10 available actions
What your AI agent can do in Eversign
Xodo Sign is a cloud-based digital signature solution that allows users to sign, send, and manage documents online. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Get Bulk Job StatusTool to retrieve the status of a bulk job.
- Get Document Audit LogRetrieves the complete audit trail for a document, showing all events from creation through completion.
- Create DocumentCreates a new Eversign document for electronic signature collection from one or more signers.
- Create TemplateTool to create a new template.
- Delete Document or TemplateTool to delete, cancel, or trash a document or template by its hash.
- Reassign SignerTool to reassign a signer to a new person.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 6 actions
- Get Document Audit LogRetrieves the complete audit trail for a document, showing all events from creation through completion.
- Get Bulk Jobs ListTool to retrieve a list of bulk jobs for a business.
- Get Bulk Job StatusTool to retrieve the status of a bulk job.
- List BusinessesRetrieves all businesses associated with your Eversign account, or filters to a specific business if business_id is provided.
- List DocumentsRetrieves a paginated list of documents from your Eversign business account.
- List TemplatesTool to list templates for a business with optional pagination.
Create & communicateCreate records or send supported messagesView 2 actions
- Create DocumentCreates a new Eversign document for electronic signature collection from one or more signers.
- Create TemplateTool to create a new template.
Remove & cancelRemove records or cancel supported workView 1 action
- Delete Document or TemplateTool to delete, cancel, or trash a document or template by its hash.
Other actionsSpecialist and administrative actions.View 1 action
- Reassign SignerTool to reassign a signer to a new person.
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 Eversign
How does the agent connect to Eversign?
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 Eversign?
The page above lists the 10 actions currently available through the Eversign connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Eversign 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 Eversign 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 Eversign to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.