Connect DocuSign to your AI agent

Productivity 335 actions available

DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically

We set up the connection using your own DocuSign account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

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Actions

What your agent can do in DocuSign

Each one is a real action the agent can take on its own, the same things a person clicking around DocuSign could do. Read-only by default; write actions are confirmed against your policy.

Add contacts to contacts list Adds multiple contacts to a user's contacts list in DocuSign. This endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-sp…
Add Email Overrides To Envelope Adds or modifies email override settings for a specific DocuSign envelope, allowing customization of the reply-to email address and name, as well as BCC email addresses for archiving purposes. This endpoint should be us…
Add envelope attachments Adds one or more envelope attachments to a draft or in-process envelope in DocuSign. This endpoint allows developers to include additional files with an envelope that are not converted to PDF and are only accessible thr…
Add existing brand to group This endpoint adds one or more existing brands to a specified group in DocuSign. It allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. The endpoi…
Add file to workspace This endpoint adds a file to a specific folder within a DocuSign workspace. It allows users to upload and organize files in their DocuSign account, enabling better document management and collaboration. The method shoul…
Add members to signing group This endpoint adds one or more new members to a specified signing group within a DocuSign account. Signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign o…
Add new users to a specified account This endpoint adds new users to a specified DocuSign account, allowing bulk creation of up to 500 users in a single call. It's ideal for quickly setting up multiple users with customized permissions and settings. The en…
Addorupdateaccountstamps Add or update account-level stamps (Japanese Hanko-style stamps) in DocuSign. Stamps are pre-configured signature images that can be applied to documents. This action supports creating new stamps or updating existing on…
Add or update user custom settings Adds or updates custom user settings for a specified DocuSign user. This endpoint allows for flexible storage and retrieval of user-specific information that can be used in your own system, separate from standard DocuSi…
Addorupdateusersignature This endpoint allows you to add or update a user's signature in DocuSign. It provides comprehensive management of signature properties, including the signature image, font, initials, and stamp details. Use this endpoint…
Add part to chunked upload Adds a chunk or part to an existing chunked upload in DocuSign. This endpoint is used for uploading large files in smaller pieces, allowing for documents that exceed standard file size limits. It should be used after in…
Add step to envelope workflow This endpoint adds a new step to an existing envelope's workflow in DocuSign. It allows for the configuration of complex workflow rules, including delayed routing, conditional recipients, and specific actions based on e…
Add templates to document in envelope This endpoint adds pre-configured templates to a specific document within an existing envelope in DocuSign. It allows you to apply standardized content, such as tabs and anchor text, from templates to documents, streaml…
Add templates to envelope This endpoint adds templates to an existing DocuSign envelope. It's used to apply pre-defined document templates, including content and settings, to standardize workflows. The operation can affect existing recipients ba…
Add user signature and initials images Add or update a user's signature and initials images in DocuSign. This action creates default signature images based on the user's name and a DocuSign font style. When using JSON content type (as this action does), Docu…
Add users to existing group Adds one or more existing DocuSign users to an existing group within a specified account. This endpoint is used to manage group memberships by adding users to a predefined group. It requires the account ID and group ID…
Apply action to bulk send envelopes This endpoint allows users to apply specific actions (resend, correct, or void) to all envelopes within a specified DocuSign bulk send batch. It's designed for managing large-scale document signing processes efficiently…
Changeusersinaccount This endpoint allows you to update information for one or more users within a DocuSign account. It is used to modify various user attributes such as personal information, settings, permissions, and notification preferen…
Closeusersinaccount Closes one or more users in a DocuSign account, preventing them from accessing account features without permanently deleting them. This endpoint is useful for temporarily disabling user access, such as when an employee…
Commit chunked upload for envelopes This endpoint commits a chunked upload in DocuSign, finalizing the upload process and preparing the uploaded content for use in other API calls. It should be used after all parts of a large document have been uploaded u…
Configure cloud storage redirect url Configures the OAuth redirect URL for one or more cloud storage providers (Box, Dropbox, GoogleDrive, SkyDrive/OneDrive, Salesforce) for a specific user in DocuSign. This action sets up the authentication flow between D…
Create account custom field Creates a new custom field at the account level in DocuSign, making it available for all new envelopes associated with the account. This endpoint enables account administrators to define custom fields for enhanced envel…
Create a collaborative workspace Creates a new collaborative workspace in DocuSign for document management and team collaboration. A workspace provides a centralized area for file sharing and collaborative work on agreements. Use this when setting up a…
Create BCC Email Archive Configuration Creates a BCC email archive configuration for a DocuSign account, enabling automatic archiving of DocuSign-generated emails. This endpoint allows you to set up a BCC email address that will receive copies of all DocuSig…
Create brand profiles for account Creates a new brand profile for a DocuSign account to customize the signing and sending experience with your organization's visual identity and branding elements. This action allows you to define brand properties such a…
Create bulk send request Initiates a bulk send process in DocuSign to send a single template or envelope to multiple recipients in a single batch operation. This is ideal for large-scale document distribution scenarios such as sending contracts…
Create bulk send test request This endpoint creates a Bulk Send Test Request to validate the compatibility between a bulk send list and an envelope or template for DocuSign's bulk sending feature. It performs comprehensive checks on envelope state,…
Create connect configuration for account This endpoint creates a custom Connect configuration for a specified DocuSign account, enabling webhook notifications for envelope and recipient events. It allows users to set up real-time updates for eSignature workflo…
Create custom document fields in envelope Creates custom document fields in an existing envelope document within DocuSign. This endpoint allows you to add metadata to specific documents in an envelope, which can be used for tracking, sorting, and reporting purp…
Create custom fields for envelope This endpoint allows you to create or update custom fields for a specific DocuSign envelope. It is used to add or modify additional metadata to envelopes, which can be utilized for sorting, organizing, searching, and ot…
Create custom fields in template document Creates custom document fields in an existing template document within DocuSign. This endpoint allows users to add metadata to specific documents in a template, enhancing document management and workflow customization.…
Createcustomtabwithproperties Creates a custom tab with pre-defined properties for use in DocuSign envelopes. This endpoint allows users to define reusable tab types with specific configurations such as font styles, validation patterns, and position…
Create Document Responsive HTML Preview Creates a responsive HTML preview for a specific document in an envelope. Generates a mobile-friendly preview showing how the document renders on different devices. Useful for testing smart sections, collapsible content…
Create Envelope From Template Creates a signing envelope from a pre-existing DocuSign template. This action maps specific recipients to template roles and creates an envelope, either as a draft (status='created') or sent immediately (status='sent').…
Creategroupsforaccount Creates one or more groups for a specified DocuSign account. This endpoint is used for managing user access and permissions by organizing users into groups. Groups can be associated with permission profiles to streamlin…
Createidproofresourcetokenforrecipient Generates a 2-minute resource token to access recipient identity verification data via DocuSign's ID Evidence API. **Requirements:** Recipient must have completed identity verification (phone auth, ID scan, etc.) during…
Createnewaccountpermissionprofile This endpoint creates a new permission profile for a DocuSign account, defining specific sets of permissions for user groups. It allows administrators to establish role-based access control within their DocuSign environ…
Create Notary Jurisdiction Registers a notary jurisdiction for the current DocuSign user, enabling electronic notarizations for a specific U.S. state. A user can only have ONE jurisdiction at a time. Required fields: commissionExpiration (MM/DD/Y…
Createorupdateuserauthorizations Creates or updates user authorizations in DocuSign, allowing an agent user to perform actions on behalf of a principal user. Grants permissions like Send, Manage, Sign, or Edit. Requirements: principal must be authentic…
Create Preview of Responsive HTML Creates a preview of the responsive HTML version of a specific template document in DocuSign. This endpoint allows users to visualize how a PDF document will be converted to responsive HTML across various device types b…
Create Preview of Responsive HTML in Envelope Creates a preview of the responsive HTML versions of all documents in an envelope, allowing users to review how PDF documents will appear as responsive HTML across different device types before sending. This endpoint is…
Create Recipient Manual Review Link Creates a URL for manually reviewing a recipient's identity in DocuSign. This endpoint is used when automatic identity verification has failed and manual review is required. It returns a URL that allows the sender to ac…
Createrecipientpreviewforenvelope Creates a URL for previewing the recipient's view of a draft envelope or template. This endpoint allows senders to simulate the recipient's experience by generating an embeddable preview URL. It's useful for verifying t…
Create Recipient View URL Creates a URL for embedding the DocuSign recipient view UI within an application, allowing users to sign documents directly in the app. This endpoint is specifically used for envelopes in the 'sent' status and generates…
Create sender view url for envelope Creates a URL for the sender view of a DocuSign envelope, enabling the embedding of DocuSign UI within an external application. This endpoint is crucial for integrating envelope sending functionality, allowing users to…
Create signing group Creates one or more signing groups in a DocuSign account. This endpoint allows account administrators to set up predefined groups of recipients for document signing. Multiple signing groups can be created in a single AP…
Create Template Custom Fields Creates custom fields on a DocuSign template to capture additional metadata. Custom fields allow you to: - Add dropdown lists (listCustomFields) where senders select from predefined options - Add text fields (textCustom…
Create template recipient preview url Generate a preview URL showing how a template will appear to recipients. This action creates an embeddable URL that displays a template from the recipient's perspective, allowing senders to verify the signing experience…
Create Template Responsive HTML Preview Creates a preview of the responsive HTML versions of all documents associated with a DocuSign template. This endpoint enables users to generate and customize the HTML preview of PDF documents across various device types…
Create Template Workflow Step Adds a new workflow step to an existing DocuSign template. This action enables sophisticated document routing automation within templates, including: - Pausing workflows before specific routing steps - Implementing dela…
Createurlfortemplateeditview Creates a URL for embedding the DocuSign Template Edit view within an application. This endpoint enables developers to integrate DocuSign's template creation and editing functionality directly into their applications, a…
Create User Authorization For Agent User Creates a user authorization in DocuSign, enabling an agent user to perform specific actions on behalf of a principal user within the same account. This endpoint is essential for setting up delegated access, allowing us…
Delete account brand This endpoint deletes a specific brand from a DocuSign account. It should be used when you need to permanently remove a brand configuration from an account, such as when a brand is no longer needed or has been replaced.…
Delete account custom field Deletes an existing account custom field from a DocuSign account. This endpoint should be used when you need to remove a custom field that is no longer required or relevant for your account. It permanently removes the c…
Delete account permission profile This endpoint deletes a specific permission profile from a DocuSign account. It is used to remove outdated or unnecessary permission profiles, helping to streamline account management. The endpoint requires that the pro…
Delete account stamp Deletes a specific account stamp (signature) from a DocuSign account. This endpoint should be used when you need to permanently remove a stamp from an account, such as when it's no longer needed or has been replaced. Th…
Delete bcc email archive configuration This endpoint deletes a BCC (Blind Carbon Copy) email archive configuration from a specified DocuSign account. When invoked, it changes the status of the targeted configuration to 'closed' and immediately stops the arch…
Delete Brand from Group This endpoint allows users to delete one or more brands from a specified group within a DocuSign account. It is used to manage brand associations with groups, enabling customization of branding for different envelopes a…
Delete Brand Logo By Type This endpoint deletes a specific logo from an account brand in DocuSign. It allows users to remove primary, secondary, or email logos associated with their brand, helping maintain brand consistency across DocuSign docum…
Delete brand profiles This endpoint allows you to delete one or more brand profiles from a DocuSign account. It is used to remove custom branding configurations that are no longer needed. The method requires either the 'canSelfBrandSign' or…
Delete chunked upload Deletes a chunked upload that has been committed but not yet consumed in the DocuSign system. This endpoint is useful for managing large file uploads and maintaining quota efficiency. It should be used when a chunked up…
Delete connect configuration Deletes a specified DocuSign Connect configuration from the given account. This endpoint should be used when you need to remove an existing Connect integration setup. It requires account administrator privileges and tha…
Delete connect failure log entry Deletes one or all Connect failure log entries for a specified DocuSign account. This endpoint is used for maintenance and cleanup of Connect integration logs, allowing account administrators to remove specific failure…
Delete Connect Log Entries Deletes Connect log entries for a DocuSign account. This endpoint allows account administrators to manage and clean up Connect event logs, which record webhook delivery attempts and outcomes. **Use Case:** Remove Connec…
Delete connect oauth configuration Deletes the Connect OAuth configuration for a specified DocuSign account. This endpoint is used to remove the OAuth settings that allow DocuSign Connect to securely integrate with other applications and send webhook not…
Delete contact from account Deletes a specific contact from a DocuSign account. This endpoint should be used when you need to remove a contact's information from an account's address book. It requires both the account ID and the specific contact I…
Delete custom document fields Deletes custom document fields from an existing envelope document in DocuSign. This endpoint allows you to remove specific metadata or custom data strings associated with a document within an envelope. It's useful for u…
Deletecustomdocumentfieldsfromtemplate Deletes specified custom document fields from an existing template document in DocuSign. This endpoint is useful for maintaining and updating templates by removing unnecessary or outdated custom fields. It should be use…
Delete custom fields in template Deletes specified custom fields from a DocuSign template. This action removes envelope-level custom fields (both list and text types) that are no longer needed. **How it works:** - Specify which custom fields to delete…
Delete custom tab information Deletes a specified custom tab from a DocuSign account. This endpoint should be used when you need to remove a custom tab that is no longer needed or is obsolete. It permanently removes the custom tab from the account,…
Delete custom user settings Deletes specified custom user settings for a DocuSign user by their names. Custom user settings allow flexible storage and retrieval of user-specific information within DocuSign (separate from standard account settings)…
Delete Delayed Routing Rule For Envelope Step This endpoint deletes the delayed routing object for a specific envelope's workflow step in DocuSign. It allows users to remove scheduled delays in the routing process of an envelope. The endpoint should be used when yo…
Delete delayed routing rules for template Deletes the delayed routing rules for a specific template workflow step in DocuSign. This endpoint should be used when you need to remove timing or conditional routing logic from a template, allowing for immediate progr…
Delete draft envelope attachments Deletes one or more envelope attachments from a draft envelope in DocuSign. This endpoint allows users to remove attachments that are no longer needed or were added in error before the envelope is sent. It's important t…
Delete eNote Configuration Deletes an existing eNote configuration associated with a specific DocuSign account. This endpoint is part of the ENoteConfigurations API and is currently in beta status. It should be used when you need to remove an eNo…
Delete Envelope Custom Fields This endpoint deletes envelope custom fields for draft and in-process envelopes in DocuSign. It allows users to remove both list custom fields (predefined options) and text custom fields (free-form text) associated with…
Delete Envelope Email Settings Deletes all existing email override settings for a specific envelope in DocuSign. This endpoint reverts the envelope's email configuration back to the account's default settings, affecting only future email communicatio…
Delete Envelope Lock Deletes the lock from a specified envelope, allowing it to be modified again. **Important Requirements:** - Only the user who originally locked the envelope can delete the lock - The lock is automatically released when…
Delete envelope scheduled sending rules Deletes the scheduled sending rules for a specific envelope's workflow in DocuSign. This endpoint should be used when you need to cancel or remove previously set rules for scheduled sending of an envelope. It's particul…
Delete envelope transfer rule Deletes a specific envelope transfer rule from a DocuSign account. This endpoint allows account administrators to remove previously created rules that automatically transfer ownership of envelopes between users. It shou…
Delete envelope workflow definition This endpoint deletes the workflow definition for a specified envelope in DocuSign. It's used to remove any scheduled or automated processes associated with the envelope, such as delayed sending or routing. When called,…
Delete envelope workflow step Deletes a specific workflow step from an envelope in DocuSign. This endpoint allows you to remove a single step from an envelope's workflow definition, potentially altering the envelope's processing lifecycle. Use this…
Delete existing workspace logically Marks a DocuSign workspace as deleted by changing its status to "status_deleted". This is a logical deletion that makes the workspace inaccessible to users but preserves the workspace data in the system. The workspace w…
Delete members from signing group Removes one or more members from a specified DocuSign signing group. This endpoint allows you to manage the composition of your signing groups by deleting users who no longer need access. It should be used when you want…
Deletemultiplecontactsfromaccount Deletes multiple contacts associated with a specific DocuSign account. This endpoint allows for bulk removal of contacts from an account's address book, streamlining contact management operations. It's particularly usef…
Delete notary jurisdiction Deletes a specified notary jurisdiction from the DocuSign system. This endpoint should be used when you need to remove a notary jurisdiction from your DocuSign account, typically when a notary is no longer active in a p…
Delete one or more signing groups Deletes one or more signing groups from a specified DocuSign account. This endpoint allows for bulk deletion of signing groups, which are collections of users authorized to sign documents on behalf of the group. It shou…
Delete page from document in envelope Deletes a specific page from a document within a DocuSign envelope. This endpoint removes a single page from a document based on its page number. The page is permanently deleted and this operation cannot be undone. **Im…
Delete page from template document Deletes a specific page from a document within a DocuSign template. This endpoint allows you to remove a single page from a template document, which can be useful for updating or refining existing templates. Use this wh…
Delete powerform by id This endpoint deletes a specific PowerForm identified by its unique ID within a DocuSign account. PowerForms are pre-configured document templates that can be accessed via a custom URL, allowing for easy collection of s…
Delete request log files Deletes all request log files for the authenticated user in DocuSign. This endpoint clears the diagnostic log buffer by removing all current request/response log entries. API request logging in DocuSign captures up to 5…
Delete scheduled sending rules Deletes all scheduled sending rules associated with a specific DocuSign template's workflow. This endpoint should be used when you need to remove automated sending schedules for a template, reverting it to manual sendin…
Delete signature for captive recipients Deletes the signature for one or more captive (embedded) recipients in DocuSign. This endpoint is primarily used for testing and development purposes to reset signatures associated with embedded recipients (identified b…
Delete specific connect log entry Deletes a specified entry or all entries from the DocuSign Connect log for a given account. This endpoint is crucial for managing and cleaning up Connect logs, which contain records of events and updates in eSignature w…
Delete specified account Deletes (closes) a specified DocuSign account. This operation permanently closes the account and can only be performed by an account admin. Once an account is closed, it cannot be reopened by users and must be reactivat…
Delete stamp image for account This endpoint deletes a specific stamp image associated with an account signature in DocuSign. It is used to remove the visual representation of a stamp from a user's account, which can be useful for updating or removin…
Deletetemplatefromenvelopedocument Deletes a template from a document within an envelope. Removes a previously applied template from a specific document. This is useful when: - Replacing one template with another - Reverting a document to its original st…
Delete template lock Deletes the lock from a specified DocuSign template, releasing it for editing by others. **Important Requirements:** - The lock token is required to authenticate ownership of the lock - Only the user/application that cr…
Delete template workflow step Deletes a specific workflow step from a template's workflow definition in DocuSign. This endpoint allows users to customize and refine their document workflows by removing individual steps from existing templates. It sh…
Deleteuserauthforcloudstorageproviders This endpoint deletes the user authentication information for one or more cloud storage providers associated with a specific DocuSign user account. It's used to revoke access to connected cloud storage services, requiri…
Delete user authorization Deletes a specific user authorization within the DocuSign system. This endpoint is used to revoke or remove permissions previously granted to a user. It requires either account administrator privileges or being the prin…
Deleteuserauthorizations The DeleteUserAuthorizations endpoint is used to remove one or more user authorizations for a specified principal user within a DocuSign account. This tool allows account administrators or the principal user themselves…
Delete user cloud storage authentication This endpoint deletes the user authentication information for a specified cloud storage provider in DocuSign. It's used to remove the stored credentials that allow a user to access their cloud storage within the DocuSig…
Deleteusergroup Deletes one or more existing user groups from a specified DocuSign account. This endpoint should be used when you need to remove user groups that are no longer needed or have become obsolete. It requires the account ID…
Delete user initials or signature image This endpoint deletes a specified initials image or signature image for a user in DocuSign. It allows users to remove either their initials image or signature image from their DocuSign account. The endpoint should be us…
Delete user profile image Deletes the profile image of a specified user within a DocuSign account. This endpoint should be used when a user wants to remove their current profile picture from their DocuSign account. It's important to note that th…
Delete users from group Deletes one or more users from a specified group within a DocuSign account. This endpoint allows for bulk removal of users from a group, streamlining group management operations. It requires the account ID, group ID, an…
Delete workflow definition for template Deletes the workflow definition associated with a specific template in DocuSign. This endpoint is used to remove any existing workflow settings from a template, such as scheduled sending or delayed routing. It's particu…
Delete workspace files or folders This endpoint allows for the deletion of one or more files or sub-folders from a DocuSign workspace folder or root. It's used to remove unwanted or obsolete items from a workspace, helping to maintain organization and m…
Deprecated endpoint for tab blob This deprecated endpoint is used to update tab-related data (tab blobs) within a specific envelope in a DocuSign account. It is important to note that this endpoint should not be used in new integrations or applications…
Exportbrandtoxmlfile Exports a DocuSign brand's configuration as an XML string. Use this action to retrieve comprehensive brand data including brand ID, name, company name, color scheme (background/text colors), logos (Base64-encoded), lang…
Fetch Recipient Names For Email Retrieves a list of all names associated with a specified email address in DocuSign. This endpoint is useful for identifying multiple recipients or name variants linked to a single email. It can be used to verify recipi…
Generateeditviewurlforenvelope Generates a URL for accessing and editing an existing envelope within the DocuSign UI, allowing for embedded editing functionality in external applications. This endpoint is identical to the createSender endpoint and is…
Generateenvelopecorrectionurl Generates a URL that allows embedding the envelope correction view of the DocuSign UI within an application. This endpoint enables customization of the correction view appearance and functionality through query paramete…
Generate Recipient Shared View URL Generates a URL for embedding the DocuSign recipient view of a shared envelope in your application. IMPORTANT: This endpoint requires the envelope to be explicitly shared with users on the same DocuSign account. The env…
Get account billing charges list Retrieves a detailed list of recurring and usage charges for a specified DocuSign account. This endpoint provides comprehensive information about the account's billing structure, including charge names, types, pricing,…
Get account password rules Retrieves the current password rules and security settings for a specified DocuSign account. This endpoint provides detailed information about password expiration policies, lockout durations, password strength requireme…
Get account stamp image Retrieves the image file for a specific account stamp, signature, or initials in DocuSign. This endpoint allows users to obtain the visual representation of stamps or signatures associated with their DocuSign account. I…
Get Agent User Authorizations Returns the authorizations for which the specified user is the agent user. An agent user can act on behalf of other users (principal users) in the account. This endpoint retrieves the list of principal users and their a…
Get bcc email archive configurations Retrieves a list of BCC (Blind Carbon Copy) email archive configurations associated with a specified DocuSign account. This endpoint allows users to fetch details about email addresses used for archiving DocuSign-genera…
Get BCC Email Archive History Retrieves the history of changes made to a specific BCC email archive configuration for a DocuSign account. This endpoint allows users to track modifications, including creation, updates, and closure of email addresses…
Get brand logo by type Retrieves a specific logo used in a brand for a DocuSign account. This endpoint allows you to fetch the image file for a primary, secondary, or email logo associated with a particular brand in your DocuSign account. It'…
Get brands information for group Retrieves detailed brand information associated with a specific group within a DocuSign account. This endpoint provides a comprehensive view of the brand settings, including default brands for recipients and senders, as…
Get bulk send batch status Get the status and progress of a DocuSign bulk send batch operation. This action retrieves comprehensive status information for a bulk send batch, including counts of sent, queued, and failed envelopes. Use this to moni…
Get bulk send lists information Retrieves a list of Bulk Send Lists belonging to the current user in a specified DocuSign account. This endpoint provides basic information about each Bulk Send List, including its unique identifier, creator, creation d…
Get docusign account contacts Retrieves detailed information about a specific contact from a DocuSign account's address book. Use this action when you need to look up a contact's details including their name, email addresses, phone numbers, organiza…
Get Downgrade Plan Info For Account Retrieves detailed billing information related to a downgrade request for a specific DocuSign account. This endpoint provides essential data about the requested downgrade plan, including the new plan details, payment me…
Get Electronic Disclosure for Recipient Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) for a specific envelope recipient in DocuSign. This endpoint allows you to obtain the customized disclosure that may differ from the account…
Getelectronicrecordandsignaturedisclosure Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with a specific DocuSign account. This endpoint allows you to fetch the current version of the ERSD, which is crucial for obtaini…
Getenoteintegrationsettings Retrieves the eNote integration settings for a specified DocuSign account. This endpoint provides crucial information about the eNote configuration status, Connect configuration status, and necessary credentials for eNo…
Get Envelope Gets the status and basic information about an envelope from DocuSign. This action retrieves detailed information about a specific envelope, including: - Envelope status (created, sent, delivered, completed, declined, v…
Get Envelope DocGen Form Fields Retrieves document generation form fields from an envelope's documents. DocGen form fields are placeholder fields (tags) in template documents that can be dynamically populated with data before sending. This action retu…
Get Envelope Document Fields Retrieves custom document fields from a specific document within a DocuSign envelope. Custom document fields are metadata key-value pairs attached to individual documents in an envelope. They are different from: - Envel…
Get envelope lock information Retrieves general information about an envelope lock in DocuSign. This endpoint is used to obtain details about the lock on a specific envelope, including the lock token, duration, owner, and expiration time. It's parti…
Get Envelope Notification Defaults Retrieves the default email notification settings for envelopes at the account level. This endpoint returns account-wide defaults for envelope notifications including: - Reminder settings (frequency, email subject/body…
Getenvelopeworkflowdefinition Retrieves the workflow definition for a specified envelope in DocuSign. This endpoint provides detailed information about the envelope's workflow steps, scheduled sending settings, and delayed routing configurations. It…
Getenvelopeworkflowdelayedroutingdefinition Retrieves the delayed routing rules for a specific workflow step within a DocuSign envelope. This endpoint allows users to access information about when and how an envelope is scheduled to be sent to recipients associat…
Getgroupsinformationforaccount Retrieves detailed information about groups associated with a specific DocuSign account. This endpoint allows users to fetch a list of groups, including their IDs, names, types, and user counts. It's particularly useful…
Getlistofaccountpermissionprofiles This endpoint retrieves a comprehensive list of permission profiles associated with a specified DocuSign account. It provides detailed information about each profile, including its unique identifier, name, last modifica…
Get members of a signing group Retrieves the list of members in a specified DocuSign Signing Group. This endpoint provides detailed information about users in a particular Signing Group, including their email addresses and usernames. Use this tool to…
Get notary journals Tool to retrieve notary journal entries for the current user. Use when you need to access a user's notary journal records, which contain information about notarized documents including signer names, document names, juri…
Get Notary Jurisdiction Object Retrieves detailed information about a specific notary jurisdiction for the authenticated user. This endpoint should be used when a notary needs to access information about their registered jurisdiction, including commi…
Get Notary User Settings Retrieves notary settings and configuration for the currently authenticated user. This endpoint returns comprehensive notary account information including personal details (name, email, userId), notary status (enabled/d…
Get Original HTML Definition for Template Retrieves the original HTML definition for a specified DocuSign template. This endpoint is used to obtain the properties that define how to generate the responsive-formatted HTML for the template's documents. It provide…
Getpageimagefromenvelope Retrieves an image of a specific page from a document within a DocuSign envelope. This endpoint is used to fetch a visual representation of a document page, which can be useful for previewing or displaying document cont…
Get PDF Transcript of Envelope Comments Retrieves a PDF transcript containing all comments added by senders and recipients to documents within a specific envelope in a DocuSign account. This endpoint is useful for obtaining a comprehensive record of all discu…
Get Permission Profile for Account This endpoint retrieves detailed information about a specific permission profile in a DocuSign account. It provides a comprehensive view of permissions, settings, and capabilities assigned to a profile. Useful for audit…
Get powerform senders Retrieves a list of users who have sent PowerForms within a specified DocuSign account. This endpoint is useful for monitoring PowerForm usage, tracking sender activity, and gathering insights on user engagement with Po…
Get Recipient Document Visibility Retrieves document visibility settings for a specific recipient within a DocuSign envelope. This endpoint allows you to check which documents are visible to a particular recipient and their access rights (editable or re…
Get request logging log file Downloads the complete log file for a specific API request from DocuSign's Diagnostics service. This action is essential for debugging and troubleshooting API interactions by providing detailed request/response informat…
Get Request Logs Retrieves a list of API request log entries as a JSON object. Use when you need to view diagnostic information about API requests made to DocuSign.
Get Request Log Settings Tool to retrieve current API request logging settings for the authenticated user. Use when you need to check logging configuration or remaining log entries.
Get Resource Information Retrieves the base resources available for the DocuSign eSignature REST API. Use when you need to discover available API endpoints and resources.
Get Service Information Gets the current version and other information about the DocuSign eSignature REST API. Use this to retrieve service information including API versions and build details. This returns the available REST API versions (v1,…
Get signature information for recipient Retrieves signature information for a specific recipient in a DocuSign envelope. Returns signature metadata including: signature ID, name, type, initials, adoption and modification timestamps, signature image URI, base6…
Get signing group information Retrieves detailed information about a specific signing group in a DocuSign account. Returns comprehensive data including the group's name, type (sharedSigningGroup, privateSigningGroup, or systemSigningGroup), email ad…
Get specific brand resource file Retrieves a specific branding resource file (XML format) for customizing DocuSign experiences. Brand resource files control text and visual elements for sending, signing, email, and captive signing experiences. IMPORTAN…
Getspecifiedaccountstampinfo Retrieves detailed information about a specific account stamp (signature) in DocuSign. This endpoint allows users to fetch comprehensive data about a signature, including its creation and modification dates, image URIs,…
Getsupportedlanguagesforrecipients Retrieves a comprehensive list of supported languages that can be set for individual recipients when creating a DocuSign envelope. This endpoint allows developers to access the available language options for customizing…
Gettabsblobforenvelope This deprecated endpoint retrieves the tabs blob associated with a specific envelope in DocuSign. It allows developers to access detailed information about the tabs (such as signature fields, text fields, etc.) within a…
Gettabsettingsforaccount Retrieves the current tab settings and functionality enabled for a specific DocuSign account. This endpoint provides detailed information about various tab types (such as checkbox, radio, text) and related features (lik…
Get Template Gets a template definition from the specified account. You can include additional template attributes in the response by using the include parameter: - powerforms: Includes information about PowerForms - tabs: Includes…
Get template delayed routing rules Retrieves the delayed routing rules for a specific workflow step within a DocuSign template. This endpoint allows users to fetch the scheduled sending and routing information for a particular step in a template's workfl…
Get Template Document HTML Definition Retrieves the HTML definition for a specific document within a DocuSign template. This endpoint is used to obtain the properties that define how to generate responsive-formatted HTML for the document, including display…
Get template lock information Retrieves lock information for a DocuSign template. Returns details about an existing template lock including the lock token, duration, expiration time, and information about the user who locked the template. The lock t…
Get template notification information Retrieves the envelope notification, reminders, and expiration information for an existing template in DocuSign. This endpoint allows users to get detailed settings about how notifications are configured for envelopes c…
Get template recipient document visibility Retrieves document visibility settings for a specific recipient in a DocuSign template. Returns which documents are visible to a recipient and their access rights (view/edit). Document visibility controls show or hide s…
Get template scheduled sending settings Retrieves the scheduled sending settings for a specified DocuSign template. This endpoint allows developers to access and review the configuration that determines when and how envelopes based on the template will be sen…
Get templates for envelope document Retrieves the templates associated with a specific document within a DocuSign envelope. This endpoint is useful for identifying and managing templates linked to individual documents in an envelope, which can be benefici…
Get templates used in envelope This endpoint retrieves a list of server-side templates used in a specific DocuSign envelope. It provides detailed information about each template, including its name, ID, and other relevant attributes. The endpoint is…
Get unsupported file types list Retrieves the list of file types (extensions and MIME types) that DocuSign does not support for upload. Use this to validate file types before upload or to display supported formats to users. The list may change as Docu…
Get URL for Embedding DocuSign UI Generate a URL to embed the DocuSign console view within your application. This action creates a URL that provides access to the DocuSign web interface, allowing users to interact with DocuSign features directly from yo…
Get user authorization details Retrieves detailed information about a specific user authorization in DocuSign. This endpoint allows account administrators or the principal user to fetch comprehensive data about an authorization, including the agent u…
Getuserauthorizationsforprincipal Retrieves user authorizations for a specified principal user within a DocuSign account. This endpoint allows account administrators or the principal user themselves to view and manage user access and permissions. It pro…
Get user cloud storage provider configuration Retrieves the cloud storage provider configuration for a specific cloud storage service (identified by serviceId) for a user within a DocuSign account. This endpoint returns configuration details for the specified provi…
Get user information by id Retrieves detailed information about a specific user within a DocuSign account. This endpoint provides comprehensive data about the user, including personal details, account settings, and permissions. It's useful for ac…
Get users in group Retrieves a paginated list of users belonging to a specific group within a DocuSign account. This endpoint is useful for managing and auditing group memberships, allowing administrators to view detailed information abou…
Get Watermark Details for Account Retrieves and previews the watermark details for a specific DocuSign account. This endpoint allows users to view the current watermark configuration, including its visual properties and enabled status. It's useful for v…
Get Workflow Step for Envelope Retrieves detailed information about a specific workflow step for a DocuSign envelope. This endpoint allows you to fetch comprehensive data about a single step in an envelope's workflow, including its action, status, de…
Get workspace file Retrieves a binary version of a file from a DocuSign workspace. This endpoint allows you to access and download files stored within a specific workspace, folder, and account. It's particularly useful for retrieving docu…
Get workspace folder contents Retrieves the contents of a specific workspace folder in DocuSign, including sub-folders and files. This endpoint provides detailed information about the items within the folder, such as metadata, user permissions, and…
Initiate new chunked upload Initiates a new chunked upload in DocuSign by sending the first part of the content. This endpoint is designed to handle large file uploads by breaking them into smaller, manageable pieces. It's particularly useful for…
Get Account Templates Gets the definition of a template or templates in the specified account. Note: If the count parameter is not used, listTemplates has a default limit of 2,000 templates. If the account has more than 2,000 templates, list…
List billing invoices Retrieves a list of billing invoices for a specified DocuSign account. This endpoint allows account administrators to fetch detailed invoice information, including total amounts, due dates, and itemized charges. It supp…
List brands for account Retrieves a comprehensive list of brands associated with a DocuSign account, including default brand profiles. This endpoint provides detailed information about each brand, such as visual elements, language settings, an…
Listbulksendbatchsummaries Retrieves a summary of bulk send batches for a DocuSign account. This endpoint allows users to query and filter bulk send batch information, providing details such as batch status, size, and processing information. It's…
Listcloudstorageitems Retrieves a list of items (files and folders) from a specific folder in a cloud storage provider integrated with DocuSign. This endpoint enables browsing and searching cloud storage contents directly within DocuSign, ma…
List Account Custom Fields Retrieves all account-level custom fields defined for a DocuSign account. Account custom fields are envelope custom fields that can be applied across multiple envelopes, enabling account administrators to group, track,…
List Envelope Attachments By Envelope Id Retrieves a list of envelope attachments associated with a specified envelope in DocuSign. This endpoint is used to fetch developer-only files attached to an envelope, providing details such as attachment IDs, types, an…
Get OAuth User Info Tool to retrieve authenticated user's account information from DocuSign OAuth. Use this to validate the OAuth access token and obtain essential account details including user ID (sub), name, email, and the list of DocuS…
List past due invoices Retrieves a list of past due invoices for a specified DocuSign account and indicates if payment can be made through the REST API. This endpoint is designed for account administrators to manage outstanding financial obli…
Listpaymentgatewayaccountsinfo Retrieves a list of all payment gateway accounts associated with a specific DocuSign account, along with detailed information about each account. This endpoint is useful for obtaining an overview of the payment gateways…
List registered notary jurisdictions Retrieves a paginated list of registered notary jurisdictions for the current user, who must be a notary. This endpoint provides detailed information about each jurisdiction where the notary is registered, including com…
Listsignatureprovidersforaccount Retrieves a list of signature providers available for a specified DocuSign account. This endpoint allows users to obtain detailed information about electronic and digital signature providers, including standards-based s…
List users for account Retrieves a list of users for a specified DocuSign account. This endpoint allows for detailed querying of user information, including their account status, email addresses, and various account settings. It's particularl…
Listworkspacefilepages Retrieves a workspace file as rasterized pages from a DocuSign workspace. This endpoint allows users to fetch file pages as images with customizable resolution and dimensions. It supports pagination for handling large f…
List workspaces Retrieves a list of DocuSign workspaces and their associated information for a specified account. This endpoint allows users to get a comprehensive view of all workspaces they have access to, including details such as w…
Lock an envelope for editing This endpoint locks an envelope for editing, preventing other users or recipients from changing it. It's used to ensure exclusive access to an envelope during updates. The method returns a lock token that must be includ…
Lock Template for Editing Locks a specified DocuSign template for editing to prevent concurrent modifications. This endpoint acquires an exclusive lock on a template, ensuring that only the lock holder can make changes during the lock period. Th…
Modify Account Notification Settings Updates the default email notification settings for envelope senders and signers in a DocuSign account. This endpoint allows customization of when and what type of notifications users receive regarding envelope status c…
Modify tab settings for account This endpoint modifies the tab types and tab functionality that are enabled for a DocuSign account. It allows administrators to configure various tab-related settings, such as enabling or disabling specific tab types, c…
Post payment to invoice Posts a payment to past due invoices for a DocuSign account. This action applies a payment amount to settle outstanding invoice balances and creates a payment transaction record. Before using this action, retrieve past…
Purchase additional envelopes This endpoint completes the purchase of additional envelopes for a DocuSign account through an internal workflow interaction with an envelope vendor. It is designed to handle the financial transaction and update the acc…
Queue downgrade billing plan request Queues a downgrade request for a DocuSign account's billing plan. This action initiates the process of changing an account to a lower-tier or less expensive billing plan without immediately applying the change. Use this…
Registercurrentuserasnotary This endpoint registers the current user as a notary in DocuSign, enabling remote online notarization capabilities. It configures the user's notary profile, settings, and permissions. Use this when setting up a new nota…
Remove bulk send list This endpoint deletes a specific bulk send list from a DocuSign account. It is used to permanently remove a bulk send list that is no longer needed or was created in error. The operation requires both the account identi…
Removegroupsharingpermissionsfortemplate Removes sharing permissions for specified member groups from a DocuSign template. This endpoint is used to revoke access to a template for one or more groups, enhancing template security and access control. It's particu…
Remove Templates From Favorites Removes one or more templates from an account's list of favorite templates in DocuSign. This endpoint allows users to manage their favorite templates by specifying which templates should no longer be marked as favorites…
Remove user signature information Removes the signature information for a specific user in DocuSign. This endpoint should be used when a user wants to delete their existing signature from their DocuSign account. It's particularly useful for updating or…
Republish connect data for envelope Republishes Connect information for a specified envelope in DocuSign. This endpoint is used to retry sending Connect event data that may have failed to deliver previously. It's particularly useful for ensuring that all…
Republish connect info for envelopes Republishes Connect webhook information for multiple DocuSign envelopes. Queues envelopes for Connect webhook republishing to retry failed webhook deliveries. When DocuSign Connect fails to deliver webhook events to you…
Retrieve Account Billing Plan Retrieves detailed billing plan information for a specified DocuSign account. This endpoint provides comprehensive data about the current billing plan, successor plans, billing address, and credit card information assoc…
Retrieveaccountbrandinformation Retrieves detailed information about a specific brand associated with a DocuSign account. This endpoint allows users to access comprehensive brand settings, including company name, languages, colors, logos, and resource…
Retrieve Account Envelope Purge Config Retrieves the current envelope purge configuration for a specified DocuSign account. This endpoint allows account administrators to view the settings that control how and when documents are permanently removed from comp…
Retrieve Account Favorite Templates Retrieves the list of favorite templates for a DocuSign account. Returns an array of template IDs and the dates they were marked as favorites. This is useful for identifying which templates a user has marked for quick a…
Retrieveaccountinformationforspecifiedaccount Retrieves comprehensive information for a specified DocuSign account, including account details, billing information, plan specifics, and optionally detailed account settings. This endpoint is used to gather extensive d…
Retrieve Account Provisioning Info Retrieves the account provisioning information for a DocuSign account. This endpoint returns crucial setup and configuration details including default connection IDs, billing plan identifiers, distributor codes, passwor…
Retrieve Account Seal Providers Retrieves electronic seal providers (eSeals) available for a DocuSign account. Electronic seals certify document origin and integrity using a legal entity identity rather than an individual signature. Returns seal ident…
Retrieveaccountsettingsinformation Retrieves the comprehensive account settings information for a specified DocuSign account. This endpoint provides a detailed view of the account's configuration, including access code formats, account-wide preferences,…
Retrieveaccountsigninggroups Retrieves a comprehensive list of all signing groups within a specified DocuSign account. This endpoint allows you to obtain detailed information about each signing group, including group names, types, IDs, and optional…
Retrieveaccountverificationworkflows Retrieves a list of Identity Verification workflows available for a DocuSign account. This endpoint allows account administrators or senders to fetch details about the verification methods that can be applied to signers…
Retrieveallaccounttabs Retrieves a comprehensive list of all tabs associated with a specified DocuSign account. It returns detailed information about each tab, including type, label, validation rules, and formatting settings. Use this endpoin…
Retrieveavailableaccountstamps Retrieves a list of stamps available in a DocuSign account. This endpoint allows users to fetch detailed information about various types of stamps, signatures, and related properties associated with the specified accoun…
Retrieve billing invoice Retrieves a specific billing invoice for a DocuSign account, providing detailed information about charges and payment details. This endpoint allows account administrators to access invoice data in both JSON format and,…
Retrieve billing payment info Retrieves detailed information for a specific billing payment in a DocuSign account. Returns payment details including ID, number, amount, description, and date. Useful for auditing, reconciliation, and reviewing paymen…
Retrieve chunked upload metadata Retrieves metadata for a specific chunked upload in DocuSign. This endpoint allows users to check the status, parts, and other details of a large file upload that has been split into chunks. It's particularly useful for…
Retrieve cloud storage provider configuration Retrieves the list of cloud storage providers enabled for a specific user in a DocuSign account, along with their configuration information. This endpoint is essential for integrating external cloud storage services wit…
Retrieveconnectconfigurationdetails Retrieves detailed information for a specific DocuSign Connect configuration. This endpoint allows account administrators to access and review the settings of a custom Connect configuration, including event triggers, de…
Retrieveconnectconfigurations Retrieves all Docusign Custom Connect definitions for a specified account. This endpoint allows account administrators to fetch detailed information about existing Connect configurations, including webhook settings, eve…
Retrieve connect failure logs Retrieves the Connect failure log information for a specified DocuSign account. This endpoint is specifically designed for account administrators to identify which envelopes failed to post during Connect events. It prov…
Retrieve connect log entry Retrieves a specific Connect log entry for a DocuSign account. This endpoint provides detailed information about a Connect event, including account details, configuration information, envelope data, and potential error…
Retrieve connect logs Retrieves the 100 most recent Connect log entries for a specified DocuSign account. This endpoint is essential for monitoring and troubleshooting DocuSign Connect integrations, providing detailed information about both…
Retrieve Connect OAuth Configuration Retrieves the Connect OAuth configuration for a specified DocuSign account. This endpoint allows account administrators to access the OAuth settings used for DocuSign Connect, which is crucial for webhook integrations a…
Retrieve Credit Card Info This endpoint retrieves detailed credit card information associated with a specific DocuSign account. It provides comprehensive details about the credit card on file, including the card number (partially masked), type,…
Retrieve custom fields for envelope Retrieves custom field metadata for a specified envelope. Custom fields are additional data points attached to envelopes that are NOT visible to document recipients. They're used for: - Organizing and categorizing envel…
Retrievecustomfieldsfortemplate This endpoint retrieves the custom document fields for an existing template document in DocuSign. It allows users to access name-value pairs of custom data strings associated with a specific document within a template.…
Retrievecustomtabinformation Retrieves detailed information about a specific custom tab associated with a DocuSign account. This endpoint allows users to access the properties and settings of a custom tab, including its anchor information, formatti…
Retrievecustomusersettings Retrieves a list of custom user settings for a single user in DocuSign. This endpoint allows flexible storage and retrieval of user-specific information that can be used in your own system, separate from standard user a…
Retrieve default disclosure for envelope Retrieves the default HTML-formatted Electronic Record and Signature Disclosure (ERSD) for a specified envelope in DocuSign. This endpoint is used to obtain the standard disclosure text that recipients must agree to bef…
Retrieve Envelope Attachment Downloads a developer-only envelope attachment file from a DocuSign envelope. This retrieves attachments that were added programmatically to an envelope (not signer attachments). These are files associated with the enve…
Retrieve Envelope Audit Events Retrieves the audit events for a specified envelope in DocuSign. This endpoint allows users to access a detailed history of all actions and changes made to a particular envelope, providing a comprehensive audit trail. I…
Retrieveenvelopedocuments Retrieves one or more documents from a DocuSign envelope. This endpoint allows users to fetch a single document, all documents combined, or specific document sets in various formats (PDF, ZIP, PDF portfolio). It's parti…
Retrieve Envelope Email Overrides Retrieves custom email settings for a specific DocuSign envelope. Use this action to get the envelope-specific email configuration overrides including: - Reply-to email address and display name - BCC email addresses for…
Retrieve Envelope Document HTML Definition Retrieves the original HTML definition used to generate the responsive HTML for a specific document within an envelope in a DocuSign account. This endpoint is crucial for developers working with DocuSign's responsive si…
Retrieve Envelope Notification Details Retrieves the notification, reminder, and expiration settings for an existing envelope in DocuSign. This endpoint allows developers to access and review the current notification configuration for a specific envelope, in…
Retrieveitemsincloudstoragefolder Retrieves a list of items (files and folders) from a specified folder in an integrated cloud storage provider. This endpoint allows users to browse and search their cloud storage contents directly within the DocuSign ap…
Retrievelistofbillingplans Retrieves a comprehensive list of billing plans associated with a distributor in the DocuSign system. This endpoint provides detailed information about each billing plan, including plan names, IDs, payment cycles, metho…
Retrieve payment information list Retrieves a list of payment information for a specific DocuSign account. This endpoint allows you to fetch detailed payment data, including amounts, descriptions, payment dates, and IDs. It's particularly useful for acc…
Retrieve pdf from specified template Retrieves one or more PDF documents from a specified DocuSign template. This endpoint allows you to fetch individual documents or combine all documents in the template into a single PDF file. It's particularly useful wh…
Retrievepowerformdataentries This endpoint retrieves data entries for a specific PowerForm within a DocuSign account. It allows PowerForm Administrators or the PowerForm sender to download the information entered by recipients into a PowerForm. The…
Retrievepropertiesaboutworkspace Retrieves detailed properties and information about a specific DocuSign workspace. This endpoint allows you to fetch comprehensive data about a workspace, including its settings, user details, and various metadata. It's…
Retrieveshareditemstatusforusers Retrieves shared item status for one or more users and types of items within a DocuSign account. This endpoint provides detailed information about how envelopes, templates, and folders are shared among users and groups.…
Retrieve signer signature image information Retrieves the specified user's signature image from a DocuSign envelope. This endpoint allows developers to access the electronic signature image of a specific recipient within an envelope, which can be useful for verif…
Retrievetemplatecustomfields Retrieves the custom document field information from an existing template in DocuSign. This endpoint allows users to fetch both list and text custom fields associated with a specific template. It's particularly useful w…
Retrieve Template Document Page Images Retrieves and returns images of pages from a specified template document in DocuSign. This endpoint allows users to fetch visual representations of template pages with customizable image properties such as resolution an…
Retrieve template page image Retrieves a specific page image from a template document for display purposes. This endpoint is part of the DocuSign Templates API and allows developers to fetch and display individual pages from template documents. It'…
Retrieve user account settings Retrieves a comprehensive list of account settings and email notification preferences for a specified user within a DocuSign account. This endpoint provides detailed information about the user's configuration, including…
Retrieve user initials image for envelopes Retrieves the initials image that a recipient used when signing a DocuSign envelope. This endpoint allows you to fetch the recipient's initials image in its original format (GIF, PNG, JPEG, or BMP), with an option to in…
Retrieve User Profile Image Retrieves the user profile picture for a specified user within a DocuSign account. This endpoint allows users to fetch their own profile image, which is returned in the same format as it was originally uploaded. It's pa…
Retrieve user profile information This endpoint retrieves comprehensive user profile information for a specified user within a DocuSign account. It provides detailed data about the user's personal information, settings, preferences, and permissions. The…
Retrieve user signature definitions This endpoint retrieves the signature definitions for a specified user within a DocuSign account. It allows users to access their own signature information, including details about signature images, stamps, and associat…
Retrieveusersignatureimage Retrieves a specified user's signature or initials image from DocuSign. This endpoint allows you to fetch the image in its original upload format, with an option to include or exclude the chrome (frame) around the image…
Retrieve user signature information This endpoint retrieves the detailed structure and information of a single user signature within a DocuSign account. It provides comprehensive details about the signature, including its creation date, image URIs, stamp…
Retrieveworkflowstepfortemplate Retrieves detailed information about a specific workflow step for a DocuSign template. This endpoint allows users to access the configuration and status of a single step within a template's workflow, including delayed r…
Return all connect service users Retrieves all users from the configured Connect service for a specific DocuSign account and Connect configuration. This endpoint allows account administrators to fetch user information, including email addresses, user I…
Return Brand Resource Metadata For Account Retrieves metadata about the branding resources associated with a specific DocuSign account and brand. This endpoint returns detailed information about various brand resource types, including those used for sending, sig…
Return Envelope Tab Data For Existing Envelope Retrieves detailed form data from a DocuSign envelope, including the current values of form fields, recipient information, and envelope status. This endpoint is used to download envelope and tab data from in-process, co…
Get Envelope Scheduled Sending Rules Get the scheduled sending configuration for a DocuSign envelope. Returns when and how an envelope is scheduled to be sent, including: - Send date/time (resumeDate): When the envelope will be sent - Delay rules: Time to…
Returns document page images based on input Retrieves images of document pages from a specific envelope in a DocuSign account. This endpoint allows users to fetch page images with customizable parameters such as resolution (DPI), image dimensions, and pagination…
Return Template Workflow Definition Retrieves the workflow definition for a specified DocuSign template. This endpoint returns detailed information about the template's workflow, including scheduled sending settings, workflow status, and individual workfl…
Return users from connect service Retrieves users associated with a specific DocuSign Connect configuration. This endpoint returns information about which users are linked to a Connect configuration, indicating either that all users are selected (allUse…
Revokeenvelopecorrectionurl This endpoint revokes the correction view URL for a specific envelope in DocuSign, effectively disabling the ability to make further corrections to the envelope. It should be used when you want to prevent any additional…
Rotate page image for envelope This endpoint rotates a page image within a specific document of an envelope in DocuSign. It allows users to change the orientation of a page to either left or right for improved display and readability. This function i…
Rotate Template Page Image Rotates a page image within a DocuSign template for display purposes. This endpoint allows users to adjust the orientation of a specific page image to either the left or right within a template. It is particularly usefu…
Send Envelope Sends a draft envelope by updating its status to 'sent'. Example envelope_id format: '93be49ab-xxxx-xxxx-xxxx-f752070d71ec'
Set envelope purge config for account Configures automatic envelope purge settings for a DocuSign account. This action allows account administrators to set up policies for automatically removing envelope documents after a specified retention period. The con…
Set initials image for accountless signer This endpoint allows you to update the initials image for a signer who does not have a DocuSign account within a specific envelope. It's used to customize the appearance of a signer's initials on documents, enhancing th…
Set shared access for users and templates This endpoint sets shared access for users and templates in DocuSign. It manages collaboration and access control within an organization for envelopes, templates, and folders. Only users with admin privileges can set en…
Set signature image for no account signer This endpoint updates the signature image for an accountless signer in a DocuSign envelope. It allows you to set a custom signature image for recipients who don't have a DocuSign account, enhancing the flexibility of th…
Set templates as account favorites This endpoint allows users to set one or more templates as account favorites in DocuSign. It's used to mark specific templates for quick access within a user's account. The endpoint can handle multiple templates in a si…
Set up connect oauth configuration Sets up Connect OAuth configuration for a specified DocuSign account using a custom authorization server. This endpoint enables secure, OAuth-based communication for DocuSign Connect, allowing real-time notifications ab…
Set User Signature Image Sets or updates a user's signature image, initials, or stamp in their DocuSign account. This endpoint uploads an image file to replace or create a signature element. Use this action to: - Upload a signature image for el…
Share template with group This endpoint allows you to share a DocuSign template with a specified members group. It's used to grant access to templates for collaboration and reuse within an organization. Note that this endpoint is deprecated, and…
Submit batch historical envelopes to webhook This endpoint submits a batch of existing envelopes to a specified webhook for historical publishing. It allows you to retroactively send envelope data to your systems for completed transactions, which is useful for dat…
Toggle api request logging This endpoint enables or disables API request logging for troubleshooting purposes in DocuSign. It allows users to toggle the logging of REST API requests and responses, set the maximum number of log entries, and view t…
Updateaccountbrandsettings The UpdateAccountBrandSettings endpoint modifies or replaces an existing brand configuration for a DocuSign account. It customizes various brand aspects like company name, languages, colors, and landing pages. Use this…
Updateaccountcustomfield This endpoint updates an existing account custom field in DocuSign. It allows you to modify the properties of a custom field, such as its name, type, required status, visibility, and value. The endpoint supports both li…
Update account password rules This endpoint updates the password rules for a DocuSign account. It allows account administrators to modify various password policy settings, including expiration, complexity requirements, lockout durations, and securit…
Updateaccountsettings Updates various settings for a specified DocuSign account. This endpoint allows administrators to configure a wide range of account-level options, including security settings, compliance features, and user interface pre…
Update account stamp by id This endpoint allows you to update an existing account stamp (signature) in DocuSign. It provides extensive customization options for the stamp's appearance, associated users, and properties. Use this when you need to m…
Updateaccountstamps Update existing account stamps (signatures) in a DocuSign account. Modifies properties of existing stamps by referencing their signatureId. Supports updating names, sizes, formats (NameHanko/NameDateHanko), resize permi…
Update account watermark information This endpoint updates the watermark settings for a specified DocuSign account. It allows customization of various watermark properties such as display angle, font, color, size, and transparency. The endpoint can be used…
Update Account Watermark Preview Updates and previews watermark settings for a DocuSign account before applying them. This endpoint allows you to test watermark appearance settings including text, font, color, size, display angle, and transparency with…
Update billing plan for account Updates billing plan information, address, and payment details for a DocuSign account. Allows comprehensive modifications to billing setup, including payment methods, plan features, and promotional offers. Offers a prev…
Update Bulk Send Batch Name Updates the name of an existing DocuSign bulk send batch. This action allows you to rename a specific bulk send batch for better organization and identification. Use this when you need to update the batch name after cre…
Update connect oauth configuration This endpoint updates an existing Connect OAuth Configuration for a DocuSign account. Use it to modify OAuth settings for DocuSign Connect integrations, such as updating authorization URLs, client credentials, or scopes…
Update contacts information This endpoint updates one or more contacts associated with a DocuSign account. It allows for comprehensive modifications to contact information, including personal details, communication methods, and notary-specific dat…
Update custom fields in envelope document This endpoint allows you to update existing custom document fields in a specific document within an envelope in DocuSign. Custom document fields are name-value pairs that can be used to store additional metadata or info…
Update custom tab information for account This endpoint updates the information for a custom tab associated with a specific DocuSign account. It allows for extensive customization of tab properties, including appearance, behavior, and positioning within documen…
Updatedocumentvisibilityrecipients Updates document visibility settings for multiple recipients in a DocuSign envelope. Use this action to control which documents each recipient can see and their access level (read-only or editable). This is essential fo…
Update docusign connect configuration This endpoint updates an existing DocuSign Connect configuration for a specified account. It allows you to modify various settings such as the events that trigger notifications, the endpoint URL for receiving webhooks,…
Update electronic record disclosure Updates the Electronic Record and Signature Disclosure (ERSD) for a DocuSign account. Allows administrators to customize the default disclosure, switch to a custom one, or update existing custom disclosures in multiple…
Updateenoteintegrationconfig Updates the eNote integration configuration for a specific DocuSign account. This endpoint allows users to modify settings related to eNote functionality, including API key, Connect configuration, eNote configuration, o…
Update envelope attachment Updates an existing attachment for a draft or in-process envelope in DocuSign. This endpoint allows you to modify attachment properties such as access control, type, content, label, and name. It supports file attachment…
Update envelope custom fields This endpoint allows users to update custom fields for draft and in-process envelopes in DocuSign. It enables the modification of both list-based and text-based custom fields, which can be used for sorting, organizing,…
Updateenvelopedelayedroutingrules Updates the delayed routing rules for a specific workflow step in a DocuSign envelope. This endpoint allows you to add or modify delayed routing settings for both draft and sent envelopes, as long as the previous workfl…
Update Envelope DocGen Form Fields This method dynamically generates an envelope's documents by populating its sender fields. The envelope must be in a draft state. Use the DocumentGeneration::getEnvelopeDocGenFormFields response to retrieve the list of…
Updateenvelopeemailsettings Updates the existing email override settings for a specified envelope in DocuSign. This endpoint allows customization of the Reply To email address and name, as well as BCC email addresses for a specific envelope. It's…
Update envelope notification settings Updates the notification settings for a specific DocuSign envelope, including reminders and expirations. This endpoint allows you to customize when and how often recipients receive reminder emails, as well as set the ex…
Update envelope scheduled sending rules Updates the scheduled sending rules for an envelope's workflow in DocuSign. This endpoint allows users to set or modify when an envelope will be sent, providing precise control over document delivery timing. It can be u…
Update envelope workflow definition Updates the workflow definition for a specified envelope in DocuSign. It allows modification of scheduled sending, delayed routing, and conditional recipient rules. Use this endpoint to add or update scheduling for draf…
Update envelope workflow step Updates a specific workflow step for a DocuSign envelope, allowing for customization of envelope processing, including delayed routing and conditional recipients. This endpoint can be used to modify workflow steps for b…
Update group information Updates group information for one or more user groups in a DocuSign account. This action allows you to modify group properties such as group name and permission profile assignments. **Required Parameters:** - groups: A…
Updatelockforenvelope Updates lock settings for an already-locked envelope in DocuSign to extend duration or modify the locking application identifier. Use this to extend lock time during long editing sessions (max 1800 seconds/30 minutes) o…
Update notary jurisdiction info Updates the jurisdiction information for a notary in the DocuSign system. This endpoint allows for modification of various details related to a notary's commission and jurisdiction settings. It should be used when there…
Updatepermissionprofilesettings This endpoint updates an existing account permission profile in DocuSign. It allows administrators to modify various settings and permissions for users associated with the profile, providing granular control over user c…
Updaterecipientdocumentvisibility This endpoint updates the document visibility settings for a specific recipient within a DocuSign envelope. It allows fine-grained control over which documents a recipient can see and whether they have read-only or edit…
Update signing group details Updates the details of a specified signing group within a DocuSign account, including the group name, email, and member information. This endpoint allows for modifying existing group data and adding new members to the s…
Updatesigninggroupnames Updates the names of one or more existing signing groups in DocuSign. This endpoint allows you to modify the names of signing groups, which are collections of users grouped together for document signing purposes. It's u…
Update template custom fields Updates the custom fields in a DocuSign template. This endpoint allows you to modify both list and text custom fields associated with a specific template, ensuring each field has a unique name. It's used to customize te…
Update Template Delayed Routing Rules This endpoint updates the scheduled sending rules for a specific workflow step in a DocuSign template. It allows users to set up delayed routing for envelopes, controlling when documents are sent to recipients associate…
Update template document custom fields This endpoint updates existing custom document fields in a specific document within a DocuSign template. It allows you to modify metadata associated with a template document without changing the document's content or st…
Update Template Doc Visibility This endpoint updates document visibility settings for one or more recipients in a DocuSign template. It allows fine-grained control over which documents are visible to specific recipients, enhancing document security a…
Update template lock information This endpoint allows you to update the lock information for an already locked template in DocuSign. It is used to modify the duration of an existing lock or change the name of the application that has locked the templat…
Update template notification settings This endpoint updates the notification structure for an existing DocuSign template. It allows users to customize reminder and expiration notifications for a specific template, which can then be used to create envelopes…
Update Template Recipient Document Visibility Updates document visibility settings for a specific recipient in a DocuSign template. This endpoint allows you to control which documents a particular recipient can see in a template with multiple documents. Use this wh…
Updatetemplatescheduledsendingrules Updates the scheduled sending rules for a DocuSign template, controlling when envelopes created from this template are automatically sent. Use this to set up either a relative delay (e.g., send 2 days after creation) or…
Updatetemplateworkflowdefinition Updates the workflow definition for a specified template in DocuSign, allowing for customization of the document signing process. This endpoint enables users to modify the sequence of steps, set up conditional routing,…
Update user account settings This endpoint updates the account settings and email notification types for a specified user in DocuSign. It allows for comprehensive customization of a user's experience within the DocuSign platform, including locale p…
Update User Authorization Dates Updates the start and/or end dates for a specified user authorization in DocuSign. This endpoint allows account administrators or the principal user to modify the duration of an existing authorization, enabling precise…
Update user information for specified user The User_PutUser endpoint allows updating user information for a specified user within a DocuSign account. It provides comprehensive control over user settings, including personal information, permissions, notification…
Updateusernotaryinformation The UpdateUserNotaryInformation endpoint modifies a notary's profile and settings in DocuSign. It manages account details, preferences, and operational parameters. Use this to update a notary's visibility, capabilities,…
Update user profile image Updates the user's profile image in DocuSign by uploading a new image file. This action allows users to personalize their DocuSign account by uploading a profile picture. Supported formats include GIF, PNG, JPEG, and BM…
Updateuserprofileinformation Updates a user's profile in DocuSign, including personal details, privacy settings, and user ID card information. It allows modifications to name, address, locale preferences, and various account settings. Users can onl…
Update user signature by id Updates or creates a user's signature and initials for a specified DocuSign account. This endpoint allows for customization of signature appearance, including font, stamp format, and date stamp properties. It can be use…
Update workflow step for template This endpoint updates a specified workflow step for a DocuSign template. It allows users to modify various aspects of the workflow step, including delayed routing settings, recipient routing rules, and conditional recip…
Updateworkspaceinformation Updates information about a specific DocuSign workspace. This endpoint allows you to modify various aspects of a workspace, including its name, description, settings, and status. It's used when you need to change worksp…
Update workspace item metadata Updates the metadata for a specific file in a DocuSign workspace. This endpoint allows you to modify file properties such as name, content type, extension, and visibility settings without changing the actual file conten…

Setup

How we connect it

1
Connect your account

You log in with your own DocuSign account. We never see your password, and you can revoke access from DocuSign at any time.
2
Set the guardrails

Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
3
We keep it running

Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

DocuSign questions, answered.

How does the agent connect to DocuSign?

You sign in with your own DocuSign account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from DocuSign at any time.

What can the agent actually do in DocuSign?

The actions DocuSign's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.

Is DocuSign included in my plan?

Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.

How long until DocuSign is ready?

Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put DocuSign to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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Connect DocuSign to your AI agent

What your agent can do in DocuSign

How we connect it

Connect your account

Set the guardrails

We keep it running

More Productivity tools your agent can use

DocuSign questions, answered.

Ready to put DocuSign to work?