Docusign

Adds 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 addresses, and notary-specific information. it's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. the endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. use this when you need to add or update multiple contacts simultaneously in a docusign account. note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.

Creates and sends an envelope using a template. allows multiple recipients with different roles and routing orders.

Gets 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, completed, declined, voided) - creation and sent timestamps - subject and message - recipient information and their status - document details - envelope metadata

Retrieves the custom document field information from an existing envelope document. the documentid must be a positive 32-bit signed integer (1 through 2147483647). typically the first document has id 1, the second document id 2, and so on, but you can use any numbering scheme within the valid range.

Given an envelopeid, this method returns the sender fields found in that envelope's documents. after you retrieve the sender fields, you can use the documentgeneration::updateenvelopedocgenformfields method to populate the fields.

Gets 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 powerforms - tabs: includes information about tabs - documents: includes information about documents - favorite template status: includes the template favoritedbyme property

Gets 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 2,000 templates, listtemplates will return the first 2,000 templates. to retrieve more than 2,000 templates, repeat the api call, specifying start position and count to control the number of templates retrieved.

Sends a draft envelope by updating its status to 'sent'. example envelope id format: '93be49ab-xxxx-xxxx-xxxx-f752070d71ec'

This 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 retrieve the list of sender fields for your envelope. use that list to build the request for this method. for each field, specify the field name and the value to populate. important notes: - if update docgen formfields only is false (the default), the documentid changes after the update. - this endpoint does not validate number, date, or select data field values. the request can succeed even if a number or date field value is not a valid number or date, or if a select field value is not one of the allowed values.

Adds 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 endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. it's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. note that these changes only affect email communications that occur after the addition is made, and the bcc feature is limited to users with appropriate permissions. for security reasons, additional signer authentication is recommended when using the bcc for email archive feature.

Adds 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 only accessible through the api. it's useful for attaching supporting documents or metadata files that should not be part of the main signing process. the endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 mb each. note that these attachments are not visible in the docusign web application and are intended for programmatic use only.

This 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 account. the endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. it's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.

This endpoint adds a file to a specific folder within a docusign workspace. it allows users to upload and organize files in their docusign account, enabling better document management and collaboration. the method should be used when integrating file upload functionality with docusign workspaces, such as when adding new documents to a project or sharing files with team members. it's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.

This 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 the group can sign on behalf of the group. this tool should be used when you need to expand or update the membership of an existing signing group. the endpoint allows you to add up to 50 members to a signing group, which is the maximum limit. when adding members, you must provide their email addresses and usernames. it's important to note that docusign recommends separating signer recipients and non-signer recipients (such as carbon copy recipients) into different signing groups to maintain clarity in the signing process.

This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with customized permissions and settings. the endpoint requires at least a username and email for each user, but supports additional configuration options. it returns detailed information about created users, including ids and status.

This endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image properties, user associations, and stamp-specific details. use this endpoint when you need to create new stamps or modify existing ones for an account. it's particularly useful for bulk operations on multiple stamps. note that this endpoint doesn't handle the actual process of signing documents, but rather manages the stamps available for use in the signing process.

Adds 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 from standard docusign account settings. it supports grouping of settings using the x-docusign-user-settings-key header for more organized management. the endpoint has a 4,000 character limit for all custom settings per user, including xml and json structure.

This 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. use this endpoint when you need to create a new signature for a user or modify an existing one. the endpoint supports various signature types (standard signatures, initials, and stamps) and allows for detailed customization of signature appearance and behavior. it's particularly useful for maintaining up-to-date and personalized signature information for docusign users. note that users can only manage their own signatures; even users with admin rights cannot modify another user's signature settings.

Adds 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 should be used after initiating a new chunked upload and uploading the first part. the method is particularly useful for handling large pdfs and other documents. it's important to note that parts should ideally be uploaded in sequential order, and the entire chunked upload must be completed and used within 20 minutes of initialization. this endpoint cannot replace already received parts or add to committed uploads.

This 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 actions based on envelope status or recipient actions. use this endpoint when you need to modify an envelope's workflow by adding additional steps or rules after the envelope has been created. this is particularly useful for implementing advanced routing logic or adding pauses in the signing process. the endpoint does not modify existing steps in the workflow; it only adds new ones.

This 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 documents, streamlining the process of preparing documents for signature. use this when you need to modify an existing envelope by incorporating template content into its documents. the endpoint is particularly useful for maintaining consistency across documents and automating the addition of necessary fields. note that applying templates may affect envelope recipients, depending on the template content and the 'preserve template recipient' parameter setting. this endpoint does not create new envelopes or documents; it only modifies existing ones.

This 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 existing recipients based on the 'preserve template recipient' parameter. it's suitable for adding comprehensive template changes to an envelope, not for creating new envelopes or minor modifications.

Adds 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 account id and group id as path parameters, and accepts a list of user information in the request body. the operation returns detailed information about the added users and the result set. use this endpoint when you need to update group memberships or organize users into specific groups for access control or administrative purposes. note that this endpoint only adds existing users to a group; it does not create new users or groups.

This endpoint allows you to add or update a user's signature and/or initials images in the docusign system. it supports both creating default signatures based on the user's name and uploading custom signature images. the endpoint can be used with either json or multipart form data, depending on whether you're creating a default signature or uploading custom images. it's particularly useful when setting up new users or updating existing user signatures. note that each update may generate a new signatureid, so applications should rely on the signature name for consistent identification.

This 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 processes efficiently, enabling users to update the status or take action on multiple envelopes simultaneously. this tool is particularly useful when you need to resend failed envelopes, correct errors in a batch of envelopes, or void an entire batch of envelopes. it should be used carefully, as the actions applied will affect all envelopes in the specified batch.

This endpoint allows you to update information for one or more users within a docusign account. it is used to modify various user attributes such as personal information, settings, permissions, and notification preferences. the endpoint is particularly useful for account administrators who need to manage multiple users or update specific user settings en masse. it can handle updates for a single user or batch updates for multiple users in one request. the endpoint provides granular control over user settings, allowing for detailed customization of user profiles and permissions within the docusign environment. however, it's important to note that some settings may be limited by the account's plan or the user's role within the organization.

Closes 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 as when an employee is on leave or has changed roles. it allows for easy re-activation of users through the users:update method. the operation affects multiple users in a single request, streamlining bulk user management tasks.

This 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 have been uploaded using the chunked upload method. the endpoint performs integrity checks on the uploaded content and, if successful, marks the chunked upload as ready for use. it's crucial to note that once committed, no additional parts can be added to the upload. this method is particularly useful when dealing with large documents that exceed standard upload size limits, allowing for more efficient handling of sizeable files in the docusign workflow.

This endpoint configures the redirect url information for one or more cloud storage providers associated with a specific user in docusign. it allows setting up the authentication flow between docusign and various cloud storage services, enabling secure access to documents stored in these cloud providers. the endpoint should be used when integrating cloud storage services with docusign for a user, ensuring proper authentication and redirection after the cloud storage provider authenticates the user. it's important to note that the redirect url must be within the docusign.com or docusign.net domains for security reasons. the endpoint returns the configured storage providers with their respective authentication urls, which are crucial for completing the authentication process.

Creates 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 for enhanced envelope management and grouping. the created custom field can be of type 'text' or 'list', and can be set as required or optional. it's particularly useful for standardizing data collection across all envelopes within an account and can optionally be applied to existing templates.

This endpoint creates a new collaborative workspace in docusign, providing a shared area for document management and workflow collaboration. it should be used when setting up a new project or team that requires a centralized space for file sharing and collaborative work. the workspace creation process includes specifying workspace details, settings, and initial user information. note that this endpoint only creates the workspace; adding members and files are separate operations.

Creates 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 copies of all docusign notifications for the specified account. it's particularly useful for organizations that need to maintain comprehensive email records for compliance or auditing purposes. the method supports adding one bcc email address at a time, with a limit of up to five active and pending email archive addresses per account.

This endpoint creates brand profile files for a docusign account, customizing visual and textual elements. it allows setting company name, languages, colors, and landing pages. use it for new branding or major changes. requires 'canselfbrandsign' or 'canselfbrandsend' enabled. logos must be added separately. supports multiple brands and locales.

This endpoint initiates a bulk send process for docusign, allowing users to send a single envelope or template to multiple recipients efficiently. it uses an existing bulk send list and a specified envelope or template to create a batch of envelopes for distribution. the endpoint is ideal for scenarios requiring large-scale document distribution, such as sending contracts to numerous clients or distributing company-wide notices. it's recommended to test the compatibility of the bulk send list with the envelope using the createbulksendtestrequest method before actual sending. upon successful queuing, a batchid is provided for tracking the status of the bulk send operation. note that this process is asynchronous, and the entire batch is queued for processing rather than individual envelopes.

This 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 on envelope state, recipients, tabs, and custom fields to ensure a successful bulk send operation. use this endpoint before initiating an actual bulk send to identify and resolve any potential issues. the test returns a boolean indicating whether the send can proceed, along with detailed validation error information if applicable. this endpoint is essential for maintaining the integrity and efficiency of bulk sending processes in docusign.

This 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 esignature workflows without the need for polling. the configuration can be customized for different delivery modes, data formats, and event triggers, providing flexibility in how and when notifications are received.

Creates 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, and reporting purposes. it's particularly useful when you need to associate additional information with a document that isn't captured by standard docusign fields. the custom fields are not used by docusign for processing but are returned in the envelope status. this endpoint should be used after an envelope has been created and when you need to add or update custom metadata for a specific document within that envelope.

This 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, searching, and other downstream processes. the endpoint supports both list-type custom fields (with predefined options) and text-type custom fields (for free-form entry). this operation is applicable to draft and in-process envelopes only and should not be used for completed envelopes. custom fields added through this endpoint will be visible in the envelope settings section of the docusign console but will not be visible to envelope recipients.

Creates 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 workflow customization. it is particularly useful for prepopulating custom data fields that will be applied to all new envelopes created using this template. the endpoint requires the account id, document id, and template id to identify the exact document within a specific template. custom fields are added as name-value pairs, allowing for flexible metadata structuring within the constraints of docusign's field limitations.

Creates a custom tab with pre-defined properties for use in docusign envelopes. this endpoint allows users to define reusable tab types with specific configurations such as font styles, validation patterns, and positioning rules. custom tabs can be created for various field types including text, checkboxes, radio buttons, and signature fields. this tool is particularly useful for standardizing frequently used tab configurations across multiple documents and improving efficiency in envelope creation.

Creates a preview of the responsive html version of a specific document within a docusign envelope. this endpoint allows users to visualize how a pdf document will appear as responsive html across various device types before sending it for signature. it's particularly useful for ensuring optimal document presentation and user experience across different screen sizes and devices. the preview can help identify any formatting issues or display problems that may occur during the conversion process, allowing for adjustments before the document is finalized and sent to recipients.

Creates 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 profiles to streamline user management for large numbers of users. the endpoint accepts an array of group objects, each containing a group name and optionally a permission profile id. it's particularly useful for setting up new organizational structures, managing template access, or preparing for bulk user management. note that only the 'groupname' and 'permissionprofileid' properties are used in the request; all other properties in the group objects are ignored. to associate permission profiles with groups, you need to first obtain the permission profile ids using the accountpermissionprofiles: list endpoint.

Creates a resource token that allows a sender to retrieve identification data for a specific recipient using docusign's id evidence api. this endpoint is part of the envelope recipient management process and is specifically designed for identity verification purposes. it should be used when a sender needs to access and verify a recipient's identification information securely. the generated token provides a controlled and time-limited access to the recipient's id data, enhancing security in the document signing process. this api is currently in beta, which means it may undergo changes and its usage might be subject to limitations or additional scrutiny. the endpoint does not directly provide the identification data but instead returns the necessary credentials (resource token and base uri) to access it through the id evidence api.

This endpoint creates a new permission profile for a docusign account, defining specific sets of permissions for user groups. it allows administrators to establish role-based access control within their docusign environment. the profile controls a wide range of user capabilities, from basic envelope sending to advanced account management functions. use this endpoint when setting up new roles or modifying existing permission structures. note that creating a profile doesn't automatically assign users to it; separate actions are required for user assignment.

Creates a new notary jurisdiction object in the docusign system. this endpoint is used to register or update information about a notary's commission, including their jurisdiction, seal type, and specific details required by different states. it supports multiple us jurisdictions and allows for detailed configuration of notary seals and commission information. the created object serves as a record of the notary's authority and defines how they can operate within the docusign platform for electronic notarization. this endpoint should be used when onboarding new notaries or updating existing notary information in the system. it's important to note that the jurisdiction object is read-only once created, so accurate information should be provided during the initial creation.

Creates or updates multiple user authorizations in docusign, allowing an agent user to perform specific actions on behalf of a principal user. this endpoint enables bulk management of user permissions, including sending, managing, signing, or editing documents. it's particularly useful for setting up or modifying access rights across multiple users efficiently. the endpoint requires account administrator privileges or must be called by the principal user themselves. note that for signing permissions, the account must have the 'allowdelegationsigning' setting enabled, and each principal user can only share signing permission with one agent user.

Creates 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 various device types before sending it for signing. it's particularly useful for ensuring that template documents are properly formatted for responsive signing, enhancing the signing experience across different devices. the preview can be customized using various display settings and anchors, enabling users to create collapsible sections, responsive tables, and other interactive elements in the signing document.

Creates 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 sending. this endpoint is particularly useful for ensuring document compatibility and readability on various screen sizes and devices, enhancing the signing experience for recipients. it leverages smart sections and display anchors to customize document appearance and behavior, including collapsible sections and responsive tables.

Creates 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 allows the sender to access a page for manually verifying the recipient's id. this method should only be used for recipients in workflows that support manual review and whose automatic verification has failed with a specific status code. the returned url is essential for completing the identity verification process in cases where automatic methods were insufficient.

Creates 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 useful for verifying the appearance and functionality of an envelope before sending it to recipients. the preview can help identify any issues with document layout, field placements, or signing order, ensuring a smooth signing experience for the recipients.

Creates 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' status and generates a temporary url that expires after 5 minutes. it provides a seamless way to integrate electronic signature capabilities into your workflow, ensuring a secure and legally binding signing process. the method requires proper authentication of the recipient's identity and offers various customization options for the embedded experience.

Creates 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, allowing users to prepare and send envelopes directly from your application. the returned url provides a customizable sender view for an envelope in the 'created' state, with options to tailor the user interface and behavior. it's important to note that the url must be used immediately after generation and is valid for only one use. the endpoint offers extensive customization options through the 'settings' object, allowing control over ui elements, button behaviors, and access levels. for mobile integrations, especially ios devices, it's recommended to use a webview instead of an iframe due to screen space limitations.

Creates 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 created in a single api call, enhancing efficiency in setting up complex signing workflows. use this when you need to establish teams or departments that can collectively receive and sign documents, with any member able to sign on behalf of the group.

This endpoint creates custom document fields in an existing docusign template. it allows users to add both list-type and text-type custom fields to enhance template functionality and capture additional data during the envelope creation and sending process. the endpoint is useful for customizing templates with specific metadata requirements or for integrating with external systems like salesforce. it should be used when templates need to be enhanced with custom data entry options or when preparing templates for specific workflows that require additional information.

This endpoint generates a url that allows senders to preview the experience of a specific recipient for a docusign template. it's useful for checking how the template will appear to the recipient before actually sending it. the preview url can be embedded in your application, enabling a seamless workflow for template creation and verification. this tool should be used when you need to validate the recipient's view of a template or when you want to provide a preview feature in your template management interface. note that this is specifically for templates and not for regular documents or envelopes.

Creates 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 various device types before sending them for signing. it is particularly useful for ensuring that documents are easily readable and signable on different screen sizes and devices. the preview allows for fine-tuning of display settings, anchors, and other responsive elements to optimize the signing experience.