Download on behalf of document

BoldSign allows you to perform actions on behalf of another user, enhancing document management capabilities. This includes sending documents, accessing audit logs, and downloading documents on behalf of someone else. To achieve this, the user initiating the action needs to be added as a sender identity. A request will be sent to the intended user for approval. Once the user approves the request, you can execute operations on their behalf.

Follow these steps to successfully download a document on behalf of someone else:

To download a document on behalf of another user, you initially need to send the document to the signer using the onBehalfOf email address. For more information on sending such a document, refer to this article Send On Behalf Document. This step establishes the necessary context for subsequent actions.

Once you have sent the document on behalf of another user, a unique document ID is generated for that document. Make sure to copy this document ID, as it will be required for the download process.

Once the recipient has finished the signing process, you can proceed with downloading the document on their behalf. Note that you cannot download the document without providing the onBehalfOf email address that was used when sending the document initially.

To initiate the download, use the copied document ID and the onBehalfOf email address. This request confirms the authorization to download the document on behalf of the specified user.

Here are some codes that you can use to perform the download:

curl -X GET 'https://api.boldsign.com/v1/document/download?documentId={Your document Id}&onBehalfOf=alexgayle@cubeflakes.com' \
-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 documentStream = documentClient.DownloadDocument("{Your document Id}", "alexgayle@cubeflakes.com");

import requests

url = "https://api.boldsign.com/v1/document/download?documentId={Your document Id}&onBehalfOf=alexgayle@cubeflakes.com"

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/download', {
    params: {
        'documentId': '{Your document Id}',
        'onBehalfOf': 'alexgayle@cubeflakes.com'
    },
    responseType: "stream",
    headers: {
        'accept': 'application/json',
        'X-API-KEY': '{your API key}'
    }
});

In the provided examples, make sure to replace the documentId with the actual ID of the document you created earlier. Then, update the onBehalOf property with the email address of the user on whose behalf you are performing the action.

Upon running the code, the document will be generated and you can proceed to download it.