FileName = "BoldSign_Logo.png",
        },
        EmailSignedDocument = EmailSignedDocument.DocumentLink,
    };
  

  expand

  collapse

  copy

Features

• Added "Label" to the DocumentEvent webhook payload.
• Added support to provide the "DataSyncTag" option for the Textbox field.

Features

• Added support to extend document expiration.
• Support to set the document timezone for branding using the BoldSign API is added.

Features

• Added support to extend document expiration.
• Support to set the document timezone for branding using the BoldSign API is added.

Features

• Added support for sender identity webhook events.
• Added support to parse the document and sender identity webhook events.
• Option to suppress or turn off the PDF signed document attachment in the completion email is added.

Feature

• The option to suppress or turn off the PDF signed document attachment in the completion email is added.

Bug Fix

• FormFields property is added to the Signers of the GetProperties API for the draft document.

Bug Fix

• An error that occurred while fetching the document details using the document's properties API is fixed.

Feature

• Support to send documents on behalf of another user.

Features

• Support to add and remove authentication through the BoldSign API is added.
• Support to create the document with a hyperlink field is added.
• Added support to provide values to the textbox and label fields in the text tag definition.

Feature

• Support to create the document with an editable date field through the BoldSign API is added.

Features

• Support to create, edit, delete and list the branding through BoldSign API is added.
• Support to get the list of team documents through the BoldSign API.
• Added French localization for signer pages and emails sent to them.

Features

• Provided support to the following through the BoldSign API:
  1. Add tags to the document.
  2. Delete tags in a document.

Features

• Provided support to the following through the BoldSign API:
  1. Create list of users.
  2. Update user role.
  3. Resend the user invitation.
  4. Cancel the user invitation.
  5. Get list of users.
  6. Get properties of user.
  7. Create a team.
  8. Update a team.
  9. Get list of teams.
  10. Get a particular team's details.

Feature

• Support for changing the recipient email of a document through the BoldSign API has been added.

Bug Fix

• Could not load file or assembly RestSharp, Version=106.15.0.0 exception will no longer occur, while using the BoldSign API SDK.

Feature

• Support for creating the document with an image and attachment field through the BoldSign API has been added.

Feature

• Added German & Spanish localization for signer pages and emails sent to them.

Improvement

• Upgraded the RestSharp version from "106.11.7" to "106.15.0".

Breaking changes

• The textbox field property ValidationCustomRegexDescription has been renamed as ValidationCustomRegexMessage.
• We have reverted the breaking change,while setting the ValidationType as CustomRegex for TextBoxField, ValidationCustomRegexMessage is a mandatory field, made in the version 3.5.0.

Feature

• Support for adding description while setting the validation type to Regex for the text box is added.

Breaking change

• From BoldSign API SDK version 3.5.0, while setting the validationType as CustomRegex for TextBoxField, validationCustomRegexDescription is a mandatory field. So If you are using a version less than 3.5.0, validationCustomRegexDescription will not be available, and you need to upgrade to above 3.4.0 version.

Feature

• The audit action EditRecipient has been added to the document history.

Features

• When sending an Embed document request with SendViewOption as FillingPage, the Signer and FormFields properties are now optional.
• When sending an Embed document request with SendViewOption as PreparePage, the FormField properties are now optional.
• EnablePrintAndSign, EnableReassign and EnableSigningOrder property is now supported in send template , send document and Get properties API.
• Template TransmitType property is now supported in Get document List API.
• DisableExpiryAlert property is now supported in send template , send document and Get document property API.
• TemplateType property is now supported in Get template list API.
• ApplicationId, HideDocumentId properties are now supported in Get document property API.
• Added In-Person signer support for documents created using the send document and send template API requests.

Bug fix

• Fixed radio button rendering issue in PDF when created from the API request.

Feature

• Added text tag support for documents created using API requests.

Breaking changes

• Name property is now deprecated. Use Id in the FormField property instead.

Previous

// removed code for brevity
var formfield = new FormField(name: "name");

curl -X POST 'https://api.boldsign.com/v1/document/send' \
-H 'X-API-KEY: {your-api-key}' \
-F 'Signers[0][FormFields][0][Name]=Name'  # removed code for brevity

Now

// removed code for brevity
var formfield = new FormField(id: "unique_id");

curl -X POST 'https://api.boldsign.com/v1/document/send' \
-H 'X-API-KEY: {your-api-key}' \
-F 'Signers[0][FormFields][0][Id]=unique_id' \  # removed code for brevity

• Name property is removed. Use Id in the ExistingFormField property instead.

Previous

// removed code for brevity
var existingFormField = new ExistingFormField(name: "unique_id");

curl -X POST 'https://api.boldsign.com/v1/template/send?templateId=aa74e915-76cf-4a6c-bf01-3e3f1855f235' \
-H 'accept: application/json' \
-H 'Content-Type: application/json' \
-H 'X-API-KEY: {your-api-key}' \
-d '{ "roles": ["existingFormFields": [{"name":"name",value:"value"}]]}' # removed code for brevity

Now

// removed code for brevity
var existingFormField = new ExistingFormField(id: "unique_id");

curl -X POST 'https://api.boldsign.com/v1/template/send?templateId=aa74e915-76cf-4a6c-bf01-3e3f1855f235' \
-H 'accept: application/json' \
-H 'Content-Type: application/json' \
-H 'X-API-KEY: {your-api-key}' \
-d '{ "roles": ["existingFormFields": [{"id":"unique_id",value:"value"}]]}' # removed code for brevity

Feature

• Added support for sending documents from the public URL.

Features

• Added support for API key basic authentication.
• Added support to get the balance API credits.

Features

• New audit actions are added to the document history.
  1. Embedded signed
  2. Embedded reviewed
  3. Generated embedded sign link
  4. Expiry date extended

Features

• Added support to set expiry days from the template API.

// removed code for brevity
SendForSignFromTemplate sendForSignFromTemplate = new SendForSignFromTemplate()
{
    ExpiryDays = 5,
};

curl -X POST 'https://api.boldsign.com/v1/template/send?templateId=aa74e915-76cf-4a6c-bf01-3e3f1855f235' \
-H 'accept: application/json' \
-H 'Content-Type: application/json' \
-H 'X-API-KEY: {your-api-key}' \
-d '{ "expiryDays":5}' # removed code for brevity

• Added support to set the hide document id from the template API.

// removed code for brevity
SendForSignFromTemplate sendForSignFromTemplate = new SendForSignFromTemplate()
{
    HideDocumentId = true,
};

curl -X POST 'https://api.boldsign.com/v1/template/send?templateId=aa74e915-76cf-4a6c-bf01-3e3f1855f235' \
-H 'accept: application/json' \
-H 'Content-Type: application/json' \
-H 'X-API-KEY: {your-api-key}' \
-d '{ "hideDocumentId": true}' # removed code for brevity

• Added support to set reminder settings from the template API.

// removed code for brevity
SendForSignFromTemplate sendForSignFromTemplate = new SendForSignFromTemplate()
{
    ReminderSettings = new ReminderSettings()
    {
        EnableAutoReminder = true,
        ReminderDays = 1,
        ReminderCount = 10,
    },
};

curl -X POST 'https://api.boldsign.com/v1/template/send?templateId=aa74e915-76cf-4a6c-bf01-3e3f1855f235' \
-H 'accept: application/json' \
-H 'Content-Type: application/json' \
-H 'X-API-KEY: {your-api-key}' \
-d '{   "reminderSettings":{"enableAutoReminder": true,
"reminderDays":1,"reminderCount":10}}' # removed code for brevity

• Added support to set cc details from the template API.

// removed code for brevity

// Creating a CC instance
var cc = new DocumentCC(emailAddress: "[email protected]");

// Adding the CC to the collection.
var documentCCs = new List<DocumentCC>
{
    cc
};
SendForSignFromTemplate sendForSignFromTemplate = new SendForSignFromTemplate()
{
    CC = documentCCs,
};

curl -X POST 'https://api.boldsign.com/v1/template/send?templateId=aa74e915-76cf-4a6c-bf01-3e3f1855f235' \
-H 'accept: application/json' \
-H 'Content-Type: application/json' \
-H 'X-API-KEY: {your-api-key}' \
-d '{  "cc":[{"emailAddress":"[email protected]"}]}' # removed code for brevity

Features

• Added embedded request support for documents and templates.
• Added support to hide document ID in PDF.

Bug fix

• Fixed organization members are unable to be authenticated in the OAuth2 authorization code flow.

Bug fix

• DisableEmails property is added to the SendUsingTemplate API.

Features

• Added embedded request support for documents and templates.
• Added support for embedded request links that are valid till.

Bug Fix

• The Timestamp property is added to the document history of the GetProperties API.

Bug Fix

• Exception is no longer thrown when getting the document properties.

Features

• Added support for adding placeholder to the text box field.
• Added support for getting the Application Id from document properties.
• Added support for providing the pre-defined and custom regex validation to text box field.
• Added support for adding and listing documents based on labels.
• Added support for providing date format for the date signed field.

Breaking changes

• EnableEmbeddedSigning property is now deprecated. Use DisableEmails property instead.

Previous

// removed code for brevity
SendForSign sendForSign = new SendForSign()
{
    EnableEmbeddedSigning = true,
};

curl -X POST 'https://api.boldsign.com/v1/document/send' \
     -H 'X-API-KEY: {your-api-key}' \
     -F 'EnableEmbeddedSigning = true' # removed code for brevity

Now

// removed code for brevity
SendForSign sendForSign = new SendForSign()
{
    DisableEmails = true,
};

curl -X POST 'https://api.boldsign.com/v1/document/send' \
     -H 'X-API-KEY: {your-api-key}' \
     -F 'DisableEmails = true'  # removed code for brevity

• Group Name property is removed. Use Group Name in the RadioButton field instead

Previous

// removed code for brevity
FormField formField = new FormField()
{
    GroupName = "enter the groupname"
}

curl -X POST 'https://api.boldsign.com/v1/document/send' \
     -H 'X-API-KEY: {your-api-key}' \
     -F 'Signers[0][FormFields][0][GroupName]=enter the groupname' # removed code for brevity

Now

// removed code for brevity
RadioButtonField radioButtonField =  new RadioButtonField()
{
    GroupName = "enter the groupname"
}

curl -X POST 'https://api.boldsign.com/v1/document/send' \
     -H 'X-API-KEY: {your-api-key}' \
     -F 'Signers[0][FormFields][0][GroupName]=enter the groupname' # removed code for brevity

• Label property is removed. Use Placeholder property instead, to get placeholder value from getproperties API.

Previous

"formFields": [
{
    "label": "placeholder value"
}]

Now

"formFields": [
{
    "placeholder": "placeholder value"
}]

Bug fixes

• Fixed assignee based form field color issue in the send document API.
• Fixed template listing issue in API.
• Fixed an issue with filling existing form fields when sending documents for signing using the template API.

Features

• Added support for search templates.
• Added support for getting the Brand Id from document properties.
• Added support to fill the existing form fields by name.
• Added support to notify the failure to send document using SendFailed webhook event.

Breaking changes

• Changed BoldSign.Client namespace to BoldSign.Api in API SDK.
• The DatePicker Type has been renamed to DateSigned .
• The Name and Email Type has been removed, so the Label field can be used instead.