## API Overview

- [Getting started](/api-overview/getting-started.md): Learn the essential steps to begin using the BoldSign API.
- [Developer sandbox account](/api-overview/developer-sandbox-account.md): Use a safe test environment to experiment with API features before going live.
- [API in Postman](/api-overview/api-in-postman.md): Quickly test and explore API endpoints using the official Postman collection.
- [Open API specification](/api-overview/open-api-specification.md): Review the OpenAPI definition that documents all endpoints in a structured format.
- [API explorer](/api-overview/api-explorer.md): Run interactive, code-free API requests to understand responses and payloads.
- [Requests](/api-overview/requests.md): Understand the required standards for making secure and consistent API requests.
- [Versioning](/api-overview/versioning.md): Learn how API versions are managed to ensure stability and backward compatibility.
- [Client libraries](/api-overview/client-libraries.md): Explore SDKs that simplify integration across different languages and frameworks.
- [Rate limit](/api-overview/rate-limit.md): Review the request thresholds to ensure your application respects API usage limits.
- [Changelog](/api-overview/changelog.md): See historical updates that document improvements across API versions.

## Authentication

- [Introduction](/authentication/introduction.md): Learn how API authentication works and why it’s required for every request.
- [API key](/authentication/api-key.md): Authenticate API calls quickly with an API key tied to your account.
- [OAuth 2.0](/authentication/oauth-2-0.md): Implement OAuth 2.0 flows to enable secure delegated access for users.

## BoldSign Assistant

- [Overview](/coding-assistant/overview.md): Learn how to streamline your development workflow with the BoldSign Assistant, including setup, best practices, and security guidelines.
- [MCP Server](/coding-assistant/mcp-server.md): Set up and configure the BoldSign Assistant MCP Server to integrate seamlessly with your development environment.

## Documents — Sending

- [Send document](/documents/send-document.md): Send a document for signature with configurable recipients, fields, and workflow settings.
- [Send document from template](/documents/send-document-from-template.md): Send a signature request using a predefined template.
- [Send document using multiple templates](/documents/send-document-using-multiple-templates.md): Merge multiple templates into a single signing workflow.
- [Send document on behalf](/documents/send-document-on-behalf.md): Send a document on behalf of another user in your organization.
- [Send document from draft](/documents/send-document-from-draft.md): Convert a draft into an active document for signing.

## Documents — Delivery Methods

- [Request signature by email](/how-to-guides/request-signature-by-email.md): Deliver signature requests through email.
- [Request signature by email from template](/how-to-guides/request-signature-by-email-from-template.md): Send email-based signature requests using templates.
- [Request signature by email and SMS from template](/how-to-guides/request-signature-by-email-and-sms-from-template.md): Send signature requests through both email and SMS using a template.
- [Request eSignature via SMS](/how-to-guides/How-to-request-esignature-via-sms.md): Send signature requests fully through SMS.

## Documents — Advanced Send Flows

- [Send with in-person signing](/how-to-guides/send-document-with-in-person-signer.md): Allow recipients to sign documents in person.
- [Send to multiple recipients](/how-to-guides/send-document-to-multiple-recipients.md): Send documents requiring signatures from multiple individuals.
- [Send with multiple CCs](/how-to-guides/send-document-with-multiple-ccs.md): Add multiple CC recipients to receive document copies.
- [Send using file URL](/how-to-guides/how-to-add-file-from-fileurl-while-sending-document.md): Use a file URL as the document source.
- [Send using Base64 file input](/how-to-guides/how-to-add-file-as-base64-string-while-sending-document.md): Upload documents encoded as Base64 strings.
- [Send with auto reminders](/how-to-guides/send_document_from-template_with_autoreminder.md): Automate reminder notifications for pending signatures.

## Documents — Management
- [Send reminder](/documents/send-reminder.md): Remind signers to complete document signing with helpful reminders.
- [Edit document](/documents/edit-document.md): Update document details or signer assignments.  
- [Cancel editing](/documents/cancel-editing.md): Allows you to cancel the editing of a document that is currently in edit mode.
- [Change recipient](/how-to-guides/change-recipient-of-the-document.md): Replace or correct signer information.
- [Change access code](/documents/change-access-code.md): Update the code required to access the document.
- [Add authentication](/documents/add-authentication-to-the-document.md): Require authentication (SMS/email/access code).
- [Remove authentication](/documents/remove-authentication-from-the-document.md): Remove authentication requirements.
- [Revoke document](/documents/revoke-document.md): Cancel a document and stop all signing actions.
- [Extend expiration](/documents/extend-document-expiry.md): Extend the signing deadline for a document.
- [Delete document](/documents/delete-document.md): Permanently delete a document.
- [Add document tags](/documents/add-document-tags.md): Add tags to categorize documents and make them easier to find.
- [Delete document tags](/documents/delete-document-tags.md): Remove tags from documents to keep your library organized.
- [Prefill form fields](/documents/prefill-form-fields.md): Automatically assign values to form fields before or after sending documents.

## Documents — Retrieval

- [List documents](/documents/list-documents.md): Retrieve all documents in your account.
- [List team documents](/documents/list-team-documents.md): Retrieve documents created by team members.
- [List behalf documents](/documents/behalf-list-documents.md): Retrieve documents sent on behalf of others.
- [Document details and status](/documents/document-details-and-status.md): View full metadata and status for a document.
- [Retrieve document history](/how-to-guides/retrieve-esignature-document-history.md): View chronological events for a document.
- [Track document by status](/how-to-guides/track-the-esignature-document-based-on-status.md): Track documents by their current state.
- [Download document](/documents/download-document.md): Download the PDF version of a document.
- [Download audit trail](/documents/download-audit-trail.md): Download the audit log for compliance.
- [Download attachment](/how-to-guides/download-attachment.md): Retrieve attachments uploaded by signers.

## Templates

- [Create template](/template/create-template.md): Create reusable templates with predefined fields and roles.
- [Edit template](/template/edit-template.md): Update template content and configuration.
- [Delete template](/template/delete-template.md): Remove a template from your account.
- [Template details](/template/template-details.md): View detailed information about a template.
- [Download template](/template/download-template.md): Download a PDF version of a template.
- [List templates](/template/list-templates.md): Retrieve all templates in your organization.
- [Add template tags](/template/add-template-tags.md): Tag templates for better organization.
- [Delete template tags](/template/delete-template-tags.md): Remove tags from templates.
- [Share template](/template/share-template.md): Share templates with other users or teams to enable collaboration and reuse.
- [Remove roles during send](/how-to-guides/role-removal-indices.md): Exclude specific roles during the send process.
- [Add additional files when sending](/how-to-guides/how-to-add-additional-files-while-sending-document-from-template.md): Attach extra files when sending template-based documents.

## Embedded Signing

- [Get embedded signing link](/embedded-signing/get-embedded-signing-link.md): Generate a link for embedded signing inside your application.
- [Embed signing in an iFrame](/embedded-signing/embed-in-an-iFrame.md): Embed the signing UI in your app using an iFrame.

## Embedded Request

- [Create embedded request link](/embedded-request/create-embedded-request-link.md): Generate a session for embedded document creation.
- [Create embedded request link from template](/embedded-request/create-embedded-request-link-from-template.md): Start an embedded request using a template.
- [Create embedded request link using multiple templates](/embedded-request/create-embedded-request-link-using-multiple-templates.md): Use multiple templates in embedded request workflows.
- [Create Embedded Edit Url](/embedded-request/create-embedded-edit-url.md): Allows you to generate an embedded link for editing documents that are in progress, scheduled as drafts, or saved in draft state.
- [Embed request flow in an iFrame](/embedded-request/embed-in-an-iFrame.md): Embed the document creation UI.
- [Restrict send and allow saving drafts](/how-to-guides/restrict-send-and-allow-to-save-in-drafts-for-embedded-request.md): Allow draft saving while restricting sending.
- [Create embedded cloned document](/embedded-request/create-embedded-cloned-document.md): Create an embedded request by cloning an existing document with its fields and settings.

## Embedded Template

- [Create embedded template](/embedded-template/create-embedded-template.md): Build reusable templates directly on your website using embedded links.
- [Edit embedded template](/embedded-template/edit-embedded-template.md): Update and manage existing templates on your website through embedded links.
- [Embed in an iFrame](/embedded-template/embed-in-an-iFrame.md): Embed the template creation UI.
- [Preview embedded template](/embedded-template/preview-embedded-template.md): Preview existing templates on your website through embedded links.

## Identity Verification

- [Identity verification introduction](/identity-verification/introduction.md): Learn how BoldSign verifies signer identities.
- [Get verification report](/identity-verification/verification-report.md): Retrieve the verification results.
- [Get verification image](/identity-verification/verification-image.md): Access uploaded identity images.
- [Prefill verification data](/identity-verification/prefill-verification-data.md): Auto-fill fields using verified identity data.
- [Embedded manual verification](/identity-verification/embedded-manual-verification.md): Review verification results inside an embedded UI.
- [Sandbox mode](/identity-verification/sandbox-mode.md): Test identity verification using sandbox mode.
## Text Tags

- [Text tags introduction](/text-tags/introduction.md): Learn how text tags define fields inside documents.
- [Supported text tag fields](/text-tags/supported-fields.md): Explore supported text tag field types.
- [Advanced text tag usage](/text-tags/advanced-usage.md): Implement advanced patterns using text tags.

## Sender Identities

- [Create identity](/sender-identities/create-identity.md): Create a sender identity for document delivery.
- [Update identity](/sender-identities/update-identity.md): Modify details of an existing sender identity.
- [Delete identity](/sender-identities/delete-identity.md): Remove a sender identity.
- [List identities](/sender-identities/list-identities.md): Retrieve all sender identities.
- [Identity details](/sender-identities/identity-details.md): View specific sender identity details.
- [Resend invitation](/sender-identities/resend-invitation.md): Send a new invitation to a pending user.
- [Re-request approval](/sender-identities/re-request.md): Request approval again for a sender identity.

## Webhooks

- [Webhook introduction](/webhooks/introduction.md): Learn how webhooks deliver real-time notifications.
- [Available webhook events](/webhooks/available-events.md): Explore all event types available.
- [Webhook configuration and lifecycle](/webhooks/webhook-configuration-and-lifecycle.md): Understand webhook activation and maintenance.
- [Set up webhook](/webhooks/setting-webhook.md): Configure webhook endpoints.
- [Listen for callback](/webhooks/listen-for-callback.md): Process inbound webhook payloads.
- [Custom headers](/webhooks/custom-headers.md): Add custom headers for webhook requests.
- [Event metadata](/webhooks/event-metadata.md): Retrieve details about webhook events, including event ID, type, and environment.
- [Sample event data](/webhooks/sample-event-data.md): Explore sample webhook payloads for BoldSign events.
- [Test webhooks](/webhooks/test-webhooks.md): Send test events to validate your setup.
- [Verify webhook events](/webhooks/verify-webhook-events.md): Validate webhook signatures for security.
- [IP whitelisting](/webhooks/ip-whitelisting.md): Restrict webhook processing to trusted IPs.
- [Go live](/webhooks/go-live.md): Prepare webhook configurations for production.
- [Event context](/webhooks/event-context.md): Understand webhook event payload structure, including detailed context information sent with each event.

## Users

- [Create user](/users/create-user.md): Add a new user to your organization.
- [Update user role](/users/update-user-role.md): Modify a user’s permissions.
- [List users](/users/list-users.md): Retrieve all users in your organization.
- [Get user details](/users/get-user-details.md): View user profile and permissions.
- [Resend user invitation](/users/resend-user-invitation.md): Send a fresh invitation to a pending user.
- [Cancel user invitation](/users/cancel-user-invitation.md): Cancel a pending user invite.
- [Update metadata](/users/update-metadata.md): Modify metadata associated with a user.
- [Change team](/users/change-team.md): Move a user to a different team.

## Teams

- [Create team](/teams/create-team.md): Create a new team.
- [Update team](/teams/update-team.md): Update team settings.
- [List teams](/teams/list-teams.md): Retrieve all teams.
- [Get team details](/teams/get-team-details.md): View detailed team information.

## Branding

- [Create brand](/branding/create-brand.md): Create a custom brand for your organization.
- [Update brand](/branding/update-brand.md): Modify brand appearance settings.
- [List brands](/branding/list-brands.md): Retrieve all branding profiles.
- [Get brand](/branding/get-brand.md): View details for a specific brand.
- [Delete brand](/branding/delete-brand.md): Remove a brand profile.
- [Reset brand settings to default](/branding/reset-brand-settings-to-default.md): Restore default branding options.
- [Hide standard form fields](/how-to-guides/how-to-hide-standard-form-fields-using-branding.md): Hide default fields with branding.
- [Show custom form fields](/how-to-guides/how-to-show-custom-form-fields-using-branding.md): Display custom fields using branding.

## Custom Field

- [Create custom field](/custom-field/create-custom-field.md): Create reusable custom fields.
- [Edit custom field](/custom-field/edit-custom-field.md): Modify custom field settings.
- [Delete custom field](/custom-field/delete-custom-field.md): Delete a custom field.
- [List custom fields](/custom-field/list-custom-field.md): Retrieve all custom fields.
- [Embedded custom field create URL](/custom-field/embedded-custom-field-create-url.md): Generate an embedded field creation URL.

## Contacts

- [Create contact](/contacts/create-contact.md): Add a new contact.
- [Update contact](/contacts/update-contact.md): Modify existing contact details.
- [List contacts](/contacts/list-contacts.md): Retrieve all contacts.
- [Get contact details](/contacts/get-contact-details.md): View contact information.
- [Delete contacts](/contacts/delete-contacts.md): Remove one or more contacts.

## Plan & Credits

- [Get API document credit balance](/plan/planapicredits.md): Retrieve remaining API document credits.

## Troubleshooting

- [Possible errors and solutions](/troubleshooting/possible-errors-and-solution.md): View common API issues and resolutions.
- [Invalid email address](/how-to-guides/invalid-email-address.md): Understand and resolve email validation errors.
- [SSL/TLS requirements](/how-to-guides/tls-requirements.md): Ensure integration meets security requirements.
- [Accessing older documents](/how-to-guides/accessing-older-documents.md): Retrieve legacy documents.

## SDKs

- [.NET SDK](/sdks/net-sdk.md): Integrate BoldSign into .NET applications.
- [Node.js SDK](/sdks/node-sdk.md): Use the Node SDK for JavaScript and TypeScript workflows.
- [Java SDK](/sdks/java-sdk.md): Integrate BoldSign into Java applications.
- [Python SDK](/sdks/python-sdk.md): Use the Python SDK for automating workflows.
- [PHP SDK](/sdks/php-sdk.md): Add eSignature features in PHP applications.

## How-to Guides — Document Sending

- [Send document with in-person signer](/how-to-guides/send-document-with-in-person-signer.md): Allow recipients to sign documents in person under guided supervision.
- [Send document to multiple recipients](/how-to-guides/send-document-to-multiple-recipients.md): Send documents that require signatures from multiple individuals.
- [Send document with multiple CCs](/how-to-guides/send-document-with-multiple-ccs.md): Add multiple CC recipients to receive copies of completed documents.
- [Send document using file URL](/how-to-guides/how-to-add-file-from-fileurl-while-sending-document.md): Attach files via a publicly accessible URL.
- [Send document using Base64 input](/how-to-guides/how-to-add-file-as-base64-string-while-sending-document.md): Upload documents encoded as Base64 strings.
- [Send document using multiple templates by filling existing form fields](/how-to-guides/send-document-using-multiple-templates-by-filling-existing-form-fields.md): Merge multiple templates and prefill fields before sending.
- [Add metadata while sending document](/how-to-guides/how-to-add-metadata-while-sending-document.md): Add metadata when sending documents.

## How-to Guides — Signature Request Methods

- [Request signature by email](/how-to-guides/request-signature-by-email.md): Send eSignature requests via email.
- [Request signature by email from template](/how-to-guides/request-signature-by-email-from-template.md): Send email signature requests using templates.
- [Request signature by email and SMS from template](/how-to-guides/request-signature-by-email-and-sms-from-template.md): Deliver signature requests through email and SMS.
- [Request signature by email from multiple templates](/how-to-guides/request-signature-by-email-from-multiple-templates.md): Send email requests for merged templates.
- [Request eSignature via SMS](/how-to-guides/How-to-request-esignature-via-sms.md): Send signature requests exclusively through SMS.
- [Request signature with signer authentication](/how-to-guides/request-signature-with-signer-authentication.md): Require email, SMS, or access code verification before signing.
- [Request signature with text tags](/how-to-guides/request-signature-with-text-tags.md): Send documents using text tags to auto-generate fields.

## How-to Guides — Workflow Controls

- [Allow signer order](/how-to-guides/how-to-allow-the-signer-to-sign-in-a-particular-order.md): Enforce a specific signing order.
- [Prevent signer reassignment](/how-to-guides/prevent-signers-from-reassigning-the-esignature-document.md): Block signers from delegating signing responsibilities.
- [Require attachment upload before signing](/how-to-guides/how-to-set-attachment-form-fields.md): Require signers to upload attachments before completing the signing process.

## How-to Guides — Document Management After Sending

- [Change recipient](/how-to-guides/change-recipient-of-the-document.md): Update signer details after sending.
- [Add email authentication after sending](/how-to-guides/email-authentication-to-the-signer-after-sending-the-document.md): Enable email authentication post-send.
- [Add SMS authentication after sending](/how-to-guides/sms-authentication-to-the-signer-after-sending-the-document.md): Apply SMS-based authentication after sending.
- [Add access code authentication after sending](/how-to-guides/access-code-authentication-to-the-signer-after-sending-the-document.md): Add an access code requirement after a document has been issued.
- [Remove authentication after sending](/how-to-guides/remove-authentication-after-sending-the-document.md): Remove signer authentication requirements post-send.

## How-to Guides — Tracking & Retrieval

- [Retrieve document history](/how-to-guides/retrieve-esignature-document-history.md): Access a complete history of document events.
- [Track document by status](/how-to-guides/track-the-esignature-document-based-on-status.md): Track documents based on their lifecycle status.
- [Download attachment](/how-to-guides/download-attachment.md): Download signer-uploaded attachments.
- [List expiring documents](/how-to-guides/list-behalf-documents.md): Identify documents due to expire soon.

## How-to Guides — Form Fields (Checkbox)

- [Add checkbox field](/how-to-guides/add-checkbox-field.md): Add a checkbox input for signers.

## How-to Guides — Form Fields (Radio Buttons)

- [Add radio button field](/how-to-guides/add-radio-button-field.md): Add radio button fields for single-option selection.
- [Prefill radio values from template](/how-to-guides/how-to-prefill-values-for-radio-button-while-sending-documents-from-template.md): Prefill radio button selections when sending from templates.
- [Prefill radio values after sending](/how-to-guides/how-to-prefill-values-for-radio-button-after-sending-document-for-signature.md): Prefill radio button values after sending.

## How-to Guides — Form Fields (Dropdowns, Text, Labels)

- [Set dropdown form fields](/how-to-guides/how-to-set-drop-down-form-fields.md): Create dropdown fields with predefined options.
- [Provide text direction](/how-to-guides/how-to-provide-textdirection-property-for-textbox-fields.md): Set text direction for text fields.
- [Set default field value](/how-to-guides/how-to-set-the-default-value-for-form-fields.md): Apply a default value to form fields.
- [Prefill read-only field](/how-to-guides/prefill-readonly-field-value.md): Prefill values in read-only fields.
- [Add validation to textbox field](/how-to-guides/add-validation-to-textbox-field.md): Add regex validation to textbox fields.
- [Set character limit](/how-to-guides/how-to-set-character-limit-for-form-fields.md): Apply limits to the number of characters allowed.

## How-to Guides — Form Fields (Dates)

- [Set date format](/how-to-guides/how-to-set-date-format-on-a-form-field.md): Customize the date format.
- [Set date range](/how-to-guides/how-to-set-date-range-on-a-form-field.md): Limit the allowed date range.

## How-to Guides — Form Fields (Images & Attachments)

- [Add image form fields](/how-to-guides/how-to-set-image-form-fields.md): Add an image upload field.
- [Prefill image fields from template](/how-to-guides/how-to-prefill-image-field-when-sending-document-from-template.md): Prefill image fields when sending from templates.
- [Prefill image fields after sending](/how-to-guides/how-to-prefill-the-image-field-after-sending-document.md): Prefill image fields post-send.
- [Add attachment form fields](/how-to-guides/how-to-set-attachment-form-fields.md): Add a required attachment field for signers.

## How-to Guides — Formatting & Visual Controls

- [Set background color for label fields](/how-to-guides/how-to-provide-background-color-for-label-fields-while-sending-document.md): Customize label background colors.
- [Set required property](/how-to-guides/how-to-provide-required-property-for-form-fields.md): Make fields mandatory.
- [Set read-only property](/how-to-guides/how-to-provide-readonly-property-for-form-fields.md): Make fields non-editable.
- [Replace PDF fillable fields](/how-to-guides/detect-fillable-fields-in-the-document-and-replace-it-with-BoldSign-form-fields-while-sending-the-document-via-API.md): Convert PDF fields into BoldSign form fields.

## How-to Guides — Conditional Fields

- [Create conditional fields](/how-to-guides/create-conditional-fields.md): Display fields dynamically based on user input.

## How-to Guides — Embedded Workflow Add-ons

- [Restrict send and allow saving drafts](/how-to-guides/restrict-send-and-allow-to-save-in-drafts-for-embedded-request.md): Prevent sending while allowing draft saving during embedded requests.

## BoldSign MCP Server

- [MCP Server Authentication](/boldsign-mcp-server/authentication.md): Learn how to configure and use authentication for the BoldSign MCP server.
- [Warranty Claim Agent Demo](/boldsign-mcp-server/mcp-demo.md): Explore a Warranty Claim Agent demo that uses the BoldSign MCP Server to automate a warranty claim workflow, from data collection through eSignature and status tracking.
- [ChatGPT Integration](/boldsign-mcp-server/chatgpt.md): Integrate the BoldSign MCP server with ChatGPT for AI-powered workflows.
- [Claude Web](/boldsign-mcp-server/claude-web.md): Connect the hosted BoldSign MCP Server to Claude Web as a remote connector using OAuth authentication.
- [Claude Code](/boldsign-mcp-server/claude-code.md): Connect the hosted BoldSign MCP Server to Claude Code using a project-level .mcp.json file and API key authentication.
- [GitHub Copilot Integration](/boldsign-mcp-server/github-copilot.md): Leverage GitHub Copilot with the BoldSign MCP server for enhanced developer productivity.
- [Codex](/boldsign-mcp-server/codex.md): Connect the hosted BoldSign MCP Server to OpenAI Codex using API key authentication to automate eSignature workflows through natural language.
- [Overview](/boldsign-mcp-server/overview.md): Get an overview of the BoldSign MCP server, its capabilities, and how it works.