17 available actions

What your AI agent can do in Oksign

Sign online contracts, purchase orders, forms, you name it. Simple and legal. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Retrieve Briefcase InformationTool to retrieve a previously uploaded briefcase tokeninfo for consultation.
Retrieve ContactsTool to retrieve the list of contacts stored in the account.
Create Editor Express SessionTool to invoke the OKSign Editor Express for modifying documents and form descriptors.
Upload ContactsTool to insert or update contact information in the account's contact list.
Update Organization Token InfoTool to update organizational token information and settings for the account.
Remove BriefcaseTool to remove a previously created briefcase from OKSign platform.

Browse all 17 actions by capability

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

Find & reviewLook up and review existing recordsView 7 actionsHide actions

Retrieve Briefcase InformationTool to retrieve a previously uploaded briefcase tokeninfo for consultation.
Retrieve ContactsTool to retrieve the list of contacts stored in the account.
Retrieve Account CreditsTool to retrieve account credit balance and storage information.
Check Document ExistsTool to check if a signed or unsigned document still exists on the OKSign platform.
Get Active DocumentsTool to retrieve all active document IDs and properties from OKsign account.
Retrieve Linked Document ListTool to retrieve the list of linked signed or source document IDs related to a specific document.
Retrieve UsersTool to retrieve the list of users associated with the OkSign account.

Create & communicateCreate records or send supported messagesView 5 actionsHide actions

Upload ContactsTool to insert or update contact information in the account's contact list.
Upload DocumentTool to upload a PDF or Word document to OKSign platform for completion and/or signing.
Create Editor Express SessionTool to invoke the OKSign Editor Express for modifying documents and form descriptors.
Upload Form DescriptorTool to upload form descriptor defining signature fields and other field types to a document.
Upload NotificationsTool to upload notifications defining email(s) and/or SMS(es) to be sent to signer(s) with signing links.

Update & manageChange and manage existing recordsView 1 actionHide actions

Update Organization Token InfoTool to update organizational token information and settings for the account.

Remove & cancelRemove records or cancel supported workView 4 actionsHide actions

Remove BriefcaseTool to remove a previously created briefcase from OKSign platform.
Remove ContactsTool to remove specified contacts from the account's contact list.
Remove DocumentTool to remove a signed or unsigned document from the OKSign platform.
Remove SignExpress TokenTool to remove a previously uploaded SignExpress tokeninfo JSONObject from the OKSign platform.

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 Oksign

How does the agent connect to Oksign?

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 Oksign?

The page above lists the 17 actions currently available through the Oksign connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Oksign 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 Oksign 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 Oksign to work?

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

Book a setup call Browse all connections

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