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Documensosignatures

77 available actions

What your AI agent can do in Documenso

Documenso is an open-source electronic signature platform that allows users to create, send, and sign documents digitally. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Find DocumentsFind documents based on search criteria with filtering and pagination.
  • Find Documents V2Retrieve a paginated list of documents with optional filtering and sorting.
  • Create Document BetaTool to create a new document using the beta endpoint that returns a presigned URL for file upload.
  • Create Document RecipientTool to create a single recipient for a document.
  • Update Document Recipient V2Tool to update a document recipient using the v2 API.
  • Update Document V2Update document properties like title, visibility, and signing settings.

Browse all 77 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 22 actionsHide actions
  • Download Envelope ItemDownload an envelope item as PDF.
  • Download Signed DocumentDownload a completed/signed document as PDF.
  • Find DocumentsFind documents based on search criteria with filtering and pagination.
  • Find Documents V2Retrieve a paginated list of documents with optional filtering and sorting.
  • Find EnvelopesTool to find envelopes based on search criteria, filters, and pagination.
  • Find FoldersTool to find folders based on search criteria and filters.
  • Find TemplatesRetrieve a paginated list of templates with optional filtering and search.
  • Get Document By IDRetrieve complete information about a document by its ID.
  • Get Document FieldTool to retrieve a document field by its ID.
  • Get Document RecipientTool to retrieve detailed information about a document recipient by their ID.
  • Get Documents By IDsRetrieve multiple documents by their IDs in a single request.
  • Get Envelope AttachmentTool to find all attachments for a specific envelope.
  • Get Envelope Audit LogTool to retrieve audit logs for an envelope.
  • Get Envelope By IDRetrieve complete information about an envelope by its ID.
  • Get Envelope FieldTool to fetch an envelope field by ID.
  • Get Envelope RecipientTool to retrieve detailed information about an envelope recipient by their ID.
  • Get Envelopes By IDsTool to retrieve multiple envelopes by their IDs.
  • Get Template By IDRetrieve complete information about a template by its ID.
  • Get Template FieldTool to fetch a template field by ID.
  • Get Template RecipientTool to retrieve detailed information about a template recipient by their ID.
  • Get Templates By IDsRetrieve multiple templates by their IDs in a single request.
  • List TemplatesTool to list templates.
Create & communicateCreate records or send supported messagesView 16 actionsHide actions
  • Create Document BetaTool to create a new document using the beta endpoint that returns a presigned URL for file upload.
  • Create Document FieldTool to create a single field for a document.
  • Create Document Fields (Bulk)Tool to create multiple fields on a document in a single operation.
  • Create Document RecipientTool to create a single recipient for a document.
  • Create Document Recipients BulkTool to create multiple recipients for a document at once.
  • Create Embedding Presign Token V2 BetaCreate a presign token for Documenso embedded authoring sessions.
  • Create EnvelopeTool to create a new envelope in Documenso.
  • Create Envelope AttachmentCreate a new attachment for an envelope in Documenso.
  • Create Envelope Items BulkTool to create multiple items for an envelope with optional file attachments.
  • Create Envelope Recipients BulkTool to create multiple recipients for an envelope in bulk.
  • Create FolderCreate a new folder in Documenso to organize documents or templates.
  • Create Template BetaTool to create a new template using the beta endpoint that returns a presigned URL for file upload.
  • Create Template FieldTool to create a single field for a template.
  • Create Template Fields (Bulk)Tool to create multiple fields on a template in a single operation.
  • Create Template RecipientTool to create a single recipient for a template.
  • Create Template Recipients BulkTool to create multiple recipients for a template at once.
Update & manageChange and manage existing recordsView 15 actionsHide actions
  • Move Document V2Tool to move a document to a team.
  • Update Document AttachmentTool to update an existing document attachment.
  • Update Document FieldTool to update a single document field's properties in Documenso v2 API.
  • Update Document Fields BulkTool to update multiple document fields in a single operation.
  • Update Document Recipient V2Tool to update a document recipient using the v2 API.
  • Update Document V2Update document properties like title, visibility, and signing settings.
  • Update EnvelopeUpdate envelope properties like title, visibility, and signing settings.
  • Update Envelope AttachmentTool to update an existing envelope attachment.
  • Update Envelope Fields BulkTool to update multiple envelope fields in a single request.
  • Update Envelope Items BulkTool to update multiple envelope items in a single request.
  • Update FolderUpdate properties of an existing folder including name, pinned status, parent folder, and visibility.
  • Update TemplateUpdate template properties like title, visibility, and signing settings.
  • Update Template Fields BulkTool to update multiple template fields in a single operation.
  • Update Template RecipientTool to update a template recipient.
  • Update Template Recipients BulkTool to update multiple template recipients in a single API call.
Remove & cancelRemove records or cancel supported workView 16 actionsHide actions
  • Delete DocumentTool to delete a document.
  • Delete Document AttachmentTool to delete an attachment from a document.
  • Delete Document FieldTool to delete a single document field by ID.
  • Delete Document FieldsTool to delete one or more fields from a document.
  • Delete Document RecipientTool to delete a recipient from a document.
  • Delete EnvelopeTool to permanently delete an envelope.
  • Delete Envelope AttachmentTool to delete an attachment from an envelope.
  • Delete Envelope FieldTool to delete a field from an envelope.
  • Delete Envelope ItemTool to delete an item from an envelope.
  • Delete Envelope RecipientTool to delete a recipient from an envelope.
  • Delete FolderTool to permanently delete a folder.
  • Delete TemplatePermanently delete a template by its ID.
  • Delete Template Direct LinkDelete a direct link for a template.
  • Delete Template RecipientTool to delete a recipient from a template.
  • Delete Template V2Tool to permanently delete a template using the v2 API.
  • Remove Team Member V1Remove a member from a Documenso team.
Other actionsSpecialist and administrative actions.View 8 actionsHide actions
  • Distribute Document V2Tool to distribute a document for signing.
  • Distribute EnvelopeTool to distribute an envelope to recipients for signing.
  • Duplicate Document V2Tool to duplicate a document.
  • Duplicate Envelope V2Tool to duplicate an envelope with all its settings.
  • Duplicate TemplateTool to duplicate a template with all its settings.
  • Redistribute Document V2Re-send signing request emails to specified recipients of a document.
  • Redistribute EnvelopeTool to redistribute an envelope to recipients who have not actioned it.
  • Use Template (v2-beta)Tool to create a document from a template.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Documenso

How does the agent connect to Documenso?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Documenso?
The page above lists the 77 actions currently available through the Documenso connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Documenso included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Documenso is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Documenso to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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