Send document with in-person signing using API

In-person signing is a crucial feature employed by organizations to enhance the credibility and validity of signatures, promoting a higher level of trust and accountability in the signing process. BoldSign offers a streamlined approach to sending documents with in-person signing capabilities using its API. The designated in-person host can be set using the hostEmail parameter.

It is important to note that only individuals within your organization can act as hosts for in-person signing sessions. To ensure clarity and privacy, the email address of the in-person host should be distinct from that of the recipients.

Example codes that can be used to send documents with in-person signing.

Code snippet

curl -X 'POST' \ 'https://api.boldsign.com/v1/document/send' \
     -H 'accept: application/json' \
     -H 'X-API-KEY: {your API key}' \
     -H 'Content-Type: multipart/form-data' \
     -F 'Message=' \
     -F 'Signers={
        "name": "Hanky",
        "emailAddress": "[email protected]",
        "signerType": "InPersonSigner",
        "hostEmail":"[email protected]",
        "formFields": [
           {
                "id": "string",
                "name": "string",
                "fieldType": "Signature",
                "pageNumber": 1,
                "bounds": {
                  "x": 50,
                  "y": 50,
                  "width": 1,
                  "height": 1
                   },
      "isRequired": true
    }
  ],
  "locale": "EN"
}' \
  -F 'Files={your file}' \
  -F 'Title={title}' \

var apiClient = new ApiClient("https://api.boldsign.com", "{your API key}");
var documentClient = new DocumentClient(apiClient);

var documentFilePath = new DocumentFilePath
{
   ContentType = "application/pdf",
   FilePath = "{Your file path}", 
};

var filesToUpload = new List<IDocumentFile>
{
    documentFilePath,
};

var signatureField = new FormField(
   id: "sign",
   isRequired: true,
   type: FieldType.Signature,
   pageNumber: 1,
   bounds: new Rectangle(x: 100, y: 100, width: 100, height: 50));

var formFieldCollections = new List<FormField>()
{
    signatureField
};

var signer = new DocumentSigner(
  signerName: "David",
  signerType: SignerType.InPersonSigner,
  signerEmail: "[email protected]",
  hostEmail:"[email protected]",
  formFields: formFieldCollections,
  locale: Locales.EN);

var documentSigners = new List<DocumentSigner>()
{
    signer
};

var sendForSign = new SendForSign()
{
   Message = "please sign this",
   Title = "Agreement",
   Signers = documentSigners,
   Files = filesToUpload
};
var documentCreated = documentClient.SendDocument(sendForSign);

import requests
import json

url = "https://api.boldsign.com/v1/document/send"

signer_data = {
    "name": "Hanky",
    "emailAddress": "[email protected]",
    "signerType": "InPersonSigner",
    "hostEmail": "[email protected]",
    "formFields": [
        {
            "id": "string",
            "name": "string",
            "fieldType": "Signature",
            "pageNumber": 1,
            "bounds": {
                "x": 50,
                "y": 50,
                "width": 1,
                "height": 1
            },
            "isRequired": True
        }
    ],
    "locale": "EN"
}

payload = {
    'Message': '',
    'Signers': json.dumps(signer_data),
    'Title': '{title}'
}

files = [
    ('Files', (
        'doc-2.pdf',
        open('{Your file path}', 'rb'),
        'application/pdf'
    ))
]

headers = {
    'accept': 'application/json',
    'X-API-KEY': '{Your API Key}'
}

response = requests.request("POST", url, headers=headers, data=payload, files=files)

print(response.text)

const axios = require('axios');
const FormData = require('form-data');
const fs = require('fs');
let data = new FormData();
data.append('Message', '');
data.append('Signers', '{\r\n        "name": "Hanky",\r\n        "hostEmail": "[email protected]",\r\n        "emailAddress": "[email protected]",\r\n        "signerType": "InPersonSigner",\r\n        "formFields": [\r\n           {\r\n                "id": "string",\r\n                "name": "string",\r\n                "fieldType": "Signature",\r\n                "pageNumber": 1,\r\n                "bounds": {\r\n                  "x": 50,\r\n                  "y": 50,\r\n                  "width": 1,\r\n                  "height": 1\r\n                   },\r\n      "isRequired": true\r\n    }\r\n  ],\r\n  "locale": "EN"\r\n}');
data.append('Files', fs.createReadStream('{Your file path}'));
data.append('Title', '{title}');

let config = {
  method: 'post',
  maxBodyLength: Infinity,
  url: 'https://api.boldsign.com/v1/document/send',
  headers: { 
    'accept': 'application/json', 
    'X-API-KEY': '{Your API key}', 
    ...data.getHeaders()
  },
  data : data
};

axios.request(config)
.then((response) => {
  console.log(JSON.stringify(response.data));
})
.catch((error) => {
  console.log(error);
});

In the example, upload the document using the Files field and fill in other required fields like Title and Signers.
To enable In-Person signing, set the signerType as InPersonSigner, and provide the hostEmail with the email ID of a user from the same organization.
Ensure that the host's email is not the same as any recipient's email for the document.
Fill in the other fields as needed.
All the other fields can be filled as per the requirement.
Upon executing the provided code snippet with valid values, the document with In-person signing settings will be successfully sent.

This process ensures that your documents can be signed in-person by designated hosts within your organization, maintaining the highest levels of authenticity and accountability.

Send document with in-person signing using API

Code snippet

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