Changelog

All notable changes to this project will be documented in this file.

[0.7.0] - 2026-06-28

Added

• OAuth bearer token support via Boldsign.new(access_token: ...).
• New Boldsign.Contact, Boldsign.ContactGroup, Boldsign.CustomField, and Boldsign.Plan modules.
• Additional document endpoints for attachments, audit logs, tags, recipient authentication, recipient changes, expiry updates, prefill updates, team/behalf lists, and draft sending.
• Additional template endpoints for tags, embedded request/create/edit URLs, and embedded merge request URLs.
• Boldsign.User.update_metadata/2.

Changed

• Bumped the package version to 0.7.0.
• Refreshed the README and LiveBook embedded signing example for the current API surface, current regional endpoints, API-key or OAuth auth, and hosted-PDF usage.
• Expanded request handling so document and template operations can automatically switch between JSON and multipart payloads where the official BoldSign API allows file uploads.
• Updated the default regional base URLs to match the current official BoldSign endpoints, including CA and AU regions.

Fixed

• Added compatibility with req 0.6 by converting multipart form-part names to atoms at the request boundary while preserving the exact BoldSign wire field names.
• Corrected several HTTP verb and query-parameter mismatches in existing document, template, team, user, and identity verification wrappers.
• Aligned identity verification requests with the current official API contract.

Tests

• Added extensive Bypass-backed coverage across client auth, documents, templates, contacts, contact groups, custom fields, users, teams, identity verification, plan APIs, and multipart encoding.
• Added multipart regression coverage for Req-compatible atom part names, including bracketed/dotted BoldSign field names.

[0.5.2] - 2026-04-12

Fixed

• Send document requests now stay on JSON by default and only switch to multipart when files are actually present.
• Multipart form encoding now follows the official BoldSign SDK pattern for file uploads plus JSON-encoded complex fields such as signers and textTagDefinitions.

[0.5.0] - 2026-04-10

Added

• Initial release with support for BoldSign REST API.
• Boldsign module for client configuration.
• Boldsign.Document for document management (send, create, list, download, etc.).
• Boldsign.Template for template-based operations.
• Boldsign.User and Boldsign.Team for administrative operations.
• Boldsign.Brand for brand management.
• Boldsign.SenderIdentity for sender identity management.
• Boldsign.IdentityVerification for KYC/identity verification flows.
• Boldsign.Webhook with signature verification.
• Boldsign.WebhookPlug and Boldsign.Webhook.Handler for easy Phoenix integration.
• Boldsign.File helper for multipart uploads.
• Livebook example for embedded signing.