Prerequisites

  1. To work with the BoldSign API, you need an enterprise or trial plan. Check out the BoldSign pricing page for more details about the plans.

  2. You should be an account admin to create a developer and configure webhooks.

Acquire app credentials

  1. In the BoldSign application, click on the API menu item on the left navigation pane and then click OAuth Apps.

  2. Click the Create App button in the top right corner.

    create app button

  3. You will be prompted with the Create Application dialog. It is possible for the paid users to configure separate access for sandbox and live production environments. But the free plan users can configure access for sandbox applications only.

    create application

  4. Specify the Application Name and Client Secret Validity details.

  5. In the redirect URL section, add the required URL. For example, local development URLs could be http://localhost:3000, live application URLs will be something like https://yourapp.com/.

  6. Click Save.

  7. You will now be redirected to the App details page of your new API application.

    app details page

  8. You need to copy the Client ID and Client Secret Key and store them for future reference. These keys are required to configure the OAuth Client in your app.

Note: After leaving this page, you will no longer be able to view the Client Secret key. A new key has to be created in case you lose this client secret key. Also, sandbox documents will be retained only for 14 days.