BoldSign
ProductivityCredentials formOAuth 2.0
Send documents and templates for e-signature, track, remind, revoke and download signed documents in BoldSign.
11 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| boldsign_list_documentsLists documents sent or received, filtered by status or searched by title, ID or recipient | read | Personal data | BoldSign.Documents.All |
| boldsign_get_documentReads a document's status, sender, signers and each signer's progress | read | Personal data | BoldSign.Documents.All |
| boldsign_send_documentSends documents for signature, from public URLs or base64 data URIs | write | Personal data | BoldSign.Documents.All |
| boldsign_send_templateSends a document from a template, filling each template role (by its 1-based roleIndex) with a signer | write | Personal data | BoldSign.Templates.All |
| boldsign_send_reminderEmails the signers who have not signed a document yet a reminder | write | Personal data | BoldSign.Documents.All |
| boldsign_revoke_documentRevokes a document that is not completed, so it can no longer be signed | write | General | BoldSign.Documents.All |
| boldsign_download_documentDownloads a document as a base64 PDF, signed if it is completed | read | Personal data | BoldSign.Documents.All |
| boldsign_download_audit_trailDownloads a document's audit trail, the record of who viewed and signed it when, as a base64 PDF | read | Personal data | BoldSign.Documents.All |
| boldsign_delete_documentMoves a document to the trash, or deletes it permanently | destructive | General | BoldSign.Documents.All |
| boldsign_list_templatesLists or searches templates created by the user or shared with them | read | General | BoldSign.Templates.All |
| boldsign_get_templateReads a template's roles and fields, to fill with send_template | read | General | BoldSign.Templates.All |