Customize the embedded send toolbars

This comprehensive guide demonstrates how to customize the embedded send toolbars in your application.

The embedded send toolbars provide users with options to control appearance and functionality of the document editor and templates in your application. You can customize various toolbar options to tailor the user experience according to your needs.

Follow these steps below to seamlessly customize the embedded send toolbars in your application

To create an embedded document in your application, refer to the article: Embedded Document Creation.

In BoldSign, the following options are available for customizing embedded documents:

1. ShowToolbar
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the toolbar at the top of the document editor.
   • Default: false
2. ShowSaveButton
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Save and Close button from the More Action drop-down menu. Set to false if you don't want users to save the document as a draft instead of sending it for signature.
   • Default: true
3. ShowSendButton
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Send button at the top right corner of the page. Set to false if you want users to save the document only as drafts instead of sending it for signature.
   • Default: true
4. ShowPreviewButton
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Preview button from the More Action drop-down menu. Set to false if you don't want users to preview the document before sending it for signature.
   • Default: true
5. ShowNavigationButtons
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Back button. Set to false if you don't want users to navigate away from the current page.
   • Default: true
6. SendViewOption
   • Data Type: STRING
   • Description: Configures the initial view page to be loaded from the generated URL. The FillingPage is used to customize signers, enforce authentication etc. The PreparePage is used to configure form fields for the signers. Either PreparePage or FillingPage.
   • Default: PreparePage
7. ShowTooltip
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Tooltip near the assignee field on the prepare page. Set it to true if you want to show the tooltip content to the user.
   • Default: false

To create an embedded template in your application, refer to the article: Embedded Template Creation

In BoldSign, you have the following options available for customizing embedded templates:

1. ShowToolbar
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the toolbar at the top of the document editor in the template editor.
   • Default: false
2. ShowSaveButton
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Save and Close button from the More Action drop-down menu in the template editor. Set to false if you want users to finalize the template instead of saving it as a draft.
   • Default: true
3. ShowSendButton
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Create template button at the top right corner of the page in the template editor. Set to false if you want users to save the template only as drafts instead of finalizing it.
   • Default: true
4. ShowPreviewButton
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Preview button from the More Action drop-down menu in the template editor. Set to false if you don't want users to preview the template before finalizing it.
   • Default: true
5. ShowNavigationButtons
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Back button in the template editor. Set to false if you don't want users to navigate away from the current page.
   • Default: true
6. ViewOption
   • Data Type: STRING
   • Description: Configures the initial view page to be loaded from the generated URL. The FillingPage is used to customize roles, enforce authentication etc. The PreparePage is used to configure form fields for the roles. Either PreparePage or FillingPage.
   • Default: PreparePage
7. ShowTooltip
   • Data Type: BOOLEAN
   • Description: Controls the visibility of the Tooltip near the assignee field on the prepare page, set it to true if you want to show the tooltip content to the user.
   • Default: false

To implement these customizations, modify the respective parameters according to your requirements. Update the BOOLEAN values to either true or false based on whether you want to show or hide the corresponding toolbar elements. These settings will help you tailor the user experience in the embedded document and template editors.