BoldSign is an electronic document signing and management tool that allows for automated workflows and template-based document sending. With Relevance AI, you can elevate your signing processes by incorporating AI-driven insights and automation.
BoldSign simplifies electronic signing with customizable templates and workflows. Relevance AI enhances this by enabling intelligent document management and decision-making through AI Agents.
Intelligent Document Orchestration
AI agent automatically routes, tracks, and manages complex document workflows based on contextual understanding.
Proactive Compliance Guardian
Agent ensures real-time adherence to regulatory requirements while maintaining complete audit trails across all document transactions.
Predictive Workflow Acceleration
Agent anticipates and initiates document processes before they're needed, reducing turnaround times significantly.
Relevance AI integrates with BoldSign to streamline your electronic document signing processes within automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A BoldSign account
- A Relevance AI account with appropriate access permissions
- Authorization credentials (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
This integration enables seamless electronic document signing and management through BoldSign's API, allowing you to automate document workflows, send templates for signature, and manage the entire electronic signing process programmatically. The integration provides two main functionalities: generic API calls to BoldSign's endpoints and template-based document sending with customizable signing workflows.
Key benefits include automated document signing workflows, template-based document generation, customizable signing roles and permissions, comprehensive audit trails, and multi-party signing support.
To get started, ensure you have a BoldSign account with API access, OAuth credentials (Client ID and Client Secret), and an API access token with the required permissions. Your system should support Node.js 12.x or higher, HTTPS for API calls, and have a minimum of 256MB RAM for processing.
Begin by setting up OAuth authentication and configuring the base URL for the API client. You can then send documents using templates or make custom API calls to manage your documents effectively.
For troubleshooting, common issues include authentication errors, template access issues, role configuration errors, and document sending failures. Always implement error handling, validate input parameters, monitor rate limits, and implement logging for debugging.
For additional support, consult the BoldSign API Documentation or contact technical support.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the BoldSign + Relevance AI integration without writing code:
- Start with a clear document template: Use well-defined fields and consistent naming conventions for roles and permissions.
- Utilize template-based sending: Leverage BoldSign's templates for quick document generation and signing workflows.
- Configure OAuth carefully: Ensure you input the correct OAuth credentials and permissions during setup.
- Test with sample documents: Send test documents to verify the signing process before deploying to production.
- Monitor API usage: Keep an eye on rate limits and implement request throttling to avoid hitting API limits.
