Eversign for AI agents
Agents read Eversign at once. Changes and sends are held for a person's approval by default.
About Eversign
Xodo Sign is a cloud-based digital signature solution that allows users to sign, send, and manage documents online.
What an agent can do in Eversign
Every Eversign 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 Eversign without asking first. 6 actions.
- Get Bulk Job StatusTool to retrieve the status of a bulk job. Use when you need to check the progress of a bulk sending job, including counts of completed, cancelled, and in-progress documents.
- List DocumentsRetrieves a paginated list of documents from your Eversign business account. This tool returns comprehensive document details including signers, status, timestamps, and metadata. Use filters to narrow
- List TemplatesTool to list templates for a business with optional pagination. Use when you need to retrieve a paginated list of templates.
- Get Document Audit LogRetrieves the complete audit trail for a document, showing all events from creation through completion. Use this after obtaining a document_hash from list_documents or create_document to track documen
- Get Bulk Jobs ListTool to retrieve a list of bulk jobs for a business. Use when you need to view or paginate existing bulk jobs.
- List BusinessesRetrieves all businesses associated with your Eversign account, or filters to a specific business if business_id is provided. This is a read-only operation that returns business details including ID,
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. 4 actions.
- Create DocumentCreates a new Eversign document for electronic signature collection from one or more signers. You can create documents either: 1. From a template (use EVERSIGN_LIST_TEMPLATES to find available templat
- Create TemplateTool to create a new template. Use when you need to programmatically set up reusable document templates after confirming your business settings.
- Delete Document or TemplateTool to delete, cancel, or trash a document or template by its hash. Usage: - To cancel a pending/in-process document: Set cancel=True - To trash a document (safer, reversible): Set trash=True - To pe
- Reassign SignerTool to reassign a signer to a new person. Use when you need to replace an existing signer on a document before signing is complete. Example: "Reassign the signer alice@example.com on document abc123
Changes wait in Needs you
Changes and sends in Eversign 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.
Eversign questions
Can an agent change data in Eversign on its own?
Not by default. Changes and sends in Eversign 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 Eversign?
This connector lists 6 read actions. Reads run at once, without waiting for approval.
How does Eversign connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.