BoldSign Embedded Signing with Elixir

Setup

This Livebook demonstrates how to use the BoldSign Elixir client for embedded signing.

Mix.install([
  {:boldsign, "~> 0.1.0"},
  {:kino, "~> 0.12.0"}
])

Configuration

Enter your BoldSign API Key to get started. You can find this in your BoldSign dashboard under API > API Keys.

api_key_input = Kino.Input.password("API Key")
region_input = Kino.Input.select("Region", [us: "US (api.boldsign.com)", eu: "EU (api-eu.boldsign.com)"])

[Kino.render(api_key_input), Kino.render(region_input)]
|> Kino.Layout.grid(columns: 2)

api_key = Kino.Input.read(api_key_input)
region = Kino.Input.read(region_input)

client = Boldsign.new(api_key: api_key, region: region)
IO.puts("✅ Client configured for #{region} region")

Step 1: Prepare Document

We’ll send a simple document request first.

signer_name = Kino.Input.text("Signer Name", default: "John Doe")
signer_email = Kino.Input.text("Signer Email", default: "john@example.com")

[Kino.render(signer_name), Kino.render(signer_email)]
|> Kino.Layout.grid(columns: 2)

params = %{
  title: "Livebook Agreement",
  message: "Please sign this document from Livebook.",
  signers: [
    %{
      name: Kino.Input.read(signer_name),
      email: Kino.Input.read(signer_email),
      signerOrder: 1
    }
  ]
}

response = Boldsign.Document.send(client, params)
document_id = response["documentId"]
IO.puts("✅ Document created with ID: #{document_id}")

Step 2: Get Embedded Signing Link

Now we generate the link that the user will use to sign.

# We need the email of the signer we just created
email = Kino.Input.read(signer_email)

# Get the link
link_response = Boldsign.Document.get_embedded_sign_link(client, document_id, signerEmail: email)
sign_link = link_response["signLink"]

Kino.Markdown.new("""
### [Click here to sign the document](#{sign_link})

Or copy this URL:
`#{sign_link}`
""")

Step 3: Check Status

After signing, you can check the document properties.

properties = Boldsign.Document.get_properties(client, document_id)
status = properties["status"]
IO.puts("Current Document Status: #{status}")

Kino.Tree.new(properties)