Sender identities

BoldSign allows you to perform various operations on behalf of another user. For example, you can send a document to the signer on behalf of another user. The operations like sending documents, download audit log, revoke, remind, change access code, etc., can be performed on behalf of.

To perform on behalf of operations, the sender identity should be added and approved. Add the user as a sender identity, and then the user will get an email for approval. Once the user approves this request, you can perform operations on behalf of that user.

This section demonstrates how to create a sender identity, update the identity, delete an identity, list all the identities, rerequest for approval, and resend the invitation.

Create identity

post/v1/senderIdentities/create

Creates a new sender identity by taking the name and email address. Multiple sender identities can be created.

Code snippet

curl -X 'POST' \
  'https://api.boldsign.com/v1/senderIdentities/create' \
  -H 'accept: */*' \
  -H 'X-API-KEY: {your API key}' \
  -H 'Content-Type: application/json;odata.metadata=minimal;odata.streaming=true' \
  -d '{
  "name": "Luther Cooper",
  "email": "luthercooper@cubeflakes.com"
}'
var apiClient = new ApiClient("https://api.boldsign.com", "{your API key}");
var senderIdentityClient = new SenderIdentityClient(apiClient);
var senderIdentityRequest = new SenderIdentityRequest("Luther Cooper", "luthercooper@cubeflakes.com");
var senderIdentityCreated = senderIdentityClient.CreateSenderIdentity(senderIdentityRequest);
import requests
url = "https://api.boldsign.com/v1/senderIdentities/create"
payload = "{ \"name\": \"Luther Cooper\", \"email\": \"luthercooper@cubeflakes.com\" }"
headers = {
          'accept': '*/*',
          'X-API-KEY': '{your API key}',
          'Content-Type': 'application/json;odata.metadata=minimal;odata.streaming=true'
}
response = requests.request("POST", url, headers=headers, data=payload)
print(response.text)
const axios = require('axios');
const response = await axios.post(
    'https://api.boldsign.com/v1/senderIdentities/create',
    // '{\n  "name": "Luther Cooper",\n  "email": "luthercooper@cubeflakes.com"\n}',
    {
      'name': 'Luther Cooper',
    	'email': 'luthercooper@cubeflakes.com'
    },
    {
    		headers: {
    			'accept': '*/*',
    			'X-API-KEY': '{your API key}',
    			'Content-Type': 'application/json;odata.metadata=minimal;odata.streaming=true'
    		}
    }
);

Request body

FieldDescription
namestringRequiredName of the sender identity.
emailstringRequiredEmail address of the sender identity.

Example response

201 Created