How to use BoloForms Embed

INTRODUCTION:

In this comprehensive video tutorial, we'll walk you through the process of using BoloSign's powerful embed feature to seamlessly integrate digital signatures into your website or application. Perfect for small business owners and developers alike, this guide will help you enhance your document workflow and provide a smooth signing experience for your clients.

To get embed Key contact sales -

Quick 15-min with Paresh | e-Signature | BoloForms | Cal.comCal.com

Basic Usage

This is a basic HTML/JS example that can be adapted into any web application as per need.

let config = {
  containerId: "embed-container",  // id of the container in which frame is to be loaded
  token: "your-embed-key",         // embed key can be access from Settings > Developer Section > Embed
  iframeOpts: { width: "100%", height: "600px" },
  sessionInfo: "123-jhon-doe",     // optional used to identify user and associate contacts with them
  contacts: {                      // optional pre-populate contact data
    data: [
      {
        email: "[e-mail]",
        company: "Jhon Inc",
        customFields: { custom1: 1, custom2: "2" },
      },
    ],
  },
};
let embed = new BoloFormsEmbed(config);

Sample Contact

An array of such contacts can be passed, it is an optional parameter as even if no initial contacts are passed contacts will be appended as documents are being sent.

Contacts passed to a particular session will only be visible to that session only same for contacts created while sending.

const sampleContact = {
  firstName: "John", // Optional
  lastName: "Doe", // Optional
  email: "[e-mail]", // Required valid email
  phone: "[phone]", // Optional
  company: "Acme Corp", // Optional
  jobTitle: "Software Engineer", // Optional
  streetAddress: "123 Main St", // Optional
  city: "Metropolis", // Optional
  postalCode: "12345", // Optional
  country: "USA", // Optional
  state: "NY", // Optional
  customFields: { // Optional of shape {[key: string]: string | number}
    preferredContactMethod: "email", 
    customerId: 12345,
  },
};

All custom fields set in contact information will be visible in the editor under Contact/Custom Fields block

FAQS

1. How do I track the status of embedded signature requests?

   BoloSign provides webhooks and callback functionality that allow you to receive real-time updates on the status of signature requests. You can integrate these notifications into your system to track when documents are viewed, signed, or completed

2. Can multiple signers use the embed feature for a single document?

   Yes, the embed feature supports documents that require multiple signers. You can set up a signing workflow that guides each signer through their part of the document, all within the embedded interface.

3. Is technical support available for implementing the embed feature?

   Absolutely! BoloSign provides comprehensive documentation, API references, and code samples to help you implement the embed feature. Additionally, our technical support team is available to assist you with any questions or issues you may encounter during the integration process.