Migrate from the Formstack Sign Bravo API to the Charlie API

As part of ongoing improvements to performance, reliability, and long-term maintainability, we are ending support for Bravo API and encouraging migration to Charlie API. Fortunately, this migration is intentionally lightweight and designed to minimize disruption for existing integrations. This guide outlines the simple steps required to upgrade and ensure a smooth transition.

Why Migrate?

The Charlie API introduces a modernized infrastructure while preserving compatibility with existing Bravo API endpoints and behavior. This means your current workflow, payloads, and authentication patterns should remain unchanged—only the base URL needs updating.

Step-by-Step Migration Guide

1. Update the Base URL

The only required change is replacing the Bravo API base URL with the new Charlie API URL:

Old (Bravo API): https://api.insuresign.io/
New (Charlie API): https://api-v2.insuresign.io/

All endpoints, parameters, request bodies, and response formats should work exactly the same under the new URL.

2. Validate All Requests Against the Documentation

While the Charlie API is fully compatible with Bravo, it is less forgiving when required parameters are missing or improperly formatted. Bravo often accepted incomplete requests, but Charlie performs stricter validation to ensure stability and consistency.

To avoid errors:

Review each endpoint you use and confirm that all required parameters are included.
Ensure your data types, field names, and payload structure match the official documentation.
Validate that your integration does not rely on optional-but-previously-ignored fields.

Making sure your requests are fully compliant with the documented specifications will prevent interruptions when switching to the Charlie API.

Need help?

Most users will not encounter issues during migration. However, if anything unexpected occurs—such as authorization errors, unexpected responses, or other workflow interruptions—our team is ready to assist.

If you experience any problems, questions, or inconsistencies after updating the URL, contact Formstack Sign Support. They can help diagnose issues and ensure your integration functions properly on the Charlie API.