Oksign for AI agents
Agents read Oksign at once. Changes and sends are held for a person's approval by default.
About Oksign
Sign online contracts, purchase orders, forms, you name it. Simple and legal.
What an agent can do in Oksign
Every Oksign 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 Oksign without asking first. 7 actions.
- Retrieve Briefcase InformationTool to retrieve a previously uploaded briefcase tokeninfo for consultation. Use when you need to examine bundled document properties and signer requirements without re-creating the briefcase.
- Retrieve ContactsTool to retrieve the list of contacts stored in the account. Use when you need to access all contacts with their details including name, email, mobile number, and role.
- Retrieve Account CreditsTool to retrieve account credit balance and storage information. Use when you need to check available credits or storage capacity.
- Check Document ExistsTool to check if a signed or unsigned document still exists on the OKSign platform. Use when you need to verify document availability before performing operations.
- Get Active DocumentsTool to retrieve all active document IDs and properties from OKsign account. Use when you need to list documents visible in the Active Documents tab. Note: Rate limited to 1 request per 3 minutes.
- Retrieve UsersTool to retrieve the list of users associated with the OkSign account. Use when you need to get all users in an account.
- Retrieve Linked Document ListTool to retrieve the list of linked signed or source document IDs related to a specific document. Use when you need to find linked documents (either the signed version of a source document, or the sou
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. 9 actions.
- Remove BriefcaseTool to remove a previously created briefcase from OKSign platform. Use when you need to delete a briefcase that is no longer needed. The briefcase is identified by the token received when it was crea
- Remove ContactsTool to remove specified contacts from the account's contact list. Use when you need to delete one or more contacts by providing their name and email.
- Upload ContactsTool to insert or update contact information in the account's contact list. Use when you need to add new contacts or update existing ones with details like name, email, phone, mobile, address, company
- Remove DocumentTool to remove a signed or unsigned document from the OKSign platform. Use when you need to delete a document and its signed copies from storage. Note: If document is removed immediately after signing
- Create Editor Express SessionTool to invoke the OKSign Editor Express for modifying documents and form descriptors. Use when you need to open documents in an interactive editor where users can add signature fields, form fields, a
- Upload Form DescriptorTool to upload form descriptor defining signature fields and other field types to a document. Use when you need to add form fields, signature areas, and configure signing workflows for a document.
- Upload NotificationsTool to upload notifications defining email(s) and/or SMS(es) to be sent to signer(s) with signing links. Use when you need to send notification emails or SMS messages to document signers.
- Update Organization Token InfoTool to update organizational token information and settings for the account. Use when you need to configure or modify callback URL, webhook URL, or return URL for the organization's token.
- Remove SignExpress TokenTool to remove a previously uploaded SignExpress tokeninfo JSONObject from the OKSign platform. Use when you need to clean up or invalidate a SignExpress token that was created for sign button integra
Changes wait in Needs you
Changes and sends in Oksign 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.
Oksign questions
Can an agent change data in Oksign on its own?
Not by default. Changes and sends in Oksign 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 Oksign?
This connector lists 7 read actions. Reads run at once, without waiting for approval.
How does Oksign connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.