BoldSign
The BoldSign integration enables electronic document signing within Nextal. Once active, offer letters and other HR documents can be sent to candidates or employees for legally binding e-signature — all from the candidate profile or the documents workflow — without needing a separate BoldSign login.
What it does
- Enables the e-signature workflow on documents in Nextal, routing them to BoldSign for signing.
- Associates your BoldSign brand profile with the signing experience so recipients see your organization’s name and logo.
- Sends signature requests on behalf of an email address within your BoldSign account. This address identifies your organization to BoldSign, both when sending requests and when retrieving signed documents and audit trails.
Prerequisites
- A BoldSign account with API access.
- Your BoldSign Brand ID — found in the BoldSign administration panel under Branding. This is required.
- An On Behalf Of email address — an address that is a verified sender identity in your BoldSign account. This is required: it appears as the sender in signature request emails sent to signers, and it is what lets Nextal retrieve signed documents.
How to activate
- Go to Administration → Integrations and find the BoldSign card.
- Click Edit to open the configuration panel.
- Check Enable BoldSign Integration.
- Enter your Brand ID (required).
- Enter the On Behalf Of email address (required).
- Click Save.
Once saved, the e-signature option becomes available on relevant documents in the platform.
Settings
| Setting | Description |
|---|---|
| Enable BoldSign Integration | Master toggle. Enabling it makes the e-signature workflow available across Nextal; disabling it hides e-signature controls. |
| Brand ID | Your BoldSign Brand ID. Required — signing requests cannot be sent without it. |
| On Behalf Of | An email address in your BoldSign account, which must be a verified sender identity there. Required — it is used both to send signature requests (the emails appear to come from this address rather than the default sender) and to download signed documents and audit trails. If it is missing or not verified in BoldSign, downloads fail. |
Tips
- Create a dedicated brand in BoldSign before activating. A brand defines the logo, email template, and redirect pages signers see. Setting this up in BoldSign first ensures a polished experience from day one.
- The Brand ID is not your BoldSign account email. Find it in the BoldSign console under your brand’s settings — it is typically a UUID or alphanumeric string.
- “On Behalf Of” is the identity BoldSign uses for your organization. The address must be a verified sender identity in your BoldSign account. When multiple people send documents, point it at a shared inbox (e.g.
hr@yourcompany.com) so signing requests have a consistent reply-to address. - If downloading a signed document or an audit trail fails, check that the On Behalf Of address is set and that it matches a verified sender identity in your BoldSign account. Nextal shows a message saying the BoldSign sender identity is not configured.
- Disabling the integration does not cancel in-progress signing requests. Documents already sent to BoldSign will complete their signing workflow regardless of whether the integration is toggled off in Nextal.