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DocuSign for AI agents

Agents read DocuSign at once. Changes and sends are held for a person's approval by default.

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About DocuSign

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

What an agent can do in DocuSign

Every DocuSign action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in DocuSign without asking first. 132 actions.

  • Get EnvelopeGets 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, com
  • Get Envelope DocGen Form FieldsRetrieves 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 sendin
  • Get Envelope Document FieldsRetrieves 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 diff
  • Get TemplateGets 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 PowerForm
  • Get Account TemplatesGets 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,
  • Get OAuth User InfoTool 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, an
  • ExportbrandtoxmlfileExports 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 (Ba
  • Fetch Recipient Names For EmailRetrieves 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 us
  • GenerateeditviewurlforenvelopeGenerates 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 createSen
  • GenerateenvelopecorrectionurlGenerates 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 thr
  • Generate Recipient Shared View URLGenerates 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 DocuSi
  • Get account billing charges listRetrieves 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 name
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  • Get account password rulesRetrieves the current password rules and security settings for a specified DocuSign account. This endpoint provides detailed information about password expiration policies, lockout durations, password
  • Get Agent User AuthorizationsReturns 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 principa
  • Get bcc email archive configurationsRetrieves 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 archiv
  • Get BCC Email Archive HistoryRetrieves 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
  • Get brands information for groupRetrieves 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 recipie
  • Get docusign account contactsRetrieves 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, phon
  • Get Downgrade Plan Info For AccountRetrieves 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
  • Get Electronic Disclosure for RecipientRetrieves 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 diff
  • GetelectronicrecordandsignaturedisclosureRetrieves 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
  • GetenoteintegrationsettingsRetrieves the eNote integration settings for a specified DocuSign account. This endpoint provides crucial information about the eNote configuration status, Connect configuration status, and necessary
  • Get envelope lock informationRetrieves 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 expirati
  • Get Envelope Notification DefaultsRetrieves the default email notification settings for envelopes at the account level. This endpoint returns account-wide defaults for envelope notifications including: - Reminder settings (frequency,
  • GetenvelopeworkflowdefinitionRetrieves 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
  • GetenvelopeworkflowdelayedroutingdefinitionRetrieves 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
  • GetgroupsinformationforaccountRetrieves 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
  • GetlistofaccountpermissionprofilesThis 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,
  • Get members of a signing groupRetrieves 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 username
  • Get notary journalsTool 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, d
  • Get Notary Jurisdiction ObjectRetrieves 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 jurisdicti
  • Get Notary User SettingsRetrieves notary settings and configuration for the currently authenticated user. This endpoint returns comprehensive notary account information including personal details (name, email, userId), notar
  • Get Original HTML Definition for TemplateRetrieves 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 do
  • GetpageimagefromenvelopeRetrieves 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 displ
  • Get Permission Profile for AccountThis 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 profil
  • Get powerform sendersRetrieves 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
  • Get Recipient Document VisibilityRetrieves 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 rig
  • Get Request LogsRetrieves 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 SettingsTool 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 InformationRetrieves the base resources available for the DocuSign eSignature REST API. Use when you need to discover available API endpoints and resources.
  • Get Service InformationGets 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 RES
  • Get signature information for recipientRetrieves signature information for a specific recipient in a DocuSign envelope. Returns signature metadata including: signature ID, name, type, initials, adoption and modification timestamps, signatu
  • Get signing group informationRetrieves detailed information about a specific signing group in a DocuSign account. Returns comprehensive data including the group's name, type (sharedSigningGroup, privateSigningGroup, or systemSign
  • Get specific brand resource fileRetrieves 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 ex
  • GetspecifiedaccountstampinfoRetrieves 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
  • GetsupportedlanguagesforrecipientsRetrieves 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 opti
  • GettabsettingsforaccountRetrieves 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 re
  • Get template delayed routing rulesRetrieves 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
  • Get Template Document HTML DefinitionRetrieves 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,
  • Get template lock informationRetrieves 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 t
  • Get template notification informationRetrieves 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 configu
  • Get template recipient document visibilityRetrieves 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 cont
  • Get template scheduled sending settingsRetrieves 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 t
  • Get templates for envelope documentRetrieves 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, wh
  • Get templates used in envelopeThis 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 attribute
  • Get unsupported file types listRetrieves 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
  • Get URL for Embedding DocuSign UIGenerate 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 featur
  • Get user authorization detailsRetrieves 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, in
  • GetuserauthorizationsforprincipalRetrieves 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
  • Get user cloud storage provider configurationRetrieves 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
  • Get user information by idRetrieves 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.
  • Get users in groupRetrieves 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 detail
  • Get Watermark Details for AccountRetrieves 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
  • Get Workflow Step for EnvelopeRetrieves 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
  • Get workspace folder contentsRetrieves 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, use
  • List billing invoicesRetrieves 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 itemiz
  • List brands for accountRetrieves 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, la
  • ListcloudstorageitemsRetrieves 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
  • List Account Custom FieldsRetrieves 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 administrator
  • List Envelope Attachments By Envelope IdRetrieves 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 attach
  • List past due invoicesRetrieves 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 outstan
  • ListpaymentgatewayaccountsinfoRetrieves 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 t
  • List registered notary jurisdictionsRetrieves 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 regist
  • ListsignatureprovidersforaccountRetrieves 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, includin
  • List users for accountRetrieves 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 setting
  • ListworkspacefilepagesRetrieves 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 f
  • List workspacesRetrieves 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, includin
  • Retrieve Account Billing PlanRetrieves 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 car
  • RetrieveaccountbrandinformationRetrieves 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,
  • Retrieve Account Envelope Purge ConfigRetrieves 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 permanentl
  • Retrieve Account Favorite TemplatesRetrieves 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
  • RetrieveaccountinformationforspecifiedaccountRetrieves comprehensive information for a specified DocuSign account, including account details, billing information, plan specifics, and optionally detailed account settings. This endpoint is used to
  • Retrieve Account Provisioning InfoRetrieves the account provisioning information for a DocuSign account. This endpoint returns crucial setup and configuration details including default connection IDs, billing plan identifiers, distrib
  • Retrieve Account Seal ProvidersRetrieves 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.
  • RetrieveaccountsettingsinformationRetrieves 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
  • RetrieveaccountsigninggroupsRetrieves 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
  • RetrieveaccountverificationworkflowsRetrieves 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
  • RetrieveallaccounttabsRetrieves 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 setting
  • RetrieveavailableaccountstampsRetrieves 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 t
  • Retrieve billing invoiceRetrieves 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 bot
  • Retrieve billing payment infoRetrieves 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, a
  • Retrieve chunked upload metadataRetrieves 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 part
  • Retrieve cloud storage provider configurationRetrieves 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 s
  • RetrieveconnectconfigurationdetailsRetrieves 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
  • RetrieveconnectconfigurationsRetrieves all Docusign Custom Connect definitions for a specified account. This endpoint allows account administrators to fetch detailed information about existing Connect configurations, including we
  • Retrieve connect failure logsRetrieves 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 Conn
  • Retrieve connect log entryRetrieves 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, a
  • Retrieve connect logsRetrieves 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 info
  • Retrieve Connect OAuth ConfigurationRetrieves 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 web
  • Retrieve Credit Card InfoThis 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 (partia
  • Retrieve custom fields for envelopeRetrieves 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
  • RetrievecustomfieldsfortemplateThis 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
  • RetrievecustomtabinformationRetrieves 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 in
  • RetrievecustomusersettingsRetrieves 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 f
  • Retrieve default disclosure for envelopeRetrieves 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 recipient
  • Retrieve Envelope Audit EventsRetrieves 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 comprehen
  • RetrieveenvelopedocumentsRetrieves 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 por
  • Retrieve Envelope Email OverridesRetrieves 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
  • Retrieve Envelope Document HTML DefinitionRetrieves 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 DocuS
  • Retrieve Envelope Notification DetailsRetrieves 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 sp
  • RetrieveitemsincloudstoragefolderRetrieves 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 wit
  • RetrievelistofbillingplansRetrieves 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, pa
  • Retrieve payment information listRetrieves 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 particul
  • RetrievepowerformdataentriesThis 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 in
  • RetrievepropertiesaboutworkspaceRetrieves 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 var
  • RetrieveshareditemstatusforusersRetrieves 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 amon
  • Retrieve signer signature image informationRetrieves 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
  • RetrievetemplatecustomfieldsRetrieves 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 pa
  • Retrieve Template Document Page ImagesRetrieves 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 su
  • Retrieve template page imageRetrieves 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 temp
  • Retrieve user account settingsRetrieves 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 confi
  • Retrieve user profile informationThis 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, a
  • Retrieve user signature definitionsThis 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, s
  • Retrieve user signature informationThis 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,
  • RetrieveworkflowstepfortemplateRetrieves 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,
  • Return all connect service usersRetrieves 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 emai
  • Return Brand Resource Metadata For AccountRetrieves 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 us
  • Return Envelope Tab Data For Existing EnvelopeRetrieves 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
  • Get Envelope Scheduled Sending RulesGet 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 - De
  • Returns document page images based on inputRetrieves 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 dimensio
  • Return Template Workflow DefinitionRetrieves the workflow definition for a specified DocuSign template. This endpoint returns detailed information about the template's workflow, including scheduled sending settings, workflow status, an
  • Return users from connect serviceRetrieves 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 a

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 172 actions.

  • Add contacts to contacts listAdds 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 addre
  • Create Envelope From TemplateCreates 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 immediate
  • Send EnvelopeSends a draft envelope by updating its status to 'sent'. Example envelope_id format: '93be49ab-xxxx-xxxx-xxxx-f752070d71ec'
  • Update Envelope DocGen Form FieldsThis 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 re
  • Add Email Overrides To EnvelopeAdds 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 en
  • Add envelope attachmentsAdds 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
  • Add existing brand to groupThis 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
  • Add members to signing groupThis 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 t
  • AddorupdateaccountstampsAdd 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 u
  • Add or update user custom settingsAdds 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 f
  • AddorupdateusersignatureThis 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
  • Add part to chunked uploadAdds 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 shou
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  • Add step to envelope workflowThis 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
  • Add templates to document in envelopeThis 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
  • Add templates to envelopeThis 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 exi
  • Add user signature and initials imagesAdd 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
  • Add users to existing groupAdds 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 accou
  • Apply action to bulk send envelopesThis 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 pr
  • CloseusersinaccountCloses 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 a
  • Commit chunked upload for envelopesThis 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 h
  • Configure cloud storage redirect urlConfigures 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 authentica
  • Create account custom fieldCreates 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
  • Create a collaborative workspaceCreates 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 thi
  • Create BCC Email Archive ConfigurationCreates 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 co
  • Create brand profiles for accountCreates 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 bran
  • Create bulk send requestInitiates 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 a
  • Create bulk send test requestThis 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
  • Create connect configuration for accountThis 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
  • Create custom document fields in envelopeCreates 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,
  • Create custom fields for envelopeThis 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
  • Create custom fields in template documentCreates 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 workf
  • Create Document Responsive HTML PreviewCreates 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,
  • CreategroupsforaccountCreates 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 pr
  • CreateidproofresourcetokenforrecipientGenerates 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
  • Create Notary JurisdictionRegisters 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: commission
  • CreateorupdateuserauthorizationsCreates 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: principa
  • Create Preview of Responsive HTMLCreates 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 var
  • Create Preview of Responsive HTML in EnvelopeCreates 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 sendin
  • Create Recipient Manual Review LinkCreates 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 allo
  • CreaterecipientpreviewforenvelopeCreates 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 use
  • Create Recipient View URLCreates 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' s
  • Create sender view url for envelopeCreates 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,
  • Create signing groupCreates 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 cre
  • Create Template Custom FieldsCreates 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
  • Create template recipient preview urlGenerate 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
  • Create Template Responsive HTML PreviewCreates 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 v
  • Create Template Workflow StepAdds 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
  • CreateurlfortemplateeditviewCreates 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 th
  • Create User Authorization For Agent UserCreates 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
  • Delete account brandThis 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
  • Delete account custom fieldDeletes 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 perman
  • Delete account permission profileThis 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 re
  • Delete account stampDeletes 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 ha
  • Delete bcc email archive configurationThis 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 immedia
  • Delete Brand from GroupThis 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 di
  • Delete Brand Logo By TypeThis 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 ac
  • Delete brand profilesThis 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 'ca
  • Delete chunked uploadDeletes 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 use
  • Delete connect configurationDeletes 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
  • Delete connect failure log entryDeletes 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 remov
  • Delete Connect Log EntriesDeletes 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 Ca
  • Delete connect oauth configurationDeletes 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 a
  • Delete contact from accountDeletes 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
  • Delete custom document fieldsDeletes 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
  • DeletecustomdocumentfieldsfromtemplateDeletes 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 field
  • Delete custom fields in templateDeletes 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 custo
  • Delete custom tab informationDeletes 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
  • Delete custom user settingsDeletes 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 standar
  • Delete Delayed Routing Rule For Envelope StepThis 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 sho
  • Delete delayed routing rules for templateDeletes 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
  • Delete draft envelope attachmentsDeletes 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 sen
  • Delete eNote ConfigurationDeletes 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 ne
  • Delete Envelope Custom FieldsThis 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 te
  • Delete Envelope Email SettingsDeletes 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
  • Delete Envelope LockDeletes 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 automatic
  • Delete envelope scheduled sending rulesDeletes 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 enve
  • Delete envelope transfer ruleDeletes 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 bet
  • Delete envelope workflow definitionThis 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 ro
  • Delete envelope workflow stepDeletes 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 l
  • Delete existing workspace logicallyMarks 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 syst
  • Delete members from signing groupRemoves 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
  • DeletemultiplecontactsfromaccountDeletes 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'
  • Delete notary jurisdictionDeletes 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 l
  • Delete one or more signing groupsDeletes 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
  • Delete page from document in envelopeDeletes 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 can
  • Delete page from template documentDeletes 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 tem
  • Delete powerform by idThis 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 e
  • Delete request log filesDeletes 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 DocuSi
  • Delete scheduled sending rulesDeletes 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
  • Delete signature for captive recipientsDeletes 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 recip
  • Delete specific connect log entryDeletes 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 upda
  • Delete specified accountDeletes (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 an
  • Delete stamp image for accountThis 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
  • DeletetemplatefromenvelopedocumentDeletes 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
  • Delete template lockDeletes 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/
  • Delete template workflow stepDeletes 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 existi
  • DeleteuserauthforcloudstorageprovidersThis 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 storag
  • Delete user authorizationDeletes 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 privilege
  • DeleteuserauthorizationsThe 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 princip
  • Delete user cloud storage authenticationThis 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
  • DeleteusergroupDeletes 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 requi
  • Delete user initials or signature imageThis 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 en
  • Delete user profile imageDeletes 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 import
  • Delete users from groupDeletes 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 accou
  • Delete workflow definition for templateDeletes 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 ro
  • Get bulk send batch statusGet 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 envelope
  • Get bulk send lists informationRetrieves 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,
  • Initiate new chunked uploadInitiates 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 parti
  • ListbulksendbatchsummariesRetrieves 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 processin
  • Lock an envelope for editingThis 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
  • Lock Template for EditingLocks 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
  • Modify Account Notification SettingsUpdates 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 regardin
  • Post payment to invoicePosts 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 act
  • Purchase additional envelopesThis 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
  • Queue downgrade billing plan requestQueues 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 t
  • Remove bulk send listThis 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
  • RemovegroupsharingpermissionsfortemplateRemoves 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 co
  • Remove Templates From FavoritesRemoves 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
  • Remove user signature informationRemoves 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 usef
  • Republish connect data for envelopeRepublishes 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
  • Republish connect info for envelopesRepublishes Connect webhook information for multiple DocuSign envelopes. Queues envelopes for Connect webhook republishing to retry failed webhook deliveries. When DocuSign Connect fails to deliver we
  • RevokeenvelopecorrectionurlThis 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 pre
  • Rotate page image for envelopeThis 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 readabili
  • Rotate Template Page ImageRotates 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
  • Set envelope purge config for accountConfigures 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 retent
  • Set templates as account favoritesThis 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 multipl
  • Set up connect oauth configurationSets 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-ti
  • Submit batch historical envelopes to webhookThis 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, whic
  • Toggle api request loggingThis 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
  • UpdateaccountbrandsettingsThe UpdateAccountBrandSettings endpoint modifies or replaces an existing brand configuration for a DocuSign account. It customizes various brand aspects like company name, languages, colors, and landi
  • UpdateaccountcustomfieldThis 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 endpoi
  • Update account password rulesThis endpoint updates the password rules for a DocuSign account. It allows account administrators to modify various password policy settings, including expiration, complexity requirements, lockout dur
  • Update account stamp by idThis 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
  • UpdateaccountstampsUpdate existing account stamps (signatures) in a DocuSign account. Modifies properties of existing stamps by referencing their signatureId. Supports updating names, sizes, formats (NameHanko/NameDateH
  • Update account watermark informationThis 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 e
  • Update Account Watermark PreviewUpdates 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, an
  • Update Bulk Send Batch NameUpdates 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 b
  • Update connect oauth configurationThis 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 cre
  • Update contacts informationThis 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
  • Update custom fields in envelope documentThis 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 addition
  • UpdatedocumentvisibilityrecipientsUpdates 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). T
  • Update docusign connect configurationThis 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 r
  • Update electronic record disclosureUpdates 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 discl
  • UpdateenoteintegrationconfigUpdates 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, eNo
  • Update envelope attachmentUpdates 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 suppo
  • Update envelope custom fieldsThis 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 so
  • UpdateenvelopedelayedroutingrulesUpdates 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
  • UpdateenvelopeemailsettingsUpdates 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 speci
  • Update envelope notification settingsUpdates 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
  • Update envelope scheduled sending rulesUpdates 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
  • Update envelope workflow definitionUpdates 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
  • Update envelope workflow stepUpdates 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 w
  • Update group informationUpdates 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 Paramet
  • UpdatelockforenvelopeUpdates 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 se
  • Update notary jurisdiction infoUpdates 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
  • UpdaterecipientdocumentvisibilityThis 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 hav
  • Update signing group detailsUpdates 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 n
  • UpdatesigninggroupnamesUpdates 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 signi
  • Update template custom fieldsUpdates 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 u
  • Update Template Delayed Routing RulesThis 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 r
  • Update template document custom fieldsThis 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 docum
  • Update Template Doc VisibilityThis 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
  • Update template lock informationThis 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
  • Update template notification settingsThis 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 t
  • Update Template Recipient Document VisibilityUpdates 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 doc
  • UpdatetemplatescheduledsendingrulesUpdates 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
  • UpdatetemplateworkflowdefinitionUpdates 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 co
  • Update User Authorization DatesUpdates 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
  • Update user signature by idUpdates 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 proper
  • Update workflow step for templateThis 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, an
  • UpdateworkspaceinformationUpdates 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 ne
  • Update workspace item metadataUpdates 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

Changes wait in Needs you

Changes and sends in DocuSign are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

DocuSign questions

Can an agent change data in DocuSign on its own?

Not by default. Changes and sends in DocuSign are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in DocuSign?

This connector lists 132 read actions. Reads run at once, without waiting for approval.

How does DocuSign connect?

It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

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