Behalf list documents

get/v1/document/behalfList

By using sender identities, users are able to send documents on behalf of another individual upon receiving their approval. These documents will not appear in the standard listing or team document listing APIs; instead, they can only be accessed through this exclusive behalf listing API.

The primary purpose of the sender identity and behalf listing feature is to equip users with the necessary tools to implement multi-tenancy using the BoldSign API. This API facilitates the listing of documents sent on behalf of others from an account and offers various options for filtering the document listing, such as displaying documents sent on behalf of a specific person.

Additionally, it can list documents sent on your behalf using pageType, provided you have granted permission to another BoldSign user.

Code snippet

 curl -X 'GET' \ 'https://api.boldsign.com/v1/document/behalfList?status=WaitingForOthers&pageSize=10&page=1&pageType=BehalfOfMe' \
  -H 'accept: application/json' \
  -H 'X-API-KEY: {your API key}' 
var apiClient = new ApiClient("https://api.boldsign.com", "{your API key}");
var documentClient = new DocumentClient(apiClient);
var documents = documentClient.ListBehalfDocuments(1, 10);
import requests

url = "https://api.boldsign.com/v1/document/behalfList?pageSize=10&page=1"

payload={}
headers = {
  'accept': 'application/json',
  'X-API-KEY': '{your API key}'
}

response = requests.request("GET", url, headers=headers, data=payload)
print(response.text)
const axios = require('axios');
const response = await axios.get('https://api.boldsign.com/v1/document/behalfList', {
    params: {
        'pageSize': '10',
        'page': '1'
    },
    headers: {
        'accept': 'application/json',
        'X-API-KEY': '{your API key}'
    }
})
<?php
require_once "vendor/autoload.php";
use GuzzleHttp\Client;
use GuzzleHttp\Psr7\Request;

$client = new Client();
$headers = [
  'accept' => 'application/json',
  'X-API-KEY' => '{your API key}'
];
$request = new Request('GET', 'https://api.boldsign.com/v1/document/behalfList?pageSize=10&page=1', $headers);
$res = $client->sendAsync($request)->wait();
echo $res->getBody();

Query parameters

pageintegerRequiredThe page number used for navigating between different pages. The default value is 1.
pageSizeintegerThe number of documents to include per page. Defaults to 10. Maximum is 100.
pageTypestringOne of BehalfOfOthers or BehalfOfMe to list documents only sent on behalf of others or you. Defaults to BehalfOfOthers.
statusarrayFilter documents based on their status, one of None, WaitingForMe, WaitingForOthers, NeedAttention, Completed, Declined, Revoked, Expired, and Draft. Defaults to None.
signersarrayFilter documents by specifying the signer's email address. One or more emails can be used to filter documents.
emailAddressarrayFilter documents by specifying the sender identity's email address. One or more emails can be used to filter documents.
searchKeystringSearch for documents using a keyword. The keyword will be applied to fields such as document title, document ID, sender's name, or signer's name, etc.
startDatestringFilter documents using the start date range of the document. The string should be in a date-time format.
endDatestringFilter documents using the end date range of the document. The string should be in a date-time format.
labelsarrayFilter documents using the Labels (tags) specified in the document.
nextCursorintTo facilitate pagination and fetch the next set of documents beyond 10,000 records, it is necessary to set the nextCursor value. This should be the cursor value of the last document retrieved, e.g., nextCursor: 1689815402493.
brandIdsarrayFilters documents based on their associated brand IDs. The brand ID filter applies only to new documents created on or after Oct 4th, 2024.

Example response

200 Success

{
  "pageDetails": {
    "pageSize": 10,
    "page": 1,
    "totalRecordsCount": 28,
    "totalPages": 3,
    "sortedColumn": "activityDate",
    "sortDirection": "DESC"
  },
  "result": [
    {
      "behalfOf": {
        "name": "Alex",
        "emailAddress": "alexgayle@cubeflakes.com"
      },
      "documentId": "755195d8-xxxx-xxxx-xxxx-88ff77d35419",
      "senderDetail": {
        "name": "Richard",
        "privateMessage": null,
        "emailAddress": "richard@cubeflakes.com",
        "isViewed": false
      },
      "ccDetails": [
        {
          "emailAddress": "alexgayle@cubeflakes.com",
          "isViewed": false
        }
      ],
      "createdDate": 1664961706,
      "activityDate": 1665989290,
      "activityBy": "alexgayle@cubeflakes.com",
      "messageTitle": "565",
      "status": "InProgress",
      "signerDetails": [
        {
          "signerName": "Richard",
          "signerRole": "",
          "signerEmail": "",
          "status": "NotCompleted",
          "enableAccessCode": false,
          "isAuthenticationFailed": null,
          "enableEmailOTP": false,
          "authenticationType": "None",
          "isDeliveryFailed": false,
          "isViewed": false,
          "order": 1,
          "signerType": "Signer",
          "hostEmail": "",
          "hostName": "",
          "isReassigned": true,
          "privateMessage": "",
          "formFields": [],
          "language": 0
        }
      ],
      "expiryDate": 1670178599,
      "enableSigningOrder": false,
      "isDeleted": false,
      "labels": [],
      "nextCursor": 1665989290,
      "brandId": "95e2fbd3-dd01-469c-b4dc-e2e39a33c561"
    },
    {
      "behalfOf": {
        "name": "Alex",
        "emailAddress": "alexgayle@cubeflakes.com"
      },
      "documentId": "655195d8-xxxx-xxxx-xxxx-88ff77d35531",
      "senderDetail": {
        "name": "Alex Gayle",
        "privateMessage": null,
        "emailAddress": "alexgayle@cubeflakes.com",
        "isViewed": false
      },
      "ccDetails": [
        {
          "emailAddress": "richard@cubeflakes.com",
          "isViewed": false
        }
      ],
      "createdDate": 1665988967,
      "activityDate": 1665988967,
      "activityBy": "alexgayle@cubeflakes.com",
      "messageTitle": "Agreement",
      "status": "InProgress",
      "signerDetails": [
        {
          "signerName": "Richard",
          "signerRole": "",
          "signerEmail": "richard@cubeflakes.com",
          "status": "NotCompleted",
          "enableAccessCode": false,
          "isAuthenticationFailed": null,
          "enableEmailOTP": false,
          "authenticationType": "None",
          "isDeliveryFailed": false,
          "isViewed": false,
          "order": 1,
          "signerType": "Signer",
          "hostEmail": "",
          "hostName": "",
          "isReassigned": false,
          "privateMessage": "",
          "formFields": [],
          "language": 0
        },
        {
          "signerName": "Alex Gayle",
          "signerRole": "",
          "signerEmail": "alexgayle@cubeflakes.com",
          "status": "NotCompleted",
          "enableAccessCode": false,
          "isAuthenticationFailed": null,
          "enableEmailOTP": false,
          "authenticationType": "None",
          "isDeliveryFailed": false,
          "isViewed": false,
          "order": 2,
          "signerType": "Signer",
          "hostEmail": "",
          "hostName": "",
          "isReassigned": false,
          "privateMessage": "",
          "formFields": [],
          "language": 0
        }
      ],
      "expiryDate": 1671820199,
      "enableSigningOrder": false,
      "isDeleted": false,
      "labels": [
        "Agreement"
      ],
      "nextCursor": 1689815402493,
      "brandId": "95e2fbd3-dd01-469c-b4dc-e2e39a33c561"
    }
  ]
}