Docusign

Learn how to use Docusign with Composio

Overview

Enum

DOCUSIGN

Description

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

Authentication Details

client_id
stringRequired
client_secret
stringRequired
oauth_redirect_uri
stringDefaults to https://backend.composio.dev/api/v1/auth-apps/add
scopes
stringDefaults to signature,impersonation
base_url
stringDefaults to https://account.docusign.com

Actions

Retrieves 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 expiration time. it’s particularly useful for recovering lock information when managing concurrent access to envelopes. the caller must be the same user who initially locked the envelope. use this endpoint when you need to verify the lock status of an envelope or retrieve the lock token for subsequent operations. it does not modify the lock itself but provides essential information for lock management.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 event triggers, delivery modes, and integration details. it’s particularly useful for auditing existing configurations or gathering information before making updates. the endpoint requires connect to be enabled on the account and is limited to account administrators only.

Action Parameters

accountId
string
connectId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 connect events. it provides detailed information about each failure, including error messages, retry counts, and uris for potential republishing attempts. the endpoint supports optional date range filtering to narrow down the search results. use this method when troubleshooting connect integration issues or when you need to analyze and potentially retry failed envelope postings. note that connect must be enabled on the account for this endpoint to function properly.

Action Parameters

accountId
string
from_date
string
to_date
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
allow_all_languages
string
endPosition
string
nextUri
string
previousUri
string
resultSetSize
string
startPosition
string
totalSetSize
string
users
array

Action Response

data
object
successful
boolean
error

Retrieves 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 template will be sent. it’s particularly useful for automating document workflows and managing the timing of envelope distribution. the endpoint returns detailed information about the scheduled sending rules, including any delays or specific send dates, as well as the current status of the scheduled sending job. it should be used when you need to inspect or verify the scheduled sending configuration of a template, especially in scenarios involving automated or timed document processing. note that this endpoint will return a 404 error if the template’s workflow does not have a scheduled sending object, indicating that no scheduled sending has been configured for the template.

Action Parameters

accountId
string
templateId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint updates the account settings and email notification types for a specified user in docusign. it allows for comprehensive customization of a user’s experience within the docusign platform, including locale preferences, timezone settings, email notifications, account management capabilities, and template management options. the endpoint is particularly useful when administrators need to modify user settings en masse or when users require specific configuration changes to align with their workflow or organizational requirements. it’s important to note that while this endpoint offers extensive customization, some settings may be restricted based on the user’s permissions or account type. additionally, changes made through this endpoint may have immediate effects on the user’s docusign experience and should be used judiciously.

Action Parameters

accountId
string
userId
stringRequired
allow_all_languages
string
accountAgreementsAccessType
string
accountAgreementsAccessTypeMetadata__is21CFRPart11
string
accountAgreementsAccessTypeMetadata__options
array
accountAgreementsAccessTypeMetadata__rights
string
accountAgreementsAccessTypeMetadata__uiHint
string
accountAgreementsAccessTypeMetadata__uiOrder
string
accountAgreementsAccessTypeMetadata__uiType
string
accountManagementGranular__canManageAccountSecuritySettings
string
accountManagementGranular__canManageAccountSecuritySettingsMetadata__is21CFRPart11
string
accountManagementGranular__canManageAccountSecuritySettingsMetadata__options
array
accountManagementGranular__canManageAccountSecuritySettingsMetadata__rights
string
accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiHint
string
accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiOrder
string
accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiType
string
accountManagementGranular__canManageAccountSettings
string
accountManagementGranular__canManageAccountSettingsMetadata__is21CFRPart11
string
accountManagementGranular__canManageAccountSettingsMetadata__options
array
accountManagementGranular__canManageAccountSettingsMetadata__rights
string
accountManagementGranular__canManageAccountSettingsMetadata__uiHint
string
accountManagementGranular__canManageAccountSettingsMetadata__uiOrder
string
accountManagementGranular__canManageAccountSettingsMetadata__uiType
string
accountManagementGranular__canManageAdmins
string
accountManagementGranular__canManageAdminsMetadata__is21CFRPart11
string
accountManagementGranular__canManageAdminsMetadata__options
array
accountManagementGranular__canManageAdminsMetadata__rights
string
accountManagementGranular__canManageAdminsMetadata__uiHint
string
accountManagementGranular__canManageAdminsMetadata__uiOrder
string
accountManagementGranular__canManageAdminsMetadata__uiType
string
accountManagementGranular__canManageConnect
string
accountManagementGranular__canManageConnectMetadata__is21CFRPart11
string
accountManagementGranular__canManageConnectMetadata__options
array
accountManagementGranular__canManageConnectMetadata__rights
string
accountManagementGranular__canManageConnectMetadata__uiHint
string
accountManagementGranular__canManageConnectMetadata__uiOrder
string
accountManagementGranular__canManageConnectMetadata__uiType
string
accountManagementGranular__canManageDocumentRetention
string
accountManagementGranular__canManageDocumentRetentionMetadata__is21CFRPart11
string
accountManagementGranular__canManageDocumentRetentionMetadata__options
array
accountManagementGranular__canManageDocumentRetentionMetadata__rights
string
accountManagementGranular__canManageDocumentRetentionMetadata__uiHint
string
accountManagementGranular__canManageDocumentRetentionMetadata__uiOrder
string
accountManagementGranular__canManageDocumentRetentionMetadata__uiType
string
accountManagementGranular__canManageEnvelopeTransfer
string
accountManagementGranular__canManageEnvelopeTransferMetadata__is21CFRPart11
string
accountManagementGranular__canManageEnvelopeTransferMetadata__options
array
accountManagementGranular__canManageEnvelopeTransferMetadata__rights
string
accountManagementGranular__canManageEnvelopeTransferMetadata__uiHint
string
accountManagementGranular__canManageEnvelopeTransferMetadata__uiOrder
string
accountManagementGranular__canManageEnvelopeTransferMetadata__uiType
string
accountManagementGranular__canManageGroupsButNotUsers
string
accountManagementGranular__canManageGroupsButNotUsersMetadata__is21CFRPart11
string
accountManagementGranular__canManageGroupsButNotUsersMetadata__options
array
accountManagementGranular__canManageGroupsButNotUsersMetadata__rights
string
accountManagementGranular__canManageGroupsButNotUsersMetadata__uiHint
string
accountManagementGranular__canManageGroupsButNotUsersMetadata__uiOrder
string
accountManagementGranular__canManageGroupsButNotUsersMetadata__uiType
string
accountManagementGranular__canManageJointAgreements
string
accountManagementGranular__canManageJointAgreementsMetadata__is21CFRPart11
string
accountManagementGranular__canManageJointAgreementsMetadata__options
array
accountManagementGranular__canManageJointAgreementsMetadata__rights
string
accountManagementGranular__canManageJointAgreementsMetadata__uiHint
string
accountManagementGranular__canManageJointAgreementsMetadata__uiOrder
string
accountManagementGranular__canManageJointAgreementsMetadata__uiType
string
accountManagementGranular__canManageReporting
string
accountManagementGranular__canManageReportingMetadata__is21CFRPart11
string
accountManagementGranular__canManageReportingMetadata__options
array
accountManagementGranular__canManageReportingMetadata__rights
string
accountManagementGranular__canManageReportingMetadata__uiHint
string
accountManagementGranular__canManageReportingMetadata__uiOrder
string
accountManagementGranular__canManageReportingMetadata__uiType
string
accountManagementGranular__canManageSharing
string
accountManagementGranular__canManageSharingMetadata__is21CFRPart11
string
accountManagementGranular__canManageSharingMetadata__options
array
accountManagementGranular__canManageSharingMetadata__rights
string
accountManagementGranular__canManageSharingMetadata__uiHint
string
accountManagementGranular__canManageSharingMetadata__uiOrder
string
accountManagementGranular__canManageSharingMetadata__uiType
string
accountManagementGranular__canManageSigningGroups
string
accountManagementGranular__canManageSigningGroupsMetadata__is21CFRPart11
string
accountManagementGranular__canManageSigningGroupsMetadata__options
array
accountManagementGranular__canManageSigningGroupsMetadata__rights
string
accountManagementGranular__canManageSigningGroupsMetadata__uiHint
string
accountManagementGranular__canManageSigningGroupsMetadata__uiOrder
string
accountManagementGranular__canManageSigningGroupsMetadata__uiType
string
accountManagementGranular__canManageStamps
string
accountManagementGranular__canManageStampsMetadata__is21CFRPart11
string
accountManagementGranular__canManageStampsMetadata__options
array
accountManagementGranular__canManageStampsMetadata__rights
string
accountManagementGranular__canManageStampsMetadata__uiHint
string
accountManagementGranular__canManageStampsMetadata__uiOrder
string
accountManagementGranular__canManageStampsMetadata__uiType
string
accountManagementGranular__canManageUsers
string
accountManagementGranular__canManageUsersMetadata__is21CFRPart11
string
accountManagementGranular__canManageUsersMetadata__options
array
accountManagementGranular__canManageUsersMetadata__rights
string
accountManagementGranular__canManageUsersMetadata__uiHint
string
accountManagementGranular__canManageUsersMetadata__uiOrder
string
accountManagementGranular__canManageUsersMetadata__uiType
string
accountManagementGranular__canViewUsers
string
adminOnly
string
adminOnlyMetadata__is21CFRPart11
string
adminOnlyMetadata__options
array
adminOnlyMetadata__rights
string
adminOnlyMetadata__uiHint
string
adminOnlyMetadata__uiOrder
string
adminOnlyMetadata__uiType
string
allowAccessToAllAccountAgreements
string
allowAccessToAllAccountAgreementsMetadata__is21CFRPart11
string
allowAccessToAllAccountAgreementsMetadata__options
array
allowAccessToAllAccountAgreementsMetadata__rights
string
allowAccessToAllAccountAgreementsMetadata__uiHint
string
allowAccessToAllAccountAgreementsMetadata__uiOrder
string
allowAccessToAllAccountAgreementsMetadata__uiType
string
allowAutoTagging
string
allowedOrchestrationAccess
string
allowedOrchestrationAccessMetadata__is21CFRPart11
string
allowedOrchestrationAccessMetadata__options
array
allowedOrchestrationAccessMetadata__rights
string
allowedOrchestrationAccessMetadata__uiHint
string
allowedOrchestrationAccessMetadata__uiOrder
string
allowedOrchestrationAccessMetadata__uiType
string
allowEnvelopeTransferTo
string
allowEnvelopeTransferToMetadata__is21CFRPart11
string
allowEnvelopeTransferToMetadata__options
array
allowEnvelopeTransferToMetadata__rights
string
allowEnvelopeTransferToMetadata__uiHint
string
allowEnvelopeTransferToMetadata__uiOrder
string
allowEnvelopeTransferToMetadata__uiType
string
allowEsealRecipients
string
allowEsealRecipientsMetadata__is21CFRPart11
string
allowEsealRecipientsMetadata__options
array
allowEsealRecipientsMetadata__rights
string
allowEsealRecipientsMetadata__uiHint
string
allowEsealRecipientsMetadata__uiOrder
string
allowEsealRecipientsMetadata__uiType
string
allowPowerFormsAdminToAccessAllPowerFormEnvelope
string
allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__is21CFRPart11
string
allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__options
array
allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__rights
string
allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__uiHint
string
allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__uiOrder
string
allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__uiType
string
allowRecipientLanguageSelection
string
allowRecipientLanguageSelectionMetadata__is21CFRPart11
string
allowRecipientLanguageSelectionMetadata__options
array
allowRecipientLanguageSelectionMetadata__rights
string
allowRecipientLanguageSelectionMetadata__uiHint
string
allowRecipientLanguageSelectionMetadata__uiOrder
string
allowRecipientLanguageSelectionMetadata__uiType
string
allowSendOnBehalfOf
string
allowSendOnBehalfOfMetadata__is21CFRPart11
string
allowSendOnBehalfOfMetadata__options
array
allowSendOnBehalfOfMetadata__rights
string
allowSendOnBehalfOfMetadata__uiHint
string
allowSendOnBehalfOfMetadata__uiOrder
string
allowSendOnBehalfOfMetadata__uiType
string
allowSupplementalDocuments
string
allowSupplementalDocumentsMetadata__is21CFRPart11
string
allowSupplementalDocumentsMetadata__options
array
allowSupplementalDocumentsMetadata__rights
string
allowSupplementalDocumentsMetadata__uiHint
string
allowSupplementalDocumentsMetadata__uiOrder
string
allowSupplementalDocumentsMetadata__uiType
string
allowTransactions
string
allowTransactionsMetadata__is21CFRPart11
string
allowTransactionsMetadata__options
array
allowTransactionsMetadata__rights
string
allowTransactionsMetadata__uiHint
string
allowTransactionsMetadata__uiOrder
string
allowTransactionsMetadata__uiType
string
anchorTagVersionedPlacementEnabled
string
apiAccountWideAccess
string
apiAccountWideAccessMetadata__is21CFRPart11
string
apiAccountWideAccessMetadata__options
array
apiAccountWideAccessMetadata__rights
string
apiAccountWideAccessMetadata__uiHint
string
apiAccountWideAccessMetadata__uiOrder
string
apiAccountWideAccessMetadata__uiType
string
apiCanExportAC
string
apiCanExportACMetadata__is21CFRPart11
string
apiCanExportACMetadata__options
array
apiCanExportACMetadata__rights
string
apiCanExportACMetadata__uiHint
string
apiCanExportACMetadata__uiOrder
string
apiCanExportACMetadata__uiType
string
bulkSend
string
bulkSendMetadata__is21CFRPart11
string
bulkSendMetadata__options
array
bulkSendMetadata__rights
string
bulkSendMetadata__uiHint
string
bulkSendMetadata__uiOrder
string
bulkSendMetadata__uiType
string
canBulkUploadAgreements
string
canBulkUploadAgreementsMetadata__is21CFRPart11
string
canBulkUploadAgreementsMetadata__options
array
canBulkUploadAgreementsMetadata__rights
string
canBulkUploadAgreementsMetadata__uiHint
string
canBulkUploadAgreementsMetadata__uiOrder
string
canBulkUploadAgreementsMetadata__uiType
string
canChargeAccount
string
canChargeAccountMetadata__is21CFRPart11
string
canChargeAccountMetadata__options
array
canChargeAccountMetadata__rights
string
canChargeAccountMetadata__uiHint
string
canChargeAccountMetadata__uiOrder
string
canChargeAccountMetadata__uiType
string
canCreateTransaction
string
canCreateTransactionMetadata__is21CFRPart11
string
canCreateTransactionMetadata__options
array
canCreateTransactionMetadata__rights
string
canCreateTransactionMetadata__uiHint
string
canCreateTransactionMetadata__uiOrder
string
canCreateTransactionMetadata__uiType
string
canDeleteDocumentsInTransaction
string
canDeleteDocumentsInTransactionMetadata__is21CFRPart11
string
canDeleteDocumentsInTransactionMetadata__options
array
canDeleteDocumentsInTransactionMetadata__rights
string
canDeleteDocumentsInTransactionMetadata__uiHint
string
canDeleteDocumentsInTransactionMetadata__uiOrder
string
canDeleteDocumentsInTransactionMetadata__uiType
string
canDeleteTransaction
string
canDeleteTransactionMetadata__is21CFRPart11
string
canDeleteTransactionMetadata__options
array
canDeleteTransactionMetadata__rights
string
canDeleteTransactionMetadata__uiHint
string
canDeleteTransactionMetadata__uiOrder
string
canDeleteTransactionMetadata__uiType
string
canEditSharedAddressbook
string
canEditSharedAddressbookMetadata__is21CFRPart11
string
canEditSharedAddressbookMetadata__options
array
canEditSharedAddressbookMetadata__rights
string
canEditSharedAddressbookMetadata__uiHint
string
canEditSharedAddressbookMetadata__uiOrder
string
canEditSharedAddressbookMetadata__uiType
string
canLockEnvelopes
string
canLockEnvelopesMetadata__is21CFRPart11
string
canLockEnvelopesMetadata__options
array
canLockEnvelopesMetadata__rights
string
canLockEnvelopesMetadata__uiHint
string
canLockEnvelopesMetadata__uiOrder
string
canLockEnvelopesMetadata__uiType
string
canManageAccount
string
canManageAccountMetadata__is21CFRPart11
string
canManageAccountMetadata__options
array
canManageAccountMetadata__rights
string
canManageAccountMetadata__uiHint
string
canManageAccountMetadata__uiOrder
string
canManageAccountMetadata__uiType
string
canManageAgreementParties
string
canManageAgreementPartiesMetadata__is21CFRPart11
string
canManageAgreementPartiesMetadata__options
array
canManageAgreementPartiesMetadata__rights
string
canManageAgreementPartiesMetadata__uiHint
string
canManageAgreementPartiesMetadata__uiOrder
string
canManageAgreementPartiesMetadata__uiType
string
canManageDistributor
string
canManageDistributorMetadata__is21CFRPart11
string
canManageDistributorMetadata__options
array
canManageDistributorMetadata__rights
string
canManageDistributorMetadata__uiHint
string
canManageDistributorMetadata__uiOrder
string
canManageDistributorMetadata__uiType
string
canManageTemplates
string
canManageTemplatesMetadata__is21CFRPart11
string
canManageTemplatesMetadata__options
array
canManageTemplatesMetadata__rights
string
canManageTemplatesMetadata__uiHint
string
canManageTemplatesMetadata__uiOrder
string
canManageTemplatesMetadata__uiType
string
canSendAPIRequests
string
canSendAPIRequestsMetadata__is21CFRPart11
string
canSendAPIRequestsMetadata__options
array
canSendAPIRequestsMetadata__rights
string
canSendAPIRequestsMetadata__uiHint
string
canSendAPIRequestsMetadata__uiOrder
string
canSendAPIRequestsMetadata__uiType
string
canSendEnvelope
string
canSendEnvelopeMetadata__is21CFRPart11
string
canSendEnvelopeMetadata__options
array
canSendEnvelopeMetadata__rights
string
canSendEnvelopeMetadata__uiHint
string
canSendEnvelopeMetadata__uiOrder
string
canSendEnvelopeMetadata__uiType
string
canSendEnvelopesViaSMS
string
canSendEnvelopesViaSMSMetadata__is21CFRPart11
string
canSendEnvelopesViaSMSMetadata__options
array
canSendEnvelopesViaSMSMetadata__rights
string
canSendEnvelopesViaSMSMetadata__uiHint
string
canSendEnvelopesViaSMSMetadata__uiOrder
string
canSendEnvelopesViaSMSMetadata__uiType
string
canSignEnvelope
string
canSignEnvelopeMetadata__is21CFRPart11
string
canSignEnvelopeMetadata__options
array
canSignEnvelopeMetadata__rights
string
canSignEnvelopeMetadata__uiHint
string
canSignEnvelopeMetadata__uiOrder
string
canSignEnvelopeMetadata__uiType
string
canUseScratchpad
string
canUseScratchpadMetadata__is21CFRPart11
string
canUseScratchpadMetadata__options
array
canUseScratchpadMetadata__rights
string
canUseScratchpadMetadata__uiHint
string
canUseScratchpadMetadata__uiOrder
string
canUseScratchpadMetadata__uiType
string
canUseSmartContracts
string
canUseSmartContractsMetadata__is21CFRPart11
string
canUseSmartContractsMetadata__options
array
canUseSmartContractsMetadata__rights
string
canUseSmartContractsMetadata__uiHint
string
canUseSmartContractsMetadata__uiOrder
string
canUseSmartContractsMetadata__uiType
string
disableDocumentUpload
string
disableDocumentUploadMetadata__is21CFRPart11
string
disableDocumentUploadMetadata__options
array
disableDocumentUploadMetadata__rights
string
disableDocumentUploadMetadata__uiHint
string
disableDocumentUploadMetadata__uiOrder
string
disableDocumentUploadMetadata__uiType
string
disableOtherActions
string
disableOtherActionsMetadata__is21CFRPart11
string
disableOtherActionsMetadata__options
array
disableOtherActionsMetadata__rights
string
disableOtherActionsMetadata__uiHint
string
disableOtherActionsMetadata__uiOrder
string
disableOtherActionsMetadata__uiType
string
enableDSPro
string
enableDSProMetadata__is21CFRPart11
string
enableDSProMetadata__options
array
enableDSProMetadata__rights
string
enableDSProMetadata__uiHint
string
enableDSProMetadata__uiOrder
string
enableDSProMetadata__uiType
string
enableKeyTermsSuggestionsByDocumentType
string
enableKeyTermsSuggestionsByDocumentTypeMetadata__is21CFRPart11
string
enableKeyTermsSuggestionsByDocumentTypeMetadata__options
array
enableKeyTermsSuggestionsByDocumentTypeMetadata__rights
string
enableKeyTermsSuggestionsByDocumentTypeMetadata__uiHint
string
enableKeyTermsSuggestionsByDocumentTypeMetadata__uiOrder
string
enableKeyTermsSuggestionsByDocumentTypeMetadata__uiType
string
enableSequentialSigningAPI
string
enableSequentialSigningAPIMetadata__is21CFRPart11
string
enableSequentialSigningAPIMetadata__options
array
enableSequentialSigningAPIMetadata__rights
string
enableSequentialSigningAPIMetadata__uiHint
string
enableSequentialSigningAPIMetadata__uiOrder
string
enableSequentialSigningAPIMetadata__uiType
string
enableSequentialSigningUI
string
enableSequentialSigningUIMetadata__is21CFRPart11
string
enableSequentialSigningUIMetadata__options
array
enableSequentialSigningUIMetadata__rights
string
enableSequentialSigningUIMetadata__uiHint
string
enableSequentialSigningUIMetadata__uiOrder
string
enableSequentialSigningUIMetadata__uiType
string
enableSignerAttachments
string
enableSignerAttachmentsMetadata__is21CFRPart11
string
enableSignerAttachmentsMetadata__options
array
enableSignerAttachmentsMetadata__rights
string
enableSignerAttachmentsMetadata__uiHint
string
enableSignerAttachmentsMetadata__uiOrder
string
enableSignerAttachmentsMetadata__uiType
string
enableSignOnPaperOverride
string
enableSignOnPaperOverrideMetadata__is21CFRPart11
string
enableSignOnPaperOverrideMetadata__options
array
enableSignOnPaperOverrideMetadata__rights
string
enableSignOnPaperOverrideMetadata__uiHint
string
enableSignOnPaperOverrideMetadata__uiOrder
string
enableSignOnPaperOverrideMetadata__uiType
string
enableTransactionPoint
string
enableTransactionPointMetadata__is21CFRPart11
string
enableTransactionPointMetadata__options
array
enableTransactionPointMetadata__rights
string
enableTransactionPointMetadata__uiHint
string
enableTransactionPointMetadata__uiOrder
string
enableTransactionPointMetadata__uiType
string
enableVaulting
string
enableVaultingMetadata__is21CFRPart11
string
enableVaultingMetadata__options
array
enableVaultingMetadata__rights
string
enableVaultingMetadata__uiHint
string
enableVaultingMetadata__uiOrder
string
enableVaultingMetadata__uiType
string
expressSendOnly
string
locale
string
localeMetadata__is21CFRPart11
string
localeMetadata__options
array
localeMetadata__rights
string
localeMetadata__uiHint
string
localeMetadata__uiOrder
string
localeMetadata__uiType
string
localePolicy__addressFormat
string
localePolicy__addressFormatMetadata__is21CFRPart11
string
localePolicy__addressFormatMetadata__options
array
localePolicy__addressFormatMetadata__rights
string
localePolicy__addressFormatMetadata__uiHint
string
localePolicy__addressFormatMetadata__uiOrder
string
localePolicy__addressFormatMetadata__uiType
string
localePolicy__allowRegion
string
localePolicy__calendarType
string
localePolicy__calendarTypeMetadata__is21CFRPart11
string
localePolicy__calendarTypeMetadata__options
array
localePolicy__calendarTypeMetadata__rights
string
localePolicy__calendarTypeMetadata__uiHint
string
localePolicy__calendarTypeMetadata__uiOrder
string
localePolicy__calendarTypeMetadata__uiType
string
localePolicy__cultureName
string
localePolicy__cultureNameMetadata__is21CFRPart11
string
localePolicy__cultureNameMetadata__options
array
localePolicy__cultureNameMetadata__rights
string
localePolicy__cultureNameMetadata__uiHint
string
localePolicy__cultureNameMetadata__uiOrder
string
localePolicy__cultureNameMetadata__uiType
string
localePolicy__currencyCode
string
localePolicy__currencyCodeMetadata__is21CFRPart11
string
localePolicy__currencyCodeMetadata__options
array
localePolicy__currencyCodeMetadata__rights
string
localePolicy__currencyCodeMetadata__uiHint
string
localePolicy__currencyCodeMetadata__uiOrder
string
localePolicy__currencyCodeMetadata__uiType
string
localePolicy__currencyNegativeFormat
string
localePolicy__currencyNegativeFormatMetadata__is21CFRPart11
string
localePolicy__currencyNegativeFormatMetadata__options
array
localePolicy__currencyNegativeFormatMetadata__rights
string
localePolicy__currencyNegativeFormatMetadata__uiHint
string
localePolicy__currencyNegativeFormatMetadata__uiOrder
string
localePolicy__currencyNegativeFormatMetadata__uiType
string
localePolicy__currencyPositiveFormat
string
localePolicy__currencyPositiveFormatMetadata__is21CFRPart11
string
localePolicy__currencyPositiveFormatMetadata__options
array
localePolicy__currencyPositiveFormatMetadata__rights
string
localePolicy__currencyPositiveFormatMetadata__uiHint
string
localePolicy__currencyPositiveFormatMetadata__uiOrder
string
localePolicy__currencyPositiveFormatMetadata__uiType
string
localePolicy__customDateFormat
string
localePolicy__customSignDateFormat
string
localePolicy__customSignTimeFormat
string
localePolicy__customTimeFormat
string
localePolicy__dateFormat
string
localePolicy__dateFormatMetadata__is21CFRPart11
string
localePolicy__dateFormatMetadata__options
array
localePolicy__dateFormatMetadata__rights
string
localePolicy__dateFormatMetadata__uiHint
string
localePolicy__dateFormatMetadata__uiOrder
string
localePolicy__dateFormatMetadata__uiType
string
localePolicy__effectiveAddressFormat
string
localePolicy__effectiveCalendarType
string
localePolicy__effectiveCurrencyCode
string
localePolicy__effectiveCurrencyNegativeFormat
string
localePolicy__effectiveCurrencyPositiveFormat
string
localePolicy__effectiveCustomDateFormat
string
localePolicy__effectiveCustomTimeFormat
string
localePolicy__effectiveDateFormat
string
localePolicy__effectiveInitialFormat
string
localePolicy__effectiveNameFormat
string
localePolicy__effectiveTimeFormat
string
localePolicy__effectiveTimeZone
string
localePolicy__initialFormat
string
localePolicy__initialFormatMetadata__is21CFRPart11
string
localePolicy__initialFormatMetadata__options
array
localePolicy__initialFormatMetadata__rights
string
localePolicy__initialFormatMetadata__uiHint
string
localePolicy__initialFormatMetadata__uiOrder
string
localePolicy__initialFormatMetadata__uiType
string
localePolicy__nameFormat
string
localePolicy__nameFormatMetadata__is21CFRPart11
string
localePolicy__nameFormatMetadata__options
array
localePolicy__nameFormatMetadata__rights
string
localePolicy__nameFormatMetadata__uiHint
string
localePolicy__nameFormatMetadata__uiOrder
string
localePolicy__nameFormatMetadata__uiType
string
localePolicy__signDateFormat
string
localePolicy__signDateFormatMetadata__is21CFRPart11
string
localePolicy__signDateFormatMetadata__options
array
localePolicy__signDateFormatMetadata__rights
string
localePolicy__signDateFormatMetadata__uiHint
string
localePolicy__signDateFormatMetadata__uiOrder
string
localePolicy__signDateFormatMetadata__uiType
string
localePolicy__signTimeFormat
string
localePolicy__signTimeFormatMetadata__is21CFRPart11
string
localePolicy__signTimeFormatMetadata__options
array
localePolicy__signTimeFormatMetadata__rights
string
localePolicy__signTimeFormatMetadata__uiHint
string
localePolicy__signTimeFormatMetadata__uiOrder
string
localePolicy__signTimeFormatMetadata__uiType
string
localePolicy__timeFormat
string
localePolicy__timeFormatMetadata__is21CFRPart11
string
localePolicy__timeFormatMetadata__options
array
localePolicy__timeFormatMetadata__rights
string
localePolicy__timeFormatMetadata__uiHint
string
localePolicy__timeFormatMetadata__uiOrder
string
localePolicy__timeFormatMetadata__uiType
string
localePolicy__timeZone
string
localePolicy__timeZoneMetadata__is21CFRPart11
string
localePolicy__timeZoneMetadata__options
array
localePolicy__timeZoneMetadata__rights
string
localePolicy__timeZoneMetadata__uiHint
string
localePolicy__timeZoneMetadata__uiOrder
string
localePolicy__timeZoneMetadata__uiType
string
manageClickwrapsMode
string
manageClickwrapsModeMetadata__is21CFRPart11
string
manageClickwrapsModeMetadata__options
array
manageClickwrapsModeMetadata__rights
string
manageClickwrapsModeMetadata__uiHint
string
manageClickwrapsModeMetadata__uiOrder
string
manageClickwrapsModeMetadata__uiType
string
modifiedBy
string
modifiedByMetadata__is21CFRPart11
string
modifiedByMetadata__options
array
modifiedByMetadata__rights
string
modifiedByMetadata__uiHint
string
modifiedByMetadata__uiOrder
string
modifiedByMetadata__uiType
string
modifiedDate
string
modifiedDateMetadata__is21CFRPart11
string
modifiedDateMetadata__options
array
modifiedDateMetadata__rights
string
modifiedDateMetadata__uiHint
string
modifiedDateMetadata__uiOrder
string
modifiedDateMetadata__uiType
string
modifiedPage
string
modifiedPageMetadata__is21CFRPart11
string
modifiedPageMetadata__options
array
modifiedPageMetadata__rights
string
modifiedPageMetadata__uiHint
string
modifiedPageMetadata__uiOrder
string
modifiedPageMetadata__uiType
string
newSendUI
string
newSendUIMetadata__is21CFRPart11
string
newSendUIMetadata__options
array
newSendUIMetadata__rights
string
newSendUIMetadata__uiHint
string
newSendUIMetadata__uiOrder
string
newSendUIMetadata__uiType
string
powerFormMode
string
powerFormModeMetadata__is21CFRPart11
string
powerFormModeMetadata__options
array
powerFormModeMetadata__rights
string
powerFormModeMetadata__uiHint
string
powerFormModeMetadata__uiOrder
string
powerFormModeMetadata__uiType
string
recipientViewedNotification
string
recipientViewedNotificationMetadata__is21CFRPart11
string
recipientViewedNotificationMetadata__options
array
recipientViewedNotificationMetadata__rights
string
recipientViewedNotificationMetadata__uiHint
string
recipientViewedNotificationMetadata__uiOrder
string
recipientViewedNotificationMetadata__uiType
string
sealIdentifiers
array
selfSignedRecipientEmailDocument
string
selfSignedRecipientEmailDocumentMetadata__is21CFRPart11
string
selfSignedRecipientEmailDocumentMetadata__options
array
selfSignedRecipientEmailDocumentMetadata__rights
string
selfSignedRecipientEmailDocumentMetadata__uiHint
string
selfSignedRecipientEmailDocumentMetadata__uiOrder
string
selfSignedRecipientEmailDocumentMetadata__uiType
string
senderEmailNotifications__changedSigner
string
senderEmailNotifications__clickwrapResponsesLimitNotificationEmail
string
senderEmailNotifications__commentsOnlyPrivateAndMention
string
senderEmailNotifications__commentsReceiveAll
string
senderEmailNotifications__deliveryFailed
string
senderEmailNotifications__envelopeComplete
string
senderEmailNotifications__offlineSigningFailed
string
senderEmailNotifications__powerformResponsesLimitNotificationEmail
string
senderEmailNotifications__purgeDocuments
string
senderEmailNotifications__recipientViewed
string
senderEmailNotifications__senderEnvelopeDeclined
string
senderEmailNotifications__withdrawnConsent
string
signerEmailNotifications__agentNotification
string
signerEmailNotifications__carbonCopyNotification
string
signerEmailNotifications__certifiedDeliveryNotification
string
signerEmailNotifications__commentsOnlyPrivateAndMention
string
signerEmailNotifications__commentsReceiveAll
string
signerEmailNotifications__documentMarkupActivation
string
signerEmailNotifications__envelopeActivation
string
signerEmailNotifications__envelopeComplete
string
signerEmailNotifications__envelopeCorrected
string
signerEmailNotifications__envelopeDeclined
string
signerEmailNotifications__envelopeVoided
string
signerEmailNotifications__faxReceived
string
signerEmailNotifications__offlineSigningFailed
string
signerEmailNotifications__purgeDocuments
string
signerEmailNotifications__reassignedSigner
string
signerEmailNotifications__whenSigningGroupMember
string
supplementalDocumentIncludeInDownload
string
supplementalDocumentsMustAccept
string
supplementalDocumentsMustAcceptMetadata__is21CFRPart11
string
supplementalDocumentsMustAcceptMetadata__options
array
supplementalDocumentsMustAcceptMetadata__rights
string
supplementalDocumentsMustAcceptMetadata__uiHint
string
supplementalDocumentsMustAcceptMetadata__uiOrder
string
supplementalDocumentsMustAcceptMetadata__uiType
string
supplementalDocumentsMustRead
string
supplementalDocumentsMustReadMetadata__is21CFRPart11
string
supplementalDocumentsMustReadMetadata__options
array
supplementalDocumentsMustReadMetadata__rights
string
supplementalDocumentsMustReadMetadata__uiHint
string
supplementalDocumentsMustReadMetadata__uiOrder
string
supplementalDocumentsMustReadMetadata__uiType
string
supplementalDocumentsMustView
string
supplementalDocumentsMustViewMetadata__is21CFRPart11
string
supplementalDocumentsMustViewMetadata__options
array
supplementalDocumentsMustViewMetadata__rights
string
supplementalDocumentsMustViewMetadata__uiHint
string
supplementalDocumentsMustViewMetadata__uiOrder
string
supplementalDocumentsMustViewMetadata__uiType
string
templateActiveCreation
string
templateActiveCreationMetadata__is21CFRPart11
string
templateActiveCreationMetadata__options
array
templateActiveCreationMetadata__rights
string
templateActiveCreationMetadata__uiHint
string
templateActiveCreationMetadata__uiOrder
string
templateActiveCreationMetadata__uiType
string
templateApplyNotify
string
templateApplyNotifyMetadata__is21CFRPart11
string
templateApplyNotifyMetadata__options
array
templateApplyNotifyMetadata__rights
string
templateApplyNotifyMetadata__uiHint
string
templateApplyNotifyMetadata__uiOrder
string
templateApplyNotifyMetadata__uiType
string
templateAutoMatching
string
templateAutoMatchingMetadata__is21CFRPart11
string
templateAutoMatchingMetadata__options
array
templateAutoMatchingMetadata__rights
string
templateAutoMatchingMetadata__uiHint
string
templateAutoMatchingMetadata__uiOrder
string
templateAutoMatchingMetadata__uiType
string
templateMatchingSensitivity
string
templateMatchingSensitivityMetadata__is21CFRPart11
string
templateMatchingSensitivityMetadata__options
array
templateMatchingSensitivityMetadata__rights
string
templateMatchingSensitivityMetadata__uiHint
string
templateMatchingSensitivityMetadata__uiOrder
string
templateMatchingSensitivityMetadata__uiType
string
templatePageLevelMatching
string
templatePageLevelMatchingMetadata__is21CFRPart11
string
templatePageLevelMatchingMetadata__options
array
templatePageLevelMatchingMetadata__rights
string
templatePageLevelMatchingMetadata__uiHint
string
templatePageLevelMatchingMetadata__uiOrder
string
templatePageLevelMatchingMetadata__uiType
string
timezoneDST
string
timezoneDSTMetadata__is21CFRPart11
string
timezoneDSTMetadata__options
array
timezoneDSTMetadata__rights
string
timezoneDSTMetadata__uiHint
string
timezoneDSTMetadata__uiOrder
string
timezoneDSTMetadata__uiType
string
timezoneMask
string
timezoneMaskMetadata__is21CFRPart11
string
timezoneMaskMetadata__options
array
timezoneMaskMetadata__rights
string
timezoneMaskMetadata__uiHint
string
timezoneMaskMetadata__uiOrder
string
timezoneMaskMetadata__uiType
string
timezoneOffset
string
timezoneOffsetMetadata__is21CFRPart11
string
timezoneOffsetMetadata__options
array
timezoneOffsetMetadata__rights
string
timezoneOffsetMetadata__uiHint
string
timezoneOffsetMetadata__uiOrder
string
timezoneOffsetMetadata__uiType
string
timezoneSendingPref
string
timezoneSendingPrefMetadata__is21CFRPart11
string
timezoneSendingPrefMetadata__options
array
timezoneSendingPrefMetadata__rights
string
timezoneSendingPrefMetadata__uiHint
string
timezoneSendingPrefMetadata__uiOrder
string
timezoneSendingPrefMetadata__uiType
string
timezoneSigningPref
string
timezoneSigningPrefMetadata__is21CFRPart11
string
timezoneSigningPrefMetadata__options
array
timezoneSigningPrefMetadata__rights
string
timezoneSigningPrefMetadata__uiHint
string
timezoneSigningPrefMetadata__uiOrder
string
timezoneSigningPrefMetadata__uiType
string
transactionPointSiteNameURL
string
transactionPointSiteNameURLMetadata__is21CFRPart11
string
transactionPointSiteNameURLMetadata__options
array
transactionPointSiteNameURLMetadata__rights
string
transactionPointSiteNameURLMetadata__uiHint
string
transactionPointSiteNameURLMetadata__uiOrder
string
transactionPointSiteNameURLMetadata__uiType
string
transactionPointUserName
string
transactionPointUserNameMetadata__is21CFRPart11
string
transactionPointUserNameMetadata__options
array
transactionPointUserNameMetadata__rights
string
transactionPointUserNameMetadata__uiHint
string
transactionPointUserNameMetadata__uiOrder
string
transactionPointUserNameMetadata__uiType
string
vaultingMode
string
vaultingModeMetadata__is21CFRPart11
string
vaultingModeMetadata__options
array
vaultingModeMetadata__rights
string
vaultingModeMetadata__uiHint
string
vaultingModeMetadata__uiOrder
string
vaultingModeMetadata__uiType
string
webForms
string
webFormsMetadata__is21CFRPart11
string
webFormsMetadata__options
array
webFormsMetadata__rights
string
webFormsMetadata__uiHint
string
webFormsMetadata__uiOrder
string
webFormsMetadata__uiType
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
bulkSendListId
stringRequired
batchName
string
envelopeOrTemplateId
string

Action Response

data
object
successful
boolean
error

Retrieves contact information associated with a docusign account. this endpoint allows users to fetch either a specific contact using the contactid or all contacts if the contactid is omitted. it supports retrieving contacts from both the default docusign address book and connected cloud storage providers. the endpoint is particularly useful for accessing detailed contact information, including personal details, phone numbers, email addresses, notary certifications, and signing group associations. it should be used when needing to access or update contact information within a docusign workflow. note that phone numbers for shared contacts may have limited visibility to users other than the contact creator.

Action Parameters

accountId
string
contactId
stringRequired
cloud_provider
string

Action Response

data
object
successful
boolean
error

Retrieves 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, logos, and resource urls for customizing various docusign experiences such as email, sending, and signing. it should be used when detailed brand information is needed for display, management, or customization purposes. the endpoint requires account branding to be enabled (either for signing, sending, or both) to function properly.

Action Parameters

accountId
string
brandId
stringRequired
include_external_references
string
include_logos
string

Action Response

data
object
successful
boolean
error

Retrieves the image file for a specific account stamp, signature, or initials in docusign. this endpoint allows users to obtain the visual representation of stamps or signatures associated with their docusign account. it’s particularly useful when you need to display or embed these images in other documents or applications. the endpoint returns the actual image file in gif format, not just metadata. it supports retrieving different types of images (stamp, signature, or initials) and offers an option to include or exclude the chrome (frame) around the image.

Action Parameters

accountId
string
imageType
stringRequired
signatureId
stringRequired
include_chrome
string

Action Response

data
object
successful
boolean
error

Retrieves 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 dates, image uris, associated users, and formatting details. it’s particularly useful when you need to access or verify the properties of a specific signature within an account. the endpoint provides a wealth of information but requires both the account id and the specific signature id to function.

Action Parameters

accountId
string
signatureId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 the account identifier and the specific bulk send list id to ensure precise targeting of the list to be deleted. upon successful deletion, it returns a summary of the remaining bulk send lists associated with the account. this endpoint should be used with caution as the deletion is irreversible. it’s particularly useful for maintaining a clean and organized set of bulk send lists, especially in environments where list management is crucial for compliance or efficiency reasons. note that this operation does not affect any envelopes that may have already been sent using the deleted list.

Action Parameters

accountId
string
bulkSendListId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 templates. use this when you need to modify the structure of a template by removing unnecessary or outdated pages. note that this operation is irreversible, so ensure you have a backup or are certain about deleting the page. this tool only deletes a single page at a time and does not provide options for bulk page deletion or document replacement.

Action Parameters

accountId
string
documentId
stringRequired
pageNumber
stringRequired
templateId
stringRequired
password
string
rotate
string

Action Response

data
object
successful
boolean
error

Deletes 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 important to note that this operation can only be performed by the user on their own profile; even users with admin rights cannot delete another user’s profile image. the endpoint requires both the account id and the user id to be specified, ensuring that the operation is performed on the correct user within the correct account. after successful deletion, the user’s profile will no longer have an associated image. this endpoint does not provide the ability to upload a new image; it only removes the existing one.

Action Parameters

accountId
string
userId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 account id, group id, and a list of users to be deleted. the endpoint is useful for maintaining group memberships, such as when employees leave a company or change roles. it returns detailed information about the deleted users and the operation’s success. note that this operation permanently removes users from the specified group and should be used cautiously.

Action Parameters

accountId
string
groupId
stringRequired
users
array

Action Response

data
object
successful
boolean
error

Removes 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 marked as favorites. it accepts an account identifier and a list of template ids to be removed from favorites. the api returns information about the templates that were successfully removed and any errors encountered during the process. this endpoint is particularly useful for maintaining an organized and relevant list of favorite templates, especially when templates are no longer frequently used or needed. note that this api is currently in beta status, which means it may not be fully stable and could be subject to changes in the future.

Action Parameters

accountId
string
errorDetails__errorCode
string
errorDetails__message
string
favoriteTemplates
array
templatesUpdatedCount
integer

Action Response

data
object
successful
boolean
error

Retrieves 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. it’s useful for verifying existing watermark settings or preparing to update them. the endpoint returns comprehensive information about the watermark but does not modify any settings. use this when you need to inspect or audit the current watermark configuration for an account.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

This endpoint registers the current user as a notary in docusign, enabling remote online notarization capabilities. it configures the user’s notary profile, settings, and permissions. use this when setting up a new notary within the docusign system. note that this does not replace legal notary certification requirements.

Action Parameters

createdDate
string
enabled
string
searchable
string
userInfo__activationAccessCode
string
userInfo__company
string
userInfo__connectConfigurations
array
userInfo__countryCode
string
userInfo__createdDateTime
string
userInfo__customSettings
array
userInfo__defaultAccountId
string
userInfo__email
string
userInfo__enableConnectForUser
string
userInfo__errorDetails__errorCode
string
userInfo__errorDetails__message
string
userInfo__firstName
string
userInfo__forgottenPasswordInfo__forgottenPasswordAnswer1
string
userInfo__forgottenPasswordInfo__forgottenPasswordAnswer2
string
userInfo__forgottenPasswordInfo__forgottenPasswordAnswer3
string
userInfo__forgottenPasswordInfo__forgottenPasswordAnswer4
string
userInfo__forgottenPasswordInfo__forgottenPasswordQuestion1
string
userInfo__forgottenPasswordInfo__forgottenPasswordQuestion2
string
userInfo__forgottenPasswordInfo__forgottenPasswordQuestion3
string
userInfo__forgottenPasswordInfo__forgottenPasswordQuestion4
string
userInfo__groupList
array
userInfo__hasRemoteNotary
boolean
userInfo__homeAddress__address1
string
userInfo__homeAddress__address2
string
userInfo__homeAddress__city
string
userInfo__homeAddress__country
string
userInfo__homeAddress__fax
string
userInfo__homeAddress__phone
string
userInfo__homeAddress__postalCode
string
userInfo__homeAddress__stateOrProvince
string
userInfo__homeAddress__zipPlus4
string
userInfo__initialsImageUri
string
userInfo__isAdmin
string
userInfo__isAlternateAdmin
string
userInfo__isNAREnabled
string
userInfo__jobTitle
string
userInfo__lastLogin
string
userInfo__lastName
string
userInfo__loginStatus
string
userInfo__middleName
string
userInfo__password
string
userInfo__passwordExpiration
string
userInfo__permissionProfileId
string
userInfo__permissionProfileName
string
userInfo__profileImageUri
string
userInfo__sendActivationEmail
string
userInfo__sendActivationOnInvalidLogin
string
userInfo__signatureImageUri
string
userInfo__subscribe
string
userInfo__suffixName
string
userInfo__title
string
userInfo__uri
string
userInfo__userAddedToAccountDateTime
string
userInfo__userId
string
userInfo__userName
string
userInfo__userProfileLastModifiedDate
string
userInfo__userSettings__accountAgreementsAccessType
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__is21CFRPart11
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__options
array
userInfo__userSettings__accountAgreementsAccessTypeMetadata__rights
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__uiHint
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__uiOrder
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettings
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettings
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageAdmins
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageConnect
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetention
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransfer
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsers
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreements
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageReporting
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageSharing
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroups
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageStamps
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageUsers
string
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__uiOrder
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userInfo__userSettings__modifiedDateMetadata__options
array
userInfo__userSettings__modifiedDateMetadata__rights
string
userInfo__userSettings__modifiedDateMetadata__uiHint
string
userInfo__userSettings__modifiedDateMetadata__uiOrder
string
userInfo__userSettings__modifiedDateMetadata__uiType
string
userInfo__userSettings__modifiedPage
string
userInfo__userSettings__modifiedPageMetadata__is21CFRPart11
string
userInfo__userSettings__modifiedPageMetadata__options
array
userInfo__userSettings__modifiedPageMetadata__rights
string
userInfo__userSettings__modifiedPageMetadata__uiHint
string
userInfo__userSettings__modifiedPageMetadata__uiOrder
string
userInfo__userSettings__modifiedPageMetadata__uiType
string
userInfo__userSettings__newSendUI
string
userInfo__userSettings__newSendUIMetadata__is21CFRPart11
string
userInfo__userSettings__newSendUIMetadata__options
array
userInfo__userSettings__newSendUIMetadata__rights
string
userInfo__userSettings__newSendUIMetadata__uiHint
string
userInfo__userSettings__newSendUIMetadata__uiOrder
string
userInfo__userSettings__newSendUIMetadata__uiType
string
userInfo__userSettings__powerFormMode
string
userInfo__userSettings__powerFormModeMetadata__is21CFRPart11
string
userInfo__userSettings__powerFormModeMetadata__options
array
userInfo__userSettings__powerFormModeMetadata__rights
string
userInfo__userSettings__powerFormModeMetadata__uiHint
string
userInfo__userSettings__powerFormModeMetadata__uiOrder
string
userInfo__userSettings__powerFormModeMetadata__uiType
string
userInfo__userSettings__recipientViewedNotification
string
userInfo__userSettings__recipientViewedNotificationMetadata__is21CFRPart11
string
userInfo__userSettings__recipientViewedNotificationMetadata__options
array
userInfo__userSettings__recipientViewedNotificationMetadata__rights
string
userInfo__userSettings__recipientViewedNotificationMetadata__uiHint
string
userInfo__userSettings__recipientViewedNotificationMetadata__uiOrder
string
userInfo__userSettings__recipientViewedNotificationMetadata__uiType
string
userInfo__userSettings__sealIdentifiers
array
userInfo__userSettings__selfSignedRecipientEmailDocument
string
userInfo__userSettings__selfSignedRecipientEmailDocumentMetadata__is21CFRPart11
string
userInfo__userSettings__selfSignedRecipientEmailDocumentMetadata__options
array
userInfo__userSettings__selfSignedRecipientEmailDocumentMetadata__rights
string
userInfo__userSettings__selfSignedRecipientEmailDocumentMetadata__uiHint
string
userInfo__userSettings__selfSignedRecipientEmailDocumentMetadata__uiOrder
string
userInfo__userSettings__selfSignedRecipientEmailDocumentMetadata__uiType
string
userInfo__userSettings__senderEmailNotifications__changedSigner
string
userInfo__userSettings__senderEmailNotifications__clickwrapResponsesLimitNotificationEmail
string
userInfo__userSettings__senderEmailNotifications__commentsOnlyPrivateAndMention
string
userInfo__userSettings__senderEmailNotifications__commentsReceiveAll
string
userInfo__userSettings__senderEmailNotifications__deliveryFailed
string
userInfo__userSettings__senderEmailNotifications__envelopeComplete
string
userInfo__userSettings__senderEmailNotifications__offlineSigningFailed
string
userInfo__userSettings__senderEmailNotifications__powerformResponsesLimitNotificationEmail
string
userInfo__userSettings__senderEmailNotifications__purgeDocuments
string
userInfo__userSettings__senderEmailNotifications__recipientViewed
string
userInfo__userSettings__senderEmailNotifications__senderEnvelopeDeclined
string
userInfo__userSettings__senderEmailNotifications__withdrawnConsent
string
userInfo__userSettings__signerEmailNotifications__agentNotification
string
userInfo__userSettings__signerEmailNotifications__carbonCopyNotification
string
userInfo__userSettings__signerEmailNotifications__certifiedDeliveryNotification
string
userInfo__userSettings__signerEmailNotifications__commentsOnlyPrivateAndMention
string
userInfo__userSettings__signerEmailNotifications__commentsReceiveAll
string
userInfo__userSettings__signerEmailNotifications__documentMarkupActivation
string
userInfo__userSettings__signerEmailNotifications__envelopeActivation
string
userInfo__userSettings__signerEmailNotifications__envelopeComplete
string
userInfo__userSettings__signerEmailNotifications__envelopeCorrected
string
userInfo__userSettings__signerEmailNotifications__envelopeDeclined
string
userInfo__userSettings__signerEmailNotifications__envelopeVoided
string
userInfo__userSettings__signerEmailNotifications__faxReceived
string
userInfo__userSettings__signerEmailNotifications__offlineSigningFailed
string
userInfo__userSettings__signerEmailNotifications__purgeDocuments
string
userInfo__userSettings__signerEmailNotifications__reassignedSigner
string
userInfo__userSettings__signerEmailNotifications__whenSigningGroupMember
string
userInfo__userSettings__supplementalDocumentIncludeInDownload
string
userInfo__userSettings__supplementalDocumentsMustAccept
string
userInfo__userSettings__supplementalDocumentsMustAcceptMetadata__is21CFRPart11
string
userInfo__userSettings__supplementalDocumentsMustAcceptMetadata__options
array
userInfo__userSettings__supplementalDocumentsMustAcceptMetadata__rights
string
userInfo__userSettings__supplementalDocumentsMustAcceptMetadata__uiHint
string
userInfo__userSettings__supplementalDocumentsMustAcceptMetadata__uiOrder
string
userInfo__userSettings__supplementalDocumentsMustAcceptMetadata__uiType
string
userInfo__userSettings__supplementalDocumentsMustRead
string
userInfo__userSettings__supplementalDocumentsMustReadMetadata__is21CFRPart11
string
userInfo__userSettings__supplementalDocumentsMustReadMetadata__options
array
userInfo__userSettings__supplementalDocumentsMustReadMetadata__rights
string
userInfo__userSettings__supplementalDocumentsMustReadMetadata__uiHint
string
userInfo__userSettings__supplementalDocumentsMustReadMetadata__uiOrder
string
userInfo__userSettings__supplementalDocumentsMustReadMetadata__uiType
string
userInfo__userSettings__supplementalDocumentsMustView
string
userInfo__userSettings__supplementalDocumentsMustViewMetadata__is21CFRPart11
string
userInfo__userSettings__supplementalDocumentsMustViewMetadata__options
array
userInfo__userSettings__supplementalDocumentsMustViewMetadata__rights
string
userInfo__userSettings__supplementalDocumentsMustViewMetadata__uiHint
string
userInfo__userSettings__supplementalDocumentsMustViewMetadata__uiOrder
string
userInfo__userSettings__supplementalDocumentsMustViewMetadata__uiType
string
userInfo__userSettings__templateActiveCreation
string
userInfo__userSettings__templateActiveCreationMetadata__is21CFRPart11
string
userInfo__userSettings__templateActiveCreationMetadata__options
array
userInfo__userSettings__templateActiveCreationMetadata__rights
string
userInfo__userSettings__templateActiveCreationMetadata__uiHint
string
userInfo__userSettings__templateActiveCreationMetadata__uiOrder
string
userInfo__userSettings__templateActiveCreationMetadata__uiType
string
userInfo__userSettings__templateApplyNotify
string
userInfo__userSettings__templateApplyNotifyMetadata__is21CFRPart11
string
userInfo__userSettings__templateApplyNotifyMetadata__options
array
userInfo__userSettings__templateApplyNotifyMetadata__rights
string
userInfo__userSettings__templateApplyNotifyMetadata__uiHint
string
userInfo__userSettings__templateApplyNotifyMetadata__uiOrder
string
userInfo__userSettings__templateApplyNotifyMetadata__uiType
string
userInfo__userSettings__templateAutoMatching
string
userInfo__userSettings__templateAutoMatchingMetadata__is21CFRPart11
string
userInfo__userSettings__templateAutoMatchingMetadata__options
array
userInfo__userSettings__templateAutoMatchingMetadata__rights
string
userInfo__userSettings__templateAutoMatchingMetadata__uiHint
string
userInfo__userSettings__templateAutoMatchingMetadata__uiOrder
string
userInfo__userSettings__templateAutoMatchingMetadata__uiType
string
userInfo__userSettings__templateMatchingSensitivity
string
userInfo__userSettings__templateMatchingSensitivityMetadata__is21CFRPart11
string
userInfo__userSettings__templateMatchingSensitivityMetadata__options
array
userInfo__userSettings__templateMatchingSensitivityMetadata__rights
string
userInfo__userSettings__templateMatchingSensitivityMetadata__uiHint
string
userInfo__userSettings__templateMatchingSensitivityMetadata__uiOrder
string
userInfo__userSettings__templateMatchingSensitivityMetadata__uiType
string
userInfo__userSettings__templatePageLevelMatching
string
userInfo__userSettings__templatePageLevelMatchingMetadata__is21CFRPart11
string
userInfo__userSettings__templatePageLevelMatchingMetadata__options
array
userInfo__userSettings__templatePageLevelMatchingMetadata__rights
string
userInfo__userSettings__templatePageLevelMatchingMetadata__uiHint
string
userInfo__userSettings__templatePageLevelMatchingMetadata__uiOrder
string
userInfo__userSettings__templatePageLevelMatchingMetadata__uiType
string
userInfo__userSettings__timezoneDST
string
userInfo__userSettings__timezoneDSTMetadata__is21CFRPart11
string
userInfo__userSettings__timezoneDSTMetadata__options
array
userInfo__userSettings__timezoneDSTMetadata__rights
string
userInfo__userSettings__timezoneDSTMetadata__uiHint
string
userInfo__userSettings__timezoneDSTMetadata__uiOrder
string
userInfo__userSettings__timezoneDSTMetadata__uiType
string
userInfo__userSettings__timezoneMask
string
userInfo__userSettings__timezoneMaskMetadata__is21CFRPart11
string
userInfo__userSettings__timezoneMaskMetadata__options
array
userInfo__userSettings__timezoneMaskMetadata__rights
string
userInfo__userSettings__timezoneMaskMetadata__uiHint
string
userInfo__userSettings__timezoneMaskMetadata__uiOrder
string
userInfo__userSettings__timezoneMaskMetadata__uiType
string
userInfo__userSettings__timezoneOffset
string
userInfo__userSettings__timezoneOffsetMetadata__is21CFRPart11
string
userInfo__userSettings__timezoneOffsetMetadata__options
array
userInfo__userSettings__timezoneOffsetMetadata__rights
string
userInfo__userSettings__timezoneOffsetMetadata__uiHint
string
userInfo__userSettings__timezoneOffsetMetadata__uiOrder
string
userInfo__userSettings__timezoneOffsetMetadata__uiType
string
userInfo__userSettings__timezoneSendingPref
string
userInfo__userSettings__timezoneSendingPrefMetadata__is21CFRPart11
string
userInfo__userSettings__timezoneSendingPrefMetadata__options
array
userInfo__userSettings__timezoneSendingPrefMetadata__rights
string
userInfo__userSettings__timezoneSendingPrefMetadata__uiHint
string
userInfo__userSettings__timezoneSendingPrefMetadata__uiOrder
string
userInfo__userSettings__timezoneSendingPrefMetadata__uiType
string
userInfo__userSettings__timezoneSigningPref
string
userInfo__userSettings__timezoneSigningPrefMetadata__is21CFRPart11
string
userInfo__userSettings__timezoneSigningPrefMetadata__options
array
userInfo__userSettings__timezoneSigningPrefMetadata__rights
string
userInfo__userSettings__timezoneSigningPrefMetadata__uiHint
string
userInfo__userSettings__timezoneSigningPrefMetadata__uiOrder
string
userInfo__userSettings__timezoneSigningPrefMetadata__uiType
string
userInfo__userSettings__transactionPointSiteNameURL
string
userInfo__userSettings__transactionPointSiteNameURLMetadata__is21CFRPart11
string
userInfo__userSettings__transactionPointSiteNameURLMetadata__options
array
userInfo__userSettings__transactionPointSiteNameURLMetadata__rights
string
userInfo__userSettings__transactionPointSiteNameURLMetadata__uiHint
string
userInfo__userSettings__transactionPointSiteNameURLMetadata__uiOrder
string
userInfo__userSettings__transactionPointSiteNameURLMetadata__uiType
string
userInfo__userSettings__transactionPointUserName
string
userInfo__userSettings__transactionPointUserNameMetadata__is21CFRPart11
string
userInfo__userSettings__transactionPointUserNameMetadata__options
array
userInfo__userSettings__transactionPointUserNameMetadata__rights
string
userInfo__userSettings__transactionPointUserNameMetadata__uiHint
string
userInfo__userSettings__transactionPointUserNameMetadata__uiOrder
string
userInfo__userSettings__transactionPointUserNameMetadata__uiType
string
userInfo__userSettings__vaultingMode
string
userInfo__userSettings__vaultingModeMetadata__is21CFRPart11
string
userInfo__userSettings__vaultingModeMetadata__options
array
userInfo__userSettings__vaultingModeMetadata__rights
string
userInfo__userSettings__vaultingModeMetadata__uiHint
string
userInfo__userSettings__vaultingModeMetadata__uiOrder
string
userInfo__userSettings__vaultingModeMetadata__uiType
string
userInfo__userSettings__webForms
string
userInfo__userSettings__webFormsMetadata__is21CFRPart11
string
userInfo__userSettings__webFormsMetadata__options
array
userInfo__userSettings__webFormsMetadata__rights
string
userInfo__userSettings__webFormsMetadata__uiHint
string
userInfo__userSettings__webFormsMetadata__uiOrder
string
userInfo__userSettings__webFormsMetadata__uiType
string
userInfo__userStatus
string
userInfo__userType
string
userInfo__workAddress__address1
string
userInfo__workAddress__address2
string
userInfo__workAddress__city
string
userInfo__workAddress__country
string
userInfo__workAddress__fax
string
userInfo__workAddress__phone
string
userInfo__workAddress__postalCode
string
userInfo__workAddress__stateOrProvince
string
userInfo__workAddress__zipPlus4
string

Action Response

data
object
successful
boolean
error

This 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 receiving webhooks, data format preferences, and integration details with salesforce. use this endpoint when you need to change the behavior of your connect configuration, such as enabling or disabling it, updating the notification url, or modifying the events that trigger updates. it’s particularly useful for adjusting your integration as your application’s needs evolve or when troubleshooting issues with your webhook setup. note that this endpoint requires account administrator privileges and connect must be enabled on the account. be cautious when updating critical settings like ‘requiresacknowledgement’ or ‘usesoapinterface’, as they can significantly impact how your application receives and processes docusign notifications.

Action Parameters

accountId
string
allowEnvelopePublish
string
allowSalesforcePublish
string
allUsers
string
allUsersExcept
string
configurationType
string
connectId
string
deliveryMode
string
disabledBy
string
enableLog
string
envelopeEvents
array
eventData__format
string
eventData__includeData
array
eventData__version
string
events
array
externalFolderId
string
externalFolderLabel
string
groupIds
array
includeCertificateOfCompletion
string
includeCertSoapHeader
string
includeDocumentFields
string
includeDocuments
string
includeEnvelopeVoidReason
string
includeHMAC
string
includeOAuth
string
includeSenderAccountasCustomField
string
includeTimeZoneInformation
string
integratorManaged
string
name
string
password
string
recipientEvents
array
requireMutualTls
string
requiresAcknowledgement
string
salesforceApiVersion
string
salesforceAuthcode
string
salesforceCallBackUrl
string
salesforceDocumentsAsContentFiles
string
senderOverride
string
senderSelectableItems
array
sfObjects
array
signMessageWithX509Certificate
string
soapNamespace
string
urlToPublishTo
string
userIds
array
userName
string
useSoapInterface
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
templateId
stringRequired
listCustomFields
array
textCustomFields
array

Action Response

data
object
successful
boolean
error

This endpoint updates an existing account permission profile in docusign. it allows administrators to modify various settings and permissions for users associated with the profile, providing granular control over user capabilities within the docusign platform. the endpoint is used to customize user access rights, configure notification preferences, and set other account-specific options. it’s particularly useful for maintaining security and tailoring user experiences based on roles or departments within an organization. note that this endpoint requires administrative access and should be used cautiously, as changes can significantly impact user abilities and workflow processes.

Action Parameters

accountId
string
permissionProfileId
stringRequired
include
string
modifiedByUsername
string
modifiedDateTime
string
permissionProfileName
string
settings__allowAccountManagement
string
settings__allowAccountManagementMetadata__is21CFRPart11
string
settings__allowAccountManagementMetadata__options
array
settings__allowAccountManagementMetadata__rights
string
settings__allowAccountManagementMetadata__uiHint
string
settings__allowAccountManagementMetadata__uiOrder
string
settings__allowAccountManagementMetadata__uiType
string
settings__allowApiAccess
string
settings__allowApiAccessMetadata__is21CFRPart11
string
settings__allowApiAccessMetadata__options
array
settings__allowApiAccessMetadata__rights
string
settings__allowApiAccessMetadata__uiHint
string
settings__allowApiAccessMetadata__uiOrder
string
settings__allowApiAccessMetadata__uiType
string
settings__allowApiAccessToAccount
string
settings__allowApiAccessToAccountMetadata__is21CFRPart11
string
settings__allowApiAccessToAccountMetadata__options
array
settings__allowApiAccessToAccountMetadata__rights
string
settings__allowApiAccessToAccountMetadata__uiHint
string
settings__allowApiAccessToAccountMetadata__uiOrder
string
settings__allowApiAccessToAccountMetadata__uiType
string
settings__allowApiSendingOnBehalfOfOthers
string
settings__allowApiSendingOnBehalfOfOthersMetadata__is21CFRPart11
string
settings__allowApiSendingOnBehalfOfOthersMetadata__options
array
settings__allowApiSendingOnBehalfOfOthersMetadata__rights
string
settings__allowApiSendingOnBehalfOfOthersMetadata__uiHint
string
settings__allowApiSendingOnBehalfOfOthersMetadata__uiOrder
string
settings__allowApiSendingOnBehalfOfOthersMetadata__uiType
string
settings__allowApiSequentialSigning
string
settings__allowApiSequentialSigningMetadata__is21CFRPart11
string
settings__allowApiSequentialSigningMetadata__options
array
settings__allowApiSequentialSigningMetadata__rights
string
settings__allowApiSequentialSigningMetadata__uiHint
string
settings__allowApiSequentialSigningMetadata__uiOrder
string
settings__allowApiSequentialSigningMetadata__uiType
string
settings__allowAutoTagging
string
settings__allowAutoTaggingMetadata__is21CFRPart11
string
settings__allowAutoTaggingMetadata__options
array
settings__allowAutoTaggingMetadata__rights
string
settings__allowAutoTaggingMetadata__uiHint
string
settings__allowAutoTaggingMetadata__uiOrder
string
settings__allowAutoTaggingMetadata__uiType
string
settings__allowBulkSending
string
settings__allowBulkSendingMetadata__is21CFRPart11
string
settings__allowBulkSendingMetadata__options
array
settings__allowBulkSendingMetadata__rights
string
settings__allowBulkSendingMetadata__uiHint
string
settings__allowBulkSendingMetadata__uiOrder
string
settings__allowBulkSendingMetadata__uiType
string
settings__allowDocuSignDesktopClient
string
settings__allowDocuSignDesktopClientMetadata__is21CFRPart11
string
settings__allowDocuSignDesktopClientMetadata__options
array
settings__allowDocuSignDesktopClientMetadata__rights
string
settings__allowDocuSignDesktopClientMetadata__uiHint
string
settings__allowDocuSignDesktopClientMetadata__uiOrder
string
settings__allowDocuSignDesktopClientMetadata__uiType
string
settings__allowedAddressBookAccess
string
settings__allowedAddressBookAccessMetadata__is21CFRPart11
string
settings__allowedAddressBookAccessMetadata__options
array
settings__allowedAddressBookAccessMetadata__rights
string
settings__allowedAddressBookAccessMetadata__uiHint
string
settings__allowedAddressBookAccessMetadata__uiOrder
string
settings__allowedAddressBookAccessMetadata__uiType
string
settings__allowedClickwrapsAccess
string
settings__allowedClickwrapsAccessMetadata__is21CFRPart11
string
settings__allowedClickwrapsAccessMetadata__options
array
settings__allowedClickwrapsAccessMetadata__rights
string
settings__allowedClickwrapsAccessMetadata__uiHint
string
settings__allowedClickwrapsAccessMetadata__uiOrder
string
settings__allowedClickwrapsAccessMetadata__uiType
string
settings__allowedOrchestrationAccess
string
settings__allowedOrchestrationAccessMetadata__is21CFRPart11
string
settings__allowedOrchestrationAccessMetadata__options
array
settings__allowedOrchestrationAccessMetadata__rights
string
settings__allowedOrchestrationAccessMetadata__uiHint
string
settings__allowedOrchestrationAccessMetadata__uiOrder
string
settings__allowedOrchestrationAccessMetadata__uiType
string
settings__allowedTemplateAccess
string
settings__allowedTemplateAccessMetadata__is21CFRPart11
string
settings__allowedTemplateAccessMetadata__options
array
settings__allowedTemplateAccessMetadata__rights
string
settings__allowedTemplateAccessMetadata__uiHint
string
settings__allowedTemplateAccessMetadata__uiOrder
string
settings__allowedTemplateAccessMetadata__uiType
string
settings__allowedToBeEnvelopeTransferRecipient
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__is21CFRPart11
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__options
array
settings__allowedToBeEnvelopeTransferRecipientMetadata__rights
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__uiHint
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__uiOrder
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__uiType
string
settings__allowEnvelopeSending
string
settings__allowEnvelopeSendingMetadata__is21CFRPart11
string
settings__allowEnvelopeSendingMetadata__options
array
settings__allowEnvelopeSendingMetadata__rights
string
settings__allowEnvelopeSendingMetadata__uiHint
string
settings__allowEnvelopeSendingMetadata__uiOrder
string
settings__allowEnvelopeSendingMetadata__uiType
string
settings__allowESealRecipients
string
settings__allowESealRecipientsMetadata__is21CFRPart11
string
settings__allowESealRecipientsMetadata__options
array
settings__allowESealRecipientsMetadata__rights
string
settings__allowESealRecipientsMetadata__uiHint
string
settings__allowESealRecipientsMetadata__uiOrder
string
settings__allowESealRecipientsMetadata__uiType
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopes
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__is21CFRPart11
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__options
array
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__rights
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__uiHint
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__uiOrder
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__uiType
string
settings__allowSendersToSetRecipientEmailLanguage
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__is21CFRPart11
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__options
array
settings__allowSendersToSetRecipientEmailLanguageMetadata__rights
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__uiHint
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__uiOrder
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__uiType
string
settings__allowSignerAttachments
string
settings__allowSignerAttachmentsMetadata__is21CFRPart11
string
settings__allowSignerAttachmentsMetadata__options
array
settings__allowSignerAttachmentsMetadata__rights
string
settings__allowSignerAttachmentsMetadata__uiHint
string
settings__allowSignerAttachmentsMetadata__uiOrder
string
settings__allowSignerAttachmentsMetadata__uiType
string
settings__allowSupplementalDocuments
string
settings__allowSupplementalDocumentsMetadata__is21CFRPart11
string
settings__allowSupplementalDocumentsMetadata__options
array
settings__allowSupplementalDocumentsMetadata__rights
string
settings__allowSupplementalDocumentsMetadata__uiHint
string
settings__allowSupplementalDocumentsMetadata__uiOrder
string
settings__allowSupplementalDocumentsMetadata__uiType
string
settings__allowTaggingInSendAndCorrect
string
settings__allowTaggingInSendAndCorrectMetadata__is21CFRPart11
string
settings__allowTaggingInSendAndCorrectMetadata__options
array
settings__allowTaggingInSendAndCorrectMetadata__rights
string
settings__allowTaggingInSendAndCorrectMetadata__uiHint
string
settings__allowTaggingInSendAndCorrectMetadata__uiOrder
string
settings__allowTaggingInSendAndCorrectMetadata__uiType
string
settings__allowTransactions
string
settings__allowTransactionsMetadata__is21CFRPart11
string
settings__allowTransactionsMetadata__options
array
settings__allowTransactionsMetadata__rights
string
settings__allowTransactionsMetadata__uiHint
string
settings__allowTransactionsMetadata__uiOrder
string
settings__allowTransactionsMetadata__uiType
string
settings__allowVaulting
string
settings__allowVaultingMetadata__is21CFRPart11
string
settings__allowVaultingMetadata__options
array
settings__allowVaultingMetadata__rights
string
settings__allowVaultingMetadata__uiHint
string
settings__allowVaultingMetadata__uiOrder
string
settings__allowVaultingMetadata__uiType
string
settings__allowWetSigningOverride
string
settings__allowWetSigningOverrideMetadata__is21CFRPart11
string
settings__allowWetSigningOverrideMetadata__options
array
settings__allowWetSigningOverrideMetadata__rights
string
settings__allowWetSigningOverrideMetadata__uiHint
string
settings__allowWetSigningOverrideMetadata__uiOrder
string
settings__allowWetSigningOverrideMetadata__uiType
string
settings__canCreateTransaction
string
settings__canCreateTransactionMetadata__is21CFRPart11
string
settings__canCreateTransactionMetadata__options
array
settings__canCreateTransactionMetadata__rights
string
settings__canCreateTransactionMetadata__uiHint
string
settings__canCreateTransactionMetadata__uiOrder
string
settings__canCreateTransactionMetadata__uiType
string
settings__canCreateWorkspaces
string
settings__canCreateWorkspacesMetadata__is21CFRPart11
string
settings__canCreateWorkspacesMetadata__options
array
settings__canCreateWorkspacesMetadata__rights
string
settings__canCreateWorkspacesMetadata__uiHint
string
settings__canCreateWorkspacesMetadata__uiOrder
string
settings__canCreateWorkspacesMetadata__uiType
string
settings__canDeleteDocumentsInTransaction
string
settings__canDeleteDocumentsInTransactionMetadata__is21CFRPart11
string
settings__canDeleteDocumentsInTransactionMetadata__options
array
settings__canDeleteDocumentsInTransactionMetadata__rights
string
settings__canDeleteDocumentsInTransactionMetadata__uiHint
string
settings__canDeleteDocumentsInTransactionMetadata__uiOrder
string
settings__canDeleteDocumentsInTransactionMetadata__uiType
string
settings__canDeleteTransaction
string
settings__canDeleteTransactionMetadata__is21CFRPart11
string
settings__canDeleteTransactionMetadata__options
array
settings__canDeleteTransactionMetadata__rights
string
settings__canDeleteTransactionMetadata__uiHint
string
settings__canDeleteTransactionMetadata__uiOrder
string
settings__canDeleteTransactionMetadata__uiType
string
settings__canSendEnvelopesViaSMS
string
settings__canSendEnvelopesViaSMSMetadata__is21CFRPart11
string
settings__canSendEnvelopesViaSMSMetadata__options
array
settings__canSendEnvelopesViaSMSMetadata__rights
string
settings__canSendEnvelopesViaSMSMetadata__uiHint
string
settings__canSendEnvelopesViaSMSMetadata__uiOrder
string
settings__canSendEnvelopesViaSMSMetadata__uiType
string
settings__disableDocumentUpload
string
settings__disableDocumentUploadMetadata__is21CFRPart11
string
settings__disableDocumentUploadMetadata__options
array
settings__disableDocumentUploadMetadata__rights
string
settings__disableDocumentUploadMetadata__uiHint
string
settings__disableDocumentUploadMetadata__uiOrder
string
settings__disableDocumentUploadMetadata__uiType
string
settings__disableOtherActions
string
settings__disableOtherActionsMetadata__is21CFRPart11
string
settings__disableOtherActionsMetadata__options
array
settings__disableOtherActionsMetadata__rights
string
settings__disableOtherActionsMetadata__uiHint
string
settings__disableOtherActionsMetadata__uiOrder
string
settings__disableOtherActionsMetadata__uiType
string
settings__enableApiRequestLogging
string
settings__enableApiRequestLoggingMetadata__is21CFRPart11
string
settings__enableApiRequestLoggingMetadata__options
array
settings__enableApiRequestLoggingMetadata__rights
string
settings__enableApiRequestLoggingMetadata__uiHint
string
settings__enableApiRequestLoggingMetadata__uiOrder
string
settings__enableApiRequestLoggingMetadata__uiType
string
settings__enableKeyTermsSuggestionsByDocumentType
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__is21CFRPart11
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__options
array
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__rights
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__uiHint
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__uiOrder
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__uiType
string
settings__enableRecipientViewingNotifications
string
settings__enableRecipientViewingNotificationsMetadata__is21CFRPart11
string
settings__enableRecipientViewingNotificationsMetadata__options
array
settings__enableRecipientViewingNotificationsMetadata__rights
string
settings__enableRecipientViewingNotificationsMetadata__uiHint
string
settings__enableRecipientViewingNotificationsMetadata__uiOrder
string
settings__enableRecipientViewingNotificationsMetadata__uiType
string
settings__enableSequentialSigningInterface
string
settings__enableSequentialSigningInterfaceMetadata__is21CFRPart11
string
settings__enableSequentialSigningInterfaceMetadata__options
array
settings__enableSequentialSigningInterfaceMetadata__rights
string
settings__enableSequentialSigningInterfaceMetadata__uiHint
string
settings__enableSequentialSigningInterfaceMetadata__uiOrder
string
settings__enableSequentialSigningInterfaceMetadata__uiType
string
settings__enableTransactionPointIntegration
string
settings__enableTransactionPointIntegrationMetadata__is21CFRPart11
string
settings__enableTransactionPointIntegrationMetadata__options
array
settings__enableTransactionPointIntegrationMetadata__rights
string
settings__enableTransactionPointIntegrationMetadata__uiHint
string
settings__enableTransactionPointIntegrationMetadata__uiOrder
string
settings__enableTransactionPointIntegrationMetadata__uiType
string
settings__powerFormRole
string
settings__powerFormRoleMetadata__is21CFRPart11
string
settings__powerFormRoleMetadata__options
array
settings__powerFormRoleMetadata__rights
string
settings__powerFormRoleMetadata__uiHint
string
settings__powerFormRoleMetadata__uiOrder
string
settings__powerFormRoleMetadata__uiType
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinks
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__is21CFRPart11
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__options
array
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__rights
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__uiHint
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__uiOrder
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__uiType
string
settings__signingUiVersionMetadata__is21CFRPart11
string
settings__signingUiVersionMetadata__options
array
settings__signingUiVersionMetadata__rights
string
settings__signingUiVersionMetadata__uiHint
string
settings__signingUiVersionMetadata__uiOrder
string
settings__signingUiVersionMetadata__uiType
string
settings__supplementalDocumentsMustAccept
string
settings__supplementalDocumentsMustAcceptMetadata__is21CFRPart11
string
settings__supplementalDocumentsMustAcceptMetadata__options
array
settings__supplementalDocumentsMustAcceptMetadata__rights
string
settings__supplementalDocumentsMustAcceptMetadata__uiHint
string
settings__supplementalDocumentsMustAcceptMetadata__uiOrder
string
settings__supplementalDocumentsMustAcceptMetadata__uiType
string
settings__supplementalDocumentsMustRead
string
settings__supplementalDocumentsMustReadMetadata__is21CFRPart11
string
settings__supplementalDocumentsMustReadMetadata__options
array
settings__supplementalDocumentsMustReadMetadata__rights
string
settings__supplementalDocumentsMustReadMetadata__uiHint
string
settings__supplementalDocumentsMustReadMetadata__uiOrder
string
settings__supplementalDocumentsMustReadMetadata__uiType
string
settings__supplementalDocumentsMustView
string
settings__supplementalDocumentsMustViewMetadata__is21CFRPart11
string
settings__supplementalDocumentsMustViewMetadata__options
array
settings__supplementalDocumentsMustViewMetadata__rights
string
settings__supplementalDocumentsMustViewMetadata__uiHint
string
settings__supplementalDocumentsMustViewMetadata__uiOrder
string
settings__supplementalDocumentsMustViewMetadata__uiType
string
settings__useNewDocuSignExperienceInterface
string
settings__useNewDocuSignExperienceInterfaceMetadata__is21CFRPart11
string
settings__useNewDocuSignExperienceInterfaceMetadata__options
array
settings__useNewDocuSignExperienceInterfaceMetadata__rights
string
settings__useNewDocuSignExperienceInterfaceMetadata__uiHint
string
settings__useNewDocuSignExperienceInterfaceMetadata__uiOrder
string
settings__useNewDocuSignExperienceInterfaceMetadata__uiType
string
settings__useNewSendingInterface
string
settings__useNewSendingInterfaceMetadata__is21CFRPart11
string
settings__useNewSendingInterfaceMetadata__options
array
settings__useNewSendingInterfaceMetadata__rights
string
settings__useNewSendingInterfaceMetadata__uiHint
string
settings__useNewSendingInterfaceMetadata__uiOrder
string
settings__useNewSendingInterfaceMetadata__uiType
string
settings__vaultingMode
string
settings__vaultingModeMetadata__is21CFRPart11
string
settings__vaultingModeMetadata__options
array
settings__vaultingModeMetadata__rights
string
settings__vaultingModeMetadata__uiHint
string
settings__vaultingModeMetadata__uiOrder
string
settings__vaultingModeMetadata__uiType
string
settings__webForms
string
settings__webFormsMetadata__is21CFRPart11
string
settings__webFormsMetadata__options
array
settings__webFormsMetadata__rights
string
settings__webFormsMetadata__uiHint
string
settings__webFormsMetadata__uiOrder
string
settings__webFormsMetadata__uiType
string
userCount
string
users
array

Action Response

data
object
successful
boolean
error

Retrieves 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 particularly useful for accounting purposes, reconciliation, or generating financial reports. by default, it returns payment information for the last 365 days, but you can specify a custom date range using query parameters. the response is paginated, allowing you to handle large datasets efficiently. note that this endpoint requires account administrator privileges and should be used cautiously to protect sensitive financial information.

Action Parameters

accountId
string
from_date
string
to_date
string

Action Response

data
object
successful
boolean
error

Deletes 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 it to manual sending only. it’s particularly useful for updating or removing outdated scheduling configurations. be cautious when using this endpoint, as it permanently removes all scheduled sending rules for the specified template, and this action cannot be undone. ensure that you have the correct template id and that removing the scheduled sending is indeed the intended action, as it may impact automated document workflows within your organization.

Action Parameters

accountId
string
templateId
stringRequired

Action Response

data
object
successful
boolean
error

Sets the envelope purge configuration for a specified docusign account, allowing account administrators to define automatic document removal policies for completed and voided envelopes. this endpoint enables configuration of purge settings, including retention period, pii redaction, and removal of associated tabs and attachments. it should be used when setting up or updating document retention and purging policies for an account. the method requires account administrator privileges and is currently in beta status. note that enabling pii redaction requires also enabling the removal of tabs and envelope attachments.

Action Parameters

accountId
string
purgeEnvelopes
string
redactPII
string
removeTabsAndEnvelopeAttachments
string
retentionDays
string

Action Response

data
object
successful
boolean
error

Retrieves 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 card information associated with the account. it is particularly useful for obtaining an overview of an account’s billing status, available plan options, and payment details. the endpoint allows customization of the response through optional query parameters, enabling users to include or exclude specific information such as credit card details, downgrade options, metadata, and successor plans. this tool should be used when a detailed view of an account’s billing configuration is required, especially for account management, billing inquiries, or planning potential plan changes.

Action Parameters

accountId
string
include_credit_card_information
string
include_downgrade_information
string
include_metadata
string
include_successor_plans
string
include_tax_exempt_id
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

account_id
stringRequired
count
string
created_from_date
string
created_to_date
string
folder_ids
string
folder_types
string
from_date
string
include
string
is_deleted_template_only
string
is_download
string
modified_from_date
string
modified_to_date
string
order
string
order_by
string
search_fields
string
search_text
string
shared_by_me
string
start_position
string
template_ids
string
to_date
string
used_from_date
string
used_to_date
string
user_filter
string
user_id
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
preserve_template_recipient
string
documentTemplates
array

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
bulkAction
stringRequired
bulkSendBatchId
stringRequired
action
string
notification__expirations__expireAfter
string
notification__expirations__expireEnabled
string
notification__expirations__expireWarn
string
notification__reminders__reminderDelay
string
notification__reminders__reminderEnabled
string
notification__reminders__reminderFrequency
string
notification__useAccountDefaults
string
voidReason
string

Action Response

data
object
successful
boolean
error

Retrieves 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, ids, and optionally, member details. it’s particularly useful for managing and auditing signing groups across an organization. the endpoint supports filtering by group type and can include or exclude user information based on your needs. use this when you need to review, manage, or audit the signing groups in your docusign account. note that while it provides extensive group information, it does not modify any group settings or memberships.

Action Parameters

accountId
string
group_type
string
include_users
string

Action Response

data
object
successful
boolean
error

Retrieves the base resources available for the docusign esignature rest api. this endpoint provides developers with a comprehensive list of available api resources and their current configurations without requiring authentication or an integrator key. it’s particularly useful for api discovery, allowing developers to understand the capabilities and structure of the esignature api before implementation. the endpoint returns detailed information about each resource, including names, values, and any associated error details, which can be crucial for diagnosing issues or planning api integrations. while it doesn’t provide access to user-specific data, it serves as an essential tool for api exploration and troubleshooting.

Action Parameters

Action Response

data
object
successful
boolean
error

Retrieves a pdf transcript containing all comments added by senders and recipients to documents within a specific envelope in a docusign account. this endpoint is useful for obtaining a comprehensive record of all discussions and annotations related to the documents in an envelope. it should be used when a consolidated view of all comments is needed, such as for review, auditing, or record-keeping purposes. the response is a pdf file returned as a byte stream, which can be saved or processed as needed. note that the comments feature must be enabled in the account settings (set ‘enablesigningextensioncomments’ to true in accountsettingsinformation) for this endpoint to function. this tool does not provide individual comments or allow for adding or modifying comments.

Action Parameters

accountId
string
envelopeId
stringRequired
encoding
string

Action Response

data
object
successful
boolean
error

Retrieves the available rest api versions for docusign’s service. this endpoint provides crucial information about the current state of the api, including available versions, their corresponding urls, and some internal build details. it’s useful for developers who need to check api compatibility, plan for version upgrades, or diagnose potential issues. the endpoint can be accessed on both production and demo systems without requiring authentication or an integration key, making it ideal for quick service checks or initial api exploration. while it offers valuable version and build information, it does not provide details about specific api functionalities or user-related data.

Action Parameters

Action Response

data
object
successful
boolean
error

Retrieves 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 permanently removed from completed and voided envelopes after a specified retention period. it provides crucial information for managing document lifecycle, data privacy, and storage optimization within the docusign platform. the configuration includes settings for enabling purging, redacting personally identifiable information (pii), removing associated tabs and attachments, and specifying the retention period in days. this method should be used when auditing or reviewing an account’s document retention policies, or before making changes to the purge configuration. note that this endpoint is in beta status and requires account administrator privileges to access.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

This 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, and permissions. the endpoint is particularly useful for obtaining an in-depth view of a user’s configuration within the docusign system, including their authentication methods, email notification settings, and locale preferences. it should be used when detailed user information is required for account management, user customization, or auditing purposes. note that users can only access their own information, and the userid parameter must match the authenticated user’s id. the endpoint does not allow for modification of user settings; it is strictly for retrieval of existing information.

Action Parameters

accountId
string
userId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 webhook integrations and automated notifications. the retrieved configuration includes essential details such as the authorization server url, client id, client secret, and scope settings. this tool should be used when setting up or troubleshooting connect integrations, or when verifying the current oauth configuration for an account. it’s important to note that this endpoint requires account administrator privileges and connect must be enabled on the account to access this information. the tool does not modify any settings; it only retrieves the existing configuration.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves the current api request logging settings for the authenticated user in docusign. this endpoint provides information about whether api request logging is enabled, the maximum number of log entries allowed, and the remaining number of entries that can be logged. it is useful for developers and administrators who need to monitor or troubleshoot api usage, manage log storage, or ensure compliance with logging policies. the endpoint should be used when you need to check the current state of api request logging or verify remaining log capacity. it does not modify any settings or create new log entries.

Action Parameters

Action Response

data
object
successful
boolean
error

Retrieves 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 specific envelope, including expiration timelines and reminder schedules. it’s particularly useful when you need to verify or audit the notification settings for an envelope, especially in workflows where timely responses are critical. the endpoint does not modify any settings; it only provides read-only access to the current configuration.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint adds a new workflow step to an existing docusign template. it allows users to define complex routing and conditional recipient rules within the template’s workflow. the endpoint is used to create automated processes for document routing, including actions like pausing the workflow, implementing delayed sending, and setting up conditional recipient routing based on specific criteria. it’s particularly useful for templates that require sophisticated, multi-stage approval or review processes. the created workflow step can control the timing and conditions under which documents are sent to different recipients, enhancing the flexibility and automation of the document signing process. however, users should be aware that the complexity of the workflow increases with each added step, and careful planning is required to ensure the desired document flow is achieved.

Action Parameters

accountId
string
templateId
stringRequired
action
string
completedDate
string
delayedRouting__resumeDate
string
delayedRouting__rules
array
delayedRouting__status
string
itemId
string
recipientRouting__rules__conditionalRecipients
array
status
string
triggeredDate
string
triggerOnItem
string
workflowStepId
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
groupId
stringRequired
brands
array

Action Response

data
object
successful
boolean
error

This 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 recipients associated with the workflow step. the function can be used to implement time-based workflows, such as sending documents after a specified delay or at a future date. it’s particularly useful for managing complex document processes that require timed releases or staged approvals. the endpoint supports setting either a relative delay or an exact send date, but not both simultaneously. note that the maximum allowed delay is 30 days from the time of the request.

Action Parameters

accountId
string
templateId
stringRequired
workflowStepId
stringRequired
resumeDate
string
rules
array
status
string

Action Response

data
object
successful
boolean
error

Retrieves a specific logo used in a brand for a docusign account. this endpoint allows you to fetch the image file for a primary, secondary, or email logo associated with a particular brand in your docusign account. it’s useful for maintaining consistent branding across docusign documents and communications. the endpoint requires branding to be enabled for the account (either for signing, sending, or both). use this when you need to display or verify the current logo for a specific brand and logo type within your docusign integration.

Action Parameters

accountId
string
brandId
stringRequired
logoType
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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, payment cycles, methods, and pricing details in various currencies. it is particularly useful for administrators or financial teams who need to review or manage billing options for their organization. the endpoint returns all available plans without requiring any input parameters, making it ideal for generating a complete overview of billing options. note that some fields in the response are reserved for docusign internal use and may not be relevant for all users.

Action Parameters

Action Response

data
object
successful
boolean
error

Deletes all request log files associated with the docusign api. this endpoint is part of the diagnostics service and is used for maintenance and troubleshooting purposes. it should be used when you need to clean up or remove accumulated request logs, which can help in managing storage and maintaining system performance. the operation does not require any parameters and will delete all available request logs. use this endpoint with caution, as deleted logs cannot be recovered. it’s recommended to backup any critical log data before performing this operation.

Action Parameters

Action Response

data
object
successful
boolean
error

Retrieves user authorizations for a specified agent user within a docusign account. this endpoint allows you to fetch detailed information about the permissions granted to an agent user to act on behalf of other users in the account. it’s particularly useful for managing and auditing user access levels, especially in larger organizations with complex permission structures. the endpoint supports various filtering options and pagination, enabling efficient retrieval of specific authorization data.

Action Parameters

accountId
string
userId
stringRequired
active_only
string
count
string
email_substring
string
include_closed_users
string
permissions
string
start_position
string
user_name_substring
string

Action Response

data
object
successful
boolean
error

This 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 when you need to modify an existing stamp’s details, such as its image, font, size, or user permissions. the endpoint is particularly useful for maintaining up-to-date and personalized stamps for document signing. note that this operation will overwrite the existing stamp properties, so ensure all desired properties are included in the request, even if they haven’t changed.

Action Parameters

accountId
string
signatureId
stringRequired
close_existing_signature
string
dateStampProperties__dateAreaHeight
string
dateStampProperties__dateAreaWidth
string
dateStampProperties__dateAreaX
string
dateStampProperties__dateAreaY
string
disallowUserResizeStamp
string
externalID
string
imageType
string
isDefault
string
nrdsId
string
nrdsLastName
string
phoneticName
string
signatureFont
string
signatureGroups
array
signatureInitials
string
signatureName
string
signatureType
string
signatureUsers
array
stampFormat
string
stampSizeMM
string

Action Response

data
object
successful
boolean
error

Retrieves 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. it’s useful for account administrators and system integrations needing to verify or sync user configurations. note that users can only access their own information, even with admin rights.

Action Parameters

accountId
string
userId
stringRequired
additional_info
string
email
string

Action Response

data
object
successful
boolean
error

Deletes 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 privileges or being the principal user of the specified authorization. the operation is irreversible, so it should be used cautiously. this tool is particularly useful for managing access control and maintaining security by removing outdated or unnecessary user permissions. it does not provide information about existing authorizations or create new ones; it solely focuses on deletion.

Action Parameters

accountId
string
authorizationId
stringRequired
userId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint updates the electronic record and signature disclosure (ersd) for a docusign account. it allows administrators to customize the default disclosure, switch to a custom one, or update existing custom disclosures in multiple languages. the endpoint is essential for compliance and tailoring the signer experience. only account administrators can use this method, and changes may require unsigned recipients to accept a new disclosure version.

Action Parameters

accountId
string
langCode
stringRequired
include_metadata
string
accountEsignId
string
allowCDWithdraw
string
allowCDWithdrawMetadata__is21CFRPart11
string
allowCDWithdrawMetadata__options
array
allowCDWithdrawMetadata__rights
string
allowCDWithdrawMetadata__uiHint
string
allowCDWithdrawMetadata__uiOrder
string
allowCDWithdrawMetadata__uiType
string
changeEmail
string
changeEmailOther
string
companyName
string
companyPhone
string
copyCostPerPage
string
copyFeeCollectionMethod
string
copyRequestEmail
string
custom
string
enableEsign
string
esignAgreement
string
esignText
string
languageCode
string
mustAgreeToEsign
string
pdfId
string
useBrand
string
useConsumerDisclosureWithinAccount
string
useConsumerDisclosureWithinAccountMetadata__is21CFRPart11
string
useConsumerDisclosureWithinAccountMetadata__options
array
useConsumerDisclosureWithinAccountMetadata__rights
string
useConsumerDisclosureWithinAccountMetadata__uiHint
string
useConsumerDisclosureWithinAccountMetadata__uiOrder
string
useConsumerDisclosureWithinAccountMetadata__uiType
string
withdrawAddressLine1
string
withdrawAddressLine2
string
withdrawByEmail
string
withdrawByMail
string
withdrawByPhone
string
withdrawCity
string
withdrawConsequences
string
withdrawEmail
string
withdrawOther
string
withdrawPhone
string
withdrawPostalCode
string
withdrawState
string

Action Response

data
object
successful
boolean
error

Retrieves 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 attachment ids, types, and access controls. it’s important to note that this operation returns envelope attachments, which are different from signer attachments (user-visible documents). use this endpoint when you need to manage or review administrative files linked to an envelope. the api is currently in beta status, so it may be subject to changes in future versions. the response includes an array of attachment objects, each containing information like accesscontrol, attachmentid, and attachmenttype. error details are provided for both successful and failed requests.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 used when a chunked upload is no longer needed and hasn’t been used in other api calls. the endpoint cannot delete chunked uploads that have already been consumed or those that have expired. it’s recommended to explicitly delete unused chunked uploads rather than waiting for automatic expiration to manage your quota effectively. note that this api is currently in beta status and may be subject to changes.

Action Parameters

accountId
string
chunkedUploadId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
groupId
stringRequired
users
array

Action Response

data
object
successful
boolean
error

Retrieves 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, including standards-based signatures, that can be used within the account. it’s particularly useful when setting up or managing signature workflows, especially those involving identity verification. the endpoint returns provider names, display names, ids, and any required options, enabling developers to integrate various signature providers into their docusign-based applications or workflows.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves 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 within the docusign application, facilitating document selection for e-signature workflows. it supports pagination, sorting, and filtering options to efficiently manage large folders. use this endpoint when you need to list, locate, or select files from a user’s cloud storage for docusign operations. note that this endpoint only provides metadata about the items and does not download the actual file contents.

Action Parameters

accountId
string
serviceId
stringRequired
userId
stringRequired
cloud_storage_folder_path
string
count
string
order
string
order_by
string
search_text
string
start_position
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
folderId
stringRequired
workspaceId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
bccEmailArchiveId
string
created
string
createdBy__accountId
string
createdBy__accountName
string
createdBy__activationAccessCode
string
createdBy__email
string
createdBy__errorDetails__errorCode
string
createdBy__errorDetails__message
string
createdBy__ipAddress
string
createdBy__loginStatus
string
createdBy__membershipId
string
createdBy__sendActivationEmail
string
createdBy__uri
string
createdBy__userId
string
createdBy__userName
string
createdBy__userStatus
string
createdBy__userType
string
email
string
emailNotificationId
string
modified
string
modifiedBy__accountId
string
modifiedBy__accountName
string
modifiedBy__activationAccessCode
string
modifiedBy__email
string
modifiedBy__errorDetails__errorCode
string
modifiedBy__errorDetails__message
string
modifiedBy__ipAddress
string
modifiedBy__loginStatus
string
modifiedBy__membershipId
string
modifiedBy__sendActivationEmail
string
modifiedBy__uri
string
modifiedBy__userId
string
modifiedBy__userName
string
modifiedBy__userStatus
string
modifiedBy__userType
string
status
string
uri
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
bccEmailAddresses
array
replyEmailAddressOverride
string
replyEmailNameOverride
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
signingGroupId
stringRequired
users
array

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
include
string
modifiedByUsername
string
modifiedDateTime
string
permissionProfileId
string
permissionProfileName
string
settings__allowAccountManagement
string
settings__allowAccountManagementMetadata__is21CFRPart11
string
settings__allowAccountManagementMetadata__options
array
settings__allowAccountManagementMetadata__rights
string
settings__allowAccountManagementMetadata__uiHint
string
settings__allowAccountManagementMetadata__uiOrder
string
settings__allowAccountManagementMetadata__uiType
string
settings__allowApiAccess
string
settings__allowApiAccessMetadata__is21CFRPart11
string
settings__allowApiAccessMetadata__options
array
settings__allowApiAccessMetadata__rights
string
settings__allowApiAccessMetadata__uiHint
string
settings__allowApiAccessMetadata__uiOrder
string
settings__allowApiAccessMetadata__uiType
string
settings__allowApiAccessToAccount
string
settings__allowApiAccessToAccountMetadata__is21CFRPart11
string
settings__allowApiAccessToAccountMetadata__options
array
settings__allowApiAccessToAccountMetadata__rights
string
settings__allowApiAccessToAccountMetadata__uiHint
string
settings__allowApiAccessToAccountMetadata__uiOrder
string
settings__allowApiAccessToAccountMetadata__uiType
string
settings__allowApiSendingOnBehalfOfOthers
string
settings__allowApiSendingOnBehalfOfOthersMetadata__is21CFRPart11
string
settings__allowApiSendingOnBehalfOfOthersMetadata__options
array
settings__allowApiSendingOnBehalfOfOthersMetadata__rights
string
settings__allowApiSendingOnBehalfOfOthersMetadata__uiHint
string
settings__allowApiSendingOnBehalfOfOthersMetadata__uiOrder
string
settings__allowApiSendingOnBehalfOfOthersMetadata__uiType
string
settings__allowApiSequentialSigning
string
settings__allowApiSequentialSigningMetadata__is21CFRPart11
string
settings__allowApiSequentialSigningMetadata__options
array
settings__allowApiSequentialSigningMetadata__rights
string
settings__allowApiSequentialSigningMetadata__uiHint
string
settings__allowApiSequentialSigningMetadata__uiOrder
string
settings__allowApiSequentialSigningMetadata__uiType
string
settings__allowAutoTagging
string
settings__allowAutoTaggingMetadata__is21CFRPart11
string
settings__allowAutoTaggingMetadata__options
array
settings__allowAutoTaggingMetadata__rights
string
settings__allowAutoTaggingMetadata__uiHint
string
settings__allowAutoTaggingMetadata__uiOrder
string
settings__allowAutoTaggingMetadata__uiType
string
settings__allowBulkSending
string
settings__allowBulkSendingMetadata__is21CFRPart11
string
settings__allowBulkSendingMetadata__options
array
settings__allowBulkSendingMetadata__rights
string
settings__allowBulkSendingMetadata__uiHint
string
settings__allowBulkSendingMetadata__uiOrder
string
settings__allowBulkSendingMetadata__uiType
string
settings__allowDocuSignDesktopClient
string
settings__allowDocuSignDesktopClientMetadata__is21CFRPart11
string
settings__allowDocuSignDesktopClientMetadata__options
array
settings__allowDocuSignDesktopClientMetadata__rights
string
settings__allowDocuSignDesktopClientMetadata__uiHint
string
settings__allowDocuSignDesktopClientMetadata__uiOrder
string
settings__allowDocuSignDesktopClientMetadata__uiType
string
settings__allowedAddressBookAccess
string
settings__allowedAddressBookAccessMetadata__is21CFRPart11
string
settings__allowedAddressBookAccessMetadata__options
array
settings__allowedAddressBookAccessMetadata__rights
string
settings__allowedAddressBookAccessMetadata__uiHint
string
settings__allowedAddressBookAccessMetadata__uiOrder
string
settings__allowedAddressBookAccessMetadata__uiType
string
settings__allowedClickwrapsAccess
string
settings__allowedClickwrapsAccessMetadata__is21CFRPart11
string
settings__allowedClickwrapsAccessMetadata__options
array
settings__allowedClickwrapsAccessMetadata__rights
string
settings__allowedClickwrapsAccessMetadata__uiHint
string
settings__allowedClickwrapsAccessMetadata__uiOrder
string
settings__allowedClickwrapsAccessMetadata__uiType
string
settings__allowedOrchestrationAccess
string
settings__allowedOrchestrationAccessMetadata__is21CFRPart11
string
settings__allowedOrchestrationAccessMetadata__options
array
settings__allowedOrchestrationAccessMetadata__rights
string
settings__allowedOrchestrationAccessMetadata__uiHint
string
settings__allowedOrchestrationAccessMetadata__uiOrder
string
settings__allowedOrchestrationAccessMetadata__uiType
string
settings__allowedTemplateAccess
string
settings__allowedTemplateAccessMetadata__is21CFRPart11
string
settings__allowedTemplateAccessMetadata__options
array
settings__allowedTemplateAccessMetadata__rights
string
settings__allowedTemplateAccessMetadata__uiHint
string
settings__allowedTemplateAccessMetadata__uiOrder
string
settings__allowedTemplateAccessMetadata__uiType
string
settings__allowedToBeEnvelopeTransferRecipient
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__is21CFRPart11
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__options
array
settings__allowedToBeEnvelopeTransferRecipientMetadata__rights
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__uiHint
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__uiOrder
string
settings__allowedToBeEnvelopeTransferRecipientMetadata__uiType
string
settings__allowEnvelopeSending
string
settings__allowEnvelopeSendingMetadata__is21CFRPart11
string
settings__allowEnvelopeSendingMetadata__options
array
settings__allowEnvelopeSendingMetadata__rights
string
settings__allowEnvelopeSendingMetadata__uiHint
string
settings__allowEnvelopeSendingMetadata__uiOrder
string
settings__allowEnvelopeSendingMetadata__uiType
string
settings__allowESealRecipients
string
settings__allowESealRecipientsMetadata__is21CFRPart11
string
settings__allowESealRecipientsMetadata__options
array
settings__allowESealRecipientsMetadata__rights
string
settings__allowESealRecipientsMetadata__uiHint
string
settings__allowESealRecipientsMetadata__uiOrder
string
settings__allowESealRecipientsMetadata__uiType
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopes
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__is21CFRPart11
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__options
array
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__rights
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__uiHint
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__uiOrder
string
settings__allowPowerFormsAdminToAccessAllPowerFormEnvelopesMetadata__uiType
string
settings__allowSendersToSetRecipientEmailLanguage
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__is21CFRPart11
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__options
array
settings__allowSendersToSetRecipientEmailLanguageMetadata__rights
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__uiHint
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__uiOrder
string
settings__allowSendersToSetRecipientEmailLanguageMetadata__uiType
string
settings__allowSignerAttachments
string
settings__allowSignerAttachmentsMetadata__is21CFRPart11
string
settings__allowSignerAttachmentsMetadata__options
array
settings__allowSignerAttachmentsMetadata__rights
string
settings__allowSignerAttachmentsMetadata__uiHint
string
settings__allowSignerAttachmentsMetadata__uiOrder
string
settings__allowSignerAttachmentsMetadata__uiType
string
settings__allowSupplementalDocuments
string
settings__allowSupplementalDocumentsMetadata__is21CFRPart11
string
settings__allowSupplementalDocumentsMetadata__options
array
settings__allowSupplementalDocumentsMetadata__rights
string
settings__allowSupplementalDocumentsMetadata__uiHint
string
settings__allowSupplementalDocumentsMetadata__uiOrder
string
settings__allowSupplementalDocumentsMetadata__uiType
string
settings__allowTaggingInSendAndCorrect
string
settings__allowTaggingInSendAndCorrectMetadata__is21CFRPart11
string
settings__allowTaggingInSendAndCorrectMetadata__options
array
settings__allowTaggingInSendAndCorrectMetadata__rights
string
settings__allowTaggingInSendAndCorrectMetadata__uiHint
string
settings__allowTaggingInSendAndCorrectMetadata__uiOrder
string
settings__allowTaggingInSendAndCorrectMetadata__uiType
string
settings__allowTransactions
string
settings__allowTransactionsMetadata__is21CFRPart11
string
settings__allowTransactionsMetadata__options
array
settings__allowTransactionsMetadata__rights
string
settings__allowTransactionsMetadata__uiHint
string
settings__allowTransactionsMetadata__uiOrder
string
settings__allowTransactionsMetadata__uiType
string
settings__allowVaulting
string
settings__allowVaultingMetadata__is21CFRPart11
string
settings__allowVaultingMetadata__options
array
settings__allowVaultingMetadata__rights
string
settings__allowVaultingMetadata__uiHint
string
settings__allowVaultingMetadata__uiOrder
string
settings__allowVaultingMetadata__uiType
string
settings__allowWetSigningOverride
string
settings__allowWetSigningOverrideMetadata__is21CFRPart11
string
settings__allowWetSigningOverrideMetadata__options
array
settings__allowWetSigningOverrideMetadata__rights
string
settings__allowWetSigningOverrideMetadata__uiHint
string
settings__allowWetSigningOverrideMetadata__uiOrder
string
settings__allowWetSigningOverrideMetadata__uiType
string
settings__canCreateTransaction
string
settings__canCreateTransactionMetadata__is21CFRPart11
string
settings__canCreateTransactionMetadata__options
array
settings__canCreateTransactionMetadata__rights
string
settings__canCreateTransactionMetadata__uiHint
string
settings__canCreateTransactionMetadata__uiOrder
string
settings__canCreateTransactionMetadata__uiType
string
settings__canCreateWorkspaces
string
settings__canCreateWorkspacesMetadata__is21CFRPart11
string
settings__canCreateWorkspacesMetadata__options
array
settings__canCreateWorkspacesMetadata__rights
string
settings__canCreateWorkspacesMetadata__uiHint
string
settings__canCreateWorkspacesMetadata__uiOrder
string
settings__canCreateWorkspacesMetadata__uiType
string
settings__canDeleteDocumentsInTransaction
string
settings__canDeleteDocumentsInTransactionMetadata__is21CFRPart11
string
settings__canDeleteDocumentsInTransactionMetadata__options
array
settings__canDeleteDocumentsInTransactionMetadata__rights
string
settings__canDeleteDocumentsInTransactionMetadata__uiHint
string
settings__canDeleteDocumentsInTransactionMetadata__uiOrder
string
settings__canDeleteDocumentsInTransactionMetadata__uiType
string
settings__canDeleteTransaction
string
settings__canDeleteTransactionMetadata__is21CFRPart11
string
settings__canDeleteTransactionMetadata__options
array
settings__canDeleteTransactionMetadata__rights
string
settings__canDeleteTransactionMetadata__uiHint
string
settings__canDeleteTransactionMetadata__uiOrder
string
settings__canDeleteTransactionMetadata__uiType
string
settings__canSendEnvelopesViaSMS
string
settings__canSendEnvelopesViaSMSMetadata__is21CFRPart11
string
settings__canSendEnvelopesViaSMSMetadata__options
array
settings__canSendEnvelopesViaSMSMetadata__rights
string
settings__canSendEnvelopesViaSMSMetadata__uiHint
string
settings__canSendEnvelopesViaSMSMetadata__uiOrder
string
settings__canSendEnvelopesViaSMSMetadata__uiType
string
settings__disableDocumentUpload
string
settings__disableDocumentUploadMetadata__is21CFRPart11
string
settings__disableDocumentUploadMetadata__options
array
settings__disableDocumentUploadMetadata__rights
string
settings__disableDocumentUploadMetadata__uiHint
string
settings__disableDocumentUploadMetadata__uiOrder
string
settings__disableDocumentUploadMetadata__uiType
string
settings__disableOtherActions
string
settings__disableOtherActionsMetadata__is21CFRPart11
string
settings__disableOtherActionsMetadata__options
array
settings__disableOtherActionsMetadata__rights
string
settings__disableOtherActionsMetadata__uiHint
string
settings__disableOtherActionsMetadata__uiOrder
string
settings__disableOtherActionsMetadata__uiType
string
settings__enableApiRequestLogging
string
settings__enableApiRequestLoggingMetadata__is21CFRPart11
string
settings__enableApiRequestLoggingMetadata__options
array
settings__enableApiRequestLoggingMetadata__rights
string
settings__enableApiRequestLoggingMetadata__uiHint
string
settings__enableApiRequestLoggingMetadata__uiOrder
string
settings__enableApiRequestLoggingMetadata__uiType
string
settings__enableKeyTermsSuggestionsByDocumentType
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__is21CFRPart11
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__options
array
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__rights
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__uiHint
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__uiOrder
string
settings__enableKeyTermsSuggestionsByDocumentTypeMetadata__uiType
string
settings__enableRecipientViewingNotifications
string
settings__enableRecipientViewingNotificationsMetadata__is21CFRPart11
string
settings__enableRecipientViewingNotificationsMetadata__options
array
settings__enableRecipientViewingNotificationsMetadata__rights
string
settings__enableRecipientViewingNotificationsMetadata__uiHint
string
settings__enableRecipientViewingNotificationsMetadata__uiOrder
string
settings__enableRecipientViewingNotificationsMetadata__uiType
string
settings__enableSequentialSigningInterface
string
settings__enableSequentialSigningInterfaceMetadata__is21CFRPart11
string
settings__enableSequentialSigningInterfaceMetadata__options
array
settings__enableSequentialSigningInterfaceMetadata__rights
string
settings__enableSequentialSigningInterfaceMetadata__uiHint
string
settings__enableSequentialSigningInterfaceMetadata__uiOrder
string
settings__enableSequentialSigningInterfaceMetadata__uiType
string
settings__enableTransactionPointIntegration
string
settings__enableTransactionPointIntegrationMetadata__is21CFRPart11
string
settings__enableTransactionPointIntegrationMetadata__options
array
settings__enableTransactionPointIntegrationMetadata__rights
string
settings__enableTransactionPointIntegrationMetadata__uiHint
string
settings__enableTransactionPointIntegrationMetadata__uiOrder
string
settings__enableTransactionPointIntegrationMetadata__uiType
string
settings__powerFormRole
string
settings__powerFormRoleMetadata__is21CFRPart11
string
settings__powerFormRoleMetadata__options
array
settings__powerFormRoleMetadata__rights
string
settings__powerFormRoleMetadata__uiHint
string
settings__powerFormRoleMetadata__uiOrder
string
settings__powerFormRoleMetadata__uiType
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinks
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__is21CFRPart11
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__options
array
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__rights
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__uiHint
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__uiOrder
string
settings__receiveCompletedSelfSignedDocumentsAsEmailLinksMetadata__uiType
string
settings__signingUiVersionMetadata__is21CFRPart11
string
settings__signingUiVersionMetadata__options
array
settings__signingUiVersionMetadata__rights
string
settings__signingUiVersionMetadata__uiHint
string
settings__signingUiVersionMetadata__uiOrder
string
settings__signingUiVersionMetadata__uiType
string
settings__supplementalDocumentsMustAccept
string
settings__supplementalDocumentsMustAcceptMetadata__is21CFRPart11
string
settings__supplementalDocumentsMustAcceptMetadata__options
array
settings__supplementalDocumentsMustAcceptMetadata__rights
string
settings__supplementalDocumentsMustAcceptMetadata__uiHint
string
settings__supplementalDocumentsMustAcceptMetadata__uiOrder
string
settings__supplementalDocumentsMustAcceptMetadata__uiType
string
settings__supplementalDocumentsMustRead
string
settings__supplementalDocumentsMustReadMetadata__is21CFRPart11
string
settings__supplementalDocumentsMustReadMetadata__options
array
settings__supplementalDocumentsMustReadMetadata__rights
string
settings__supplementalDocumentsMustReadMetadata__uiHint
string
settings__supplementalDocumentsMustReadMetadata__uiOrder
string
settings__supplementalDocumentsMustReadMetadata__uiType
string
settings__supplementalDocumentsMustView
string
settings__supplementalDocumentsMustViewMetadata__is21CFRPart11
string
settings__supplementalDocumentsMustViewMetadata__options
array
settings__supplementalDocumentsMustViewMetadata__rights
string
settings__supplementalDocumentsMustViewMetadata__uiHint
string
settings__supplementalDocumentsMustViewMetadata__uiOrder
string
settings__supplementalDocumentsMustViewMetadata__uiType
string
settings__useNewDocuSignExperienceInterface
string
settings__useNewDocuSignExperienceInterfaceMetadata__is21CFRPart11
string
settings__useNewDocuSignExperienceInterfaceMetadata__options
array
settings__useNewDocuSignExperienceInterfaceMetadata__rights
string
settings__useNewDocuSignExperienceInterfaceMetadata__uiHint
string
settings__useNewDocuSignExperienceInterfaceMetadata__uiOrder
string
settings__useNewDocuSignExperienceInterfaceMetadata__uiType
string
settings__useNewSendingInterface
string
settings__useNewSendingInterfaceMetadata__is21CFRPart11
string
settings__useNewSendingInterfaceMetadata__options
array
settings__useNewSendingInterfaceMetadata__rights
string
settings__useNewSendingInterfaceMetadata__uiHint
string
settings__useNewSendingInterfaceMetadata__uiOrder
string
settings__useNewSendingInterfaceMetadata__uiType
string
settings__vaultingMode
string
settings__vaultingModeMetadata__is21CFRPart11
string
settings__vaultingModeMetadata__options
array
settings__vaultingModeMetadata__rights
string
settings__vaultingModeMetadata__uiHint
string
settings__vaultingModeMetadata__uiOrder
string
settings__vaultingModeMetadata__uiType
string
settings__webForms
string
settings__webFormsMetadata__is21CFRPart11
string
settings__webFormsMetadata__options
array
settings__webFormsMetadata__rights
string
settings__webFormsMetadata__uiHint
string
settings__webFormsMetadata__uiOrder
string
settings__webFormsMetadata__uiType
string
userCount
string
users
array

Action Response

data
object
successful
boolean
error

This 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 (partially masked), type, expiration date, cardholder name, and associated billing address. this tool should be used when there’s a need to access or verify the current credit card information for billing purposes within the docusign system. it’s particularly useful for account management, billing inquiries, or updating payment information. however, due to the sensitive nature of the data returned, this endpoint should be used judiciously and with appropriate security measures in place. the tool does not allow for updating or modifying the credit card information; it is read-only. be aware that accessing this information may be subject to strict access controls and compliance requirements due to the sensitive financial data involved.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves 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 information, formatting options, merge field details, and locale settings. it is particularly useful when you need to review or verify the configuration of a custom tab within an account. the endpoint requires both the account id and the specific custom tab id to fetch the relevant information. note that this endpoint only retrieves information and does not modify any existing custom tab settings.

Action Parameters

accountId
string
customTabId
stringRequired

Action Response

data
object
successful
boolean
error

Updates and previews watermark settings for a docusign account. it customizes watermark appearance, including text, font, color, size, angle, and transparency. use when changing account-wide watermark configurations or previewing new settings. note: many fields require specific values; invalid inputs may default silently. this endpoint sets account watermark configuration, not document-specific application.

Action Parameters

accountId
string
displayAngle
string
enabled
string
font
string
fontColor
string
fontSize
string
id
string
imageBase64
string
transparency
string
watermarkText
string

Action Response

data
object
successful
boolean
error

Retrieves 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 recipients must agree to before signing documents electronically. it is particularly useful for retrieving language-specific versions of the disclosure and for ensuring compliance with electronic signature regulations.

Action Parameters

accountId
string
envelopeId
stringRequired
recipientId
stringRequired
langCode
string

Action Response

data
object
successful
boolean
error

Retrieves comprehensive details of a specific docusign billing plan using its unique identifier. this endpoint provides extensive information about the plan, including its name, payment cycle, pricing structure, included features, and potential upgrade options. it’s particularly useful for account administrators and billing managers who need to review or manage subscription details. the response includes the current plan’s specifics such as per-seat pricing, included seats, and support fees, as well as a list of successor plans for potential upgrades. this endpoint should be used when detailed billing plan information is required, such as during account reviews, upgrade considerations, or for generating detailed billing reports. it does not modify any billing information and is intended for read-only operations.

Action Parameters

billingPlanId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes a specific page from a document within an envelope in docusign. this endpoint allows you to remove a single page from a document based on its page number. it’s useful for modifying documents after they’ve been added to an envelope but before the envelope has been sent for signing. this operation is permanent and cannot be undone, so it should be used with caution. the endpoint requires specific identification of the account, envelope, document, and page number to ensure precise targeting of the deletion operation.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
pageNumber
stringRequired

Action Response

data
object
successful
boolean
error

Updates 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 the previous workflow step has not been completed. it enables you to control when the envelope will be sent to the recipients associated with the workflow step, either by specifying a relative delay or an exact future date and time. the endpoint can be used to implement timed workflows, schedule future sendings, or adjust existing delay rules. note that updating an in-progress delay will reset the countdown.

Action Parameters

accountId
string
envelopeId
stringRequired
workflowStepId
stringRequired
resumeDate
string
rules
array
status
string

Action Response

data
object
successful
boolean
error

Deletes 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 permanently removes the custom field, so use with caution. the deletion can optionally be applied to templates as well. this operation is part of the account management functionality and affects how custom metadata can be used in future envelope creations.

Action Parameters

accountId
string
customFieldId
stringRequired
apply_to_templates
string

Action Response

data
object
successful
boolean
error

Retrieves 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 configurations. it is useful for developers who need to understand or analyze the current state and progression of an envelope’s workflow. the endpoint returns a comprehensive workflow object, including the current step, scheduled resume date, and an array of all workflow steps with their respective statuses and configurations.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 for immediate progression to the next step in the workflow. it’s particularly useful when updating or simplifying complex template workflows. use with caution as this operation is irreversible and may impact the behavior of documents generated from this template in the future. this endpoint does not affect already sent envelopes or documents.

Action Parameters

accountId
string
templateId
stringRequired
workflowStepId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves a list of electronic seal providers available for a specific docusign account. this endpoint allows developers to fetch all the seals that can be applied to documents within the specified account. it’s particularly useful when implementing functionality to add electronic seals to documents or when displaying available seal options to users. the endpoint returns both the internal seal name and a user-friendly display name for each available seal. it should be used when an application needs to present seal choices to users or automatically apply seals based on predefined rules. note that this endpoint only retrieves the list of available seals and does not apply seals to documents; separate api calls would be required for seal application.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Removes 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 used when you want to remove specific individuals from a signing group, such as when an employee leaves the organization or changes roles. the endpoint requires the account id and signing group id to identify the correct group, and accepts a list of users to be removed. it’s important to note that this operation is irreversible, so care should be taken to ensure the correct users are being removed. this endpoint does not provide the ability to add new members or modify existing member information.

Action Parameters

accountId
string
signingGroupId
stringRequired
users
array

Action Response

data
object
successful
boolean
error

This endpoint locks a specified docusign template for editing, preventing other users or recipients from modifying it during the lock period. it returns a locktoken that must be used in subsequent put requests to update the locked template. the method is crucial for maintaining data integrity in collaborative environments where multiple users might attempt to edit the same template simultaneously. use this endpoint before making any changes to a template to ensure exclusive access. note that the lock has an expiration time, and you must provide the locktoken in the x-docusign-edit header for all update operations while the template is locked.

Action Parameters

accountId
string
templateId
stringRequired
lockDurationInSeconds
string
lockedByApp
string
lockType
string
templatePassword
string
useScratchPad
string

Action Response

data
object
successful
boolean
error

Updates group information and modifies or sets permission profiles for specified groups within a docusign account. this endpoint allows administrators to manage user groups, their names, and associated permissions efficiently. it should be used when there’s a need to change group details or update permission settings for multiple users simultaneously. the endpoint provides a way to streamline user management and access control in docusign, particularly useful for large organizations with complex permission structures.

Action Parameters

accountId
string
endPosition
string
groups
array
nextUri
string
previousUri
string
resultSetSize
string
startPosition
string
totalSetSize
string

Action Response

data
object
successful
boolean
error

Updates 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 workflow steps for both draft envelopes and sent envelopes (as long as the previous step hasn’t been completed). it enables features like scheduled sending and complex routing rules based on recipient actions or document content. the endpoint is particularly useful for implementing advanced document workflows, such as time-based routing or conditional approval processes.

Action Parameters

accountId
string
envelopeId
stringRequired
workflowStepId
stringRequired
action
string
completedDate
string
delayedRouting__resumeDate
string
delayedRouting__rules
array
delayedRouting__status
string
itemId
string
recipientRouting__rules__conditionalRecipients
array
status
string
triggeredDate
string
triggerOnItem
string

Action Response

data
object
successful
boolean
error

Retrieves 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 used to verify recipient information before sending documents for signature or to manage recipient data in your docusign integration. the endpoint returns not only the names but also indicates if the email is used by multiple users and if new names can be added to it. this information is valuable for maintaining accurate recipient records and ensuring proper document routing in complex signing scenarios.

Action Parameters

accountId
string
email
string

Action Response

data
object
successful
boolean
error

This endpoint returns a url that enables embedding the docusign ui in your applications, providing seamless integration of electronic signing capabilities. it’s primarily used to generate console views or sender views based on the provided parameters. the endpoint requires an accountid and optionally accepts an envelopeid and returnurl in the request body. when an envelopeid is provided, the behavior varies: 1. for sent envelopes, it returns a url for viewing envelope documents. 2. for draft envelopes, it returns a url for the sender view, with an optional returnurl for redirection. 3. if no envelopeid is specified, it returns a url for the front page of the demo ui. this endpoint provides full access to the sending account, so it should be used cautiously and securely. it’s ideal for scenarios where you need to embed docusign functionality directly within your application’s interface, enhancing user experience and workflow efficiency.

Action Parameters

accountId
string
envelopeId
string
returnUrl
string

Action Response

data
object
successful
boolean
error

This 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 has been replaced. the operation requires that branding for either signing or sending (or both) is enabled for the account. this is indicated by the account settings ‘canselfbrandsend’ or ‘canselfbrandsign’ being set to true. the deletion is irreversible, so it should be used with caution. if successful, the brand will be completely removed from the account and can no longer be applied to documents or emails. this endpoint does not return the deleted brand details; it only confirms the successful deletion or returns an error if the operation fails.

Action Parameters

accountId
string
brandId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 processing information. it’s particularly useful for monitoring the progress of large-scale document sending operations and managing bulk send workflows. the endpoint supports pagination and various filtering options to customize the result set according to specific needs.

Action Parameters

accountId
string
batch_ids
string
count
string
from_date
string
search_text
string
start_position
string
status
string
to_date
string
user_id
string

Action Response

data
object
successful
boolean
error

Retrieves 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 storage services with docusign, allowing users to access and manage documents from various providers. it provides details such as authentication urls and service ids for each enabled provider. use this endpoint when you need to display available cloud storage options to a user or initiate the authentication process for a specific provider. note that users can only access their own cloud storage information, and the endpoint does not modify any existing configurations.

Action Parameters

accountId
string
userId
stringRequired
redirectUrl
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
contactList
array

Action Response

data
object
successful
boolean
error

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

Action Parameters

account_id
stringRequired
template_id
stringRequired
email_subject
stringRequired
template_roles
arrayRequired
status
stringDefaults to created

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
templateId
stringRequired
displayAnchorPrefix
string
displayAnchors
array
displayOrder
string
displayPageNumber
string
documentGuid
string
documentId
string
headerLabel
string
maxScreenWidth
string
removeEmptyTags
string
showMobileOptimizedToggle
string
source
string

Action Response

data
object
successful
boolean
error

This 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 should be used when you need to cancel a planned delay in the envelope’s workflow, but it cannot be called once the delay is already in progress. after deletion, the workflow step will still contain a ‘pause before’ action, requiring manual unpausing of the envelope when the step is reached. for complete removal of the step, use the deleteenvelopeworkflowstepdefinition endpoint instead. this tool is crucial for managing and adjusting envelope workflows in docusign, particularly when dealing with time-sensitive documents or when workflow changes are necessary.

Action Parameters

accountId
string
envelopeId
stringRequired
workflowStepId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
userId
stringRequired
authorizations
array

Action Response

data
object
successful
boolean
error

This 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, and conditional recipient configurations. the endpoint is used to fine-tune the automation and customization of document workflows within docusign templates. it’s particularly useful for implementing complex routing scenarios, adding delays in document processing, or setting up conditional recipient rules based on form field values or other criteria. this tool should be used when there’s a need to modify existing workflow steps in a template to adjust the document routing process or recipient handling.

Action Parameters

accountId
string
templateId
stringRequired
workflowStepId
stringRequired
action
string
completedDate
string
delayedRouting__resumeDate
string
delayedRouting__rules
array
delayedRouting__status
string
itemId
string
recipientRouting__rules__conditionalRecipients
array
status
string
triggeredDate
string
triggerOnItem
string

Action Response

data
object
successful
boolean
error

Deletes 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 longer active in a particular jurisdiction or when correcting erroneously added jurisdictions. the operation is irreversible, so it should be used with caution. it’s important to note that this endpoint only deletes the jurisdiction and does not affect the notary’s overall status or their ability to operate in other jurisdictions. the endpoint supports a limited set of jurisdictions, primarily u.s. states, and will return an error if an unsupported jurisdiction id is provided. after successful deletion, any attempts to use the deleted jurisdiction for notary activities will fail.

Action Parameters

jurisdictionId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
brandCompany
string
brandId
string
brandLanguages
array
brandName
string
colors
array
defaultBrandLanguage
string
emailContent
array
errorDetails__errorCode
string
errorDetails__message
string
isOrganizationBrand
string
isOverridingCompanyName
boolean
isSendingDefault
boolean
isSigningDefault
boolean
landingPages
array
links
array
logos__email
string
logos__primary
string
logos__secondary
string
organizationBrandLogo
string
resources__email
string
resources__sending
string
resources__signing
string
resources__signingCaptive
string

Action Response

data
object
successful
boolean
error

Retrieves 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 for handling large files efficiently. use this method when you need to view or process workspace files as images, such as for preview generation or image-based analysis. the endpoint is particularly useful for viewing documents without downloading the entire file, enabling faster loading and reduced bandwidth usage. note that this method does not provide text extraction or document editing capabilities; it’s purely for image-based representation of file pages.

Action Parameters

accountId
string
fileId
stringRequired
folderId
stringRequired
workspaceId
stringRequired
count
string
dpi
string
max_height
string
max_width
string
start_position
string

Action Response

data
object
successful
boolean
error

Retrieves the original html definition used to generate the responsive html for a specific envelope in a docusign account. this endpoint is crucial for developers working with docusign’s responsive signing feature, as it provides detailed information about how the envelope’s documents are formatted and displayed in a responsive manner. the tool returns properties that define the responsive html generation, including display anchors, collapsible sections, and responsive table settings. it should be used when you need to inspect or troubleshoot the html definition of an envelope, particularly for envelopes using smart sections or responsive signing features. this endpoint does not modify any data and is purely for retrieval purposes.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint retrieves document visibility information for a specific recipient of a docusign template. it allows users to check which documents within the template are visible to the recipient and what access rights (read-only or editable) they have for each document. this tool is essential for managing document access and permissions in complex signing workflows, ensuring that sensitive information is only shared with the appropriate recipients. the endpoint returns a list of documentvisibility objects, providing detailed information about each document’s visibility and access rights for the specified recipient.

Action Parameters

accountId
string
recipientId
stringRequired
templateId
stringRequired

Action Response

data
object
successful
boolean
error

Updates 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 well as set the expiration period for the envelope. it can either apply custom settings or use the account’s default notification settings. the method only updates the settings and does not trigger the sending of any notifications. use this when you need to modify the reminder or expiration behavior for an existing envelope, such as extending the expiration date or adjusting the frequency of reminders.

Action Parameters

accountId
string
envelopeId
stringRequired
expirations__expireAfter
string
expirations__expireEnabled
string
expirations__expireWarn
string
reminders__reminderDelay
string
reminders__reminderEnabled
string
reminders__reminderFrequency
string
useAccountDefaults
string

Action Response

data
object
successful
boolean
error

Retrieves 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 recipients associated with a particular workflow step. it’s useful for checking the current delay settings, scheduled send time, and status of a delayed routing step. the endpoint returns detailed information about the resume date, delay rules, and current status of the delayed routing. it should be used when you need to verify or inspect the delayed routing configuration for a specific envelope and workflow step. note that this endpoint will return a 404 error if the specified workflow step does not have a delayed routing object associated with it.

Action Parameters

accountId
string
envelopeId
stringRequired
workflowStepId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint updates the password rules for a docusign account. it allows account administrators to modify various password policy settings, including expiration, complexity requirements, lockout durations, and security question requirements. use this endpoint to enhance account security, comply with organizational policies, or adapt to changing security needs. the endpoint provides extensive customization options, from basic password requirements to complex, multi-factor authentication setups. note that changes made through this endpoint will affect all users within the specified account, so it should be used carefully and in accordance with your organization’s security policies.

Action Parameters

accountId
string
expirePassword
string
expirePasswordDays
string
expirePasswordDaysMetadata__maximumDays
string
expirePasswordDaysMetadata__minimumDays
string
lockoutDurationMinutes
string
lockoutDurationMinutesMetadata__maximumMinutes
string
lockoutDurationMinutesMetadata__minimumMinutes
string
lockoutDurationType
string
lockoutDurationTypeMetadata__options
array
minimumPasswordAgeDays
string
minimumPasswordAgeDaysMetadata__maximumAge
string
minimumPasswordAgeDaysMetadata__minimumAge
string
minimumPasswordLength
string
minimumPasswordLengthMetadata__maximumLength
string
minimumPasswordLengthMetadata__minimumLength
string
passwordIncludeDigit
string
passwordIncludeDigitOrSpecialCharacter
string
passwordIncludeLowerCase
string
passwordIncludeSpecialCharacter
string
passwordIncludeUpperCase
string
passwordStrengthType
string
passwordStrengthTypeMetadata__options
array
questionsRequired
string
questionsRequiredMetadata__maximumQuestions
string
questionsRequiredMetadata__minimumQuestions
string

Action Response

data
object
successful
boolean
error

Generates 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 createsender endpoint and is recommended to be replaced by it. the generated url provides a customizable view for editing envelope details, recipients, and documents.

Action Parameters

accountId
string
envelopeId
stringRequired
returnUrl
string
settings__backButtonAction
string
settings__documentSettings__showEditDocuments
string
settings__documentSettings__showEditDocumentVisibility
string
settings__documentSettings__showEditPages
string
settings__documentSettings__showSaveAsDocumentCustomField
string
settings__envelopeCustomFieldSettings__showEnvelopeCustomFields
string
settings__lockToken
string
settings__recipientSettings__showBulkSend
string
settings__recipientSettings__showContactsList
string
settings__recipientSettings__showEditMessage
string
settings__recipientSettings__showEditRecipients
string
settings__sendButtonAction
string
settings__showAdvancedOptions
string
settings__showBackButton
string
settings__showDiscardAction
string
settings__showHeaderActions
string
settings__startingScreen
string
settings__taggerSettings__paletteDefault
string
settings__taggerSettings__paletteSections
string
settings__taggerSettings__paletteSettings__annotations__show
string
settings__taggerSettings__paletteSettings__custom__show
string
settings__taggerSettings__paletteSettings__merge__show
string
settings__taggerSettings__paletteSettings__notary__show
string
settings__taggerSettings__paletteSettings__seals__show
string
settings__taggerSettings__paletteSettings__smartContracts__show
string
settings__taggerSettings__paletteSettings__smartSections__show
string
settings__templateSettings__showMatchingTemplatesPrompt
string
viewAccess
string

Action Response

data
object
successful
boolean
error

Retrieves 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 registered, including commission details, seal settings, and supported features. it is useful for managing and reviewing a notary’s registrations across multiple states. the response includes navigation uris for handling pagination, allowing for efficient retrieval of large result sets. this endpoint should be used when a notary needs to review their registered jurisdictions or when an application needs to display or process a notary’s registration information across multiple states.

Action Parameters

Action Response

data
object
successful
boolean
error

Deletes specified custom user settings for a single docusign user. this endpoint allows for the removal of both grouped and ungrouped custom settings, providing flexibility in managing user preferences. it’s particularly useful for cleaning up or resetting user-specific configurations within a docusign account. the operation requires careful use of parameters to ensure only intended settings are deleted, and it’s important to note that users can only modify their own settings.

Action Parameters

accountId
string
userId
stringRequired
customSettings
array

Action Response

data
object
successful
boolean
error

This 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 easy collection of signatures and form data. use this endpoint when you need to permanently remove a powerform from your account, such as when it’s no longer needed or has been replaced by a new version. be cautious when using this endpoint, as the deletion is irreversible and will remove all associated data and access to the powerform. ensure you have the correct powerform id and account context before proceeding with the deletion to avoid unintended data loss. this operation is typically used for maintenance, compliance, or organizational purposes within your docusign account management workflow.

Action Parameters

accountId
string
powerFormId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves a specified user’s signature or initials image from docusign. this endpoint allows you to fetch the image in its original upload format, with an option to include or exclude the chrome (frame) around the image. it’s useful for applications that need to display or process user signatures. the endpoint requires specific user authentication and is limited to retrieving the authenticated user’s own signature images. it supports various image types including stamps, signatures, and initials, making it versatile for different signature requirements in document workflows.

Action Parameters

accountId
string
imageType
stringRequired
signatureId
stringRequired
userId
stringRequired
include_chrome
string

Action Response

data
object
successful
boolean
error

Deletes 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 requires the account id and the group id(s) of the group(s) to be deleted. the operation is irreversible, so use it with caution. this endpoint only deletes the group itself and does not affect the individual users who were members of the group. after deletion, any permissions or settings associated with the group will no longer apply to its former members.

Action Parameters

accountId
string
endPosition
string
groups
array
nextUri
string
previousUri
string
resultSetSize
string
startPosition
string
totalSetSize
string

Action Response

data
object
successful
boolean
error

Retrieves 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 applied to signers during the document signing process. it provides information about active, deactivated, or all workflows, depending on the query parameter. use this endpoint to understand the available identity verification options for your account, which can help in implementing secure signing processes.

Action Parameters

accountId
string
identity_verification_workflow_status
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
action
string
completedDate
string
delayedRouting__resumeDate
string
delayedRouting__rules
array
delayedRouting__status
string
itemId
string
recipientRouting__rules__conditionalRecipients
array
status
string
triggeredDate
string
triggerOnItem
string
workflowStepId
string

Action Response

data
object
successful
boolean
error

This 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 credentials, or scopes. it’s crucial for maintaining secure data exchange between docusign and integrated systems. exercise caution when using this endpoint, as incorrect changes may disrupt existing integrations.

Action Parameters

accountId
string
authorizationServerUrl
string
clientId
string
clientSecret
string
customParameters
string
scope
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
endPosition
string
groups
array
nextUri
string
previousUri
string
resultSetSize
string
startPosition
string
totalSetSize
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
assertionId
string
authenticationInstant
string
authenticationMethod
string
clientURLs__onAccessCodeFailed
string
clientURLs__onCancel
string
clientURLs__onDecline
string
clientURLs__onException
string
clientURLs__onFaxPending
string
clientURLs__onIdCheckFailed
string
clientURLs__onSessionTimeout
string
clientURLs__onSigningComplete
string
clientURLs__onTTLExpired
string
clientURLs__onViewingComplete
string
clientUserId
string
displayFormat
string
email
string
frameAncestors
array
messageOrigins
array
pingFrequency
string
pingUrl
string
recipientId
string
returnUrl
string
securityDomain
string
userId
string
userName
string
xFrameOptions
string
xFrameOptionsAllowFromUrl
string

Action Response

data
object
successful
boolean
error

Retrieves 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 the specified account. it’s particularly useful for applications that need to display or manage available stamps for document signing processes. the endpoint returns comprehensive data including adoption dates, creation dates, image uris, and specific properties of each stamp or signature. use this when you need to present users with stamp options or when managing stamp resources within a docusign integration.

Action Parameters

accountId
string
stamp_format
string
stamp_name
string
stamp_type
string

Action Response

data
object
successful
boolean
error

Updates a user’s profile in docusign, including personal details, privacy settings, and user id card information. it allows modifications to name, address, locale preferences, and various account settings. users can only update their own information. some settings may require admin rights to modify. use for keeping user profiles current and adjusting preferences.

Action Parameters

accountId
string
userId
stringRequired
address__address1
string
address__address2
string
address__city
string
address__country
string
address__fax
string
address__phone
string
address__postalCode
string
address__stateOrProvince
string
address__zipPlus4
string
authenticationMethods
array
companyName
string
displayOrganizationInfo
string
displayPersonalInfo
string
displayProfile
string
displayUsageHistory
string
profileImageUri
string
title
string
usageHistory__lastSentDateTime
string
usageHistory__lastSignedDateTime
string
usageHistory__sentCount
string
usageHistory__signedCount
string
userDetails__activationAccessCode
string
userDetails__company
string
userDetails__connectConfigurations
array
userDetails__countryCode
string
userDetails__createdDateTime
string
userDetails__customSettings
array
userDetails__defaultAccountId
string
userDetails__email
string
userDetails__enableConnectForUser
string
userDetails__errorDetails__errorCode
string
userDetails__errorDetails__message
string
userDetails__firstName
string
userDetails__forgottenPasswordInfo__forgottenPasswordAnswer1
string
userDetails__forgottenPasswordInfo__forgottenPasswordAnswer2
string
userDetails__forgottenPasswordInfo__forgottenPasswordAnswer3
string
userDetails__forgottenPasswordInfo__forgottenPasswordAnswer4
string
userDetails__forgottenPasswordInfo__forgottenPasswordQuestion1
string
userDetails__forgottenPasswordInfo__forgottenPasswordQuestion2
string
userDetails__forgottenPasswordInfo__forgottenPasswordQuestion3
string
userDetails__forgottenPasswordInfo__forgottenPasswordQuestion4
string
userDetails__groupList
array
userDetails__hasRemoteNotary
boolean
userDetails__homeAddress__address1
string
userDetails__homeAddress__address2
string
userDetails__homeAddress__city
string
userDetails__homeAddress__country
string
userDetails__homeAddress__fax
string
userDetails__homeAddress__phone
string
userDetails__homeAddress__postalCode
string
userDetails__homeAddress__stateOrProvince
string
userDetails__homeAddress__zipPlus4
string
userDetails__initialsImageUri
string
userDetails__isAdmin
string
userDetails__isAlternateAdmin
string
userDetails__isNAREnabled
string
userDetails__jobTitle
string
userDetails__lastLogin
string
userDetails__lastName
string
userDetails__loginStatus
string
userDetails__middleName
string
userDetails__password
string
userDetails__passwordExpiration
string
userDetails__permissionProfileId
string
userDetails__permissionProfileName
string
userDetails__profileImageUri
string
userDetails__sendActivationEmail
string
userDetails__sendActivationOnInvalidLogin
string
userDetails__signatureImageUri
string
userDetails__subscribe
string
userDetails__suffixName
string
userDetails__title
string
userDetails__uri
string
userDetails__userAddedToAccountDateTime
string
userDetails__userId
string
userDetails__userName
string
userDetails__userProfileLastModifiedDate
string
userDetails__userSettings__accountAgreementsAccessType
string
userDetails__userSettings__accountAgreementsAccessTypeMetadata__is21CFRPart11
string
userDetails__userSettings__accountAgreementsAccessTypeMetadata__options
array
userDetails__userSettings__accountAgreementsAccessTypeMetadata__rights
string
userDetails__userSettings__accountAgreementsAccessTypeMetadata__uiHint
string
userDetails__userSettings__accountAgreementsAccessTypeMetadata__uiOrder
string
userDetails__userSettings__accountAgreementsAccessTypeMetadata__uiType
string
userDetails__userSettings__accountManagementGranular__canManageAccountSecuritySettings
string
userDetails__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__is21CFRPart11
string
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string
userDetails__userSettings__localePolicy__addressFormatMetadata__uiType
string
userDetails__userSettings__localePolicy__allowRegion
string
userDetails__userSettings__localePolicy__calendarType
string
userDetails__userSettings__localePolicy__calendarTypeMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__calendarTypeMetadata__options
array
userDetails__userSettings__localePolicy__calendarTypeMetadata__rights
string
userDetails__userSettings__localePolicy__calendarTypeMetadata__uiHint
string
userDetails__userSettings__localePolicy__calendarTypeMetadata__uiOrder
string
userDetails__userSettings__localePolicy__calendarTypeMetadata__uiType
string
userDetails__userSettings__localePolicy__cultureName
string
userDetails__userSettings__localePolicy__cultureNameMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__cultureNameMetadata__options
array
userDetails__userSettings__localePolicy__cultureNameMetadata__rights
string
userDetails__userSettings__localePolicy__cultureNameMetadata__uiHint
string
userDetails__userSettings__localePolicy__cultureNameMetadata__uiOrder
string
userDetails__userSettings__localePolicy__cultureNameMetadata__uiType
string
userDetails__userSettings__localePolicy__currencyCode
string
userDetails__userSettings__localePolicy__currencyCodeMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__currencyCodeMetadata__options
array
userDetails__userSettings__localePolicy__currencyCodeMetadata__rights
string
userDetails__userSettings__localePolicy__currencyCodeMetadata__uiHint
string
userDetails__userSettings__localePolicy__currencyCodeMetadata__uiOrder
string
userDetails__userSettings__localePolicy__currencyCodeMetadata__uiType
string
userDetails__userSettings__localePolicy__currencyNegativeFormat
string
userDetails__userSettings__localePolicy__currencyNegativeFormatMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__currencyNegativeFormatMetadata__options
array
userDetails__userSettings__localePolicy__currencyNegativeFormatMetadata__rights
string
userDetails__userSettings__localePolicy__currencyNegativeFormatMetadata__uiHint
string
userDetails__userSettings__localePolicy__currencyNegativeFormatMetadata__uiOrder
string
userDetails__userSettings__localePolicy__currencyNegativeFormatMetadata__uiType
string
userDetails__userSettings__localePolicy__currencyPositiveFormat
string
userDetails__userSettings__localePolicy__currencyPositiveFormatMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__currencyPositiveFormatMetadata__options
array
userDetails__userSettings__localePolicy__currencyPositiveFormatMetadata__rights
string
userDetails__userSettings__localePolicy__currencyPositiveFormatMetadata__uiHint
string
userDetails__userSettings__localePolicy__currencyPositiveFormatMetadata__uiOrder
string
userDetails__userSettings__localePolicy__currencyPositiveFormatMetadata__uiType
string
userDetails__userSettings__localePolicy__customDateFormat
string
userDetails__userSettings__localePolicy__customSignDateFormat
string
userDetails__userSettings__localePolicy__customSignTimeFormat
string
userDetails__userSettings__localePolicy__customTimeFormat
string
userDetails__userSettings__localePolicy__dateFormat
string
userDetails__userSettings__localePolicy__dateFormatMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__dateFormatMetadata__options
array
userDetails__userSettings__localePolicy__dateFormatMetadata__rights
string
userDetails__userSettings__localePolicy__dateFormatMetadata__uiHint
string
userDetails__userSettings__localePolicy__dateFormatMetadata__uiOrder
string
userDetails__userSettings__localePolicy__dateFormatMetadata__uiType
string
userDetails__userSettings__localePolicy__effectiveAddressFormat
string
userDetails__userSettings__localePolicy__effectiveCalendarType
string
userDetails__userSettings__localePolicy__effectiveCurrencyCode
string
userDetails__userSettings__localePolicy__effectiveCurrencyNegativeFormat
string
userDetails__userSettings__localePolicy__effectiveCurrencyPositiveFormat
string
userDetails__userSettings__localePolicy__effectiveCustomDateFormat
string
userDetails__userSettings__localePolicy__effectiveCustomTimeFormat
string
userDetails__userSettings__localePolicy__effectiveDateFormat
string
userDetails__userSettings__localePolicy__effectiveInitialFormat
string
userDetails__userSettings__localePolicy__effectiveNameFormat
string
userDetails__userSettings__localePolicy__effectiveTimeFormat
string
userDetails__userSettings__localePolicy__effectiveTimeZone
string
userDetails__userSettings__localePolicy__initialFormat
string
userDetails__userSettings__localePolicy__initialFormatMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__initialFormatMetadata__options
array
userDetails__userSettings__localePolicy__initialFormatMetadata__rights
string
userDetails__userSettings__localePolicy__initialFormatMetadata__uiHint
string
userDetails__userSettings__localePolicy__initialFormatMetadata__uiOrder
string
userDetails__userSettings__localePolicy__initialFormatMetadata__uiType
string
userDetails__userSettings__localePolicy__nameFormat
string
userDetails__userSettings__localePolicy__nameFormatMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__nameFormatMetadata__options
array
userDetails__userSettings__localePolicy__nameFormatMetadata__rights
string
userDetails__userSettings__localePolicy__nameFormatMetadata__uiHint
string
userDetails__userSettings__localePolicy__nameFormatMetadata__uiOrder
string
userDetails__userSettings__localePolicy__nameFormatMetadata__uiType
string
userDetails__userSettings__localePolicy__signDateFormat
string
userDetails__userSettings__localePolicy__signDateFormatMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__signDateFormatMetadata__options
array
userDetails__userSettings__localePolicy__signDateFormatMetadata__rights
string
userDetails__userSettings__localePolicy__signDateFormatMetadata__uiHint
string
userDetails__userSettings__localePolicy__signDateFormatMetadata__uiOrder
string
userDetails__userSettings__localePolicy__signDateFormatMetadata__uiType
string
userDetails__userSettings__localePolicy__signTimeFormat
string
userDetails__userSettings__localePolicy__signTimeFormatMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__signTimeFormatMetadata__options
array
userDetails__userSettings__localePolicy__signTimeFormatMetadata__rights
string
userDetails__userSettings__localePolicy__signTimeFormatMetadata__uiHint
string
userDetails__userSettings__localePolicy__signTimeFormatMetadata__uiOrder
string
userDetails__userSettings__localePolicy__signTimeFormatMetadata__uiType
string
userDetails__userSettings__localePolicy__timeFormat
string
userDetails__userSettings__localePolicy__timeFormatMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__timeFormatMetadata__options
array
userDetails__userSettings__localePolicy__timeFormatMetadata__rights
string
userDetails__userSettings__localePolicy__timeFormatMetadata__uiHint
string
userDetails__userSettings__localePolicy__timeFormatMetadata__uiOrder
string
userDetails__userSettings__localePolicy__timeFormatMetadata__uiType
string
userDetails__userSettings__localePolicy__timeZone
string
userDetails__userSettings__localePolicy__timeZoneMetadata__is21CFRPart11
string
userDetails__userSettings__localePolicy__timeZoneMetadata__options
array
userDetails__userSettings__localePolicy__timeZoneMetadata__rights
string
userDetails__userSettings__localePolicy__timeZoneMetadata__uiHint
string
userDetails__userSettings__localePolicy__timeZoneMetadata__uiOrder
string
userDetails__userSettings__localePolicy__timeZoneMetadata__uiType
string
userDetails__userSettings__manageClickwrapsMode
string
userDetails__userSettings__manageClickwrapsModeMetadata__is21CFRPart11
string
userDetails__userSettings__manageClickwrapsModeMetadata__options
array
userDetails__userSettings__manageClickwrapsModeMetadata__rights
string
userDetails__userSettings__manageClickwrapsModeMetadata__uiHint
string
userDetails__userSettings__manageClickwrapsModeMetadata__uiOrder
string
userDetails__userSettings__manageClickwrapsModeMetadata__uiType
string
userDetails__userSettings__modifiedBy
string
userDetails__userSettings__modifiedByMetadata__is21CFRPart11
string
userDetails__userSettings__modifiedByMetadata__options
array
userDetails__userSettings__modifiedByMetadata__rights
string
userDetails__userSettings__modifiedByMetadata__uiHint
string
userDetails__userSettings__modifiedByMetadata__uiOrder
string
userDetails__userSettings__modifiedByMetadata__uiType
string
userDetails__userSettings__modifiedDate
string
userDetails__userSettings__modifiedDateMetadata__is21CFRPart11
string
userDetails__userSettings__modifiedDateMetadata__options
array
userDetails__userSettings__modifiedDateMetadata__rights
string
userDetails__userSettings__modifiedDateMetadata__uiHint
string
userDetails__userSettings__modifiedDateMetadata__uiOrder
string
userDetails__userSettings__modifiedDateMetadata__uiType
string
userDetails__userSettings__modifiedPage
string
userDetails__userSettings__modifiedPageMetadata__is21CFRPart11
string
userDetails__userSettings__modifiedPageMetadata__options
array
userDetails__userSettings__modifiedPageMetadata__rights
string
userDetails__userSettings__modifiedPageMetadata__uiHint
string
userDetails__userSettings__modifiedPageMetadata__uiOrder
string
userDetails__userSettings__modifiedPageMetadata__uiType
string
userDetails__userSettings__newSendUI
string
userDetails__userSettings__newSendUIMetadata__is21CFRPart11
string
userDetails__userSettings__newSendUIMetadata__options
array
userDetails__userSettings__newSendUIMetadata__rights
string
userDetails__userSettings__newSendUIMetadata__uiHint
string
userDetails__userSettings__newSendUIMetadata__uiOrder
string
userDetails__userSettings__newSendUIMetadata__uiType
string
userDetails__userSettings__powerFormMode
string
userDetails__userSettings__powerFormModeMetadata__is21CFRPart11
string
userDetails__userSettings__powerFormModeMetadata__options
array
userDetails__userSettings__powerFormModeMetadata__rights
string
userDetails__userSettings__powerFormModeMetadata__uiHint
string
userDetails__userSettings__powerFormModeMetadata__uiOrder
string
userDetails__userSettings__powerFormModeMetadata__uiType
string
userDetails__userSettings__recipientViewedNotification
string
userDetails__userSettings__recipientViewedNotificationMetadata__is21CFRPart11
string
userDetails__userSettings__recipientViewedNotificationMetadata__options
array
userDetails__userSettings__recipientViewedNotificationMetadata__rights
string
userDetails__userSettings__recipientViewedNotificationMetadata__uiHint
string
userDetails__userSettings__recipientViewedNotificationMetadata__uiOrder
string
userDetails__userSettings__recipientViewedNotificationMetadata__uiType
string
userDetails__userSettings__sealIdentifiers
array
userDetails__userSettings__selfSignedRecipientEmailDocument
string
userDetails__userSettings__selfSignedRecipientEmailDocumentMetadata__is21CFRPart11
string
userDetails__userSettings__selfSignedRecipientEmailDocumentMetadata__options
array
userDetails__userSettings__selfSignedRecipientEmailDocumentMetadata__rights
string
userDetails__userSettings__selfSignedRecipientEmailDocumentMetadata__uiHint
string
userDetails__userSettings__selfSignedRecipientEmailDocumentMetadata__uiOrder
string
userDetails__userSettings__selfSignedRecipientEmailDocumentMetadata__uiType
string
userDetails__userSettings__senderEmailNotifications__changedSigner
string
userDetails__userSettings__senderEmailNotifications__clickwrapResponsesLimitNotificationEmail
string
userDetails__userSettings__senderEmailNotifications__commentsOnlyPrivateAndMention
string
userDetails__userSettings__senderEmailNotifications__commentsReceiveAll
string
userDetails__userSettings__senderEmailNotifications__deliveryFailed
string
userDetails__userSettings__senderEmailNotifications__envelopeComplete
string
userDetails__userSettings__senderEmailNotifications__offlineSigningFailed
string
userDetails__userSettings__senderEmailNotifications__powerformResponsesLimitNotificationEmail
string
userDetails__userSettings__senderEmailNotifications__purgeDocuments
string
userDetails__userSettings__senderEmailNotifications__recipientViewed
string
userDetails__userSettings__senderEmailNotifications__senderEnvelopeDeclined
string
userDetails__userSettings__senderEmailNotifications__withdrawnConsent
string
userDetails__userSettings__signerEmailNotifications__agentNotification
string
userDetails__userSettings__signerEmailNotifications__carbonCopyNotification
string
userDetails__userSettings__signerEmailNotifications__certifiedDeliveryNotification
string
userDetails__userSettings__signerEmailNotifications__commentsOnlyPrivateAndMention
string
userDetails__userSettings__signerEmailNotifications__commentsReceiveAll
string
userDetails__userSettings__signerEmailNotifications__documentMarkupActivation
string
userDetails__userSettings__signerEmailNotifications__envelopeActivation
string
userDetails__userSettings__signerEmailNotifications__envelopeComplete
string
userDetails__userSettings__signerEmailNotifications__envelopeCorrected
string
userDetails__userSettings__signerEmailNotifications__envelopeDeclined
string
userDetails__userSettings__signerEmailNotifications__envelopeVoided
string
userDetails__userSettings__signerEmailNotifications__faxReceived
string
userDetails__userSettings__signerEmailNotifications__offlineSigningFailed
string
userDetails__userSettings__signerEmailNotifications__purgeDocuments
string
userDetails__userSettings__signerEmailNotifications__reassignedSigner
string
userDetails__userSettings__signerEmailNotifications__whenSigningGroupMember
string
userDetails__userSettings__supplementalDocumentIncludeInDownload
string
userDetails__userSettings__supplementalDocumentsMustAccept
string
userDetails__userSettings__supplementalDocumentsMustAcceptMetadata__is21CFRPart11
string
userDetails__userSettings__supplementalDocumentsMustAcceptMetadata__options
array
userDetails__userSettings__supplementalDocumentsMustAcceptMetadata__rights
string
userDetails__userSettings__supplementalDocumentsMustAcceptMetadata__uiHint
string
userDetails__userSettings__supplementalDocumentsMustAcceptMetadata__uiOrder
string
userDetails__userSettings__supplementalDocumentsMustAcceptMetadata__uiType
string
userDetails__userSettings__supplementalDocumentsMustRead
string
userDetails__userSettings__supplementalDocumentsMustReadMetadata__is21CFRPart11
string
userDetails__userSettings__supplementalDocumentsMustReadMetadata__options
array
userDetails__userSettings__supplementalDocumentsMustReadMetadata__rights
string
userDetails__userSettings__supplementalDocumentsMustReadMetadata__uiHint
string
userDetails__userSettings__supplementalDocumentsMustReadMetadata__uiOrder
string
userDetails__userSettings__supplementalDocumentsMustReadMetadata__uiType
string
userDetails__userSettings__supplementalDocumentsMustView
string
userDetails__userSettings__supplementalDocumentsMustViewMetadata__is21CFRPart11
string
userDetails__userSettings__supplementalDocumentsMustViewMetadata__options
array
userDetails__userSettings__supplementalDocumentsMustViewMetadata__rights
string
userDetails__userSettings__supplementalDocumentsMustViewMetadata__uiHint
string
userDetails__userSettings__supplementalDocumentsMustViewMetadata__uiOrder
string
userDetails__userSettings__supplementalDocumentsMustViewMetadata__uiType
string
userDetails__userSettings__templateActiveCreation
string
userDetails__userSettings__templateActiveCreationMetadata__is21CFRPart11
string
userDetails__userSettings__templateActiveCreationMetadata__options
array
userDetails__userSettings__templateActiveCreationMetadata__rights
string
userDetails__userSettings__templateActiveCreationMetadata__uiHint
string
userDetails__userSettings__templateActiveCreationMetadata__uiOrder
string
userDetails__userSettings__templateActiveCreationMetadata__uiType
string
userDetails__userSettings__templateApplyNotify
string
userDetails__userSettings__templateApplyNotifyMetadata__is21CFRPart11
string
userDetails__userSettings__templateApplyNotifyMetadata__options
array
userDetails__userSettings__templateApplyNotifyMetadata__rights
string
userDetails__userSettings__templateApplyNotifyMetadata__uiHint
string
userDetails__userSettings__templateApplyNotifyMetadata__uiOrder
string
userDetails__userSettings__templateApplyNotifyMetadata__uiType
string
userDetails__userSettings__templateAutoMatching
string
userDetails__userSettings__templateAutoMatchingMetadata__is21CFRPart11
string
userDetails__userSettings__templateAutoMatchingMetadata__options
array
userDetails__userSettings__templateAutoMatchingMetadata__rights
string
userDetails__userSettings__templateAutoMatchingMetadata__uiHint
string
userDetails__userSettings__templateAutoMatchingMetadata__uiOrder
string
userDetails__userSettings__templateAutoMatchingMetadata__uiType
string
userDetails__userSettings__templateMatchingSensitivity
string
userDetails__userSettings__templateMatchingSensitivityMetadata__is21CFRPart11
string
userDetails__userSettings__templateMatchingSensitivityMetadata__options
array
userDetails__userSettings__templateMatchingSensitivityMetadata__rights
string
userDetails__userSettings__templateMatchingSensitivityMetadata__uiHint
string
userDetails__userSettings__templateMatchingSensitivityMetadata__uiOrder
string
userDetails__userSettings__templateMatchingSensitivityMetadata__uiType
string
userDetails__userSettings__templatePageLevelMatching
string
userDetails__userSettings__templatePageLevelMatchingMetadata__is21CFRPart11
string
userDetails__userSettings__templatePageLevelMatchingMetadata__options
array
userDetails__userSettings__templatePageLevelMatchingMetadata__rights
string
userDetails__userSettings__templatePageLevelMatchingMetadata__uiHint
string
userDetails__userSettings__templatePageLevelMatchingMetadata__uiOrder
string
userDetails__userSettings__templatePageLevelMatchingMetadata__uiType
string
userDetails__userSettings__timezoneDST
string
userDetails__userSettings__timezoneDSTMetadata__is21CFRPart11
string
userDetails__userSettings__timezoneDSTMetadata__options
array
userDetails__userSettings__timezoneDSTMetadata__rights
string
userDetails__userSettings__timezoneDSTMetadata__uiHint
string
userDetails__userSettings__timezoneDSTMetadata__uiOrder
string
userDetails__userSettings__timezoneDSTMetadata__uiType
string
userDetails__userSettings__timezoneMask
string
userDetails__userSettings__timezoneMaskMetadata__is21CFRPart11
string
userDetails__userSettings__timezoneMaskMetadata__options
array
userDetails__userSettings__timezoneMaskMetadata__rights
string
userDetails__userSettings__timezoneMaskMetadata__uiHint
string
userDetails__userSettings__timezoneMaskMetadata__uiOrder
string
userDetails__userSettings__timezoneMaskMetadata__uiType
string
userDetails__userSettings__timezoneOffset
string
userDetails__userSettings__timezoneOffsetMetadata__is21CFRPart11
string
userDetails__userSettings__timezoneOffsetMetadata__options
array
userDetails__userSettings__timezoneOffsetMetadata__rights
string
userDetails__userSettings__timezoneOffsetMetadata__uiHint
string
userDetails__userSettings__timezoneOffsetMetadata__uiOrder
string
userDetails__userSettings__timezoneOffsetMetadata__uiType
string
userDetails__userSettings__timezoneSendingPref
string
userDetails__userSettings__timezoneSendingPrefMetadata__is21CFRPart11
string
userDetails__userSettings__timezoneSendingPrefMetadata__options
array
userDetails__userSettings__timezoneSendingPrefMetadata__rights
string
userDetails__userSettings__timezoneSendingPrefMetadata__uiHint
string
userDetails__userSettings__timezoneSendingPrefMetadata__uiOrder
string
userDetails__userSettings__timezoneSendingPrefMetadata__uiType
string
userDetails__userSettings__timezoneSigningPref
string
userDetails__userSettings__timezoneSigningPrefMetadata__is21CFRPart11
string
userDetails__userSettings__timezoneSigningPrefMetadata__options
array
userDetails__userSettings__timezoneSigningPrefMetadata__rights
string
userDetails__userSettings__timezoneSigningPrefMetadata__uiHint
string
userDetails__userSettings__timezoneSigningPrefMetadata__uiOrder
string
userDetails__userSettings__timezoneSigningPrefMetadata__uiType
string
userDetails__userSettings__transactionPointSiteNameURL
string
userDetails__userSettings__transactionPointSiteNameURLMetadata__is21CFRPart11
string
userDetails__userSettings__transactionPointSiteNameURLMetadata__options
array
userDetails__userSettings__transactionPointSiteNameURLMetadata__rights
string
userDetails__userSettings__transactionPointSiteNameURLMetadata__uiHint
string
userDetails__userSettings__transactionPointSiteNameURLMetadata__uiOrder
string
userDetails__userSettings__transactionPointSiteNameURLMetadata__uiType
string
userDetails__userSettings__transactionPointUserName
string
userDetails__userSettings__transactionPointUserNameMetadata__is21CFRPart11
string
userDetails__userSettings__transactionPointUserNameMetadata__options
array
userDetails__userSettings__transactionPointUserNameMetadata__rights
string
userDetails__userSettings__transactionPointUserNameMetadata__uiHint
string
userDetails__userSettings__transactionPointUserNameMetadata__uiOrder
string
userDetails__userSettings__transactionPointUserNameMetadata__uiType
string
userDetails__userSettings__vaultingMode
string
userDetails__userSettings__vaultingModeMetadata__is21CFRPart11
string
userDetails__userSettings__vaultingModeMetadata__options
array
userDetails__userSettings__vaultingModeMetadata__rights
string
userDetails__userSettings__vaultingModeMetadata__uiHint
string
userDetails__userSettings__vaultingModeMetadata__uiOrder
string
userDetails__userSettings__vaultingModeMetadata__uiType
string
userDetails__userSettings__webForms
string
userDetails__userSettings__webFormsMetadata__is21CFRPart11
string
userDetails__userSettings__webFormsMetadata__options
array
userDetails__userSettings__webFormsMetadata__rights
string
userDetails__userSettings__webFormsMetadata__uiHint
string
userDetails__userSettings__webFormsMetadata__uiOrder
string
userDetails__userSettings__webFormsMetadata__uiType
string
userDetails__userStatus
string
userDetails__userType
string
userDetails__workAddress__address1
string
userDetails__workAddress__address2
string
userDetails__workAddress__city
string
userDetails__workAddress__country
string
userDetails__workAddress__fax
string
userDetails__workAddress__phone
string
userDetails__workAddress__postalCode
string
userDetails__workAddress__stateOrProvince
string
userDetails__workAddress__zipPlus4
string
userProfileLastModifiedDate
string

Action Response

data
object
successful
boolean
error

Updates 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 timing. it can be used to delay sending, schedule future sends, or manage bulk send operations with specific timing. the endpoint is particularly useful for automating complex document workflows or coordinating large-scale document distributions.

Action Parameters

accountId
string
envelopeId
stringRequired
bulkListId
string
resumeDate
string
rules
array
status
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
documentId
stringRequired
templateId
stringRequired
displayAnchorPrefix
string
displayAnchors
array
displayOrder
string
displayPageNumber
string
documentGuid
string
headerLabel
string
maxScreenWidth
string
removeEmptyTags
string
showMobileOptimizedToggle
string
source
string

Action Response

data
object
successful
boolean
error

Updates 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 scheduling for draft or in-progress envelopes, or to add delayed routing to envelopes not yet in workflow processing. the tool supports complex document workflows with timed actions, conditional processing, and staged approvals.

Action Parameters

accountId
string
envelopeId
stringRequired
currentWorkflowStepId
string
resumeDate
string
scheduledSending__bulkListId
string
scheduledSending__resumeDate
string
scheduledSending__rules
array
scheduledSending__status
string
workflowStatus
string
workflowSteps
array

Action Response

data
object
successful
boolean
error

Retrieves the initials image for a specified user within a docusign envelope. this endpoint allows you to fetch the user’s initials image in its original upload format, with an option to include or exclude the chrome (added line and identifier around the image). it’s particularly useful when you need to display or process a recipient’s initials within the context of an envelope. note that for older envelopes, only chromed images might be available, so you may need to implement fallback logic if retrieving a non-chromed image fails. the endpoint requires specific authentication and authorization, ensuring that the requested user id matches the authenticated user and that the user is a member of the account.

Action Parameters

accountId
string
envelopeId
stringRequired
recipientId
stringRequired
include_chrome
string

Action Response

data
object
successful
boolean
error

Retrieves 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 jurisdiction, including commission details, seal requirements, and jurisdiction-specific rules. it provides crucial data for notaries to understand their authority and limitations within a particular area. the endpoint can only be accessed by authenticated users who are registered notaries, and the requested jurisdiction must be one that the notary is authorized for. it does not provide information about jurisdictions the notary is not registered for or allow modifications to the jurisdiction data.

Action Parameters

jurisdictionId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves the cloud storage provider configuration for a specific user within a docusign account. this endpoint returns a list of enabled cloud storage providers and their configuration details for the specified user. it’s useful for integrating cloud storage options into docusign workflows or managing user-specific cloud storage settings. the endpoint is designed for individual user access, meaning users can only retrieve their own configuration information, even if they have admin rights. the response includes authentication urls for providers that require user authentication, making it valuable for setting up or updating cloud storage integrations.

Action Parameters

accountId
string
serviceId
stringRequired
userId
stringRequired
redirectUrl
string

Action Response

data
object
successful
boolean
error

This 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 document security and workflow customization. the method is particularly useful when you need to restrict access to certain documents for some recipients while maintaining full visibility for others. however, it’s important to note that some recipient types (carbon copy, certified delivery, editor, and agent) will always have full document visibility, and documents with assigned tabs cannot be hidden from their respective recipients.

Action Parameters

accountId
string
templateId
stringRequired
documentVisibility
array

Action Response

data
object
successful
boolean
error

Retrieves 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 particularly useful for account administrators who need to manage user access, set permissions, or organize users within their docusign environment. the endpoint supports pagination, filtering by group type, and text-based searching, making it versatile for various group management tasks. note that while it provides group information, it does not directly return the list of users within each group; a separate api call is required for that purpose.

Action Parameters

accountId
string
count
string
group_type
string
include_usercount
string
search_text
string
start_position
string

Action Response

data
object
successful
boolean
error

Updates 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 used to customize templates for specific use cases, enabling prepopulation of metadata for envelopes created from the template. the endpoint supports updating multiple custom fields in a single request, making it efficient for batch updates. however, it does not create new custom fields; it only modifies existing ones.

Action Parameters

accountId
string
templateId
stringRequired
listCustomFields
array
textCustomFields
array

Action Response

data
object
successful
boolean
error

Deletes 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 and send webhook notifications. it should be used when you need to disable or reconfigure the connect oauth integration for an account. this operation is irreversible and will immediately stop any active connect oauth-based integrations for the specified account. only account administrators can perform this action, and connect must be enabled on the account for this endpoint to work. it’s important to note that this deletion only affects the oauth configuration for connect and does not impact other docusign integrations or the account itself.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves a binary version of a file from a docusign workspace. this endpoint allows you to access and download files stored within a specific workspace, folder, and account. it’s particularly useful for retrieving document content for further processing or viewing outside the docusign platform. the endpoint offers options to download the file as an attachment or convert it to pdf format. use this when you need to extract file content from a docusign workspace, either for backup purposes, local editing, or integration with other systems. note that this endpoint retrieves the raw file content and does not provide metadata about the file or its signing status.

Action Parameters

accountId
string
fileId
stringRequired
folderId
stringRequired
workspaceId
stringRequired
is_download
string
pdf_version
string

Action Response

data
object
successful
boolean
error

This deprecated endpoint is used to update tab-related data (tab blobs) within a specific envelope in a docusign account. it is important to note that this endpoint should not be used in new integrations or applications due to its deprecated status. the endpoint requires both an account identifier and an envelope identifier to target the correct set of tabs for updating. while it can modify tab data, the exact nature of the modifications and the format of the tab blob are not specified in the provided schema. the endpoint returns a simple success response or an error response with details if the operation fails. developers should seek alternative, supported methods for managing tabs in docusign envelopes.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 envelope. it’s particularly useful for managing automated document workflows where timing adjustments are necessary. the operation is irreversible and should be used with caution. importantly, this endpoint cannot be called once the scheduled sending countdown has begun, limiting its use to the period before the scheduled send time approaches. this tool helps in maintaining flexibility in document scheduling within the docusign system.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 updating or removing outdated stamps. the endpoint requires the account id, the type of image being deleted (stamp, signature, or initials), and the specific signature id. it’s important to note that this action is irreversible, so it should be used with caution. the endpoint will return detailed information about the signature after deletion, including any remaining associated images and properties. this tool should be used when a user needs to remove a stamp image from their account, but not when they want to modify or update an existing stamp image.

Action Parameters

accountId
string
imageType
stringRequired
signatureId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint allows you to share a docusign template with a specified members group. it’s used to grant access to templates for collaboration and reuse within an organization. note that this endpoint is deprecated, and for newer functionality, it’s recommended to use the ‘accounts: update shared access’ endpoint instead. the operation updates the sharing settings for a specific template, enabling administrators to control template access across different groups efficiently.

Action Parameters

accountId
string
templateId
stringRequired
templatePart
stringRequired
endPosition
string
groups
array
nextUri
string
previousUri
string
resultSetSize
string
startPosition
string
totalSetSize
string

Action Response

data
object
successful
boolean
error

Sets 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-time notifications about envelope status changes. it should be used when integrating docusign connect with your own authorization server for enhanced security and control over webhook notifications. this tool is essential for account administrators setting up or updating connect oauth configurations, but requires connect to be enabled on the account.

Action Parameters

accountId
string
authorizationServerUrl
string
clientId
string
clientSecret
string
customParameters
string
scope
string

Action Response

data
object
successful
boolean
error

Updates 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 conditional routing, schedule envelope sending, and define recipient rules for a template. it’s particularly useful for complex signing workflows that require precise control over the timing and conditions of each step in the process. the updated workflow can include features such as delayed sending, conditional recipients, and paused steps, providing flexibility in managing the document lifecycle. this tool should be used when there’s a need to modify or refine the existing workflow of a template to accommodate specific business processes or compliance requirements. it’s important to note that this update affects only the workflow definition and does not modify other aspects of the template such as document content or basic recipient information.

Action Parameters

accountId
string
templateId
stringRequired
currentWorkflowStepId
string
resumeDate
string
scheduledSending__bulkListId
string
scheduledSending__resumeDate
string
scheduledSending__rules
array
scheduledSending__status
string
workflowStatus
string
workflowSteps
array

Action Response

data
object
successful
boolean
error

Retrieves 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 documents. it provides detailed information about display settings, anchors, and collapsible sections that control the appearance and behavior of the template during signing. this tool is essential for developers who need to understand or modify the responsive signing experience for a specific template.

Action Parameters

accountId
string
templateId
stringRequired

Action Response

data
object
successful
boolean
error

Updates the lock information for a locked envelope in docusign. this endpoint allows you to modify the duration of the lock and the name of the application that locked the envelope. it’s particularly useful when you need to extend the lock time or update the locking application’s identifier. the endpoint requires the x-docusign-edit header for authentication and returns comprehensive information about the updated lock, including its new duration, expiration time, and a unique lock token for future operations. use this when managing long-running operations on envelopes to prevent conflicts from simultaneous edits.

Action Parameters

accountId
string
envelopeId
stringRequired
lockDurationInSeconds
string
lockedByApp
string
lockType
string
templatePassword
string
useScratchPad
string

Action Response

data
object
successful
boolean
error

Retrieves 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 information about both successful and failed connect events. it allows administrators to review recent activities, identify issues, and ensure proper functioning of their connect configurations. the endpoint supports date-based filtering to narrow down the log entries within a specific time range. note that this endpoint requires administrator access and connect must be enabled on the account with logging turned on. log entries are only retained for 15 days.

Action Parameters

accountId
string
from_date
string
to_date
string

Action Response

data
object
successful
boolean
error

Updates a user’s profile image in docusign by uploading a new image file. this endpoint allows users to personalize their docusign account by changing their profile picture. the tool supports various image formats (gif, png, jpeg, and bmp) and has specific size and dimension recommendations for optimal display. it’s important to note that users can only update their own profile image, and the actual method of sending the image file is not specified in the schema.

Action Parameters

accountId
string
userId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

account_id
stringRequired
envelope_id
stringRequired
document_id
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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, language settings, and resource urls for customizing various docusign experiences. it’s particularly useful for managing and reviewing account-level branding options. the endpoint requires either the ‘canselfbrandsign’ or ‘canselfbrandsend’ setting to be enabled for the account. use this when you need to audit, manage, or implement brand customizations across your docusign account.

Action Parameters

accountId
string
exclude_distributor_brand
string
include_logos
string

Action Response

data
object
successful
boolean
error

Retrieves a comprehensive list of envelope and document custom fields associated with a specific docusign account. this endpoint is useful for account administrators who need to review, manage, or analyze the custom fields set up for their organization’s docusign workflows. the returned data includes both list custom fields (with predefined options) and text custom fields (for free-form input), providing a complete overview of all custom data points used in the account’s envelope processes. this tool should be used when you need to audit existing custom fields, prepare for updates to custom field configurations, or gather information for reporting purposes. it does not allow for the creation, modification, or deletion of custom fields; it is strictly for retrieval of existing field data.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves detailed information about a specific workflow step for a docusign envelope. this endpoint allows users to access the configuration and status of a single step within an envelope’s workflow, including delayed routing settings and conditional recipient rules. it’s particularly useful for monitoring the progress of complex, multi-step envelope processes or for troubleshooting issues with specific workflow steps. the endpoint provides read-only access to step details and should be used when you need to inspect or verify the current state and rules of a particular workflow step within an envelope. note that this endpoint does not allow modification of the workflow step; it is for retrieval purposes only.

Action Parameters

accountId
string
envelopeId
stringRequired
workflowStepId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves the settings and information for the currently authenticated notary user in the docusign system. this endpoint provides comprehensive details about the notary’s account configuration, including personal information, user settings, and optionally, information about supported jurisdictions. it should be used when detailed information about a notary user’s account and capabilities is required, such as during account management or when verifying a notary’s jurisdictional authority. the endpoint is specifically designed for notary users and will not work for regular docusign users. it’s important to note that the response contains sensitive information, so proper authorization and security measures should be in place when using this endpoint.

Action Parameters

include_jurisdictions
string

Action Response

data
object
successful
boolean
error

Deletes 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 remove specific failure records or clear all failure logs. it should be used when troubleshooting connect integration issues or performing routine log management. the endpoint requires account administrator privileges and connect must be enabled on the account. it’s important to note that this operation is irreversible, so care should be taken when deleting log entries, especially when using the ‘all’ option.

Action Parameters

accountId
string
failureId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes a specified list of connect log entries for a docusign account. this endpoint is designed for account administrators to manage and clean up connect event logs. it should be used when you need to remove specific log entries, potentially for data management, privacy, or housekeeping purposes. the operation requires that connect be enabled on the account and that the user has account administrator privileges. it’s important to note that this action is irreversible and will permanently remove the selected log entries, so it should be used with caution. the endpoint does not provide a way to retrieve or view the log entries before deletion, so ensure you have identified the correct entries to be deleted before using this function.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves 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 from standard user account settings. it supports both grouped and ungrouped custom settings, with the ability to filter by group using an optional header. use this endpoint when you need to access user-specific configurations, preferences, or any custom data stored for a particular user in your docusign integration. note that users can only access their own custom settings, and this endpoint does not provide access to standard docusign account settings.

Action Parameters

accountId
string
userId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 differ from the account-level disclosure based on the signing brand applied to the envelope and the recipient’s language settings. it is particularly useful when you need to present the exact disclosure that a recipient will see before they sign a document, ensuring compliance with electronic signature regulations and providing transparency in the signing process.

Action Parameters

accountId
string
envelopeId
stringRequired
langCode
stringRequired
recipientId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
userId
stringRequired
storageProviders
array

Action Response

data
object
successful
boolean
error

This endpoint updates the document visibility settings for a specific recipient in a docusign template. it allows you to control which documents are visible to particular recipients, enhancing document security and customizing the signing experience. use this when you need to modify document access for a recipient after a template has been created. note that you cannot hide documents from recipients who have tabs assigned to them, and certain recipient types (carbon copy, certified delivery, editor, and agent) will always have visibility to all documents.

Action Parameters

accountId
string
recipientId
stringRequired
templateId
stringRequired
documentVisibility
array

Action Response

data
object
successful
boolean
error

Retrieves 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 recipients and senders, as well as a list of all available brands with their properties. it’s particularly useful for administrators managing multiple brands across different groups within an organization. the endpoint should be used when there’s a need to review or audit brand assignments, customize group-specific branding, or prepare for brand updates within a group context. it does not modify any brand settings but offers a read-only view of the current brand configuration for the specified group.

Action Parameters

accountId
string
groupId
stringRequired

Action Response

data
object
successful
boolean
error

This deprecated endpoint retrieves the tabs blob associated with a specific envelope in docusign. it allows developers to access detailed information about the tabs (such as signature fields, text fields, etc.) within a document envelope. however, as this endpoint is no longer recommended for use, developers should seek alternative methods for accessing tab information in new implementations. the endpoint requires both an account id and an envelope id to identify the specific envelope and account for which to retrieve the tabs blob. use this endpoint cautiously and only if absolutely necessary for legacy systems, as it may be removed in future api versions.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 dimensions, and pagination options. it’s particularly useful when you need to display or process document pages without downloading the entire document. the endpoint supports showing changes made to the document and can bypass caching for the most up-to-date images. it’s ideal for applications that need to render document previews, perform image analysis, or create custom document viewers.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
count
string
dpi
string
max_height
string
max_width
string
nocache
string
show_changes
string
start_position
string

Action Response

data
object
successful
boolean
error

Retrieves the current password rules and security settings for a user’s docusign account. this endpoint provides detailed information about password requirements, including expiration policies, complexity rules, lockout settings, and security question configurations. it’s useful for applications that need to display or enforce docusign’s password policies, or for users who want to understand the security requirements for their account. the tool returns a comprehensive set of rules that govern password management, helping to ensure compliance with the account’s security standards. it should be used when detailed password policy information is needed, but not for actually changing or resetting passwords.

Action Parameters

Action Response

data
object
successful
boolean
error

This 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 document’s content or structure. use this when you need to update or add custom information to a template document, such as internal reference numbers, project codes, or any other metadata relevant to your document workflow. the endpoint is particularly useful for maintaining up-to-date metadata in frequently used templates without recreating them. note that while docusign stores and returns these custom fields, it does not process or use them for any internal operations. the update is specific to a single document within a template, identified by the documentid parameter.

Action Parameters

accountId
string
documentId
stringRequired
templateId
stringRequired
documentFields
array

Action Response

data
object
successful
boolean
error

Retrieves detailed information about a specific workflow step for a docusign template. this endpoint allows users to fetch comprehensive data about a single step in a template’s workflow, including its action, status, delayed routing settings, and recipient routing rules. it’s particularly useful when you need to examine or troubleshoot the configuration of a specific workflow step within a template. the endpoint provides insights into how the step is triggered, its current status, and any conditional routing or delay rules applied to it. use this when you need to understand the exact behavior and settings of a particular workflow step in your docusign template.

Action Parameters

accountId
string
templateId
stringRequired
workflowStepId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint updates the default email notification settings for envelope senders and signers in a docusign account. it allows for extensive customization of when and what type of notifications users receive regarding envelope status changes, comments, and other events. the endpoint is useful for tailoring the docusign experience to an organization’s specific needs and communication preferences. it should be used when an account administrator wants to modify the default notification behavior for all users in the account. note that these settings can be overridden at the individual envelope level if needed.

Action Parameters

accountId
string
apiEmailNotifications__senderEmailNotifications__changedSigner
string
apiEmailNotifications__senderEmailNotifications__clickwrapResponsesLimitNotificationEmail
string
apiEmailNotifications__senderEmailNotifications__commentsOnlyPrivateAndMention
string
apiEmailNotifications__senderEmailNotifications__commentsReceiveAll
string
apiEmailNotifications__senderEmailNotifications__deliveryFailed
string
apiEmailNotifications__senderEmailNotifications__envelopeComplete
string
apiEmailNotifications__senderEmailNotifications__offlineSigningFailed
string
apiEmailNotifications__senderEmailNotifications__powerformResponsesLimitNotificationEmail
string
apiEmailNotifications__senderEmailNotifications__purgeDocuments
string
apiEmailNotifications__senderEmailNotifications__recipientViewed
string
apiEmailNotifications__senderEmailNotifications__senderEnvelopeDeclined
string
apiEmailNotifications__senderEmailNotifications__withdrawnConsent
string
apiEmailNotifications__signerEmailNotifications__agentNotification
string
apiEmailNotifications__signerEmailNotifications__carbonCopyNotification
string
apiEmailNotifications__signerEmailNotifications__certifiedDeliveryNotification
string
apiEmailNotifications__signerEmailNotifications__commentsOnlyPrivateAndMention
string
apiEmailNotifications__signerEmailNotifications__commentsReceiveAll
string
apiEmailNotifications__signerEmailNotifications__documentMarkupActivation
string
apiEmailNotifications__signerEmailNotifications__envelopeActivation
string
apiEmailNotifications__signerEmailNotifications__envelopeComplete
string
apiEmailNotifications__signerEmailNotifications__envelopeCorrected
string
apiEmailNotifications__signerEmailNotifications__envelopeDeclined
string
apiEmailNotifications__signerEmailNotifications__envelopeVoided
string
apiEmailNotifications__signerEmailNotifications__faxReceived
string
apiEmailNotifications__signerEmailNotifications__offlineSigningFailed
string
apiEmailNotifications__signerEmailNotifications__purgeDocuments
string
apiEmailNotifications__signerEmailNotifications__reassignedSigner
string
apiEmailNotifications__signerEmailNotifications__whenSigningGroupMember
string
emailNotifications__senderEmailNotifications__changedSigner
string
emailNotifications__senderEmailNotifications__clickwrapResponsesLimitNotificationEmail
string
emailNotifications__senderEmailNotifications__commentsOnlyPrivateAndMention
string
emailNotifications__senderEmailNotifications__commentsReceiveAll
string
emailNotifications__senderEmailNotifications__deliveryFailed
string
emailNotifications__senderEmailNotifications__envelopeComplete
string
emailNotifications__senderEmailNotifications__offlineSigningFailed
string
emailNotifications__senderEmailNotifications__powerformResponsesLimitNotificationEmail
string
emailNotifications__senderEmailNotifications__purgeDocuments
string
emailNotifications__senderEmailNotifications__recipientViewed
string
emailNotifications__senderEmailNotifications__senderEnvelopeDeclined
string
emailNotifications__senderEmailNotifications__withdrawnConsent
string
emailNotifications__signerEmailNotifications__agentNotification
string
emailNotifications__signerEmailNotifications__carbonCopyNotification
string
emailNotifications__signerEmailNotifications__certifiedDeliveryNotification
string
emailNotifications__signerEmailNotifications__commentsOnlyPrivateAndMention
string
emailNotifications__signerEmailNotifications__commentsReceiveAll
string
emailNotifications__signerEmailNotifications__documentMarkupActivation
string
emailNotifications__signerEmailNotifications__envelopeActivation
string
emailNotifications__signerEmailNotifications__envelopeComplete
string
emailNotifications__signerEmailNotifications__envelopeCorrected
string
emailNotifications__signerEmailNotifications__envelopeDeclined
string
emailNotifications__signerEmailNotifications__envelopeVoided
string
emailNotifications__signerEmailNotifications__faxReceived
string
emailNotifications__signerEmailNotifications__offlineSigningFailed
string
emailNotifications__signerEmailNotifications__purgeDocuments
string
emailNotifications__signerEmailNotifications__reassignedSigner
string
emailNotifications__signerEmailNotifications__whenSigningGroupMember
string

Action Response

data
object
successful
boolean
error

Retrieves 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 a template’s workflow. it’s useful for understanding when and how an envelope will be sent to recipients associated with the workflow step. the endpoint should be used when you need to review or verify the delayed routing settings for a template, particularly in automated document workflows. note that if the specified workflow step does not have a delayed routing object, this method will return a 404 error.

Action Parameters

accountId
string
templateId
stringRequired
workflowStepId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 details, payment method, effective date, and current status of the downgrade request. it should be used when managing account billing changes, specifically when an account holder has initiated or is considering a plan downgrade. the tool is particularly useful for account administrators or billing departments to review and process downgrade requests. note that this endpoint only provides information about existing downgrade requests and does not initiate new downgrades or make changes to the account’s current plan.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Updates 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, enote configuration, organization details, and user credentials. it should be used when setting up or modifying the enote and eoriginal integration for secure electronic document management. the endpoint requires the account to have the ‘allow enote for eoriginal’ plan item enabled. note that this is a beta api and may be subject to changes. ensure that both connect and eoriginal are properly configured for the integration to work correctly.

Action Parameters

accountId
string
apiKey
string
connectConfigured
string
eNoteConfigured
string
organization
string
password
string
userName
string

Action Response

data
object
successful
boolean
error

Retrieves 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, which can be beneficial for template management and document processing workflows. it should be used when you need to retrieve template information for a particular document in an existing envelope, such as for template auditing or document-specific template applications. the endpoint returns detailed information about each associated template, including its id, name, and matching details, but does not provide the actual template content or allow for template modifications.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
include
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

commissionExpiration
string
commissionId
string
county
string
errorDetails__errorCode
string
errorDetails__message
string
jurisdiction__allowSystemCreatedSeal
string
jurisdiction__allowUserUploadedSeal
string
jurisdiction__commissionIdInSeal
string
jurisdiction__county
string
jurisdiction__countyInSeal
string
jurisdiction__enabled
string
jurisdiction__jurisdictionId
string
jurisdiction__name
string
jurisdiction__notaryPublicInSeal
string
jurisdiction__stateNameInSeal
string
registeredName
string
sealType
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
assertionId
string
authenticationInstant
string
authenticationMethod
string
clientURLs__onAccessCodeFailed
string
clientURLs__onCancel
string
clientURLs__onDecline
string
clientURLs__onException
string
clientURLs__onFaxPending
string
clientURLs__onIdCheckFailed
string
clientURLs__onSessionTimeout
string
clientURLs__onSigningComplete
string
clientURLs__onTTLExpired
string
clientURLs__onViewingComplete
string
pingFrequency
string
pingUrl
string
recipientId
string
returnUrl
string
securityDomain
string
xFrameOptions
string
xFrameOptionsAllowFromUrl
string

Action Response

data
object
successful
boolean
error

Retrieves the default email notification settings for envelopes in a docusign account. this endpoint provides a comprehensive overview of the notification preferences for both senders and signers, covering various events in the envelope lifecycle such as envelope completion, delivery failures, and signer changes. it’s particularly useful when setting up a new account or reviewing existing notification configurations to ensure optimal communication with all parties involved in the signing process. the returned settings serve as a template for envelope-specific notifications but can be overridden on a per-envelope basis if needed.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Queues a downgrade request for a docusign account’s billing plan. this endpoint allows you to initiate the process of changing an account to a lower-tier or less expensive plan. it’s used when an account holder wants to reduce their subscription level or change to a more cost-effective plan. the endpoint processes the request and returns information about the downgrade status, including the effective date and new plan details. note that this action queues the request for processing and does not immediately apply the downgrade.

Action Parameters

accountId
string
downgradeEventType
string
planInformation__addOns
array
planInformation__currencyCode
string
planInformation__freeTrialDaysOverride
string
planInformation__planFeatureSets
array
planInformation__planId
string
planInformation__recipientDomains
array
promoCode
string
saleDiscount
string
saleDiscountPeriods
string
saleDiscountType
string

Action Response

data
object
successful
boolean
error

Updates 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 signing purposes. it’s useful when you need to rename signing groups to reflect organizational changes or improve clarity. the endpoint updates only the group names and doesn’t modify other group properties or memberships. use this when you need to maintain accurate and up-to-date naming conventions for your signing groups.

Action Parameters

accountId
string
groups
array

Action Response

data
object
successful
boolean
error

Retrieves general information about a template lock in docusign. this endpoint allows users to obtain details about an existing lock on a specific template, including the lock duration, the user who applied the lock, the expiration date, and the unique lock token. it is particularly useful for recovering lock information when a user needs to manage or update a locked template. the endpoint should be used when a user needs to verify the status of a template lock or retrieve the lock token for subsequent operations. it’s important to note that only the user who initially locked the template can request this information, ensuring security and preventing unauthorized access to lock details. the response includes the x-docusign-edit header, which provides additional context about the lock.

Action Parameters

accountId
string
templateId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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, and potential error details. it is particularly useful for troubleshooting connect integrations, auditing connect events, and monitoring the overall health of your connect service. the endpoint requires connect to be enabled on the account and logging to be activated in the connect configuration. only account administrators can access this information.

Action Parameters

accountId
string
logId
stringRequired
additional_info
string

Action Response

data
object
successful
boolean
error

Updates various settings for a specified docusign account. this endpoint allows administrators to configure a wide range of account-level options, including security settings, compliance features, and user interface preferences. use this when you need to modify your docusign account configuration to align with organizational needs and policies. note that many settings require administrative privileges, and some may have interdependencies with other features.

Action Parameters

accountId
string
accessCodeFormat__formatRequired
string
accessCodeFormat__formatRequiredMetadata__is21CFRPart11
string
accessCodeFormat__formatRequiredMetadata__options
array
accessCodeFormat__formatRequiredMetadata__rights
string
accessCodeFormat__formatRequiredMetadata__uiHint
string
accessCodeFormat__formatRequiredMetadata__uiOrder
string
accessCodeFormat__formatRequiredMetadata__uiType
string
accessCodeFormat__letterRequired
string
accessCodeFormat__letterRequiredMetadata__is21CFRPart11
string
accessCodeFormat__letterRequiredMetadata__options
array
accessCodeFormat__letterRequiredMetadata__rights
string
accessCodeFormat__letterRequiredMetadata__uiHint
string
accessCodeFormat__letterRequiredMetadata__uiOrder
string
accessCodeFormat__letterRequiredMetadata__uiType
string
accessCodeFormat__minimumLength
string
accessCodeFormat__minimumLengthMetadata__is21CFRPart11
string
accessCodeFormat__minimumLengthMetadata__options
array
accessCodeFormat__minimumLengthMetadata__rights
string
accessCodeFormat__minimumLengthMetadata__uiHint
string
accessCodeFormat__minimumLengthMetadata__uiOrder
string
accessCodeFormat__minimumLengthMetadata__uiType
string
accessCodeFormat__numberRequired
string
accessCodeFormat__numberRequiredMetadata__is21CFRPart11
string
accessCodeFormat__numberRequiredMetadata__options
array
accessCodeFormat__numberRequiredMetadata__rights
string
accessCodeFormat__numberRequiredMetadata__uiHint
string
accessCodeFormat__numberRequiredMetadata__uiOrder
string
accessCodeFormat__numberRequiredMetadata__uiType
string
accessCodeFormat__specialCharacterRequired
string
accessCodeFormat__specialCharacterRequiredMetadata__is21CFRPart11
string
accessCodeFormat__specialCharacterRequiredMetadata__options
array
accessCodeFormat__specialCharacterRequiredMetadata__rights
string
accessCodeFormat__specialCharacterRequiredMetadata__uiHint
string
accessCodeFormat__specialCharacterRequiredMetadata__uiOrder
string
accessCodeFormat__specialCharacterRequiredMetadata__uiType
string
accountDateTimeFormat
string
accountDateTimeFormatMetadata__is21CFRPart11
string
accountDateTimeFormatMetadata__options
array
accountDateTimeFormatMetadata__rights
string
accountDateTimeFormatMetadata__uiHint
string
accountDateTimeFormatMetadata__uiOrder
string
accountDateTimeFormatMetadata__uiType
string
accountDefaultLanguage
string
accountDefaultLanguageMetadata__is21CFRPart11
string
accountDefaultLanguageMetadata__options
array
accountDefaultLanguageMetadata__rights
string
accountDefaultLanguageMetadata__uiHint
string
accountDefaultLanguageMetadata__uiOrder
string
accountDefaultLanguageMetadata__uiType
string
accountName
string
accountNameMetadata__is21CFRPart11
string
accountNameMetadata__options
array
accountNameMetadata__rights
string
accountNameMetadata__uiHint
string
accountNameMetadata__uiOrder
string
accountNameMetadata__uiType
string
accountNotification__expirations__expireAfter
string
accountNotification__expirations__expireEnabled
string
accountNotification__expirations__expireWarn
string
accountNotification__reminders__reminderDelay
string
accountNotification__reminders__reminderEnabled
string
accountNotification__reminders__reminderFrequency
string
accountNotification__userOverrideEnabled
string
accountUISettings__adminMessage__baseMessage
string
accountUISettings__adminMessage__moreInformation
string
accountUISettings__allowUsersToEditSharedAccess
string
accountUISettings__allowUsersToEditSharedAccessMetadata__is21CFRPart11
string
accountUISettings__allowUsersToEditSharedAccessMetadata__options
array
accountUISettings__allowUsersToEditSharedAccessMetadata__rights
string
accountUISettings__allowUsersToEditSharedAccessMetadata__uiHint
string
accountUISettings__allowUsersToEditSharedAccessMetadata__uiOrder
string
accountUISettings__allowUsersToEditSharedAccessMetadata__uiType
string
accountUISettings__askAnAdmin__email
string
accountUISettings__askAnAdmin__message
string
accountUISettings__askAnAdmin__name
string
accountUISettings__askAnAdmin__phone
string
accountUISettings__clickwrapSchemaVersion
string
accountUISettings__clickwrapSchemaVersionMetadata__is21CFRPart11
string
accountUISettings__clickwrapSchemaVersionMetadata__options
array
accountUISettings__clickwrapSchemaVersionMetadata__rights
string
accountUISettings__clickwrapSchemaVersionMetadata__uiHint
string
accountUISettings__clickwrapSchemaVersionMetadata__uiOrder
string
accountUISettings__clickwrapSchemaVersionMetadata__uiType
string
accountUISettings__enableAdminMessage
string
accountUISettings__enableAdminMessageMetadata__is21CFRPart11
string
accountUISettings__enableAdminMessageMetadata__options
array
accountUISettings__enableAdminMessageMetadata__rights
string
accountUISettings__enableAdminMessageMetadata__uiHint
string
accountUISettings__enableAdminMessageMetadata__uiOrder
string
accountUISettings__enableAdminMessageMetadata__uiType
string
accountUISettings__enableEasySignCanUseMultiTemplateApply
string
accountUISettings__enableEasySignCanUseMultiTemplateApplyMetadata__is21CFRPart11
string
accountUISettings__enableEasySignCanUseMultiTemplateApplyMetadata__options
array
accountUISettings__enableEasySignCanUseMultiTemplateApplyMetadata__rights
string
accountUISettings__enableEasySignCanUseMultiTemplateApplyMetadata__uiHint
string
accountUISettings__enableEasySignCanUseMultiTemplateApplyMetadata__uiOrder
string
accountUISettings__enableEasySignCanUseMultiTemplateApplyMetadata__uiType
string
accountUISettings__enableEasySignTemplateUpload
string
accountUISettings__enableEasySignTemplateUploadMetadata__is21CFRPart11
string
accountUISettings__enableEasySignTemplateUploadMetadata__options
array
accountUISettings__enableEasySignTemplateUploadMetadata__rights
string
accountUISettings__enableEasySignTemplateUploadMetadata__uiHint
string
accountUISettings__enableEasySignTemplateUploadMetadata__uiOrder
string
accountUISettings__enableEasySignTemplateUploadMetadata__uiType
string
accountUISettings__enableEnvelopeCopyWithData
string
accountUISettings__enableEnvelopeCopyWithDataMetadata__is21CFRPart11
string
accountUISettings__enableEnvelopeCopyWithDataMetadata__options
array
accountUISettings__enableEnvelopeCopyWithDataMetadata__rights
string
accountUISettings__enableEnvelopeCopyWithDataMetadata__uiHint
string
accountUISettings__enableEnvelopeCopyWithDataMetadata__uiOrder
string
accountUISettings__enableEnvelopeCopyWithDataMetadata__uiType
string
accountUISettings__enableEnvelopeTypes
string
accountUISettings__enableEnvelopeTypesMetadata__is21CFRPart11
string
accountUISettings__enableEnvelopeTypesMetadata__options
array
accountUISettings__enableEnvelopeTypesMetadata__rights
string
accountUISettings__enableEnvelopeTypesMetadata__uiHint
string
accountUISettings__enableEnvelopeTypesMetadata__uiOrder
string
accountUISettings__enableEnvelopeTypesMetadata__uiType
string
accountUISettings__enableLegacySendflowLink
string
accountUISettings__enableLegacySendflowLinkMetadata__is21CFRPart11
string
accountUISettings__enableLegacySendflowLinkMetadata__options
array
accountUISettings__enableLegacySendflowLinkMetadata__rights
string
accountUISettings__enableLegacySendflowLinkMetadata__uiHint
string
accountUISettings__enableLegacySendflowLinkMetadata__uiOrder
string
accountUISettings__enableLegacySendflowLinkMetadata__uiType
string
accountUISettings__hasExternalLinkedAccounts
string
accountUISettings__hasExternalLinkedAccountsMetadata__is21CFRPart11
string
accountUISettings__hasExternalLinkedAccountsMetadata__options
array
accountUISettings__hasExternalLinkedAccountsMetadata__rights
string
accountUISettings__hasExternalLinkedAccountsMetadata__uiHint
string
accountUISettings__hasExternalLinkedAccountsMetadata__uiOrder
string
accountUISettings__hasExternalLinkedAccountsMetadata__uiType
string
accountUISettings__hideSendAnEnvelope
string
accountUISettings__hideSendAnEnvelopeMetadata__is21CFRPart11
string
accountUISettings__hideSendAnEnvelopeMetadata__options
array
accountUISettings__hideSendAnEnvelopeMetadata__rights
string
accountUISettings__hideSendAnEnvelopeMetadata__uiHint
string
accountUISettings__hideSendAnEnvelopeMetadata__uiOrder
string
accountUISettings__hideSendAnEnvelopeMetadata__uiType
string
accountUISettings__hideUseATemplate
string
accountUISettings__hideUseATemplateInPrepare
string
accountUISettings__hideUseATemplateInPrepareMetadata__is21CFRPart11
string
accountUISettings__hideUseATemplateInPrepareMetadata__options
array
accountUISettings__hideUseATemplateInPrepareMetadata__rights
string
accountUISettings__hideUseATemplateInPrepareMetadata__uiHint
string
accountUISettings__hideUseATemplateInPrepareMetadata__uiOrder
string
accountUISettings__hideUseATemplateInPrepareMetadata__uiType
string
accountUISettings__hideUseATemplateMetadata__is21CFRPart11
string
accountUISettings__hideUseATemplateMetadata__options
array
accountUISettings__hideUseATemplateMetadata__rights
string
accountUISettings__hideUseATemplateMetadata__uiHint
string
accountUISettings__hideUseATemplateMetadata__uiOrder
string
accountUISettings__hideUseATemplateMetadata__uiType
string
accountUISettings__orderBasedRecipientIdGeneration
string
accountUISettings__orderBasedRecipientIdGenerationMetadata__is21CFRPart11
string
accountUISettings__orderBasedRecipientIdGenerationMetadata__options
array
accountUISettings__orderBasedRecipientIdGenerationMetadata__rights
string
accountUISettings__orderBasedRecipientIdGenerationMetadata__uiHint
string
accountUISettings__orderBasedRecipientIdGenerationMetadata__uiOrder
string
accountUISettings__orderBasedRecipientIdGenerationMetadata__uiType
string
accountUISettings__removeEnvelopeForwarding
string
accountUISettings__removeEnvelopeForwardingMetadata__is21CFRPart11
string
accountUISettings__removeEnvelopeForwardingMetadata__options
array
accountUISettings__removeEnvelopeForwardingMetadata__rights
string
accountUISettings__removeEnvelopeForwardingMetadata__uiHint
string
accountUISettings__removeEnvelopeForwardingMetadata__uiOrder
string
accountUISettings__removeEnvelopeForwardingMetadata__uiType
string
accountUISettings__shouldRedactAccessCode
string
accountUISettings__shouldRedactAccessCodeMetadata__is21CFRPart11
string
accountUISettings__shouldRedactAccessCodeMetadata__options
array
accountUISettings__shouldRedactAccessCodeMetadata__rights
string
accountUISettings__shouldRedactAccessCodeMetadata__uiHint
string
accountUISettings__shouldRedactAccessCodeMetadata__uiOrder
string
accountUISettings__shouldRedactAccessCodeMetadata__uiType
string
accountUISettings__uploadNewImageToSignOrInitial
string
accountUISettings__uploadNewImageToSignOrInitialMetadata__is21CFRPart11
string
accountUISettings__uploadNewImageToSignOrInitialMetadata__options
array
accountUISettings__uploadNewImageToSignOrInitialMetadata__rights
string
accountUISettings__uploadNewImageToSignOrInitialMetadata__uiHint
string
accountUISettings__uploadNewImageToSignOrInitialMetadata__uiOrder
string
accountUISettings__uploadNewImageToSignOrInitialMetadata__uiType
string
adoptSigConfig
string
adoptSigConfigMetadata__is21CFRPart11
string
adoptSigConfigMetadata__options
array
adoptSigConfigMetadata__rights
string
adoptSigConfigMetadata__uiHint
string
adoptSigConfigMetadata__uiOrder
string
adoptSigConfigMetadata__uiType
string
advancedCorrect
string
advancedCorrectMetadata__is21CFRPart11
string
advancedCorrectMetadata__options
array
advancedCorrectMetadata__rights
string
advancedCorrectMetadata__uiHint
string
advancedCorrectMetadata__uiOrder
string
advancedCorrectMetadata__uiType
string
advancedSearchEnableTabField
string
advancedSearchEnableTabFieldMetadata__is21CFRPart11
string
advancedSearchEnableTabFieldMetadata__options
array
advancedSearchEnableTabFieldMetadata__rights
string
advancedSearchEnableTabFieldMetadata__uiHint
string
advancedSearchEnableTabFieldMetadata__uiOrder
string
advancedSearchEnableTabFieldMetadata__uiType
string
advancedSearchEnableTemplateIdField
string
advancedSearchEnableTemplateIdFieldMetadata__is21CFRPart11
string
advancedSearchEnableTemplateIdFieldMetadata__options
array
advancedSearchEnableTemplateIdFieldMetadata__rights
string
advancedSearchEnableTemplateIdFieldMetadata__uiHint
string
advancedSearchEnableTemplateIdFieldMetadata__uiOrder
string
advancedSearchEnableTemplateIdFieldMetadata__uiType
string
advancedSearchEnableTemplateNameField
string
advancedSearchEnableTemplateNameFieldMetadata__is21CFRPart11
string
advancedSearchEnableTemplateNameFieldMetadata__options
array
advancedSearchEnableTemplateNameFieldMetadata__rights
string
advancedSearchEnableTemplateNameFieldMetadata__uiHint
string
advancedSearchEnableTemplateNameFieldMetadata__uiOrder
string
advancedSearchEnableTemplateNameFieldMetadata__uiType
string
allowAccessCodeFormat
string
allowAccessCodeFormatMetadata__is21CFRPart11
string
allowAccessCodeFormatMetadata__options
array
allowAccessCodeFormatMetadata__rights
string
allowAccessCodeFormatMetadata__uiHint
string
allowAccessCodeFormatMetadata__uiOrder
string
allowAccessCodeFormatMetadata__uiType
string
allowAccountManagementGranular
string
allowAccountManagementGranularMetadata__is21CFRPart11
string
allowAccountManagementGranularMetadata__options
array
allowAccountManagementGranularMetadata__rights
string
allowAccountManagementGranularMetadata__uiHint
string
allowAccountManagementGranularMetadata__uiOrder
string
allowAccountManagementGranularMetadata__uiType
string
allowAccountMemberNameChange
string
allowAccountMemberNameChangeMetadata__is21CFRPart11
string
allowAccountMemberNameChangeMetadata__options
array
allowAccountMemberNameChangeMetadata__rights
string
allowAccountMemberNameChangeMetadata__uiHint
string
allowAccountMemberNameChangeMetadata__uiOrder
string
allowAccountMemberNameChangeMetadata__uiType
string
allowACE
string
allowACEMetadata__is21CFRPart11
string
allowACEMetadata__options
array
allowACEMetadata__rights
string
allowACEMetadata__uiHint
string
allowACEMetadata__uiOrder
string
allowACEMetadata__uiType
string
allowAdvancedRecipientRoutingConditional
string
allowAdvancedRecipientRoutingConditionalMetadata__is21CFRPart11
string
allowAdvancedRecipientRoutingConditionalMetadata__options
array
allowAdvancedRecipientRoutingConditionalMetadata__rights
string
allowAdvancedRecipientRoutingConditionalMetadata__uiHint
string
allowAdvancedRecipientRoutingConditionalMetadata__uiOrder
string
allowAdvancedRecipientRoutingConditionalMetadata__uiType
string
allowAgentNameEmailEdit
string
allowAgentNameEmailEditMetadata__is21CFRPart11
string
allowAgentNameEmailEditMetadata__options
array
allowAgentNameEmailEditMetadata__rights
string
allowAgentNameEmailEditMetadata__uiHint
string
allowAgentNameEmailEditMetadata__uiOrder
string
allowAgentNameEmailEditMetadata__uiType
string
allowAgreementActions
string
allowAgreementActionsMetadata__is21CFRPart11
string
allowAgreementActionsMetadata__options
array
allowAgreementActionsMetadata__rights
string
allowAgreementActionsMetadata__uiHint
string
allowAgreementActionsMetadata__uiOrder
string
allowAgreementActionsMetadata__uiType
string
allowAgreementOrchestrations
string
allowAgreementOrchestrationsMetadata__is21CFRPart11
string
allowAgreementOrchestrationsMetadata__options
array
allowAgreementOrchestrationsMetadata__rights
string
allowAgreementOrchestrationsMetadata__uiHint
string
allowAgreementOrchestrationsMetadata__uiOrder
string
allowAgreementOrchestrationsMetadata__uiType
string
allowAutoNavSettings
string
allowAutoNavSettingsMetadata__is21CFRPart11
string
allowAutoNavSettingsMetadata__options
array
allowAutoNavSettingsMetadata__rights
string
allowAutoNavSettingsMetadata__uiHint
string
allowAutoNavSettingsMetadata__uiOrder
string
allowAutoNavSettingsMetadata__uiType
string
allowAutoTagging
string
allowAutoTaggingMetadata__is21CFRPart11
string
allowAutoTaggingMetadata__options
array
allowAutoTaggingMetadata__rights
string
allowAutoTaggingMetadata__uiHint
string
allowAutoTaggingMetadata__uiOrder
string
allowAutoTaggingMetadata__uiType
string
allowBulkSend
string
allowBulkSendMetadata__is21CFRPart11
string
allowBulkSendMetadata__options
array
allowBulkSendMetadata__rights
string
allowBulkSendMetadata__uiHint
string
allowBulkSendMetadata__uiOrder
string
allowBulkSendMetadata__uiType
string
allowCDWithdraw
string
allowCDWithdrawMetadata__is21CFRPart11
string
allowCDWithdrawMetadata__options
array
allowCDWithdrawMetadata__rights
string
allowCDWithdrawMetadata__uiHint
string
allowCDWithdrawMetadata__uiOrder
string
allowCDWithdrawMetadata__uiType
string
allowConnectEnvelopeRemovedEvent
string
allowConnectHttpListenerConfigs
string
AllowConnectIdentityVerificationUI
string
allowConnectOAuthUI
string
allowConnectSendFinishLater
string
allowConnectSendFinishLaterMetadata__is21CFRPart11
string
allowConnectSendFinishLaterMetadata__options
array
allowConnectSendFinishLaterMetadata__rights
string
allowConnectSendFinishLaterMetadata__uiHint
string
allowConnectSendFinishLaterMetadata__uiOrder
string
allowConnectSendFinishLaterMetadata__uiType
string
allowConnectUnifiedPayloadUI
string
allowConsumerDisclosureOverride
string
allowConsumerDisclosureOverrideMetadata__is21CFRPart11
string
allowConsumerDisclosureOverrideMetadata__options
array
allowConsumerDisclosureOverrideMetadata__rights
string
allowConsumerDisclosureOverrideMetadata__uiHint
string
allowConsumerDisclosureOverrideMetadata__uiOrder
string
allowConsumerDisclosureOverrideMetadata__uiType
string
allowDataDownload
string
allowDataDownloadMetadata__is21CFRPart11
string
allowDataDownloadMetadata__options
array
allowDataDownloadMetadata__rights
string
allowDataDownloadMetadata__uiHint
string
allowDataDownloadMetadata__uiOrder
string
allowDataDownloadMetadata__uiType
string
allowDelayedRouting
string
allowDelayedRoutingMetadata__is21CFRPart11
string
allowDelayedRoutingMetadata__options
array
allowDelayedRoutingMetadata__rights
string
allowDelayedRoutingMetadata__uiHint
string
allowDelayedRoutingMetadata__uiOrder
string
allowDelayedRoutingMetadata__uiType
string
allowDelegatedSigning
string
allowDelegatedSigningMetadata__is21CFRPart11
string
allowDelegatedSigningMetadata__options
array
allowDelegatedSigningMetadata__rights
string
allowDelegatedSigningMetadata__uiHint
string
allowDelegatedSigningMetadata__uiOrder
string
allowDelegatedSigningMetadata__uiType
string
allowDocGenDocuments
string
allowDocGenDocumentsMetadata__is21CFRPart11
string
allowDocGenDocumentsMetadata__options
array
allowDocGenDocumentsMetadata__rights
string
allowDocGenDocumentsMetadata__uiHint
string
allowDocGenDocumentsMetadata__uiOrder
string
allowDocGenDocumentsMetadata__uiType
string
allowDocumentDisclosures
string
allowDocumentDisclosuresMetadata__is21CFRPart11
string
allowDocumentDisclosuresMetadata__options
array
allowDocumentDisclosuresMetadata__rights
string
allowDocumentDisclosuresMetadata__uiHint
string
allowDocumentDisclosuresMetadata__uiOrder
string
allowDocumentDisclosuresMetadata__uiType
string
allowDocumentsOnSignedEnvelopes
string
allowDocumentsOnSignedEnvelopesMetadata__is21CFRPart11
string
allowDocumentsOnSignedEnvelopesMetadata__options
array
allowDocumentsOnSignedEnvelopesMetadata__rights
string
allowDocumentsOnSignedEnvelopesMetadata__uiHint
string
allowDocumentsOnSignedEnvelopesMetadata__uiOrder
string
allowDocumentsOnSignedEnvelopesMetadata__uiType
string
allowDocumentVisibility
string
allowDocumentVisibilityMetadata__is21CFRPart11
string
allowDocumentVisibilityMetadata__options
array
allowDocumentVisibilityMetadata__rights
string
allowDocumentVisibilityMetadata__uiHint
string
allowDocumentVisibilityMetadata__uiOrder
string
allowDocumentVisibilityMetadata__uiType
string
allowEditingEnvelopesOnBehalfOfOthers
string
allowEditingEnvelopesOnBehalfOfOthersMetadata__is21CFRPart11
string
allowEditingEnvelopesOnBehalfOfOthersMetadata__options
array
allowEditingEnvelopesOnBehalfOfOthersMetadata__rights
string
allowEditingEnvelopesOnBehalfOfOthersMetadata__uiHint
string
allowEditingEnvelopesOnBehalfOfOthersMetadata__uiOrder
string
allowEditingEnvelopesOnBehalfOfOthersMetadata__uiType
string
allowEHankoStamps
string
allowEHankoStampsMetadata__is21CFRPart11
string
allowEHankoStampsMetadata__options
array
allowEHankoStampsMetadata__rights
string
allowEHankoStampsMetadata__uiHint
string
allowEHankoStampsMetadata__uiOrder
string
allowEHankoStampsMetadata__uiType
string
allowENoteEOriginal
string
allowENoteEOriginalMetadata__is21CFRPart11
string
allowENoteEOriginalMetadata__options
array
allowENoteEOriginalMetadata__rights
string
allowENoteEOriginalMetadata__uiHint
string
allowENoteEOriginalMetadata__uiOrder
string
allowENoteEOriginalMetadata__uiType
string
allowEnvelopeCorrect
string
allowEnvelopeCorrectMetadata__is21CFRPart11
string
allowEnvelopeCorrectMetadata__options
array
allowEnvelopeCorrectMetadata__rights
string
allowEnvelopeCorrectMetadata__uiHint
string
allowEnvelopeCorrectMetadata__uiOrder
string
allowEnvelopeCorrectMetadata__uiType
string
allowEnvelopeCustodyTransfer
string
allowEnvelopeCustodyTransferMetadata__is21CFRPart11
string
allowEnvelopeCustodyTransferMetadata__options
array
allowEnvelopeCustodyTransferMetadata__rights
string
allowEnvelopeCustodyTransferMetadata__uiHint
string
allowEnvelopeCustodyTransferMetadata__uiOrder
string
allowEnvelopeCustodyTransferMetadata__uiType
string
allowEnvelopeCustomFields
string
allowEnvelopeCustomFieldsMetadata__is21CFRPart11
string
allowEnvelopeCustomFieldsMetadata__options
array
allowEnvelopeCustomFieldsMetadata__rights
string
allowEnvelopeCustomFieldsMetadata__uiHint
string
allowEnvelopeCustomFieldsMetadata__uiOrder
string
allowEnvelopeCustomFieldsMetadata__uiType
string
allowEnvelopePublishReporting
string
allowEnvelopePublishReportingMetadata__is21CFRPart11
string
allowEnvelopePublishReportingMetadata__options
array
allowEnvelopePublishReportingMetadata__rights
string
allowEnvelopePublishReportingMetadata__uiHint
string
allowEnvelopePublishReportingMetadata__uiOrder
string
allowEnvelopePublishReportingMetadata__uiType
string
allowEnvelopeReporting
string
allowEnvelopeReportingMetadata__is21CFRPart11
string
allowEnvelopeReportingMetadata__options
array
allowEnvelopeReportingMetadata__rights
string
allowEnvelopeReportingMetadata__uiHint
string
allowEnvelopeReportingMetadata__uiOrder
string
allowEnvelopeReportingMetadata__uiType
string
allowExpression
string
allowExpressionMetadata__is21CFRPart11
string
allowExpressionMetadata__options
array
allowExpressionMetadata__rights
string
allowExpressionMetadata__uiHint
string
allowExpressionMetadata__uiOrder
string
allowExpressionMetadata__uiType
string
allowExpressSignerCertificate
string
allowExpressSignerCertificateMetadata__is21CFRPart11
string
allowExpressSignerCertificateMetadata__options
array
allowExpressSignerCertificateMetadata__rights
string
allowExpressSignerCertificateMetadata__uiHint
string
allowExpressSignerCertificateMetadata__uiOrder
string
allowExpressSignerCertificateMetadata__uiType
string
allowExtendedSendingResourceFile
string
allowExtendedSendingResourceFileMetadata__is21CFRPart11
string
allowExtendedSendingResourceFileMetadata__options
array
allowExtendedSendingResourceFileMetadata__rights
string
allowExtendedSendingResourceFileMetadata__uiHint
string
allowExtendedSendingResourceFileMetadata__uiOrder
string
allowExtendedSendingResourceFileMetadata__uiType
string
allowExternalLinkedAccounts
string
allowExternalLinkedAccountsMetadata__is21CFRPart11
string
allowExternalLinkedAccountsMetadata__options
array
allowExternalLinkedAccountsMetadata__rights
string
allowExternalLinkedAccountsMetadata__uiHint
string
allowExternalLinkedAccountsMetadata__uiOrder
string
allowExternalLinkedAccountsMetadata__uiType
string
allowExternalSignaturePad
string
allowExternalSignaturePadMetadata__is21CFRPart11
string
allowExternalSignaturePadMetadata__options
array
allowExternalSignaturePadMetadata__rights
string
allowExternalSignaturePadMetadata__uiHint
string
allowExternalSignaturePadMetadata__uiOrder
string
allowExternalSignaturePadMetadata__uiType
string
allowIDVForEUQualifiedSignatures
string
allowIDVForEUQualifiedSignaturesMetadata__is21CFRPart11
string
allowIDVForEUQualifiedSignaturesMetadata__options
array
allowIDVForEUQualifiedSignaturesMetadata__rights
string
allowIDVForEUQualifiedSignaturesMetadata__uiHint
string
allowIDVForEUQualifiedSignaturesMetadata__uiOrder
string
allowIDVForEUQualifiedSignaturesMetadata__uiType
string
allowIDVLevel1
string
allowIDVLevel1Metadata__is21CFRPart11
string
allowIDVLevel1Metadata__options
array
allowIDVLevel1Metadata__rights
string
allowIDVLevel1Metadata__uiHint
string
allowIDVLevel1Metadata__uiOrder
string
allowIDVLevel1Metadata__uiType
string
allowIDVLevel1Trial
string
allowIDVLevel1TrialMetadata__is21CFRPart11
string
allowIDVLevel1TrialMetadata__options
array
allowIDVLevel1TrialMetadata__rights
string
allowIDVLevel1TrialMetadata__uiHint
string
allowIDVLevel1TrialMetadata__uiOrder
string
allowIDVLevel1TrialMetadata__uiType
string
allowIDVLevel2
string
allowIDVLevel2Metadata__is21CFRPart11
string
allowIDVLevel2Metadata__options
array
allowIDVLevel2Metadata__rights
string
allowIDVLevel2Metadata__uiHint
string
allowIDVLevel2Metadata__uiOrder
string
allowIDVLevel2Metadata__uiType
string
allowIDVLevel3
string
allowIDVLevel3Metadata__is21CFRPart11
string
allowIDVLevel3Metadata__options
array
allowIDVLevel3Metadata__rights
string
allowIDVLevel3Metadata__uiHint
string
allowIDVLevel3Metadata__uiOrder
string
allowIDVLevel3Metadata__uiType
string
allowIDVPlatform
string
allowIDVPlatformMetadata__is21CFRPart11
string
allowIDVPlatformMetadata__options
array
allowIDVPlatformMetadata__rights
string
allowIDVPlatformMetadata__uiHint
string
allowIDVPlatformMetadata__uiOrder
string
allowIDVPlatformMetadata__uiType
string
allowInPerson
string
allowInPersonElectronicNotary
string
allowInPersonElectronicNotaryMetadata__is21CFRPart11
string
allowInPersonElectronicNotaryMetadata__options
array
allowInPersonElectronicNotaryMetadata__rights
string
allowInPersonElectronicNotaryMetadata__uiHint
string
allowInPersonElectronicNotaryMetadata__uiOrder
string
allowInPersonElectronicNotaryMetadata__uiType
string
allowInPersonMetadata__is21CFRPart11
string
allowInPersonMetadata__options
array
allowInPersonMetadata__rights
string
allowInPersonMetadata__uiHint
string
allowInPersonMetadata__uiOrder
string
allowInPersonMetadata__uiType
string
allowManagedStamps
string
allowManagedStampsMetadata__is21CFRPart11
string
allowManagedStampsMetadata__options
array
allowManagedStampsMetadata__rights
string
allowManagedStampsMetadata__uiHint
string
allowManagedStampsMetadata__uiOrder
string
allowManagedStampsMetadata__uiType
string
allowManagingEnvelopesOnBehalfOfOthers
string
allowManagingEnvelopesOnBehalfOfOthersMetadata__is21CFRPart11
string
allowManagingEnvelopesOnBehalfOfOthersMetadata__options
array
allowManagingEnvelopesOnBehalfOfOthersMetadata__rights
string
allowManagingEnvelopesOnBehalfOfOthersMetadata__uiHint
string
allowManagingEnvelopesOnBehalfOfOthersMetadata__uiOrder
string
allowManagingEnvelopesOnBehalfOfOthersMetadata__uiType
string
allowMarkup
string
allowMarkupMetadata__is21CFRPart11
string
allowMarkupMetadata__options
array
allowMarkupMetadata__rights
string
allowMarkupMetadata__uiHint
string
allowMarkupMetadata__uiOrder
string
allowMarkupMetadata__uiType
string
allowMemberTimeZone
string
allowMemberTimeZoneMetadata__is21CFRPart11
string
allowMemberTimeZoneMetadata__options
array
allowMemberTimeZoneMetadata__rights
string
allowMemberTimeZoneMetadata__uiHint
string
allowMemberTimeZoneMetadata__uiOrder
string
allowMemberTimeZoneMetadata__uiType
string
allowMergeFields
string
allowMergeFieldsMetadata__is21CFRPart11
string
allowMergeFieldsMetadata__options
array
allowMergeFieldsMetadata__rights
string
allowMergeFieldsMetadata__uiHint
string
allowMergeFieldsMetadata__uiOrder
string
allowMergeFieldsMetadata__uiType
string
allowMultipleBrandProfiles
string
allowMultipleBrandProfilesMetadata__is21CFRPart11
string
allowMultipleBrandProfilesMetadata__options
array
allowMultipleBrandProfilesMetadata__rights
string
allowMultipleBrandProfilesMetadata__uiHint
string
allowMultipleBrandProfilesMetadata__uiOrder
string
allowMultipleBrandProfilesMetadata__uiType
string
allowMultipleSignerAttachments
string
allowMultipleSignerAttachmentsMetadata__is21CFRPart11
string
allowMultipleSignerAttachmentsMetadata__options
array
allowMultipleSignerAttachmentsMetadata__rights
string
allowMultipleSignerAttachmentsMetadata__uiHint
string
allowMultipleSignerAttachmentsMetadata__uiOrder
string
allowMultipleSignerAttachmentsMetadata__uiType
string
allowNonUSPhoneAuth
string
allowNonUSPhoneAuthMetadata__is21CFRPart11
string
allowNonUSPhoneAuthMetadata__options
array
allowNonUSPhoneAuthMetadata__rights
string
allowNonUSPhoneAuthMetadata__uiHint
string
allowNonUSPhoneAuthMetadata__uiOrder
string
allowNonUSPhoneAuthMetadata__uiType
string
allowOcrOfEnvelopeDocuments
string
allowOcrOfEnvelopeDocumentsMetadata__is21CFRPart11
string
allowOcrOfEnvelopeDocumentsMetadata__options
array
allowOcrOfEnvelopeDocumentsMetadata__rights
string
allowOcrOfEnvelopeDocumentsMetadata__uiHint
string
allowOcrOfEnvelopeDocumentsMetadata__uiOrder
string
allowOcrOfEnvelopeDocumentsMetadata__uiType
string
allowOfflineSigning
string
allowOfflineSigningMetadata__is21CFRPart11
string
allowOfflineSigningMetadata__options
array
allowOfflineSigningMetadata__rights
string
allowOfflineSigningMetadata__uiHint
string
allowOfflineSigningMetadata__uiOrder
string
allowOfflineSigningMetadata__uiType
string
allowOpenTrustSignerCertificate
string
allowOpenTrustSignerCertificateMetadata__is21CFRPart11
string
allowOpenTrustSignerCertificateMetadata__options
array
allowOpenTrustSignerCertificateMetadata__rights
string
allowOpenTrustSignerCertificateMetadata__uiHint
string
allowOpenTrustSignerCertificateMetadata__uiOrder
string
allowOpenTrustSignerCertificateMetadata__uiType
string
allowOrganizationBranding
string
allowOrganizationBrandingMetadata__is21CFRPart11
string
allowOrganizationBrandingMetadata__options
array
allowOrganizationBrandingMetadata__rights
string
allowOrganizationBrandingMetadata__uiHint
string
allowOrganizationBrandingMetadata__uiOrder
string
allowOrganizationBrandingMetadata__uiType
string
allowOrganizationDocusignMonitor
string
allowOrganizationDocusignMonitorFree
string
allowOrganizationDocusignMonitorFreeMetadata__is21CFRPart11
string
allowOrganizationDocusignMonitorFreeMetadata__options
array
allowOrganizationDocusignMonitorFreeMetadata__rights
string
allowOrganizationDocusignMonitorFreeMetadata__uiHint
string
allowOrganizationDocusignMonitorFreeMetadata__uiOrder
string
allowOrganizationDocusignMonitorFreeMetadata__uiType
string
allowOrganizationDocusignMonitorMetadata__is21CFRPart11
string
allowOrganizationDocusignMonitorMetadata__options
array
allowOrganizationDocusignMonitorMetadata__rights
string
allowOrganizationDocusignMonitorMetadata__uiHint
string
allowOrganizationDocusignMonitorMetadata__uiOrder
string
allowOrganizationDocusignMonitorMetadata__uiType
string
allowOrganizationDomainUserManagement
string
allowOrganizationDomainUserManagementMetadata__is21CFRPart11
string
allowOrganizationDomainUserManagementMetadata__options
array
allowOrganizationDomainUserManagementMetadata__rights
string
allowOrganizationDomainUserManagementMetadata__uiHint
string
allowOrganizationDomainUserManagementMetadata__uiOrder
string
allowOrganizationDomainUserManagementMetadata__uiType
string
allowOrganizations
string
allowOrganizationsMetadata__is21CFRPart11
string
allowOrganizationsMetadata__options
array
allowOrganizationsMetadata__rights
string
allowOrganizationsMetadata__uiHint
string
allowOrganizationsMetadata__uiOrder
string
allowOrganizationsMetadata__uiType
string
allowOrganizationSsoManagement
string
allowOrganizationSsoManagementMetadata__is21CFRPart11
string
allowOrganizationSsoManagementMetadata__options
array
allowOrganizationSsoManagementMetadata__rights
string
allowOrganizationSsoManagementMetadata__uiHint
string
allowOrganizationSsoManagementMetadata__uiOrder
string
allowOrganizationSsoManagementMetadata__uiType
string
allowOrganizationToUseInPersonElectronicNotary
string
allowOrganizationToUseInPersonElectronicNotaryMetadata__is21CFRPart11
string
allowOrganizationToUseInPersonElectronicNotaryMetadata__options
array
allowOrganizationToUseInPersonElectronicNotaryMetadata__rights
string
allowOrganizationToUseInPersonElectronicNotaryMetadata__uiHint
string
allowOrganizationToUseInPersonElectronicNotaryMetadata__uiOrder
string
allowOrganizationToUseInPersonElectronicNotaryMetadata__uiType
string
allowOrganizationToUseRemoteNotary
string
allowOrganizationToUseRemoteNotaryMetadata__is21CFRPart11
string
allowOrganizationToUseRemoteNotaryMetadata__options
array
allowOrganizationToUseRemoteNotaryMetadata__rights
string
allowOrganizationToUseRemoteNotaryMetadata__uiHint
string
allowOrganizationToUseRemoteNotaryMetadata__uiOrder
string
allowOrganizationToUseRemoteNotaryMetadata__uiType
string
allowOrganizationToUseThirdPartyElectronicNotary
string
allowOrganizationToUseThirdPartyElectronicNotaryMetadata__is21CFRPart11
string
allowOrganizationToUseThirdPartyElectronicNotaryMetadata__options
array
allowOrganizationToUseThirdPartyElectronicNotaryMetadata__rights
string
allowOrganizationToUseThirdPartyElectronicNotaryMetadata__uiHint
string
allowOrganizationToUseThirdPartyElectronicNotaryMetadata__uiOrder
string
allowOrganizationToUseThirdPartyElectronicNotaryMetadata__uiType
string
allowParticipantRecipientType
string
allowParticipantRecipientTypeMetadata__is21CFRPart11
string
allowParticipantRecipientTypeMetadata__options
array
allowParticipantRecipientTypeMetadata__rights
string
allowParticipantRecipientTypeMetadata__uiHint
string
allowParticipantRecipientTypeMetadata__uiOrder
string
allowParticipantRecipientTypeMetadata__uiType
string
allowPaymentProcessing
string
allowPaymentProcessingMetadata__is21CFRPart11
string
allowPaymentProcessingMetadata__options
array
allowPaymentProcessingMetadata__rights
string
allowPaymentProcessingMetadata__uiHint
string
allowPaymentProcessingMetadata__uiOrder
string
allowPaymentProcessingMetadata__uiType
string
allowPendingDestinationUrlEdition
string
allowPendingDestinationUrlEditionMetadata__is21CFRPart11
string
allowPendingDestinationUrlEditionMetadata__options
array
allowPendingDestinationUrlEditionMetadata__rights
string
allowPendingDestinationUrlEditionMetadata__uiHint
string
allowPendingDestinationUrlEditionMetadata__uiOrder
string
allowPendingDestinationUrlEditionMetadata__uiType
string
allowPerformanceAnalytics
string
allowPerformanceAnalyticsMetadata__is21CFRPart11
string
allowPerformanceAnalyticsMetadata__options
array
allowPerformanceAnalyticsMetadata__rights
string
allowPerformanceAnalyticsMetadata__uiHint
string
allowPerformanceAnalyticsMetadata__uiOrder
string
allowPerformanceAnalyticsMetadata__uiType
string
allowPhoneAuthentication
string
allowPhoneAuthenticationMetadata__is21CFRPart11
string
allowPhoneAuthenticationMetadata__options
array
allowPhoneAuthenticationMetadata__rights
string
allowPhoneAuthenticationMetadata__uiHint
string
allowPhoneAuthenticationMetadata__uiOrder
string
allowPhoneAuthenticationMetadata__uiType
string
allowPhoneAuthOverride
string
allowPhoneAuthOverrideMetadata__is21CFRPart11
string
allowPhoneAuthOverrideMetadata__options
array
allowPhoneAuthOverrideMetadata__rights
string
allowPhoneAuthOverrideMetadata__uiHint
string
allowPhoneAuthOverrideMetadata__uiOrder
string
allowPhoneAuthOverrideMetadata__uiType
string
allowPrivateSigningGroups
string
allowPrivateSigningGroupsMetadata__is21CFRPart11
string
allowPrivateSigningGroupsMetadata__options
array
allowPrivateSigningGroupsMetadata__rights
string
allowPrivateSigningGroupsMetadata__uiHint
string
allowPrivateSigningGroupsMetadata__uiOrder
string
allowPrivateSigningGroupsMetadata__uiType
string
allowRecipientConnect
string
allowRecipientConnectMetadata__is21CFRPart11
string
allowRecipientConnectMetadata__options
array
allowRecipientConnectMetadata__rights
string
allowRecipientConnectMetadata__uiHint
string
allowRecipientConnectMetadata__uiOrder
string
allowRecipientConnectMetadata__uiType
string
allowReminders
string
allowRemindersMetadata__is21CFRPart11
string
allowRemindersMetadata__options
array
allowRemindersMetadata__rights
string
allowRemindersMetadata__uiHint
string
allowRemindersMetadata__uiOrder
string
allowRemindersMetadata__uiType
string
allowRemoteNotary
string
allowRemoteNotaryMetadata__is21CFRPart11
string
allowRemoteNotaryMetadata__options
array
allowRemoteNotaryMetadata__rights
string
allowRemoteNotaryMetadata__uiHint
string
allowRemoteNotaryMetadata__uiOrder
string
allowRemoteNotaryMetadata__uiType
string
allowResourceFileBranding
string
allowResourceFileBrandingMetadata__is21CFRPart11
string
allowResourceFileBrandingMetadata__options
array
allowResourceFileBrandingMetadata__rights
string
allowResourceFileBrandingMetadata__uiHint
string
allowResourceFileBrandingMetadata__uiOrder
string
allowResourceFileBrandingMetadata__uiType
string
allowSafeBioPharmaSignerCertificate
string
allowSafeBioPharmaSignerCertificateMetadata__is21CFRPart11
string
allowSafeBioPharmaSignerCertificateMetadata__options
array
allowSafeBioPharmaSignerCertificateMetadata__rights
string
allowSafeBioPharmaSignerCertificateMetadata__uiHint
string
allowSafeBioPharmaSignerCertificateMetadata__uiOrder
string
allowSafeBioPharmaSignerCertificateMetadata__uiType
string
allowScheduledSending
string
allowScheduledSendingMetadata__is21CFRPart11
string
allowScheduledSendingMetadata__options
array
allowScheduledSendingMetadata__rights
string
allowScheduledSendingMetadata__uiHint
string
allowScheduledSendingMetadata__uiOrder
string
allowScheduledSendingMetadata__uiType
string
allowSecurityAppliance
string
allowSecurityApplianceMetadata__is21CFRPart11
string
allowSecurityApplianceMetadata__options
array
allowSecurityApplianceMetadata__rights
string
allowSecurityApplianceMetadata__uiHint
string
allowSecurityApplianceMetadata__uiOrder
string
allowSecurityApplianceMetadata__uiType
string
allowSendingEnvelopesOnBehalfOfOthers
string
allowSendingEnvelopesOnBehalfOfOthersMetadata__is21CFRPart11
string
allowSendingEnvelopesOnBehalfOfOthersMetadata__options
array
allowSendingEnvelopesOnBehalfOfOthersMetadata__rights
string
allowSendingEnvelopesOnBehalfOfOthersMetadata__uiHint
string
allowSendingEnvelopesOnBehalfOfOthersMetadata__uiOrder
string
allowSendingEnvelopesOnBehalfOfOthersMetadata__uiType
string
allowSendToCertifiedDelivery
string
allowSendToCertifiedDeliveryMetadata__is21CFRPart11
string
allowSendToCertifiedDeliveryMetadata__options
array
allowSendToCertifiedDeliveryMetadata__rights
string
allowSendToCertifiedDeliveryMetadata__uiHint
string
allowSendToCertifiedDeliveryMetadata__uiOrder
string
allowSendToCertifiedDeliveryMetadata__uiType
string
allowSendToIntermediary
string
allowSendToIntermediaryMetadata__is21CFRPart11
string
allowSendToIntermediaryMetadata__options
array
allowSendToIntermediaryMetadata__rights
string
allowSendToIntermediaryMetadata__uiHint
string
allowSendToIntermediaryMetadata__uiOrder
string
allowSendToIntermediaryMetadata__uiType
string
allowServerTemplates
string
allowServerTemplatesMetadata__is21CFRPart11
string
allowServerTemplatesMetadata__options
array
allowServerTemplatesMetadata__rights
string
allowServerTemplatesMetadata__uiHint
string
allowServerTemplatesMetadata__uiOrder
string
allowServerTemplatesMetadata__uiType
string
allowSetEmbeddedRecipientStartURL
string
allowSetEmbeddedRecipientStartURLMetadata__is21CFRPart11
string
allowSetEmbeddedRecipientStartURLMetadata__options
array
allowSetEmbeddedRecipientStartURLMetadata__rights
string
allowSetEmbeddedRecipientStartURLMetadata__uiHint
string
allowSetEmbeddedRecipientStartURLMetadata__uiOrder
string
allowSetEmbeddedRecipientStartURLMetadata__uiType
string
allowSharedTabs
string
allowSharedTabsMetadata__is21CFRPart11
string
allowSharedTabsMetadata__options
array
allowSharedTabsMetadata__rights
string
allowSharedTabsMetadata__uiHint
string
allowSharedTabsMetadata__uiOrder
string
allowSharedTabsMetadata__uiType
string
allowSignatureStamps
string
allowSignatureStampsMetadata__is21CFRPart11
string
allowSignatureStampsMetadata__options
array
allowSignatureStampsMetadata__rights
string
allowSignatureStampsMetadata__uiHint
string
allowSignatureStampsMetadata__uiOrder
string
allowSignatureStampsMetadata__uiType
string
allowSignDocumentFromHomePage
string
allowSignDocumentFromHomePageMetadata__is21CFRPart11
string
allowSignDocumentFromHomePageMetadata__options
array
allowSignDocumentFromHomePageMetadata__rights
string
allowSignDocumentFromHomePageMetadata__uiHint
string
allowSignDocumentFromHomePageMetadata__uiOrder
string
allowSignDocumentFromHomePageMetadata__uiType
string
allowSignerReassign
string
allowSignerReassignMetadata__is21CFRPart11
string
allowSignerReassignMetadata__options
array
allowSignerReassignMetadata__rights
string
allowSignerReassignMetadata__uiHint
string
allowSignerReassignMetadata__uiOrder
string
allowSignerReassignMetadata__uiType
string
allowSignerReassignOverride
string
allowSignerReassignOverrideMetadata__is21CFRPart11
string
allowSignerReassignOverrideMetadata__options
array
allowSignerReassignOverrideMetadata__rights
string
allowSignerReassignOverrideMetadata__uiHint
string
allowSignerReassignOverrideMetadata__uiOrder
string
allowSignerReassignOverrideMetadata__uiType
string
allowSigningExtensions
string
allowSigningExtensionsMetadata__is21CFRPart11
string
allowSigningExtensionsMetadata__options
array
allowSigningExtensionsMetadata__rights
string
allowSigningExtensionsMetadata__uiHint
string
allowSigningExtensionsMetadata__uiOrder
string
allowSigningExtensionsMetadata__uiType
string
allowSigningGroups
string
allowSigningGroupsMetadata__is21CFRPart11
string
allowSigningGroupsMetadata__options
array
allowSigningGroupsMetadata__rights
string
allowSigningGroupsMetadata__uiHint
string
allowSigningGroupsMetadata__uiOrder
string
allowSigningGroupsMetadata__uiType
string
allowSigningInsights
string
allowSigningInsightsMetadata__is21CFRPart11
string
allowSigningInsightsMetadata__options
array
allowSigningInsightsMetadata__rights
string
allowSigningInsightsMetadata__uiHint
string
allowSigningInsightsMetadata__uiOrder
string
allowSigningInsightsMetadata__uiType
string
allowSigningRadioDeselect
string
allowSigningRadioDeselectMetadata__is21CFRPart11
string
allowSigningRadioDeselectMetadata__options
array
allowSigningRadioDeselectMetadata__rights
string
allowSigningRadioDeselectMetadata__uiHint
string
allowSigningRadioDeselectMetadata__uiOrder
string
allowSigningRadioDeselectMetadata__uiType
string
allowSignNow
string
allowSignNowMetadata
string
allowSMSDelivery
string
allowSMSDeliveryMetadata__is21CFRPart11
string
allowSMSDeliveryMetadata__options
array
allowSMSDeliveryMetadata__rights
string
allowSMSDeliveryMetadata__uiHint
string
allowSMSDeliveryMetadata__uiOrder
string
allowSMSDeliveryMetadata__uiType
string
allowSocialIdLogin
string
allowSocialIdLoginMetadata__is21CFRPart11
string
allowSocialIdLoginMetadata__options
array
allowSocialIdLoginMetadata__rights
string
allowSocialIdLoginMetadata__uiHint
string
allowSocialIdLoginMetadata__uiOrder
string
allowSocialIdLoginMetadata__uiType
string
allowSupplementalDocuments
string
allowSupplementalDocumentsMetadata__is21CFRPart11
string
allowSupplementalDocumentsMetadata__options
array
allowSupplementalDocumentsMetadata__rights
string
allowSupplementalDocumentsMetadata__uiHint
string
allowSupplementalDocumentsMetadata__uiOrder
string
allowSupplementalDocumentsMetadata__uiType
string
allowThirdPartyElectronicNotary
string
allowThirdPartyElectronicNotaryMetadata__is21CFRPart11
string
allowThirdPartyElectronicNotaryMetadata__options
array
allowThirdPartyElectronicNotaryMetadata__rights
string
allowThirdPartyElectronicNotaryMetadata__uiHint
string
allowThirdPartyElectronicNotaryMetadata__uiOrder
string
allowThirdPartyElectronicNotaryMetadata__uiType
string
allowTransactionsWorkspace
string
allowTransactionsWorkspaceMetadata__is21CFRPart11
string
allowTransactionsWorkspaceMetadata__options
array
allowTransactionsWorkspaceMetadata__rights
string
allowTransactionsWorkspaceMetadata__uiHint
string
allowTransactionsWorkspaceMetadata__uiOrder
string
allowTransactionsWorkspaceMetadata__uiType
string
allowTransactionsWorkspaceOriginal
string
allowTransactionsWorkspaceOriginalMetadata__is21CFRPart11
string
allowTransactionsWorkspaceOriginalMetadata__options
array
allowTransactionsWorkspaceOriginalMetadata__rights
string
allowTransactionsWorkspaceOriginalMetadata__uiHint
string
allowTransactionsWorkspaceOriginalMetadata__uiOrder
string
allowTransactionsWorkspaceOriginalMetadata__uiType
string
allowUsersToAccessDirectory
string
allowUsersToAccessDirectoryMetadata__is21CFRPart11
string
allowUsersToAccessDirectoryMetadata__options
array
allowUsersToAccessDirectoryMetadata__rights
string
allowUsersToAccessDirectoryMetadata__uiHint
string
allowUsersToAccessDirectoryMetadata__uiOrder
string
allowUsersToAccessDirectoryMetadata__uiType
string
allowValueInsights
string
allowValueInsightsMetadata__is21CFRPart11
string
allowValueInsightsMetadata__options
array
allowValueInsightsMetadata__rights
string
allowValueInsightsMetadata__uiHint
string
allowValueInsightsMetadata__uiOrder
string
allowValueInsightsMetadata__uiType
string
allowWebForms
string
allowWebFormsMetadata__is21CFRPart11
string
allowWebFormsMetadata__options
array
allowWebFormsMetadata__rights
string
allowWebFormsMetadata__uiHint
string
allowWebFormsMetadata__uiOrder
string
allowWebFormsMetadata__uiType
string
allowWhatsAppDelivery
string
allowWhatsAppDeliveryMetadata__is21CFRPart11
string
allowWhatsAppDeliveryMetadata__options
array
allowWhatsAppDeliveryMetadata__rights
string
allowWhatsAppDeliveryMetadata__uiHint
string
allowWhatsAppDeliveryMetadata__uiOrder
string
allowWhatsAppDeliveryMetadata__uiType
string
anchorPopulationScope
string
anchorPopulationScopeMetadata__is21CFRPart11
string
anchorPopulationScopeMetadata__options
array
anchorPopulationScopeMetadata__rights
string
anchorPopulationScopeMetadata__uiHint
string
anchorPopulationScopeMetadata__uiOrder
string
anchorPopulationScopeMetadata__uiType
string
anchorTagVersionedPlacementEnabled
string
anchorTagVersionedPlacementMetadataEnabled__is21CFRPart11
string
anchorTagVersionedPlacementMetadataEnabled__options
array
anchorTagVersionedPlacementMetadataEnabled__rights
string
anchorTagVersionedPlacementMetadataEnabled__uiHint
string
anchorTagVersionedPlacementMetadataEnabled__uiOrder
string
anchorTagVersionedPlacementMetadataEnabled__uiType
string
attachCompletedEnvelope
string
attachCompletedEnvelopeMetadata__is21CFRPart11
string
attachCompletedEnvelopeMetadata__options
array
attachCompletedEnvelopeMetadata__rights
string
attachCompletedEnvelopeMetadata__uiHint
string
attachCompletedEnvelopeMetadata__uiOrder
string
attachCompletedEnvelopeMetadata__uiType
string
authenticationCheck
string
authenticationCheckMetadata__is21CFRPart11
string
authenticationCheckMetadata__options
array
authenticationCheckMetadata__rights
string
authenticationCheckMetadata__uiHint
string
authenticationCheckMetadata__uiOrder
string
authenticationCheckMetadata__uiType
string
autoNavRule
string
autoNavRuleMetadata__is21CFRPart11
string
autoNavRuleMetadata__options
array
autoNavRuleMetadata__rights
string
autoNavRuleMetadata__uiHint
string
autoNavRuleMetadata__uiOrder
string
autoNavRuleMetadata__uiType
string
autoProvisionSignerAccount
string
autoProvisionSignerAccountMetadata__is21CFRPart11
string
autoProvisionSignerAccountMetadata__options
array
autoProvisionSignerAccountMetadata__rights
string
autoProvisionSignerAccountMetadata__uiHint
string
autoProvisionSignerAccountMetadata__uiOrder
string
autoProvisionSignerAccountMetadata__uiType
string
bccEmailArchive
string
bccEmailArchiveMetadata__is21CFRPart11
string
bccEmailArchiveMetadata__options
array
bccEmailArchiveMetadata__rights
string
bccEmailArchiveMetadata__uiHint
string
bccEmailArchiveMetadata__uiOrder
string
bccEmailArchiveMetadata__uiType
string
betaSwitchConfiguration
string
betaSwitchConfigurationMetadata__is21CFRPart11
string
betaSwitchConfigurationMetadata__options
array
betaSwitchConfigurationMetadata__rights
string
betaSwitchConfigurationMetadata__uiHint
string
betaSwitchConfigurationMetadata__uiOrder
string
betaSwitchConfigurationMetadata__uiType
string
billingAddress__address1
string
billingAddress__address2
string
billingAddress__city
string
billingAddress__country
string
billingAddress__fax
string
billingAddress__phone
string
billingAddress__postalCode
string
billingAddress__stateOrProvince
string
billingAddress__zipPlus4
string
billingAddressMetadata__is21CFRPart11
string
billingAddressMetadata__options
array
billingAddressMetadata__rights
string
billingAddressMetadata__uiHint
string
billingAddressMetadata__uiOrder
string
billingAddressMetadata__uiType
string
bulkSend
string
bulkSendActionResendLimit
string
bulkSendMaxCopiesInBatch
string
bulkSendMaxUnprocessedEnvelopesCount
string
bulkSendMetadata__is21CFRPart11
string
bulkSendMetadata__options
array
bulkSendMetadata__rights
string
bulkSendMetadata__uiHint
string
bulkSendMetadata__uiOrder
string
bulkSendMetadata__uiType
string
canSelfBrandSend
string
canSelfBrandSendMetadata__is21CFRPart11
string
canSelfBrandSendMetadata__options
array
canSelfBrandSendMetadata__rights
string
canSelfBrandSendMetadata__uiHint
string
canSelfBrandSendMetadata__uiOrder
string
canSelfBrandSendMetadata__uiType
string
canSelfBrandSign
string
canSelfBrandSignMetadata__is21CFRPart11
string
canSelfBrandSignMetadata__options
array
canSelfBrandSignMetadata__rights
string
canSelfBrandSignMetadata__uiHint
string
canSelfBrandSignMetadata__uiOrder
string
canSelfBrandSignMetadata__uiType
string
canUseSalesforceOAuth
string
canUseSalesforceOAuthMetadata__is21CFRPart11
string
canUseSalesforceOAuthMetadata__options
array
canUseSalesforceOAuthMetadata__rights
string
canUseSalesforceOAuthMetadata__uiHint
string
canUseSalesforceOAuthMetadata__uiOrder
string
canUseSalesforceOAuthMetadata__uiType
string
captureVoiceRecording
string
captureVoiceRecordingMetadata__is21CFRPart11
string
captureVoiceRecordingMetadata__options
array
captureVoiceRecordingMetadata__rights
string
captureVoiceRecordingMetadata__uiHint
string
captureVoiceRecordingMetadata__uiOrder
string
captureVoiceRecordingMetadata__uiType
string
cfr21SimplifiedSigningEnabled
string
cfr21SimplifiedSigningEnabledMetadata__is21CFRPart11
string
cfr21SimplifiedSigningEnabledMetadata__options
array
cfr21SimplifiedSigningEnabledMetadata__rights
string
cfr21SimplifiedSigningEnabledMetadata__uiHint
string
cfr21SimplifiedSigningEnabledMetadata__uiOrder
string
cfr21SimplifiedSigningEnabledMetadata__uiType
string
cfrUseWideImage
string
cfrUseWideImageMetadata__is21CFRPart11
string
cfrUseWideImageMetadata__options
array
cfrUseWideImageMetadata__rights
string
cfrUseWideImageMetadata__uiHint
string
cfrUseWideImageMetadata__uiOrder
string
cfrUseWideImageMetadata__uiType
string
checkForMultipleAdminsOnAccount
string
checkForMultipleAdminsOnAccountMetadata__is21CFRPart11
string
checkForMultipleAdminsOnAccountMetadata__options
array
checkForMultipleAdminsOnAccountMetadata__rights
string
checkForMultipleAdminsOnAccountMetadata__uiHint
string
checkForMultipleAdminsOnAccountMetadata__uiOrder
string
checkForMultipleAdminsOnAccountMetadata__uiType
string
chromeSignatureEnabled
string
chromeSignatureEnabledMetadata__is21CFRPart11
string
chromeSignatureEnabledMetadata__options
array
chromeSignatureEnabledMetadata__rights
string
chromeSignatureEnabledMetadata__uiHint
string
chromeSignatureEnabledMetadata__uiOrder
string
chromeSignatureEnabledMetadata__uiType
string
commentEmailShowMessageText
string
commentEmailShowMessageTextMetadata__is21CFRPart11
string
commentEmailShowMessageTextMetadata__options
array
commentEmailShowMessageTextMetadata__rights
string
commentEmailShowMessageTextMetadata__uiHint
string
commentEmailShowMessageTextMetadata__uiOrder
string
commentEmailShowMessageTextMetadata__uiType
string
commentsAllowEnvelopeOverride
string
commentsAllowEnvelopeOverrideMetadata__is21CFRPart11
string
commentsAllowEnvelopeOverrideMetadata__options
array
commentsAllowEnvelopeOverrideMetadata__rights
string
commentsAllowEnvelopeOverrideMetadata__uiHint
string
commentsAllowEnvelopeOverrideMetadata__uiOrder
string
commentsAllowEnvelopeOverrideMetadata__uiType
string
conditionalFieldsEnabled
string
conditionalFieldsEnabledMetadata__is21CFRPart11
string
conditionalFieldsEnabledMetadata__options
array
conditionalFieldsEnabledMetadata__rights
string
conditionalFieldsEnabledMetadata__uiHint
string
conditionalFieldsEnabledMetadata__uiOrder
string
conditionalFieldsEnabledMetadata__uiType
string
consumerDisclosureFrequency
string
consumerDisclosureFrequencyMetadata__is21CFRPart11
string
consumerDisclosureFrequencyMetadata__options
array
consumerDisclosureFrequencyMetadata__rights
string
consumerDisclosureFrequencyMetadata__uiHint
string
consumerDisclosureFrequencyMetadata__uiOrder
string
consumerDisclosureFrequencyMetadata__uiType
string
convertPdfFields
string
convertPdfFieldsMetadata__is21CFRPart11
string
convertPdfFieldsMetadata__options
array
convertPdfFieldsMetadata__rights
string
convertPdfFieldsMetadata__uiHint
string
convertPdfFieldsMetadata__uiOrder
string
convertPdfFieldsMetadata__uiType
string
dataPopulationScope
string
dataPopulationScopeMetadata__is21CFRPart11
string
dataPopulationScopeMetadata__options
array
dataPopulationScopeMetadata__rights
string
dataPopulationScopeMetadata__uiHint
string
dataPopulationScopeMetadata__uiOrder
string
dataPopulationScopeMetadata__uiType
string
defaultSigningResponsiveView
string
defaultSigningResponsiveViewMetadata__is21CFRPart11
string
defaultSigningResponsiveViewMetadata__options
array
defaultSigningResponsiveViewMetadata__rights
string
defaultSigningResponsiveViewMetadata__uiHint
string
defaultSigningResponsiveViewMetadata__uiOrder
string
defaultSigningResponsiveViewMetadata__uiType
string
defaultToAdvancedEnvelopesFilterForm
string
defaultToAdvancedEnvelopesFilterFormMetadata__is21CFRPart11
string
defaultToAdvancedEnvelopesFilterFormMetadata__options
array
defaultToAdvancedEnvelopesFilterFormMetadata__rights
string
defaultToAdvancedEnvelopesFilterFormMetadata__uiHint
string
defaultToAdvancedEnvelopesFilterFormMetadata__uiOrder
string
defaultToAdvancedEnvelopesFilterFormMetadata__uiType
string
disableAutoTemplateMatching
string
disableAutoTemplateMatchingMetadata__is21CFRPart11
string
disableAutoTemplateMatchingMetadata__options
array
disableAutoTemplateMatchingMetadata__rights
string
disableAutoTemplateMatchingMetadata__uiHint
string
disableAutoTemplateMatchingMetadata__uiOrder
string
disableAutoTemplateMatchingMetadata__uiType
string
disableBulkSendRecipientLimit
string
disableBulkSendRecipientLimitMetaData__is21CFRPart11
string
disableBulkSendRecipientLimitMetaData__options
array
disableBulkSendRecipientLimitMetaData__rights
string
disableBulkSendRecipientLimitMetaData__uiHint
string
disableBulkSendRecipientLimitMetaData__uiOrder
string
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dss_SIGN_28411_EnableLeavePagePrompt_RadminOption
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dss_SIGN_29182_SlideUpBar_RadminOption
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emailTemplateVersion
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enableAdditionalAdvancedWebFormsFeaturesMetadata__rights
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enableAdvancedPayments
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string
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enableBccDummyLinkMetadata__rights
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enableBccDummyLinkMetadata__uiOrder
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enableClickwraps
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enableCombinedPDFDownloadForSBS
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enableCommentsHistoryDownloadInSigning
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enableContactSuggestions
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string
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enableDataVerificationExtensions
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enableDSigEUAdvancedPens
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string
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enableDSigEUAdvancedPensMetadata__rights
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enableDSigExpressPens
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enableDSigExpressPensMetadata__rights
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enableDSigIDCheckForAESPensMetadata__rights
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enableDSigIDCheckInPersonForQESPens
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enableDSigIDCheckInPersonForQESPensMetadata__rights
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enableDSigIDCheckRemoteForQESPens
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string
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enableDSigIDCheckRemoteForQESPensMetadata__rights
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enableDSigIDCheckRemoteForQESPensMetadata__uiHint
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enableDSigIDVerificationPens
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string
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enableDSigIDVerificationPensMetadata__rights
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enableDSigIDVerificationPensMetadata__uiHint
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enableDSigIDVerificationPremierPens
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string
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enableDSigIDVerificationPremierPensMetadata__rights
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enableDSigIDVerificationPremierPensMetadata__uiHint
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enableDSPro
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string
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enableDSProMetadata__rights
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enableDSProMetadata__uiHint
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string
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enableEnvelopeStampingByAccountAdmin
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string
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enableEnvelopeStampingByAccountAdminMetadata__rights
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enableEnvelopeStampingByAccountAdminMetadata__uiHint
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enableEnvelopeStampingByDSAdmin
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string
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enableEnvelopeStampingByDSAdminMetadata__rights
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enableESignAPIHourlyLimitManagement
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string
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enableESignAPIHourlyLimitManagementMetadata__rights
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enableESignAPIHourlyLimitManagementMetadata__uiHint
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enableEsignCommunities
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enableEsignCommunitiesMetadata__is21CFRPart11
string
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enableEsignCommunitiesMetadata__rights
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enableEsignCommunitiesMetadata__uiHint
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enableIDFxAccountlessSMSAuthForPart11
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enableIDFxAccountlessSMSAuthForPart11Metadata__is21CFRPart11
string
enableIDFxAccountlessSMSAuthForPart11Metadata__options
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enableIDFxAccountlessSMSAuthForPart11Metadata__rights
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enableIDFxAccountlessSMSAuthForPart11Metadata__uiHint
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enableIDFxAccountlessSMSAuthForPart11Metadata__uiType
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enableIDFxIntuitKBA
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enableIDFxIntuitKBAMetadata__is21CFRPart11
string
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enableIDFxIntuitKBAMetadata__rights
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enableIDFxIntuitKBAMetadata__uiHint
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enableIDFxPhoneAuthentication
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string
enableIDFxPhoneAuthenticationMetadata__options
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enableIDFxPhoneAuthenticationMetadata__rights
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enableIDFxPhoneAuthenticationMetadata__uiHint
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enableIdfxPhoneAuthSignatureAuthStatus
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enableIdfxPhoneAuthSignatureAuthStatusMetadata__is21CFRPart11
string
enableIdfxPhoneAuthSignatureAuthStatusMetadata__options
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enableIdfxPhoneAuthSignatureAuthStatusMetadata__rights
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enableIdfxPhoneAuthSignatureAuthStatusMetadata__uiHint
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enableIdfxPhoneAuthSignatureAuthStatusMetadata__uiOrder
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enableInboxBrowseViewsPoweredByElasticSearch
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string
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enableInboxBrowseViewsPoweredByElasticSearchMetadata__rights
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enableInboxBrowseViewsPoweredByElasticSearchMetadata__uiHint
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enableInboxRelevanceSort
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string
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enableInboxRelevanceSortMetadata__rights
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enableInBrowserEditor
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string
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enableInBrowserEditorMetadata__rights
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string
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enableKeyTermsSuggestionsByDocumentTypeMetadata__rights
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enableLargeFileSupport
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string
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enableLargeFileSupportMetadata__rights
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enableMultiUserRepositoryFeatures
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enableMultiUserRepositoryFeaturesMetadata__rights
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enableParticipantRecipientSettingMetadata__is21CFRPart11
string
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enableParticipantRecipientSettingMetadata__rights
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enablePaymentProcessing
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enablePaymentProcessingMetadata__is21CFRPart11
string
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enablePaymentProcessingMetadata__rights
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enablePDFAConversion
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string
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enablePDFAConversionMetadata__rights
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enablePowerForm
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enablePowerFormDirect
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string
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enablePowerFormDirectMetadata__rights
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string
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enablePremiumDataVerificationExtensions
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string
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enableRecipientDomainValidation
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string
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enableRecipientDomainValidationMetadata__rights
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enableRecipientDomainValidationMetadata__uiOrder
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enableRecipientMayProvidePhoneNumber
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string
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enableRecipientMayProvidePhoneNumberMetadata__rights
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enableRecipientMayProvidePhoneNumberMetadata__uiHint
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enableReportLinks
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string
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enableReportLinksMetadata__rights
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enableReportLinksMetadata__uiHint
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enableRequireSignOnPaper
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string
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enableRequireSignOnPaperMetadata__rights
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string
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enableReservedDomain
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enableReservedDomainMetadata__is21CFRPart11
string
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enableReservedDomainMetadata__rights
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enableResponsiveSigning
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string
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enableResponsiveSigningMetadata__rights
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enableScheduledRelease
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string
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enableScheduledReleaseMetadata__rights
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enableSearchServiceAzureUri
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enableSearchServiceAzureUriMetadata__is21CFRPart11
string
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enableSearchServiceAzureUriMetadata__rights
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enableSearchServiceAzureUriMetadata__uiHint
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enableSearchSiteSpecificApi
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enableSearchSiteSpecificApiMetadata__is21CFRPart11
string
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enableSearchSiteSpecificApiMetadata__rights
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enableSearchSiteSpecificApiMetadata__uiHint
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enableSendingTagsFontSettings
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enableSendingTagsFontSettingsMetadata__is21CFRPart11
string
enableSendingTagsFontSettingsMetadata__options
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enableSendingTagsFontSettingsMetadata__rights
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enableSendingTagsFontSettingsMetadata__uiHint
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enableSendingTagsFontSettingsMetadata__uiOrder
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enableSendingTagsFontSettingsMetadata__uiType
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enableSendToAgent
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enableSendToAgentMetadata__is21CFRPart11
string
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enableSendToAgentMetadata__rights
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enableSendToAgentMetadata__uiHint
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enableSendToAgentMetadata__uiOrder
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enableSendToAgentMetadata__uiType
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enableSendToIntermediary
string
enableSendToIntermediaryMetadata__is21CFRPart11
string
enableSendToIntermediaryMetadata__options
array
enableSendToIntermediaryMetadata__rights
string
enableSendToIntermediaryMetadata__uiHint
string
enableSendToIntermediaryMetadata__uiOrder
string
enableSendToIntermediaryMetadata__uiType
string
enableSendToManage
string
enableSendToManageMetadata__is21CFRPart11
string
enableSendToManageMetadata__options
array
enableSendToManageMetadata__rights
string
enableSendToManageMetadata__uiHint
string
enableSendToManageMetadata__uiOrder
string
enableSendToManageMetadata__uiType
string
enableSequentialSigningAPI
string
enableSequentialSigningAPIMetadata__is21CFRPart11
string
enableSequentialSigningAPIMetadata__options
array
enableSequentialSigningAPIMetadata__rights
string
enableSequentialSigningAPIMetadata__uiHint
string
enableSequentialSigningAPIMetadata__uiOrder
string
enableSequentialSigningAPIMetadata__uiType
string
enableSequentialSigningUI
string
enableSequentialSigningUIMetadata__is21CFRPart11
string
enableSequentialSigningUIMetadata__options
array
enableSequentialSigningUIMetadata__rights
string
enableSequentialSigningUIMetadata__uiHint
string
enableSequentialSigningUIMetadata__uiOrder
string
enableSequentialSigningUIMetadata__uiType
string
enableSignerAttachments
string
enableSignerAttachmentsMetadata__is21CFRPart11
string
enableSignerAttachmentsMetadata__options
array
enableSignerAttachmentsMetadata__rights
string
enableSignerAttachmentsMetadata__uiHint
string
enableSignerAttachmentsMetadata__uiOrder
string
enableSignerAttachmentsMetadata__uiType
string
enableSigningExtensionComments
string
enableSigningExtensionCommentsMetadata__is21CFRPart11
string
enableSigningExtensionCommentsMetadata__options
array
enableSigningExtensionCommentsMetadata__rights
string
enableSigningExtensionCommentsMetadata__uiHint
string
enableSigningExtensionCommentsMetadata__uiOrder
string
enableSigningExtensionCommentsMetadata__uiType
string
enableSigningExtensionConversations
string
enableSigningExtensionConversationsMetadata__is21CFRPart11
string
enableSigningExtensionConversationsMetadata__options
array
enableSigningExtensionConversationsMetadata__rights
string
enableSigningExtensionConversationsMetadata__uiHint
string
enableSigningExtensionConversationsMetadata__uiOrder
string
enableSigningExtensionConversationsMetadata__uiType
string
enableSigningOrderSettingsForAccount
string
enableSigningOrderSettingsForAccountMetadata__is21CFRPart11
string
enableSigningOrderSettingsForAccountMetadata__options
array
enableSigningOrderSettingsForAccountMetadata__rights
string
enableSigningOrderSettingsForAccountMetadata__uiHint
string
enableSigningOrderSettingsForAccountMetadata__uiOrder
string
enableSigningOrderSettingsForAccountMetadata__uiType
string
enableSignOnPaper
string
enableSignOnPaperMetadata__is21CFRPart11
string
enableSignOnPaperMetadata__options
array
enableSignOnPaperMetadata__rights
string
enableSignOnPaperMetadata__uiHint
string
enableSignOnPaperMetadata__uiOrder
string
enableSignOnPaperMetadata__uiType
string
enableSignOnPaperOverride
string
enableSignOnPaperOverrideMetadata__is21CFRPart11
string
enableSignOnPaperOverrideMetadata__options
array
enableSignOnPaperOverrideMetadata__rights
string
enableSignOnPaperOverrideMetadata__uiHint
string
enableSignOnPaperOverrideMetadata__uiOrder
string
enableSignOnPaperOverrideMetadata__uiType
string
enableSignWithNotary
string
enableSignWithNotaryMetadata__is21CFRPart11
string
enableSignWithNotaryMetadata__options
array
enableSignWithNotaryMetadata__rights
string
enableSignWithNotaryMetadata__uiHint
string
enableSignWithNotaryMetadata__uiOrder
string
enableSignWithNotaryMetadata__uiType
string
enableSmartContracts
string
enableSmartContractsMetadata__is21CFRPart11
string
enableSmartContractsMetadata__options
array
enableSmartContractsMetadata__rights
string
enableSmartContractsMetadata__uiHint
string
enableSmartContractsMetadata__uiOrder
string
enableSmartContractsMetadata__uiType
string
enableSMSAuthentication
string
enableSMSAuthenticationMetadata__is21CFRPart11
string
enableSMSAuthenticationMetadata__options
array
enableSMSAuthenticationMetadata__rights
string
enableSMSAuthenticationMetadata__uiHint
string
enableSMSAuthenticationMetadata__uiOrder
string
enableSMSAuthenticationMetadata__uiType
string
enableSMSDeliveryAdditionalNotification
string
enableSMSDeliveryAdditionalNotificationMetadata__is21CFRPart11
string
enableSMSDeliveryAdditionalNotificationMetadata__options
array
enableSMSDeliveryAdditionalNotificationMetadata__rights
string
enableSMSDeliveryAdditionalNotificationMetadata__uiHint
string
enableSMSDeliveryAdditionalNotificationMetadata__uiOrder
string
enableSMSDeliveryAdditionalNotificationMetadata__uiType
string
enableSMSDeliveryPrimary
string
enableSocialIdLogin
string
enableSocialIdLoginMetadata__is21CFRPart11
string
enableSocialIdLoginMetadata__options
array
enableSocialIdLoginMetadata__rights
string
enableSocialIdLoginMetadata__uiHint
string
enableSocialIdLoginMetadata__uiOrder
string
enableSocialIdLoginMetadata__uiType
string
enableStrikeThrough
string
enableStrikeThroughMetadata__is21CFRPart11
string
enableStrikeThroughMetadata__options
array
enableStrikeThroughMetadata__rights
string
enableStrikeThroughMetadata__uiHint
string
enableStrikeThroughMetadata__uiOrder
string
enableStrikeThroughMetadata__uiType
string
enableTransactionPoint
string
enableTransactionPointMetadata__is21CFRPart11
string
enableTransactionPointMetadata__options
array
enableTransactionPointMetadata__rights
string
enableTransactionPointMetadata__uiHint
string
enableTransactionPointMetadata__uiOrder
string
enableTransactionPointMetadata__uiType
string
enableUnifiedRepository
string
enableUnifiedRepositoryMetadata__is21CFRPart11
string
enableUnifiedRepositoryMetadata__options
array
enableUnifiedRepositoryMetadata__rights
string
enableUnifiedRepositoryMetadata__uiHint
string
enableUnifiedRepositoryMetadata__uiOrder
string
enableUnifiedRepositoryMetadata__uiType
string
enableVaulting
string
enableVaultingMetadata__is21CFRPart11
string
enableVaultingMetadata__options
array
enableVaultingMetadata__rights
string
enableVaultingMetadata__uiHint
string
enableVaultingMetadata__uiOrder
string
enableVaultingMetadata__uiType
string
enableWebFormsRuntimeAPIs
string
enableWebFormsRuntimeAPIsMetadata__is21CFRPart11
string
enableWebFormsRuntimeAPIsMetadata__options
array
enableWebFormsRuntimeAPIsMetadata__rights
string
enableWebFormsRuntimeAPIsMetadata__uiHint
string
enableWebFormsRuntimeAPIsMetadata__uiOrder
string
enableWebFormsRuntimeAPIsMetadata__uiType
string
enableWebFormsSeparateUserPermissions
string
enableWebFormsSeparateUserPermissionsMetadata__is21CFRPart11
string
enableWebFormsSeparateUserPermissionsMetadata__options
array
enableWebFormsSeparateUserPermissionsMetadata__rights
string
enableWebFormsSeparateUserPermissionsMetadata__uiHint
string
enableWebFormsSeparateUserPermissionsMetadata__uiOrder
string
enableWebFormsSeparateUserPermissionsMetadata__uiType
string
enableWitnessing
string
enableWitnessingMetadata__is21CFRPart11
string
enableWitnessingMetadata__options
array
enableWitnessingMetadata__rights
string
enableWitnessingMetadata__uiHint
string
enableWitnessingMetadata__uiOrder
string
enableWitnessingMetadata__uiType
string
enforceTemplateNameUniqueness
string
enforceTemplateNameUniquenessMetadata__is21CFRPart11
string
enforceTemplateNameUniquenessMetadata__options
array
enforceTemplateNameUniquenessMetadata__rights
string
enforceTemplateNameUniquenessMetadata__uiHint
string
enforceTemplateNameUniquenessMetadata__uiOrder
string
enforceTemplateNameUniquenessMetadata__uiType
string
enforceTlsEmails
string
enforceTlsEmailsMetadata__is21CFRPart11
string
enforceTlsEmailsMetadata__options
array
enforceTlsEmailsMetadata__rights
string
enforceTlsEmailsMetadata__uiHint
string
enforceTlsEmailsMetadata__uiOrder
string
enforceTlsEmailsMetadata__uiType
string
envelopeIntegrationAllowed
string
envelopeIntegrationAllowedMetadata__is21CFRPart11
string
envelopeIntegrationAllowedMetadata__options
array
envelopeIntegrationAllowedMetadata__rights
string
envelopeIntegrationAllowedMetadata__uiHint
string
envelopeIntegrationAllowedMetadata__uiOrder
string
envelopeIntegrationAllowedMetadata__uiType
string
envelopeIntegrationEnabled
string
envelopeIntegrationEnabledMetadata__is21CFRPart11
string
envelopeIntegrationEnabledMetadata__options
array
envelopeIntegrationEnabledMetadata__rights
string
envelopeIntegrationEnabledMetadata__uiHint
string
envelopeIntegrationEnabledMetadata__uiOrder
string
envelopeIntegrationEnabledMetadata__uiType
string
EnvelopeLimitsTotalDocumentSizeAllowedInMB
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBEnabled
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBEnabledMetadata__is21CFRPart11
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBEnabledMetadata__options
array
EnvelopeLimitsTotalDocumentSizeAllowedInMBEnabledMetadata__rights
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBEnabledMetadata__uiHint
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBEnabledMetadata__uiOrder
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBEnabledMetadata__uiType
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBMetadata__is21CFRPart11
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBMetadata__options
array
EnvelopeLimitsTotalDocumentSizeAllowedInMBMetadata__rights
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBMetadata__uiHint
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBMetadata__uiOrder
string
EnvelopeLimitsTotalDocumentSizeAllowedInMBMetadata__uiType
string
envelopeSearchMode
string
envelopeSearchModeMetadata__is21CFRPart11
string
envelopeSearchModeMetadata__options
array
envelopeSearchModeMetadata__rights
string
envelopeSearchModeMetadata__uiHint
string
envelopeSearchModeMetadata__uiOrder
string
envelopeSearchModeMetadata__uiType
string
envelopeStampingDefaultValue
string
envelopeStampingDefaultValueMetadata__is21CFRPart11
string
envelopeStampingDefaultValueMetadata__options
array
envelopeStampingDefaultValueMetadata__rights
string
envelopeStampingDefaultValueMetadata__uiHint
string
envelopeStampingDefaultValueMetadata__uiOrder
string
envelopeStampingDefaultValueMetadata__uiType
string
exitPrompt
string
exitPromptMetadata__is21CFRPart11
string
exitPromptMetadata__options
array
exitPromptMetadata__rights
string
exitPromptMetadata__uiHint
string
exitPromptMetadata__uiOrder
string
exitPromptMetadata__uiType
string
expressSend
string
expressSendAllowTabs
string
expressSendAllowTabsMetadata__is21CFRPart11
string
expressSendAllowTabsMetadata__options
array
expressSendAllowTabsMetadata__rights
string
expressSendAllowTabsMetadata__uiHint
string
expressSendAllowTabsMetadata__uiOrder
string
expressSendAllowTabsMetadata__uiType
string
expressSendMetadata__is21CFRPart11
string
expressSendMetadata__options
array
expressSendMetadata__rights
string
expressSendMetadata__uiHint
string
expressSendMetadata__uiOrder
string
expressSendMetadata__uiType
string
externalDocumentSources__boxnetEnabled
string
externalDocumentSources__boxnetMetadata__is21CFRPart11
string
externalDocumentSources__boxnetMetadata__options
array
externalDocumentSources__boxnetMetadata__rights
string
externalDocumentSources__boxnetMetadata__uiHint
string
externalDocumentSources__boxnetMetadata__uiOrder
string
externalDocumentSources__boxnetMetadata__uiType
string
externalDocumentSources__dropboxEnabled
string
externalDocumentSources__dropboxMetadata__is21CFRPart11
string
externalDocumentSources__dropboxMetadata__options
array
externalDocumentSources__dropboxMetadata__rights
string
externalDocumentSources__dropboxMetadata__uiHint
string
externalDocumentSources__dropboxMetadata__uiOrder
string
externalDocumentSources__dropboxMetadata__uiType
string
externalDocumentSources__googleDriveEnabled
string
externalDocumentSources__googleDriveMetadata__is21CFRPart11
string
externalDocumentSources__googleDriveMetadata__options
array
externalDocumentSources__googleDriveMetadata__rights
string
externalDocumentSources__googleDriveMetadata__uiHint
string
externalDocumentSources__googleDriveMetadata__uiOrder
string
externalDocumentSources__googleDriveMetadata__uiType
string
externalDocumentSources__oneDriveEnabled
string
externalDocumentSources__oneDriveMetadata__is21CFRPart11
string
externalDocumentSources__oneDriveMetadata__options
array
externalDocumentSources__oneDriveMetadata__rights
string
externalDocumentSources__oneDriveMetadata__uiHint
string
externalDocumentSources__oneDriveMetadata__uiOrder
string
externalDocumentSources__oneDriveMetadata__uiType
string
externalDocumentSources__salesforceEnabled
string
externalDocumentSources__salesforceMetadata__is21CFRPart11
string
externalDocumentSources__salesforceMetadata__options
array
externalDocumentSources__salesforceMetadata__rights
string
externalDocumentSources__salesforceMetadata__uiHint
string
externalDocumentSources__salesforceMetadata__uiOrder
string
externalDocumentSources__salesforceMetadata__uiType
string
externalSignaturePadType
string
externalSignaturePadTypeMetadata__is21CFRPart11
string
externalSignaturePadTypeMetadata__options
array
externalSignaturePadTypeMetadata__rights
string
externalSignaturePadTypeMetadata__uiHint
string
externalSignaturePadTypeMetadata__uiOrder
string
externalSignaturePadTypeMetadata__uiType
string
faxOutEnabled
string
faxOutEnabledMetadata__is21CFRPart11
string
faxOutEnabledMetadata__options
array
faxOutEnabledMetadata__rights
string
faxOutEnabledMetadata__uiHint
string
faxOutEnabledMetadata__uiOrder
string
faxOutEnabledMetadata__uiType
string
finishReminder
string
finishReminderMetadata__is21CFRPart11
string
finishReminderMetadata__options
array
finishReminderMetadata__rights
string
finishReminderMetadata__uiHint
string
finishReminderMetadata__uiOrder
string
finishReminderMetadata__uiType
string
forbidAddingUserStamps
string
forbidAddingUserStampsMetadata__is21CFRPart11
string
forbidAddingUserStampsMetadata__options
array
forbidAddingUserStampsMetadata__rights
string
forbidAddingUserStampsMetadata__uiHint
string
forbidAddingUserStampsMetadata__uiOrder
string
forbidAddingUserStampsMetadata__uiType
string
guidedFormsHtmlAllowed
string
guidedFormsHtmlAllowedMetadata__is21CFRPart11
string
guidedFormsHtmlAllowedMetadata__options
array
guidedFormsHtmlAllowedMetadata__rights
string
guidedFormsHtmlAllowedMetadata__uiHint
string
guidedFormsHtmlAllowedMetadata__uiOrder
string
guidedFormsHtmlAllowedMetadata__uiType
string
guidedFormsHtmlConversionPolicy
string
guidedFormsHtmlConversionPolicyMetadata__is21CFRPart11
string
guidedFormsHtmlConversionPolicyMetadata__options
array
guidedFormsHtmlConversionPolicyMetadata__rights
string
guidedFormsHtmlConversionPolicyMetadata__uiHint
string
guidedFormsHtmlConversionPolicyMetadata__uiOrder
string
guidedFormsHtmlConversionPolicyMetadata__uiType
string
hasRecipientConnectClaimedDomain
string
hideAccountAddressInCoC
string
hideAccountAddressInCoCMetadata__is21CFRPart11
string
hideAccountAddressInCoCMetadata__options
array
hideAccountAddressInCoCMetadata__rights
string
hideAccountAddressInCoCMetadata__uiHint
string
hideAccountAddressInCoCMetadata__uiOrder
string
hideAccountAddressInCoCMetadata__uiType
string
hidePricing
string
hidePricingMetadata__is21CFRPart11
string
hidePricingMetadata__options
array
hidePricingMetadata__rights
string
hidePricingMetadata__uiHint
string
hidePricingMetadata__uiOrder
string
hidePricingMetadata__uiType
string
idCheckConfigurations
array
idCheckExpire
string
idCheckExpireDays
string
idCheckExpireDaysMetadata__is21CFRPart11
string
idCheckExpireDaysMetadata__options
array
idCheckExpireDaysMetadata__rights
string
idCheckExpireDaysMetadata__uiHint
string
idCheckExpireDaysMetadata__uiOrder
string
idCheckExpireDaysMetadata__uiType
string
idCheckExpireMetadata__is21CFRPart11
string
idCheckExpireMetadata__options
array
idCheckExpireMetadata__rights
string
idCheckExpireMetadata__uiHint
string
idCheckExpireMetadata__uiOrder
string
idCheckExpireMetadata__uiType
string
idCheckExpireMinutes
string
idCheckExpireMinutesMetadata__is21CFRPart11
string
idCheckExpireMinutesMetadata__options
array
idCheckExpireMinutesMetadata__rights
string
idCheckExpireMinutesMetadata__uiHint
string
idCheckExpireMinutesMetadata__uiOrder
string
idCheckExpireMinutesMetadata__uiType
string
idCheckRequired
string
idCheckRequiredMetadata__is21CFRPart11
string
idCheckRequiredMetadata__options
array
idCheckRequiredMetadata__rights
string
idCheckRequiredMetadata__uiHint
string
idCheckRequiredMetadata__uiOrder
string
idCheckRequiredMetadata__uiType
string
identityVerification
array
identityVerificationMetadata__is21CFRPart11
string
identityVerificationMetadata__options
array
identityVerificationMetadata__rights
string
identityVerificationMetadata__uiHint
string
identityVerificationMetadata__uiOrder
string
identityVerificationMetadata__uiType
string
idfxKBAAuthenticationOverride
string
idfxKBAAuthenticationOverrideMetadata__is21CFRPart11
string
idfxKBAAuthenticationOverrideMetadata__options
array
idfxKBAAuthenticationOverrideMetadata__rights
string
idfxKBAAuthenticationOverrideMetadata__uiHint
string
idfxKBAAuthenticationOverrideMetadata__uiOrder
string
idfxKBAAuthenticationOverrideMetadata__uiType
string
idfxPhoneAuthenticationOverride
string
idfxPhoneAuthenticationOverrideMetadata__is21CFRPart11
string
idfxPhoneAuthenticationOverrideMetadata__options
array
idfxPhoneAuthenticationOverrideMetadata__rights
string
idfxPhoneAuthenticationOverrideMetadata__uiHint
string
idfxPhoneAuthenticationOverrideMetadata__uiOrder
string
idfxPhoneAuthenticationOverrideMetadata__uiType
string
ignoreErrorIfAnchorTabNotFound
string
ignoreErrorIfAnchorTabNotFoundMetadataEnabled__is21CFRPart11
string
ignoreErrorIfAnchorTabNotFoundMetadataEnabled__options
array
ignoreErrorIfAnchorTabNotFoundMetadataEnabled__rights
string
ignoreErrorIfAnchorTabNotFoundMetadataEnabled__uiHint
string
ignoreErrorIfAnchorTabNotFoundMetadataEnabled__uiOrder
string
ignoreErrorIfAnchorTabNotFoundMetadataEnabled__uiType
string
inPersonIDCheckQuestion
string
inPersonIDCheckQuestionMetadata__is21CFRPart11
string
inPersonIDCheckQuestionMetadata__options
array
inPersonIDCheckQuestionMetadata__rights
string
inPersonIDCheckQuestionMetadata__uiHint
string
inPersonIDCheckQuestionMetadata__uiOrder
string
inPersonIDCheckQuestionMetadata__uiType
string
inPersonSigningEnabled
string
inPersonSigningEnabledMetadata__is21CFRPart11
string
inPersonSigningEnabledMetadata__options
array
inPersonSigningEnabledMetadata__rights
string
inPersonSigningEnabledMetadata__uiHint
string
inPersonSigningEnabledMetadata__uiOrder
string
inPersonSigningEnabledMetadata__uiType
string
inSessionEnabled
string
inSessionEnabledMetadata__is21CFRPart11
string
inSessionEnabledMetadata__options
array
inSessionEnabledMetadata__rights
string
inSessionEnabledMetadata__uiHint
string
inSessionEnabledMetadata__uiOrder
string
inSessionEnabledMetadata__uiType
string
inSessionSuppressEmails
string
inSessionSuppressEmailsMetadata__is21CFRPart11
string
inSessionSuppressEmailsMetadata__options
array
inSessionSuppressEmailsMetadata__rights
string
inSessionSuppressEmailsMetadata__uiHint
string
inSessionSuppressEmailsMetadata__uiOrder
string
inSessionSuppressEmailsMetadata__uiType
string
isConnectDocumentFieldsEnabled
string
isvOemEmbed
string
isvOemEmbedMetaData__is21CFRPart11
string
isvOemEmbedMetaData__options
array
isvOemEmbedMetaData__rights
string
isvOemEmbedMetaData__uiHint
string
isvOemEmbedMetaData__uiOrder
string
isvOemEmbedMetaData__uiType
string
linkedExternalPrimaryAccounts
array
maximumSigningGroups
string
maximumSigningGroupsMetadata__is21CFRPart11
string
maximumSigningGroupsMetadata__options
array
maximumSigningGroupsMetadata__rights
string
maximumSigningGroupsMetadata__uiHint
string
maximumSigningGroupsMetadata__uiOrder
string
maximumSigningGroupsMetadata__uiType
string
maximumUsersPerSigningGroup
string
maximumUsersPerSigningGroupMetadata__is21CFRPart11
string
maximumUsersPerSigningGroupMetadata__options
array
maximumUsersPerSigningGroupMetadata__rights
string
maximumUsersPerSigningGroupMetadata__uiHint
string
maximumUsersPerSigningGroupMetadata__uiOrder
string
maximumUsersPerSigningGroupMetadata__uiType
string
maxNumberOfCustomStamps
string
mergeMixedModeResults
string
mergeMixedModeResultsMetadata__is21CFRPart11
string
mergeMixedModeResultsMetadata__options
array
mergeMixedModeResultsMetadata__rights
string
mergeMixedModeResultsMetadata__uiHint
string
mergeMixedModeResultsMetadata__uiOrder
string
mergeMixedModeResultsMetadata__uiType
string
mobileSessionTimeout
string
mobileSessionTimeoutMetadata__is21CFRPart11
string
mobileSessionTimeoutMetadata__options
array
mobileSessionTimeoutMetadata__rights
string
mobileSessionTimeoutMetadata__uiHint
string
mobileSessionTimeoutMetadata__uiOrder
string
mobileSessionTimeoutMetadata__uiType
string
numberOfActiveCustomStamps
string
optInMobileSigningV02
string
optInMobileSigningV02Metadata__is21CFRPart11
string
optInMobileSigningV02Metadata__options
array
optInMobileSigningV02Metadata__rights
string
optInMobileSigningV02Metadata__uiHint
string
optInMobileSigningV02Metadata__uiOrder
string
optInMobileSigningV02Metadata__uiType
string
optInUniversalSignatures
string
optOutAutoNavTextAndTabColorUpdates
string
optOutAutoNavTextAndTabColorUpdatesMetadata__is21CFRPart11
string
optOutAutoNavTextAndTabColorUpdatesMetadata__options
array
optOutAutoNavTextAndTabColorUpdatesMetadata__rights
string
optOutAutoNavTextAndTabColorUpdatesMetadata__uiHint
string
optOutAutoNavTextAndTabColorUpdatesMetadata__uiOrder
string
optOutAutoNavTextAndTabColorUpdatesMetadata__uiType
string
optOutNewPlatformSeal
string
optOutNewPlatformSealPlatformMetadata__is21CFRPart11
string
optOutNewPlatformSealPlatformMetadata__options
array
optOutNewPlatformSealPlatformMetadata__rights
string
optOutNewPlatformSealPlatformMetadata__uiHint
string
optOutNewPlatformSealPlatformMetadata__uiOrder
string
optOutNewPlatformSealPlatformMetadata__uiType
string
pdfMaxChunkedUploadPartSize
string
pdfMaxChunkedUploadPartSizeMetadata__is21CFRPart11
string
pdfMaxChunkedUploadPartSizeMetadata__options
array
pdfMaxChunkedUploadPartSizeMetadata__rights
string
pdfMaxChunkedUploadPartSizeMetadata__uiHint
string
pdfMaxChunkedUploadPartSizeMetadata__uiOrder
string
pdfMaxChunkedUploadPartSizeMetadata__uiType
string
pdfMaxChunkedUploadTotalSize
string
pdfMaxChunkedUploadTotalSizeMetadata__is21CFRPart11
string
pdfMaxChunkedUploadTotalSizeMetadata__options
array
pdfMaxChunkedUploadTotalSizeMetadata__rights
string
pdfMaxChunkedUploadTotalSizeMetadata__uiHint
string
pdfMaxChunkedUploadTotalSizeMetadata__uiOrder
string
pdfMaxChunkedUploadTotalSizeMetadata__uiType
string
pdfMaxIndividualUploadSize
string
pdfMaxIndividualUploadSizeMetadata__is21CFRPart11
string
pdfMaxIndividualUploadSizeMetadata__options
array
pdfMaxIndividualUploadSizeMetadata__rights
string
pdfMaxIndividualUploadSizeMetadata__uiHint
string
pdfMaxIndividualUploadSizeMetadata__uiOrder
string
pdfMaxIndividualUploadSizeMetadata__uiType
string
phoneAuthRecipientMayProvidePhoneNumber
string
phoneAuthRecipientMayProvidePhoneNumberMetadata__is21CFRPart11
string
phoneAuthRecipientMayProvidePhoneNumberMetadata__options
array
phoneAuthRecipientMayProvidePhoneNumberMetadata__rights
string
phoneAuthRecipientMayProvidePhoneNumberMetadata__uiHint
string
phoneAuthRecipientMayProvidePhoneNumberMetadata__uiOrder
string
phoneAuthRecipientMayProvidePhoneNumberMetadata__uiType
string
pkiSignDownloadedPDFDocs
string
pkiSignDownloadedPDFDocsMetadata__is21CFRPart11
string
pkiSignDownloadedPDFDocsMetadata__options
array
pkiSignDownloadedPDFDocsMetadata__rights
string
pkiSignDownloadedPDFDocsMetadata__uiHint
string
pkiSignDownloadedPDFDocsMetadata__uiOrder
string
pkiSignDownloadedPDFDocsMetadata__uiType
string
readOnlyMode
string
readOnlyModeMetadata__is21CFRPart11
string
readOnlyModeMetadata__options
array
readOnlyModeMetadata__rights
string
readOnlyModeMetadata__uiHint
string
readOnlyModeMetadata__uiOrder
string
readOnlyModeMetadata__uiType
string
recipientsCanSignOffline
string
recipientsCanSignOfflineMetadata__is21CFRPart11
string
recipientsCanSignOfflineMetadata__options
array
recipientsCanSignOfflineMetadata__rights
string
recipientsCanSignOfflineMetadata__uiHint
string
recipientsCanSignOfflineMetadata__uiOrder
string
recipientsCanSignOfflineMetadata__uiType
string
recipientSigningAutoNavigationControl
string
recipientSigningAutoNavigationControlMetadata__is21CFRPart11
string
recipientSigningAutoNavigationControlMetadata__options
array
recipientSigningAutoNavigationControlMetadata__rights
string
recipientSigningAutoNavigationControlMetadata__uiHint
string
recipientSigningAutoNavigationControlMetadata__uiOrder
string
recipientSigningAutoNavigationControlMetadata__uiType
string
require21CFRpt11Compliance
string
require21CFRpt11ComplianceMetadata__is21CFRPart11
string
require21CFRpt11ComplianceMetadata__options
array
require21CFRpt11ComplianceMetadata__rights
string
require21CFRpt11ComplianceMetadata__uiHint
string
require21CFRpt11ComplianceMetadata__uiOrder
string
require21CFRpt11ComplianceMetadata__uiType
string
requireDeclineReason
string
requireDeclineReasonMetadata__is21CFRPart11
string
requireDeclineReasonMetadata__options
array
requireDeclineReasonMetadata__rights
string
requireDeclineReasonMetadata__uiHint
string
requireDeclineReasonMetadata__uiOrder
string
requireDeclineReasonMetadata__uiType
string
requireExternalUserManagement
string
requireExternalUserManagementMetadata__is21CFRPart11
string
requireExternalUserManagementMetadata__options
array
requireExternalUserManagementMetadata__rights
string
requireExternalUserManagementMetadata__uiHint
string
requireExternalUserManagementMetadata__uiOrder
string
requireExternalUserManagementMetadata__uiType
string
requireSignerCertificateType
string
requireSignerCertificateTypeMetadata__is21CFRPart11
string
requireSignerCertificateTypeMetadata__options
array
requireSignerCertificateTypeMetadata__rights
string
requireSignerCertificateTypeMetadata__uiHint
string
requireSignerCertificateTypeMetadata__uiOrder
string
requireSignerCertificateTypeMetadata__uiType
string
rsaVeridAccountName
string
rsaVeridPassword
string
rsaVeridRuleset
string
rsaVeridUserId
string
sbsTransactionLevel
string
selfSignedRecipientEmailDocument
string
selfSignedRecipientEmailDocumentMetadata__is21CFRPart11
string
selfSignedRecipientEmailDocumentMetadata__options
array
selfSignedRecipientEmailDocumentMetadata__rights
string
selfSignedRecipientEmailDocumentMetadata__uiHint
string
selfSignedRecipientEmailDocumentMetadata__uiOrder
string
selfSignedRecipientEmailDocumentMetadata__uiType
string
selfSignedRecipientEmailDocumentUserOverride
string
selfSignedRecipientEmailDocumentUserOverrideMetadata__is21CFRPart11
string
selfSignedRecipientEmailDocumentUserOverrideMetadata__options
array
selfSignedRecipientEmailDocumentUserOverrideMetadata__rights
string
selfSignedRecipientEmailDocumentUserOverrideMetadata__uiHint
string
selfSignedRecipientEmailDocumentUserOverrideMetadata__uiOrder
string
selfSignedRecipientEmailDocumentUserOverrideMetadata__uiType
string
senderCanSignInEachLocation
string
senderCanSignInEachLocationMetadata__is21CFRPart11
string
senderCanSignInEachLocationMetadata__options
array
senderCanSignInEachLocationMetadata__rights
string
senderCanSignInEachLocationMetadata__uiHint
string
senderCanSignInEachLocationMetadata__uiOrder
string
senderCanSignInEachLocationMetadata__uiType
string
senderMustAuthenticateSigning
string
senderMustAuthenticateSigningMetadata__is21CFRPart11
string
senderMustAuthenticateSigningMetadata__options
array
senderMustAuthenticateSigningMetadata__rights
string
senderMustAuthenticateSigningMetadata__uiHint
string
senderMustAuthenticateSigningMetadata__uiOrder
string
senderMustAuthenticateSigningMetadata__uiType
string
sendingTagsFontColor
string
sendingTagsFontColorMetadata__is21CFRPart11
string
sendingTagsFontColorMetadata__options
array
sendingTagsFontColorMetadata__rights
string
sendingTagsFontColorMetadata__uiHint
string
sendingTagsFontColorMetadata__uiOrder
string
sendingTagsFontColorMetadata__uiType
string
sendingTagsFontName
string
sendingTagsFontNameMetadata__is21CFRPart11
string
sendingTagsFontNameMetadata__options
array
sendingTagsFontNameMetadata__rights
string
sendingTagsFontNameMetadata__uiHint
string
sendingTagsFontNameMetadata__uiOrder
string
sendingTagsFontNameMetadata__uiType
string
sendingTagsFontSize
string
sendingTagsFontSizeMetadata__is21CFRPart11
string
sendingTagsFontSizeMetadata__options
array
sendingTagsFontSizeMetadata__rights
string
sendingTagsFontSizeMetadata__uiHint
string
sendingTagsFontSizeMetadata__uiOrder
string
sendingTagsFontSizeMetadata__uiType
string
sendLockoutRecipientNotification
string
sendLockoutRecipientNotificationMetadata__is21CFRPart11
string
sendLockoutRecipientNotificationMetadata__options
array
sendLockoutRecipientNotificationMetadata__rights
string
sendLockoutRecipientNotificationMetadata__uiHint
string
sendLockoutRecipientNotificationMetadata__uiOrder
string
sendLockoutRecipientNotificationMetadata__uiType
string
sendToCertifiedDeliveryEnabled
string
sendToCertifiedDeliveryEnabledMetadata__is21CFRPart11
string
sendToCertifiedDeliveryEnabledMetadata__options
array
sendToCertifiedDeliveryEnabledMetadata__rights
string
sendToCertifiedDeliveryEnabledMetadata__uiHint
string
sendToCertifiedDeliveryEnabledMetadata__uiOrder
string
sendToCertifiedDeliveryEnabledMetadata__uiType
string
sessionTimeout
string
sessionTimeoutMetadata__is21CFRPart11
string
sessionTimeoutMetadata__options
array
sessionTimeoutMetadata__rights
string
sessionTimeoutMetadata__uiHint
string
sessionTimeoutMetadata__uiOrder
string
sessionTimeoutMetadata__uiType
string
setRecipEmailLang
string
setRecipEmailLangMetadata__is21CFRPart11
string
setRecipEmailLangMetadata__options
array
setRecipEmailLangMetadata__rights
string
setRecipEmailLangMetadata__uiHint
string
setRecipEmailLangMetadata__uiOrder
string
setRecipEmailLangMetadata__uiType
string
setRecipSignLang
string
setRecipSignLangMetadata__is21CFRPart11
string
setRecipSignLangMetadata__options
array
setRecipSignLangMetadata__rights
string
setRecipSignLangMetadata__uiHint
string
setRecipSignLangMetadata__uiOrder
string
setRecipSignLangMetadata__uiType
string
sharedTemplateFolders
string
sharedTemplateFoldersMetadata__is21CFRPart11
string
sharedTemplateFoldersMetadata__options
array
sharedTemplateFoldersMetadata__rights
string
sharedTemplateFoldersMetadata__uiHint
string
sharedTemplateFoldersMetadata__uiOrder
string
sharedTemplateFoldersMetadata__uiType
string
showCompleteDialogInEmbeddedSession
string
showCompleteDialogInEmbeddedSessionMetadata__is21CFRPart11
string
showCompleteDialogInEmbeddedSessionMetadata__options
array
showCompleteDialogInEmbeddedSessionMetadata__rights
string
showCompleteDialogInEmbeddedSessionMetadata__uiHint
string
showCompleteDialogInEmbeddedSessionMetadata__uiOrder
string
showCompleteDialogInEmbeddedSessionMetadata__uiType
string
showConditionalRoutingOnSend
string
showConditionalRoutingOnSendMetadata__is21CFRPart11
string
showConditionalRoutingOnSendMetadata__options
array
showConditionalRoutingOnSendMetadata__rights
string
showConditionalRoutingOnSendMetadata__uiHint
string
showConditionalRoutingOnSendMetadata__uiOrder
string
showConditionalRoutingOnSendMetadata__uiType
string
showInitialConditionalFields
string
showInitialConditionalFieldsMetadata__is21CFRPart11
string
showInitialConditionalFieldsMetadata__options
array
showInitialConditionalFieldsMetadata__rights
string
showInitialConditionalFieldsMetadata__uiHint
string
showInitialConditionalFieldsMetadata__uiOrder
string
showInitialConditionalFieldsMetadata__uiType
string
showLocalizedWatermarks
string
showLocalizedWatermarksMetadata__is21CFRPart11
string
showLocalizedWatermarksMetadata__options
array
showLocalizedWatermarksMetadata__rights
string
showLocalizedWatermarksMetadata__uiHint
string
showLocalizedWatermarksMetadata__uiOrder
string
showLocalizedWatermarksMetadata__uiType
string
showMaskedFieldsWhenDownloadingDocumentAsSender
string
showMaskedFieldsWhenDownloadingDocumentAsSenderMetadata__is21CFRPart11
string
showMaskedFieldsWhenDownloadingDocumentAsSenderMetadata__options
array
showMaskedFieldsWhenDownloadingDocumentAsSenderMetadata__rights
string
showMaskedFieldsWhenDownloadingDocumentAsSenderMetadata__uiHint
string
showMaskedFieldsWhenDownloadingDocumentAsSenderMetadata__uiOrder
string
showMaskedFieldsWhenDownloadingDocumentAsSenderMetadata__uiType
string
showTutorials
string
showTutorialsMetadata__is21CFRPart11
string
showTutorialsMetadata__options
array
showTutorialsMetadata__rights
string
showTutorialsMetadata__uiHint
string
showTutorialsMetadata__uiOrder
string
showTutorialsMetadata__uiType
string
signatureProviders
array
signatureProvidersMetadata__is21CFRPart11
string
signatureProvidersMetadata__options
array
signatureProvidersMetadata__rights
string
signatureProvidersMetadata__uiHint
string
signatureProvidersMetadata__uiOrder
string
signatureProvidersMetadata__uiType
string
signDateFormat
string
signDateFormatMetadata__is21CFRPart11
string
signDateFormatMetadata__options
array
signDateFormatMetadata__rights
string
signDateFormatMetadata__uiHint
string
signDateFormatMetadata__uiOrder
string
signDateFormatMetadata__uiType
string
signDateTimeAccountLanguageOverride
string
signDateTimeAccountLanguageOverrideMetadata__is21CFRPart11
string
signDateTimeAccountLanguageOverrideMetadata__options
array
signDateTimeAccountLanguageOverrideMetadata__rights
string
signDateTimeAccountLanguageOverrideMetadata__uiHint
string
signDateTimeAccountLanguageOverrideMetadata__uiOrder
string
signDateTimeAccountLanguageOverrideMetadata__uiType
string
signDateTimeAccountTimezoneOverride
string
signDateTimeAccountTimezoneOverrideMetadata__is21CFRPart11
string
signDateTimeAccountTimezoneOverrideMetadata__options
array
signDateTimeAccountTimezoneOverrideMetadata__rights
string
signDateTimeAccountTimezoneOverrideMetadata__uiHint
string
signDateTimeAccountTimezoneOverrideMetadata__uiOrder
string
signDateTimeAccountTimezoneOverrideMetadata__uiType
string
signerAttachCertificateToEnvelopePDF
string
signerAttachCertificateToEnvelopePDFMetadata__is21CFRPart11
string
signerAttachCertificateToEnvelopePDFMetadata__options
array
signerAttachCertificateToEnvelopePDFMetadata__rights
string
signerAttachCertificateToEnvelopePDFMetadata__uiHint
string
signerAttachCertificateToEnvelopePDFMetadata__uiOrder
string
signerAttachCertificateToEnvelopePDFMetadata__uiType
string
signerAttachConcat
string
signerAttachConcatMetadata__is21CFRPart11
string
signerAttachConcatMetadata__options
array
signerAttachConcatMetadata__rights
string
signerAttachConcatMetadata__uiHint
string
signerAttachConcatMetadata__uiOrder
string
signerAttachConcatMetadata__uiType
string
signerCanCreateAccount
string
signerCanCreateAccountMetadata__is21CFRPart11
string
signerCanCreateAccountMetadata__options
array
signerCanCreateAccountMetadata__rights
string
signerCanCreateAccountMetadata__uiHint
string
signerCanCreateAccountMetadata__uiOrder
string
signerCanCreateAccountMetadata__uiType
string
signerCanSignOnMobile
string
signerCanSignOnMobileMetadata__is21CFRPart11
string
signerCanSignOnMobileMetadata__options
array
signerCanSignOnMobileMetadata__rights
string
signerCanSignOnMobileMetadata__uiHint
string
signerCanSignOnMobileMetadata__uiOrder
string
signerCanSignOnMobileMetadata__uiType
string
signerInSessionUseEnvelopeCompleteEmail
string
signerInSessionUseEnvelopeCompleteEmailMetadata__is21CFRPart11
string
signerInSessionUseEnvelopeCompleteEmailMetadata__options
array
signerInSessionUseEnvelopeCompleteEmailMetadata__rights
string
signerInSessionUseEnvelopeCompleteEmailMetadata__uiHint
string
signerInSessionUseEnvelopeCompleteEmailMetadata__uiOrder
string
signerInSessionUseEnvelopeCompleteEmailMetadata__uiType
string
signerLoginRequirements
string
signerLoginRequirementsMetadata__is21CFRPart11
string
signerLoginRequirementsMetadata__options
array
signerLoginRequirementsMetadata__rights
string
signerLoginRequirementsMetadata__uiHint
string
signerLoginRequirementsMetadata__uiOrder
string
signerLoginRequirementsMetadata__uiType
string
signerMustHaveAccount
string
signerMustHaveAccountMetadata__is21CFRPart11
string
signerMustHaveAccountMetadata__options
array
signerMustHaveAccountMetadata__rights
string
signerMustHaveAccountMetadata__uiHint
string
signerMustHaveAccountMetadata__uiOrder
string
signerMustHaveAccountMetadata__uiType
string
signerMustLoginToSign
string
signerMustLoginToSignMetadata__is21CFRPart11
string
signerMustLoginToSignMetadata__options
array
signerMustLoginToSignMetadata__rights
string
signerMustLoginToSignMetadata__uiHint
string
signerMustLoginToSignMetadata__uiOrder
string
signerMustLoginToSignMetadata__uiType
string
signerShowSecureFieldInitialValues
string
signerShowSecureFieldInitialValuesMetadata__is21CFRPart11
string
signerShowSecureFieldInitialValuesMetadata__options
array
signerShowSecureFieldInitialValuesMetadata__rights
string
signerShowSecureFieldInitialValuesMetadata__uiHint
string
signerShowSecureFieldInitialValuesMetadata__uiOrder
string
signerShowSecureFieldInitialValuesMetadata__uiType
string
signingSessionTimeout
string
signingSessionTimeoutMetadata__is21CFRPart11
string
signingSessionTimeoutMetadata__options
array
signingSessionTimeoutMetadata__rights
string
signingSessionTimeoutMetadata__uiHint
string
signingSessionTimeoutMetadata__uiOrder
string
signingSessionTimeoutMetadata__uiType
string
signingUiVersion
string
signingUiVersionMetadata__is21CFRPart11
string
signingUiVersionMetadata__options
array
signingUiVersionMetadata__rights
string
signingUiVersionMetadata__uiHint
string
signingUiVersionMetadata__uiOrder
string
signingUiVersionMetadata__uiType
string
signTimeFormat
string
signTimeFormatMetadata__is21CFRPart11
string
signTimeFormatMetadata__options
array
signTimeFormatMetadata__rights
string
signTimeFormatMetadata__uiHint
string
signTimeFormatMetadata__uiOrder
string
signTimeFormatMetadata__uiType
string
signTimeShowAmPm
string
signTimeShowAmPmMetadata__is21CFRPart11
string
signTimeShowAmPmMetadata__options
array
signTimeShowAmPmMetadata__rights
string
signTimeShowAmPmMetadata__uiHint
string
signTimeShowAmPmMetadata__uiOrder
string
signTimeShowAmPmMetadata__uiType
string
simplifiedSendingEnabled
string
simplifiedSendingEnabledMetadata__is21CFRPart11
string
simplifiedSendingEnabledMetadata__options
array
simplifiedSendingEnabledMetadata__rights
string
simplifiedSendingEnabledMetadata__uiHint
string
simplifiedSendingEnabledMetadata__uiOrder
string
simplifiedSendingEnabledMetadata__uiType
string
singleSignOnEnabled
string
singleSignOnEnabledMetadata__is21CFRPart11
string
singleSignOnEnabledMetadata__options
array
singleSignOnEnabledMetadata__rights
string
singleSignOnEnabledMetadata__uiHint
string
singleSignOnEnabledMetadata__uiOrder
string
singleSignOnEnabledMetadata__uiType
string
skipAuthCompletedEnvelopes
string
skipAuthCompletedEnvelopesMetadata__is21CFRPart11
string
skipAuthCompletedEnvelopesMetadata__options
array
skipAuthCompletedEnvelopesMetadata__rights
string
skipAuthCompletedEnvelopesMetadata__uiHint
string
skipAuthCompletedEnvelopesMetadata__uiOrder
string
skipAuthCompletedEnvelopesMetadata__uiType
string
socialIdRecipAuth
string
socialIdRecipAuthMetadata__is21CFRPart11
string
socialIdRecipAuthMetadata__options
array
socialIdRecipAuthMetadata__rights
string
socialIdRecipAuthMetadata__uiHint
string
socialIdRecipAuthMetadata__uiOrder
string
socialIdRecipAuthMetadata__uiType
string
specifyDocumentVisibility
string
specifyDocumentVisibilityMetadata__is21CFRPart11
string
specifyDocumentVisibilityMetadata__options
array
specifyDocumentVisibilityMetadata__rights
string
specifyDocumentVisibilityMetadata__uiHint
string
specifyDocumentVisibilityMetadata__uiOrder
string
specifyDocumentVisibilityMetadata__uiType
string
startInAdvancedCorrect
string
startInAdvancedCorrectMetadata__is21CFRPart11
string
startInAdvancedCorrectMetadata__options
array
startInAdvancedCorrectMetadata__rights
string
startInAdvancedCorrectMetadata__uiHint
string
startInAdvancedCorrectMetadata__uiOrder
string
startInAdvancedCorrectMetadata__uiType
string
supplementalDocumentsMustAccept
string
supplementalDocumentsMustAcceptMetadata__is21CFRPart11
string
supplementalDocumentsMustAcceptMetadata__options
array
supplementalDocumentsMustAcceptMetadata__rights
string
supplementalDocumentsMustAcceptMetadata__uiHint
string
supplementalDocumentsMustAcceptMetadata__uiOrder
string
supplementalDocumentsMustAcceptMetadata__uiType
string
supplementalDocumentsMustRead
string
supplementalDocumentsMustReadMetadata__is21CFRPart11
string
supplementalDocumentsMustReadMetadata__options
array
supplementalDocumentsMustReadMetadata__rights
string
supplementalDocumentsMustReadMetadata__uiHint
string
supplementalDocumentsMustReadMetadata__uiOrder
string
supplementalDocumentsMustReadMetadata__uiType
string
supplementalDocumentsMustView
string
supplementalDocumentsMustViewMetadata__is21CFRPart11
string
supplementalDocumentsMustViewMetadata__options
array
supplementalDocumentsMustViewMetadata__rights
string
supplementalDocumentsMustViewMetadata__uiHint
string
supplementalDocumentsMustViewMetadata__uiOrder
string
supplementalDocumentsMustViewMetadata__uiType
string
suppressCertificateEnforcement
string
suppressCertificateEnforcementMetadata__is21CFRPart11
string
suppressCertificateEnforcementMetadata__options
array
suppressCertificateEnforcementMetadata__rights
string
suppressCertificateEnforcementMetadata__uiHint
string
suppressCertificateEnforcementMetadata__uiOrder
string
suppressCertificateEnforcementMetadata__uiType
string
tabAccountSettings__allowTabOrder
string
tabAccountSettings__allowTabOrderMetadata__is21CFRPart11
string
tabAccountSettings__allowTabOrderMetadata__options
array
tabAccountSettings__allowTabOrderMetadata__rights
string
tabAccountSettings__allowTabOrderMetadata__uiHint
string
tabAccountSettings__allowTabOrderMetadata__uiOrder
string
tabAccountSettings__allowTabOrderMetadata__uiType
string
tabAccountSettings__approveDeclineTabsEnabled
string
tabAccountSettings__approveDeclineTabsMetadata__is21CFRPart11
string
tabAccountSettings__approveDeclineTabsMetadata__options
array
tabAccountSettings__approveDeclineTabsMetadata__rights
string
tabAccountSettings__approveDeclineTabsMetadata__uiHint
string
tabAccountSettings__approveDeclineTabsMetadata__uiOrder
string
tabAccountSettings__approveDeclineTabsMetadata__uiType
string
tabAccountSettings__calculatedFieldsEnabled
string
tabAccountSettings__calculatedFieldsMetadata__is21CFRPart11
string
tabAccountSettings__calculatedFieldsMetadata__options
array
tabAccountSettings__calculatedFieldsMetadata__rights
string
tabAccountSettings__calculatedFieldsMetadata__uiHint
string
tabAccountSettings__calculatedFieldsMetadata__uiOrder
string
tabAccountSettings__calculatedFieldsMetadata__uiType
string
tabAccountSettings__checkboxTabsEnabled
string
tabAccountSettings__checkBoxTabsMetadata__is21CFRPart11
string
tabAccountSettings__checkBoxTabsMetadata__options
array
tabAccountSettings__checkBoxTabsMetadata__rights
string
tabAccountSettings__checkBoxTabsMetadata__uiHint
string
tabAccountSettings__checkBoxTabsMetadata__uiOrder
string
tabAccountSettings__checkBoxTabsMetadata__uiType
string
tabAccountSettings__dataFieldRegexEnabled
string
tabAccountSettings__dataFieldRegexMetadata__is21CFRPart11
string
tabAccountSettings__dataFieldRegexMetadata__options
array
tabAccountSettings__dataFieldRegexMetadata__rights
string
tabAccountSettings__dataFieldRegexMetadata__uiHint
string
tabAccountSettings__dataFieldRegexMetadata__uiOrder
string
tabAccountSettings__dataFieldRegexMetadata__uiType
string
tabAccountSettings__dataFieldSizeEnabled
string
tabAccountSettings__dataFieldSizeMetadata__is21CFRPart11
string
tabAccountSettings__dataFieldSizeMetadata__options
array
tabAccountSettings__dataFieldSizeMetadata__rights
string
tabAccountSettings__dataFieldSizeMetadata__uiHint
string
tabAccountSettings__dataFieldSizeMetadata__uiOrder
string
tabAccountSettings__dataFieldSizeMetadata__uiType
string
tabAccountSettings__drawTabsEnabled
string
tabAccountSettings__drawTabsMetadata__is21CFRPart11
string
tabAccountSettings__drawTabsMetadata__options
array
tabAccountSettings__drawTabsMetadata__rights
string
tabAccountSettings__drawTabsMetadata__uiHint
string
tabAccountSettings__drawTabsMetadata__uiOrder
string
tabAccountSettings__drawTabsMetadata__uiType
string
tabAccountSettings__enableTabAgreementDetails
string
tabAccountSettings__enableTabAgreementDetailsMetadata__is21CFRPart11
string
tabAccountSettings__enableTabAgreementDetailsMetadata__options
array
tabAccountSettings__enableTabAgreementDetailsMetadata__rights
string
tabAccountSettings__enableTabAgreementDetailsMetadata__uiHint
string
tabAccountSettings__enableTabAgreementDetailsMetadata__uiOrder
string
tabAccountSettings__enableTabAgreementDetailsMetadata__uiType
string
tabAccountSettings__firstLastEmailTabsEnabled
string
tabAccountSettings__firstLastEmailTabsMetadata__is21CFRPart11
string
tabAccountSettings__firstLastEmailTabsMetadata__options
array
tabAccountSettings__firstLastEmailTabsMetadata__rights
string
tabAccountSettings__firstLastEmailTabsMetadata__uiHint
string
tabAccountSettings__firstLastEmailTabsMetadata__uiOrder
string
tabAccountSettings__firstLastEmailTabsMetadata__uiType
string
tabAccountSettings__listTabsEnabled
string
tabAccountSettings__listTabsMetadata__is21CFRPart11
string
tabAccountSettings__listTabsMetadata__options
array
tabAccountSettings__listTabsMetadata__rights
string
tabAccountSettings__listTabsMetadata__uiHint
string
tabAccountSettings__listTabsMetadata__uiOrder
string
tabAccountSettings__listTabsMetadata__uiType
string
tabAccountSettings__noteTabsEnabled
string
tabAccountSettings__noteTabsMetadata__is21CFRPart11
string
tabAccountSettings__noteTabsMetadata__options
array
tabAccountSettings__noteTabsMetadata__rights
string
tabAccountSettings__noteTabsMetadata__uiHint
string
tabAccountSettings__noteTabsMetadata__uiOrder
string
tabAccountSettings__noteTabsMetadata__uiType
string
tabAccountSettings__numericalTabsEnabled
string
tabAccountSettings__numericalTabsMetadata__is21CFRPart11
string
tabAccountSettings__numericalTabsMetadata__options
array
tabAccountSettings__numericalTabsMetadata__rights
string
tabAccountSettings__numericalTabsMetadata__uiHint
string
tabAccountSettings__numericalTabsMetadata__uiOrder
string
tabAccountSettings__numericalTabsMetadata__uiType
string
tabAccountSettings__prefillTabsEnabled
string
tabAccountSettings__prefillTabsMetadata__is21CFRPart11
string
tabAccountSettings__prefillTabsMetadata__options
array
tabAccountSettings__prefillTabsMetadata__rights
string
tabAccountSettings__prefillTabsMetadata__uiHint
string
tabAccountSettings__prefillTabsMetadata__uiOrder
string
tabAccountSettings__prefillTabsMetadata__uiType
string
tabAccountSettings__radioTabsEnabled
string
tabAccountSettings__radioTabsMetadata__is21CFRPart11
string
tabAccountSettings__radioTabsMetadata__options
array
tabAccountSettings__radioTabsMetadata__rights
string
tabAccountSettings__radioTabsMetadata__uiHint
string
tabAccountSettings__radioTabsMetadata__uiOrder
string
tabAccountSettings__radioTabsMetadata__uiType
string
tabAccountSettings__savingCustomTabsEnabled
string
tabAccountSettings__savingCustomTabsMetadata__is21CFRPart11
string
tabAccountSettings__savingCustomTabsMetadata__options
array
tabAccountSettings__savingCustomTabsMetadata__rights
string
tabAccountSettings__savingCustomTabsMetadata__uiHint
string
tabAccountSettings__savingCustomTabsMetadata__uiOrder
string
tabAccountSettings__savingCustomTabsMetadata__uiType
string
tabAccountSettings__senderToChangeTabAssignmentsEnabled
string
tabAccountSettings__senderToChangeTabAssignmentsMetadata__is21CFRPart11
string
tabAccountSettings__senderToChangeTabAssignmentsMetadata__options
array
tabAccountSettings__senderToChangeTabAssignmentsMetadata__rights
string
tabAccountSettings__senderToChangeTabAssignmentsMetadata__uiHint
string
tabAccountSettings__senderToChangeTabAssignmentsMetadata__uiOrder
string
tabAccountSettings__senderToChangeTabAssignmentsMetadata__uiType
string
tabAccountSettings__sharedCustomTabsEnabled
string
tabAccountSettings__sharedCustomTabsMetadata__is21CFRPart11
string
tabAccountSettings__sharedCustomTabsMetadata__options
array
tabAccountSettings__sharedCustomTabsMetadata__rights
string
tabAccountSettings__sharedCustomTabsMetadata__uiHint
string
tabAccountSettings__sharedCustomTabsMetadata__uiOrder
string
tabAccountSettings__sharedCustomTabsMetadata__uiType
string
tabAccountSettings__tabDataLabelEnabled
string
tabAccountSettings__tabDataLabelMetadata__is21CFRPart11
string
tabAccountSettings__tabDataLabelMetadata__options
array
tabAccountSettings__tabDataLabelMetadata__rights
string
tabAccountSettings__tabDataLabelMetadata__uiHint
string
tabAccountSettings__tabDataLabelMetadata__uiOrder
string
tabAccountSettings__tabDataLabelMetadata__uiType
string
tabAccountSettings__tabLocationEnabled
string
tabAccountSettings__tabLocationMetadata__is21CFRPart11
string
tabAccountSettings__tabLocationMetadata__options
array
tabAccountSettings__tabLocationMetadata__rights
string
tabAccountSettings__tabLocationMetadata__uiHint
string
tabAccountSettings__tabLocationMetadata__uiOrder
string
tabAccountSettings__tabLocationMetadata__uiType
string
tabAccountSettings__tabLockingEnabled
string
tabAccountSettings__tabLockingMetadata__is21CFRPart11
string
tabAccountSettings__tabLockingMetadata__options
array
tabAccountSettings__tabLockingMetadata__rights
string
tabAccountSettings__tabLockingMetadata__uiHint
string
tabAccountSettings__tabLockingMetadata__uiOrder
string
tabAccountSettings__tabLockingMetadata__uiType
string
tabAccountSettings__tabScaleEnabled
string
tabAccountSettings__tabScaleMetadata__is21CFRPart11
string
tabAccountSettings__tabScaleMetadata__options
array
tabAccountSettings__tabScaleMetadata__rights
string
tabAccountSettings__tabScaleMetadata__uiHint
string
tabAccountSettings__tabScaleMetadata__uiOrder
string
tabAccountSettings__tabScaleMetadata__uiType
string
tabAccountSettings__tabTextFormattingEnabled
string
tabAccountSettings__tabTextFormattingMetadata__is21CFRPart11
string
tabAccountSettings__tabTextFormattingMetadata__options
array
tabAccountSettings__tabTextFormattingMetadata__rights
string
tabAccountSettings__tabTextFormattingMetadata__uiHint
string
tabAccountSettings__tabTextFormattingMetadata__uiOrder
string
tabAccountSettings__tabTextFormattingMetadata__uiType
string
tabAccountSettings__textTabsEnabled
string
tabAccountSettings__textTabsMetadata__is21CFRPart11
string
tabAccountSettings__textTabsMetadata__options
array
tabAccountSettings__textTabsMetadata__rights
string
tabAccountSettings__textTabsMetadata__uiHint
string
tabAccountSettings__textTabsMetadata__uiOrder
string
tabAccountSettings__textTabsMetadata__uiType
string
timezoneOffsetAPI
string
timezoneOffsetAPIMetadata__is21CFRPart11
string
timezoneOffsetAPIMetadata__options
array
timezoneOffsetAPIMetadata__rights
string
timezoneOffsetAPIMetadata__uiHint
string
timezoneOffsetAPIMetadata__uiOrder
string
timezoneOffsetAPIMetadata__uiType
string
timezoneOffsetUI
string
timezoneOffsetUIMetadata__is21CFRPart11
string
timezoneOffsetUIMetadata__options
array
timezoneOffsetUIMetadata__rights
string
timezoneOffsetUIMetadata__uiHint
string
timezoneOffsetUIMetadata__uiOrder
string
timezoneOffsetUIMetadata__uiType
string
universalSignatureOptIn
string
useAccountLevelEmail
string
useAccountLevelEmailMetadata__is21CFRPart11
string
useAccountLevelEmailMetadata__options
array
useAccountLevelEmailMetadata__rights
string
useAccountLevelEmailMetadata__uiHint
string
useAccountLevelEmailMetadata__uiOrder
string
useAccountLevelEmailMetadata__uiType
string
useConsumerDisclosure
string
useConsumerDisclosureMetadata__is21CFRPart11
string
useConsumerDisclosureMetadata__options
array
useConsumerDisclosureMetadata__rights
string
useConsumerDisclosureMetadata__uiHint
string
useConsumerDisclosureMetadata__uiOrder
string
useConsumerDisclosureMetadata__uiType
string
useConsumerDisclosureWithinAccount
string
useConsumerDisclosureWithinAccountMetadata__is21CFRPart11
string
useConsumerDisclosureWithinAccountMetadata__options
array
useConsumerDisclosureWithinAccountMetadata__rights
string
useConsumerDisclosureWithinAccountMetadata__uiHint
string
useConsumerDisclosureWithinAccountMetadata__uiOrder
string
useConsumerDisclosureWithinAccountMetadata__uiType
string
useDerivedKeys
string
useDerivedKeysMetadata__is21CFRPart11
string
useDerivedKeysMetadata__options
array
useDerivedKeysMetadata__rights
string
useDerivedKeysMetadata__uiHint
string
useDerivedKeysMetadata__uiOrder
string
useDerivedKeysMetadata__uiType
string
useDocuSignExpressSignerCertificate
string
useDocuSignExpressSignerCertificateMetadata__is21CFRPart11
string
useDocuSignExpressSignerCertificateMetadata__options
array
useDocuSignExpressSignerCertificateMetadata__rights
string
useDocuSignExpressSignerCertificateMetadata__uiHint
string
useDocuSignExpressSignerCertificateMetadata__uiOrder
string
useDocuSignExpressSignerCertificateMetadata__uiType
string
useEnvelopeSearchMixedMode
string
useEnvelopeSearchMixedModeMetadata__is21CFRPart11
string
useEnvelopeSearchMixedModeMetadata__options
array
useEnvelopeSearchMixedModeMetadata__rights
string
useEnvelopeSearchMixedModeMetadata__uiHint
string
useEnvelopeSearchMixedModeMetadata__uiOrder
string
useEnvelopeSearchMixedModeMetadata__uiType
string
useMultiAppGroupsData
string
useMultiAppGroupsDataMetadata__is21CFRPart11
string
useMultiAppGroupsDataMetadata__options
array
useMultiAppGroupsDataMetadata__rights
string
useMultiAppGroupsDataMetadata__uiHint
string
useMultiAppGroupsDataMetadata__uiOrder
string
useMultiAppGroupsDataMetadata__uiType
string
useNewBlobForPdf
string
useNewBlobForPdfMetadata__is21CFRPart11
string
useNewBlobForPdfMetadata__options
array
useNewBlobForPdfMetadata__rights
string
useNewBlobForPdfMetadata__uiHint
string
useNewBlobForPdfMetadata__uiOrder
string
useNewBlobForPdfMetadata__uiType
string
useNewEnvelopeSearch
string
useNewEnvelopeSearchMetadata__is21CFRPart11
string
useNewEnvelopeSearchMetadata__options
array
useNewEnvelopeSearchMetadata__rights
string
useNewEnvelopeSearchMetadata__uiHint
string
useNewEnvelopeSearchMetadata__uiOrder
string
useNewEnvelopeSearchMetadata__uiType
string
useNewEnvelopeSearchOnlyWhenSearchingAfterDate
string
useNewEnvelopeSearchOnlyWhenSearchingAfterDateMetadata__is21CFRPart11
string
useNewEnvelopeSearchOnlyWhenSearchingAfterDateMetadata__options
array
useNewEnvelopeSearchOnlyWhenSearchingAfterDateMetadata__rights
string
useNewEnvelopeSearchOnlyWhenSearchingAfterDateMetadata__uiHint
string
useNewEnvelopeSearchOnlyWhenSearchingAfterDateMetadata__uiOrder
string
useNewEnvelopeSearchOnlyWhenSearchingAfterDateMetadata__uiType
string
useNewEnvelopeSearchOnlyWithSearchTerm
string
useNewEnvelopeSearchOnlyWithSearchTermMetadata__is21CFRPart11
string
useNewEnvelopeSearchOnlyWithSearchTermMetadata__options
array
useNewEnvelopeSearchOnlyWithSearchTermMetadata__rights
string
useNewEnvelopeSearchOnlyWithSearchTermMetadata__uiHint
string
useNewEnvelopeSearchOnlyWithSearchTermMetadata__uiOrder
string
useNewEnvelopeSearchOnlyWithSearchTermMetadata__uiType
string
useSAFESignerCertificates
string
useSAFESignerCertificatesMetadata__is21CFRPart11
string
useSAFESignerCertificatesMetadata__options
array
useSAFESignerCertificatesMetadata__rights
string
useSAFESignerCertificatesMetadata__uiHint
string
useSAFESignerCertificatesMetadata__uiOrder
string
useSAFESignerCertificatesMetadata__uiType
string
usesAPI
string
usesAPIMetadata__is21CFRPart11
string
usesAPIMetadata__options
array
usesAPIMetadata__rights
string
usesAPIMetadata__uiHint
string
usesAPIMetadata__uiOrder
string
usesAPIMetadata__uiType
string
useSignatureProviderPlatform
string
useSignatureProviderPlatformMetadata__is21CFRPart11
string
useSignatureProviderPlatformMetadata__options
array
useSignatureProviderPlatformMetadata__rights
string
useSignatureProviderPlatformMetadata__uiHint
string
useSignatureProviderPlatformMetadata__uiOrder
string
useSignatureProviderPlatformMetadata__uiType
string
useSmartContractsV1
string
validationsAllowed
string
validationsAllowedMetadata__is21CFRPart11
string
validationsAllowedMetadata__options
array
validationsAllowedMetadata__rights
string
validationsAllowedMetadata__uiHint
string
validationsAllowedMetadata__uiOrder
string
validationsAllowedMetadata__uiType
string
validationsBrand
string
validationsBrandMetadata__is21CFRPart11
string
validationsBrandMetadata__options
array
validationsBrandMetadata__rights
string
validationsBrandMetadata__uiHint
string
validationsBrandMetadata__uiOrder
string
validationsBrandMetadata__uiType
string
validationsCadence
string
validationsCadenceMetadata__is21CFRPart11
string
validationsCadenceMetadata__options
array
validationsCadenceMetadata__rights
string
validationsCadenceMetadata__uiHint
string
validationsCadenceMetadata__uiOrder
string
validationsCadenceMetadata__uiType
string
validationsEnabled
string
validationsEnabledMetadata__is21CFRPart11
string
validationsEnabledMetadata__options
array
validationsEnabledMetadata__rights
string
validationsEnabledMetadata__uiHint
string
validationsEnabledMetadata__uiOrder
string
validationsEnabledMetadata__uiType
string
validationsReport
string
validationsReportMetadata__is21CFRPart11
string
validationsReportMetadata__options
array
validationsReportMetadata__rights
string
validationsReportMetadata__uiHint
string
validationsReportMetadata__uiOrder
string
validationsReportMetadata__uiType
string
waterMarkEnabled
string
waterMarkEnabledMetadata__is21CFRPart11
string
waterMarkEnabledMetadata__options
array
waterMarkEnabledMetadata__rights
string
waterMarkEnabledMetadata__uiHint
string
waterMarkEnabledMetadata__uiOrder
string
waterMarkEnabledMetadata__uiType
string
writeReminderToEnvelopeHistory
string
writeReminderToEnvelopeHistoryMetadata__is21CFRPart11
string
writeReminderToEnvelopeHistoryMetadata__options
array
writeReminderToEnvelopeHistoryMetadata__rights
string
writeReminderToEnvelopeHistoryMetadata__uiHint
string
writeReminderToEnvelopeHistoryMetadata__uiOrder
string
writeReminderToEnvelopeHistoryMetadata__uiType
string
wurflMinAllowableScreenSize
string
wurflMinAllowableScreenSizeMetadata__is21CFRPart11
string
wurflMinAllowableScreenSizeMetadata__options
array
wurflMinAllowableScreenSizeMetadata__rights
string
wurflMinAllowableScreenSizeMetadata__uiHint
string
wurflMinAllowableScreenSizeMetadata__uiOrder
string
wurflMinAllowableScreenSizeMetadata__uiType
string

Action Response

data
object
successful
boolean
error

Retrieves 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 the payment gateways configured for an account, including their status, supported currencies, and payment methods. it should be used when you need to manage or review payment gateway configurations within a docusign account. as this is a beta endpoint, be aware that its structure or behavior may change in future updates.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves 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 such as resolution and dimensions. it’s particularly useful for previewing or displaying template content within applications, enabling users to view document layouts and content without needing to download the entire document. the endpoint supports pagination for efficient handling of multi-page documents and offers options for showing changes and bypassing cache for up-to-date results.

Action Parameters

accountId
string
documentId
stringRequired
templateId
stringRequired
count
string
dpi
string
max_height
string
max_width
string
nocache
string
show_changes
string
start_position
string

Action Response

data
object
successful
boolean
error

The updateusernotaryinformation endpoint modifies a notary’s profile and settings in docusign. it manages account details, preferences, and operational parameters. use this to update a notary’s visibility, capabilities, or personal settings. it’s crucial for maintaining accurate records and ensuring compliance with regulations. note that all required fields must be provided, even for partial updates.

Action Parameters

createdDate
string
enabled
string
searchable
string
userInfo__activationAccessCode
string
userInfo__company
string
userInfo__connectConfigurations
array
userInfo__countryCode
string
userInfo__createdDateTime
string
userInfo__customSettings
array
userInfo__defaultAccountId
string
userInfo__email
string
userInfo__enableConnectForUser
string
userInfo__errorDetails__errorCode
string
userInfo__errorDetails__message
string
userInfo__firstName
string
userInfo__forgottenPasswordInfo__forgottenPasswordAnswer1
string
userInfo__forgottenPasswordInfo__forgottenPasswordAnswer2
string
userInfo__forgottenPasswordInfo__forgottenPasswordAnswer3
string
userInfo__forgottenPasswordInfo__forgottenPasswordAnswer4
string
userInfo__forgottenPasswordInfo__forgottenPasswordQuestion1
string
userInfo__forgottenPasswordInfo__forgottenPasswordQuestion2
string
userInfo__forgottenPasswordInfo__forgottenPasswordQuestion3
string
userInfo__forgottenPasswordInfo__forgottenPasswordQuestion4
string
userInfo__groupList
array
userInfo__hasRemoteNotary
boolean
userInfo__homeAddress__address1
string
userInfo__homeAddress__address2
string
userInfo__homeAddress__city
string
userInfo__homeAddress__country
string
userInfo__homeAddress__fax
string
userInfo__homeAddress__phone
string
userInfo__homeAddress__postalCode
string
userInfo__homeAddress__stateOrProvince
string
userInfo__homeAddress__zipPlus4
string
userInfo__initialsImageUri
string
userInfo__isAdmin
string
userInfo__isAlternateAdmin
string
userInfo__isNAREnabled
string
userInfo__jobTitle
string
userInfo__lastLogin
string
userInfo__lastName
string
userInfo__loginStatus
string
userInfo__middleName
string
userInfo__password
string
userInfo__passwordExpiration
string
userInfo__permissionProfileId
string
userInfo__permissionProfileName
string
userInfo__profileImageUri
string
userInfo__sendActivationEmail
string
userInfo__sendActivationOnInvalidLogin
string
userInfo__signatureImageUri
string
userInfo__subscribe
string
userInfo__suffixName
string
userInfo__title
string
userInfo__uri
string
userInfo__userAddedToAccountDateTime
string
userInfo__userId
string
userInfo__userName
string
userInfo__userProfileLastModifiedDate
string
userInfo__userSettings__accountAgreementsAccessType
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__is21CFRPart11
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__options
array
userInfo__userSettings__accountAgreementsAccessTypeMetadata__rights
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__uiHint
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__uiOrder
string
userInfo__userSettings__accountAgreementsAccessTypeMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettings
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettings
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageAccountSettingsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageAdmins
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageAdminsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageConnect
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageConnectMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetention
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransfer
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsers
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreements
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageJointAgreementsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageReporting
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageReportingMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageSharing
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageSharingMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroups
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageSigningGroupsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageStamps
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageStampsMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canManageUsers
string
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__is21CFRPart11
string
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__options
array
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__rights
string
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__uiHint
string
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__uiOrder
string
userInfo__userSettings__accountManagementGranular__canManageUsersMetadata__uiType
string
userInfo__userSettings__accountManagementGranular__canViewUsers
string
userInfo__userSettings__adminOnly
string
userInfo__userSettings__adminOnlyMetadata__is21CFRPart11
string
userInfo__userSettings__adminOnlyMetadata__options
array
userInfo__userSettings__adminOnlyMetadata__rights
string
userInfo__userSettings__adminOnlyMetadata__uiHint
string
userInfo__userSettings__adminOnlyMetadata__uiOrder
string
userInfo__userSettings__adminOnlyMetadata__uiType
string
userInfo__userSettings__allowAccessToAllAccountAgreements
string
userInfo__userSettings__allowAccessToAllAccountAgreementsMetadata__is21CFRPart11
string
userInfo__userSettings__allowAccessToAllAccountAgreementsMetadata__options
array
userInfo__userSettings__allowAccessToAllAccountAgreementsMetadata__rights
string
userInfo__userSettings__allowAccessToAllAccountAgreementsMetadata__uiHint
string
userInfo__userSettings__allowAccessToAllAccountAgreementsMetadata__uiOrder
string
userInfo__userSettings__allowAccessToAllAccountAgreementsMetadata__uiType
string
userInfo__userSettings__allowAutoTagging
string
userInfo__userSettings__allowedOrchestrationAccess
string
userInfo__userSettings__allowedOrchestrationAccessMetadata__is21CFRPart11
string
userInfo__userSettings__allowedOrchestrationAccessMetadata__options
array
userInfo__userSettings__allowedOrchestrationAccessMetadata__rights
string
userInfo__userSettings__allowedOrchestrationAccessMetadata__uiHint
string
userInfo__userSettings__allowedOrchestrationAccessMetadata__uiOrder
string
userInfo__userSettings__allowedOrchestrationAccessMetadata__uiType
string
userInfo__userSettings__allowEnvelopeTransferTo
string
userInfo__userSettings__allowEnvelopeTransferToMetadata__is21CFRPart11
string
userInfo__userSettings__allowEnvelopeTransferToMetadata__options
array
userInfo__userSettings__allowEnvelopeTransferToMetadata__rights
string
userInfo__userSettings__allowEnvelopeTransferToMetadata__uiHint
string
userInfo__userSettings__allowEnvelopeTransferToMetadata__uiOrder
string
userInfo__userSettings__allowEnvelopeTransferToMetadata__uiType
string
userInfo__userSettings__allowEsealRecipients
string
userInfo__userSettings__allowEsealRecipientsMetadata__is21CFRPart11
string
userInfo__userSettings__allowEsealRecipientsMetadata__options
array
userInfo__userSettings__allowEsealRecipientsMetadata__rights
string
userInfo__userSettings__allowEsealRecipientsMetadata__uiHint
string
userInfo__userSettings__allowEsealRecipientsMetadata__uiOrder
string
userInfo__userSettings__allowEsealRecipientsMetadata__uiType
string
userInfo__userSettings__allowPowerFormsAdminToAccessAllPowerFormEnvelope
string
userInfo__userSettings__allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__is21CFRPart11
string
userInfo__userSettings__allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__options
array
userInfo__userSettings__allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__rights
string
userInfo__userSettings__allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__uiHint
string
userInfo__userSettings__allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__uiOrder
string
userInfo__userSettings__allowPowerFormsAdminToAccessAllPowerFormEnvelopeMetadata__uiType
string
userInfo__userSettings__allowRecipientLanguageSelection
string
userInfo__userSettings__allowRecipientLanguageSelectionMetadata__is21CFRPart11
string
userInfo__userSettings__allowRecipientLanguageSelectionMetadata__options
array
userInfo__userSettings__allowRecipientLanguageSelectionMetadata__rights
string
userInfo__userSettings__allowRecipientLanguageSelectionMetadata__uiHint
string
userInfo__userSettings__allowRecipientLanguageSelectionMetadata__uiOrder
string
userInfo__userSettings__allowRecipientLanguageSelectionMetadata__uiType
string
userInfo__userSettings__allowSendOnBehalfOf
string
userInfo__userSettings__allowSendOnBehalfOfMetadata__is21CFRPart11
string
userInfo__userSettings__allowSendOnBehalfOfMetadata__options
array
userInfo__userSettings__allowSendOnBehalfOfMetadata__rights
string
userInfo__userSettings__allowSendOnBehalfOfMetadata__uiHint
string
userInfo__userSettings__allowSendOnBehalfOfMetadata__uiOrder
string
userInfo__userSettings__allowSendOnBehalfOfMetadata__uiType
string
userInfo__userSettings__allowSupplementalDocuments
string
userInfo__userSettings__allowSupplementalDocumentsMetadata__is21CFRPart11
string
userInfo__userSettings__allowSupplementalDocumentsMetadata__options
array
userInfo__userSettings__allowSupplementalDocumentsMetadata__rights
string
userInfo__userSettings__allowSupplementalDocumentsMetadata__uiHint
string
userInfo__userSettings__allowSupplementalDocumentsMetadata__uiOrder
string
userInfo__userSettings__allowSupplementalDocumentsMetadata__uiType
string
userInfo__userSettings__allowTransactions
string
userInfo__userSettings__allowTransactionsMetadata__is21CFRPart11
string
userInfo__userSettings__allowTransactionsMetadata__options
array
userInfo__userSettings__allowTransactionsMetadata__rights
string
userInfo__userSettings__allowTransactionsMetadata__uiHint
string
userInfo__userSettings__allowTransactionsMetadata__uiOrder
string
userInfo__userSettings__allowTransactionsMetadata__uiType
string
userInfo__userSettings__anchorTagVersionedPlacementEnabled
string
userInfo__userSettings__apiAccountWideAccess
string
userInfo__userSettings__apiAccountWideAccessMetadata__is21CFRPart11
string
userInfo__userSettings__apiAccountWideAccessMetadata__options
array
userInfo__userSettings__apiAccountWideAccessMetadata__rights
string
userInfo__userSettings__apiAccountWideAccessMetadata__uiHint
string
userInfo__userSettings__apiAccountWideAccessMetadata__uiOrder
string
userInfo__userSettings__apiAccountWideAccessMetadata__uiType
string
userInfo__userSettings__apiCanExportAC
string
userInfo__userSettings__apiCanExportACMetadata__is21CFRPart11
string
userInfo__userSettings__apiCanExportACMetadata__options
array
userInfo__userSettings__apiCanExportACMetadata__rights
string
userInfo__userSettings__apiCanExportACMetadata__uiHint
string
userInfo__userSettings__apiCanExportACMetadata__uiOrder
string
userInfo__userSettings__apiCanExportACMetadata__uiType
string
userInfo__userSettings__bulkSend
string
userInfo__userSettings__bulkSendMetadata__is21CFRPart11
string
userInfo__userSettings__bulkSendMetadata__options
array
userInfo__userSettings__bulkSendMetadata__rights
string
userInfo__userSettings__bulkSendMetadata__uiHint
string
userInfo__userSettings__bulkSendMetadata__uiOrder
string
userInfo__userSettings__bulkSendMetadata__uiType
string
userInfo__userSettings__canBulkUploadAgreements
string
userInfo__userSettings__canBulkUploadAgreementsMetadata__is21CFRPart11
string
userInfo__userSettings__canBulkUploadAgreementsMetadata__options
array
userInfo__userSettings__canBulkUploadAgreementsMetadata__rights
string
userInfo__userSettings__canBulkUploadAgreementsMetadata__uiHint
string
userInfo__userSettings__canBulkUploadAgreementsMetadata__uiOrder
string
userInfo__userSettings__canBulkUploadAgreementsMetadata__uiType
string
userInfo__userSettings__canChargeAccount
string
userInfo__userSettings__canChargeAccountMetadata__is21CFRPart11
string
userInfo__userSettings__canChargeAccountMetadata__options
array
userInfo__userSettings__canChargeAccountMetadata__rights
string
userInfo__userSettings__canChargeAccountMetadata__uiHint
string
userInfo__userSettings__canChargeAccountMetadata__uiOrder
string
userInfo__userSettings__canChargeAccountMetadata__uiType
string
userInfo__userSettings__canCreateTransaction
string
userInfo__userSettings__canCreateTransactionMetadata__is21CFRPart11
string
userInfo__userSettings__canCreateTransactionMetadata__options
array
userInfo__userSettings__canCreateTransactionMetadata__rights
string
userInfo__userSettings__canCreateTransactionMetadata__uiHint
string
userInfo__userSettings__canCreateTransactionMetadata__uiOrder
string
userInfo__userSettings__canCreateTransactionMetadata__uiType
string
userInfo__userSettings__canDeleteDocumentsInTransaction
string
userInfo__userSettings__canDeleteDocumentsInTransactionMetadata__is21CFRPart11
string
userInfo__userSettings__canDeleteDocumentsInTransactionMetadata__options
array
userInfo__userSettings__canDeleteDocumentsInTransactionMetadata__rights
string
userInfo__userSettings__canDeleteDocumentsInTransactionMetadata__uiHint
string
userInfo__userSettings__canDeleteDocumentsInTransactionMetadata__uiOrder
string
userInfo__userSettings__canDeleteDocumentsInTransactionMetadata__uiType
string
userInfo__userSettings__canDeleteTransaction
string
userInfo__userSettings__canDeleteTransactionMetadata__is21CFRPart11
string
userInfo__userSettings__canDeleteTransactionMetadata__options
array
userInfo__userSettings__canDeleteTransactionMetadata__rights
string
userInfo__userSettings__canDeleteTransactionMetadata__uiHint
string
userInfo__userSettings__canDeleteTransactionMetadata__uiOrder
string
userInfo__userSettings__canDeleteTransactionMetadata__uiType
string
userInfo__userSettings__canEditSharedAddressbook
string
userInfo__userSettings__canEditSharedAddressbookMetadata__is21CFRPart11
string
userInfo__userSettings__canEditSharedAddressbookMetadata__options
array
userInfo__userSettings__canEditSharedAddressbookMetadata__rights
string
userInfo__userSettings__canEditSharedAddressbookMetadata__uiHint
string
userInfo__userSettings__canEditSharedAddressbookMetadata__uiOrder
string
userInfo__userSettings__canEditSharedAddressbookMetadata__uiType
string
userInfo__userSettings__canLockEnvelopes
string
userInfo__userSettings__canLockEnvelopesMetadata__is21CFRPart11
string
userInfo__userSettings__canLockEnvelopesMetadata__options
array
userInfo__userSettings__canLockEnvelopesMetadata__rights
string
userInfo__userSettings__canLockEnvelopesMetadata__uiHint
string
userInfo__userSettings__canLockEnvelopesMetadata__uiOrder
string
userInfo__userSettings__canLockEnvelopesMetadata__uiType
string
userInfo__userSettings__canManageAccount
string
userInfo__userSettings__canManageAccountMetadata__is21CFRPart11
string
userInfo__userSettings__canManageAccountMetadata__options
array
userInfo__userSettings__canManageAccountMetadata__rights
string
userInfo__userSettings__canManageAccountMetadata__uiHint
string
userInfo__userSettings__canManageAccountMetadata__uiOrder
string
userInfo__userSettings__canManageAccountMetadata__uiType
string
userInfo__userSettings__canManageAgreementParties
string
userInfo__userSettings__canManageAgreementPartiesMetadata__is21CFRPart11
string
userInfo__userSettings__canManageAgreementPartiesMetadata__options
array
userInfo__userSettings__canManageAgreementPartiesMetadata__rights
string
userInfo__userSettings__canManageAgreementPartiesMetadata__uiHint
string
userInfo__userSettings__canManageAgreementPartiesMetadata__uiOrder
string
userInfo__userSettings__canManageAgreementPartiesMetadata__uiType
string
userInfo__userSettings__canManageDistributor
string
userInfo__userSettings__canManageDistributorMetadata__is21CFRPart11
string
userInfo__userSettings__canManageDistributorMetadata__options
array
userInfo__userSettings__canManageDistributorMetadata__rights
string
userInfo__userSettings__canManageDistributorMetadata__uiHint
string
userInfo__userSettings__canManageDistributorMetadata__uiOrder
string
userInfo__userSettings__canManageDistributorMetadata__uiType
string
userInfo__userSettings__canManageTemplates
string
userInfo__userSettings__canManageTemplatesMetadata__is21CFRPart11
string
userInfo__userSettings__canManageTemplatesMetadata__options
array
userInfo__userSettings__canManageTemplatesMetadata__rights
string
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userInfo__userSettings__transactionPointUserNameMetadata__uiOrder
string
userInfo__userSettings__transactionPointUserNameMetadata__uiType
string
userInfo__userSettings__vaultingMode
string
userInfo__userSettings__vaultingModeMetadata__is21CFRPart11
string
userInfo__userSettings__vaultingModeMetadata__options
array
userInfo__userSettings__vaultingModeMetadata__rights
string
userInfo__userSettings__vaultingModeMetadata__uiHint
string
userInfo__userSettings__vaultingModeMetadata__uiOrder
string
userInfo__userSettings__vaultingModeMetadata__uiType
string
userInfo__userSettings__webForms
string
userInfo__userSettings__webFormsMetadata__is21CFRPart11
string
userInfo__userSettings__webFormsMetadata__options
array
userInfo__userSettings__webFormsMetadata__rights
string
userInfo__userSettings__webFormsMetadata__uiHint
string
userInfo__userSettings__webFormsMetadata__uiOrder
string
userInfo__userSettings__webFormsMetadata__uiType
string
userInfo__userStatus
string
userInfo__userType
string
userInfo__workAddress__address1
string
userInfo__workAddress__address2
string
userInfo__workAddress__city
string
userInfo__workAddress__country
string
userInfo__workAddress__fax
string
userInfo__workAddress__phone
string
userInfo__workAddress__postalCode
string
userInfo__workAddress__stateOrProvince
string
userInfo__workAddress__zipPlus4
string

Action Response

data
object
successful
boolean
error

This 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 locked the template. this operation is crucial for managing access to templates that are currently being edited, ensuring that multiple users don’t make conflicting changes simultaneously. the endpoint requires the x-docusign-edit header for authorization and can update specific lock properties without affecting others. it should be used when you need to extend a lock duration or update the locking application’s identifier, but not for creating new locks or unlocking templates.

Action Parameters

accountId
string
templateId
stringRequired
lockDurationInSeconds
string
lockedByApp
string
lockType
string
templatePassword
string
useScratchPad
string

Action Response

data
object
successful
boolean
error

Retrieves 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 particularly useful when you need to view or work with the custom fields that have been set up for a template, enabling you to understand the additional data that can be collected or pre-filled when using this template to create envelopes. the retrieved information includes details such as field ids, names, required status, and possible values for list fields. this endpoint should be used when you need to inspect or validate the custom fields of a template before using it to create an envelope or when you want to display the available custom fields to users in your application.

Action Parameters

accountId
string
templateId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
chunkedUploadId
stringRequired
action
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
decode_only
string
accountSignatures
array

Action Response

data
object
successful
boolean
error

Updates 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 supports file attachments up to 50 mb and provides options for chunked uploads of large files. use this endpoint when you need to update or replace an attachment that has already been added to an envelope, before it has been sent for signing. note that this endpoint is specifically for envelope attachments (developer-only files) and should not be confused with signer attachments.

Action Parameters

accountId
string
attachmentId
stringRequired
envelopeId
stringRequired
accessControl
string
attachmentType
string
data
string
label
string
name
string
remoteUrl
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
userId
stringRequired
customSettings
array

Action Response

data
object
successful
boolean
error

Retrieves 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 portfolio). it’s particularly useful for accessing signed documents, certificates of completion, or entire envelope contents. the endpoint offers flexibility in document retrieval, supporting features like language customization, watermarking, and data change highlighting. use this when you need to download or access documents after they’ve been processed through docusign’s electronic signature workflow.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
certificate
string
documents_by_userid
string
encoding
string
encrypt
string
language
string
recipient_id
string
shared_user_id
string
show_changes
string
watermark
string

Action Response

data
object
successful
boolean
error

Deletes 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 the group. it should be used when you need to remove outdated or unnecessary signing groups from your account. the operation is irreversible, so caution should be exercised when using this endpoint. it’s important to note that this action does not delete the individual users within the groups, only the group associations.

Action Parameters

accountId
string
groups
array

Action Response

data
object
successful
boolean
error

Retrieves 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 settings. use this endpoint for auditing tab configurations, managing account-wide tab settings, or integrating tab information into external systems. can be filtered to return only custom tabs if needed.

Action Parameters

accountId
string
custom_tab_only
string

Action Response

data
object
successful
boolean
error

This endpoint deletes a specified template from a document within an existing envelope in docusign. it allows users to remove a template that has been previously applied to a document, providing flexibility in managing document content and structure. this operation is useful when you need to update or modify the document by removing a specific template, perhaps to replace it with a different one or to revert the document to its original state. it’s important to note that this action is permanent and cannot be undone, so it should be used with caution. this endpoint is particularly valuable in workflows where document templates need to be dynamically managed or updated based on changing requirements or corrections.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
templateId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 usernames. use this tool to audit or manage signing group composition, which is crucial for maintaining proper document routing and signing workflows. note that this endpoint only provides information and does not allow group modification.

Action Parameters

accountId
string
signingGroupId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
chunkedUploadId
stringRequired
chunkedUploadPartSeq
stringRequired
data
string

Action Response

data
object
successful
boolean
error

This endpoint retrieves the html definition used to generate a dynamically sized responsive document within a docusign envelope. it is specifically designed for documents created as signable html and provides detailed information about responsive signing and smart sections. the endpoint returns properties that define how to generate the responsive-formatted html for the document, including display settings, anchors, and styling options. it’s particularly useful when implementing responsive signing across different devices or customizing the appearance of html documents in the signing process. note that for non-html documents or invalid document ids, the endpoint will return a 200 ok response with an empty json body, rather than an error.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Updates 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 properties. it can be used to modify an existing signature or create a default signature if one doesn’t exist. the endpoint requires the user to be authenticated and a member of the specified account, with the userid matching the authenticated user’s id. it’s particularly useful for personalizing signature appearance or creating new signatures for users within an organization’s docusign account.

Action Parameters

accountId
string
signatureId
stringRequired
userId
stringRequired
close_existing_signature
string
dateStampProperties__dateAreaHeight
string
dateStampProperties__dateAreaWidth
string
dateStampProperties__dateAreaX
string
dateStampProperties__dateAreaY
string
disallowUserResizeStamp
string
externalID
string
imageType
string
isDefault
string
nrdsId
string
nrdsLastName
string
phoneticName
string
signatureFont
string
signatureInitials
string
signatureName
string
signatureType
string
stampFormat
string
stampSizeMM
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
apply_to_templates
string
customFieldType
string
errorDetails__errorCode
string
errorDetails__message
string
fieldId
string
listItems
array
name
string
required
string
show
string
value
string

Action Response

data
object
successful
boolean
error

Retrieves the user profile picture for a specified user within a docusign account. this endpoint allows users to fetch their own profile image, which is returned in the same format as it was originally uploaded. it’s particularly useful for applications that need to display user avatars or profile pictures within the docusign ecosystem. the endpoint ensures that users can only access their own profile image, maintaining privacy and security. if no profile image exists for the user, the endpoint will indicate this with a 404 not found response.

Action Parameters

accountId
string
userId
stringRequired
encoding
string

Action Response

data
object
successful
boolean
error

Retrieves custom document field information from an existing envelope document in docusign. this endpoint allows users to access name-value pairs of custom data strings associated with a specific document within an envelope. it’s particularly useful for retrieving metadata or additional information attached to documents that are not used in docusign’s standard processing. the function returns both current and original values of these custom fields, enabling tracking of any changes made to the fields over time.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves custom field information for a specified envelope in docusign. this endpoint allows users to access both list and text custom fields associated with an envelope, providing valuable metadata for tracking, searching, and managing documents. it’s particularly useful for retrieving envelope-specific custom data that isn’t visible to recipients but is crucial for internal processes and integrations. the endpoint supports salesforce merge fields, enhancing its utility in crm-integrated workflows.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint updates the metadata for one or more specific files or folders in a docusign workspace. it allows users to modify information associated with workspace items without changing the actual content of the files. this method is useful for updating properties such as names, permissions, or other metadata attributes of workspace items. it should be used when changes to item details are needed, but not for modifying the file contents themselves. the endpoint requires specific identification of the account, workspace, and item (file or folder) being updated.

Action Parameters

accountId
string
fileId
stringRequired
folderId
stringRequired
workspaceId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 various metadata. it’s particularly useful when you need to access or verify workspace information, such as its current status, description, or associated users. the endpoint requires both an account identifier and the specific workspace id to retrieve the correct information. note that some details, like caller information, are only returned for user-specific get calls. this endpoint should be used when detailed workspace information is needed, but it does not provide document contents or allow modifications to the workspace.

Action Parameters

accountId
string
workspaceId
stringRequired

Action Response

data
object
successful
boolean
error

Sets or updates a user’s signature image, initials, or stamp in their docusign account. this endpoint allows for customization of various signature elements used in electronic document signing. it supports different image types including full signatures, initials, and stamps, with options for specifying placement and format of date stamps. use this when a user needs to add or modify their signature assets within their docusign account. the endpoint doesn’t handle the actual document signing process but focuses on managing the signature assets used in signing.

Action Parameters

accountId
string
imageType
stringRequired
signatureId
stringRequired
transparent_png
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
attachments
array

Action Response

data
object
successful
boolean
error

Updates the name of an existing bulk send batch in docusign. this endpoint allows users to rename a specific batch identified by its batch id within a given docusign account. it’s useful for organizing and managing multiple bulk send batches, especially when dealing with large-scale document processing. the operation returns detailed information about the updated batch, including its current status, envelope information, and any potential errors. this endpoint should be used when you need to modify the name of a bulk send batch for better identification or organization purposes. it doesn’t modify any other properties of the batch or its associated envelopes. note that while the operation itself is straightforward, it’s important to ensure the provided batch id is valid and the new name adheres to the 500-character limit.

Action Parameters

accountId
string
bulkSendBatchId
stringRequired
batchName
string

Action Response

data
object
successful
boolean
error

Generates 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 through query parameters. the returned url provides temporary, one-time access to the envelope correction interface, allowing users to modify and update envelope details securely within your application.

Action Parameters

accountId
string
envelopeId
stringRequired
returnUrl
string
settings__backButtonAction
string
settings__documentSettings__showEditDocuments
string
settings__documentSettings__showEditDocumentVisibility
string
settings__documentSettings__showEditPages
string
settings__documentSettings__showSaveAsDocumentCustomField
string
settings__envelopeCustomFieldSettings__showEnvelopeCustomFields
string
settings__lockToken
string
settings__recipientSettings__showBulkSend
string
settings__recipientSettings__showContactsList
string
settings__recipientSettings__showEditMessage
string
settings__recipientSettings__showEditRecipients
string
settings__sendButtonAction
string
settings__showAdvancedOptions
string
settings__showBackButton
string
settings__showDiscardAction
string
settings__showHeaderActions
string
settings__startingScreen
string
settings__taggerSettings__paletteDefault
string
settings__taggerSettings__paletteSections
string
settings__taggerSettings__paletteSettings__annotations__show
string
settings__taggerSettings__paletteSettings__custom__show
string
settings__taggerSettings__paletteSettings__merge__show
string
settings__taggerSettings__paletteSettings__notary__show
string
settings__taggerSettings__paletteSettings__seals__show
string
settings__taggerSettings__paletteSettings__smartContracts__show
string
settings__taggerSettings__paletteSettings__smartSections__show
string
settings__templateSettings__showMatchingTemplatesPrompt
string
viewAccess
string

Action Response

data
object
successful
boolean
error

Retrieves 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 options for customizing the standard email format and signing view for each recipient. it’s particularly useful when implementing localization features or providing language choices to users in multi-lingual environments. the endpoint returns both the human-readable language names and their corresponding language codes, which can be used in subsequent api calls to set recipient languages. note that this only affects docusign’s standard text elements and does not translate custom email content.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Removes 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 useful for updating or refreshing signature information. the operation is restricted to the authenticated user’s own signatures and cannot be used to modify other users’ data, even with admin rights. it’s important to note that this action is irreversible, so it should be used with caution. the endpoint accepts either a signature id or a signature name, but using the signature id is recommended to avoid url encoding issues.

Action Parameters

accountId
string
signatureId
stringRequired
userId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
listCustomFields
array
textCustomFields
array

Action Response

data
object
successful
boolean
error

This 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 that must be included in subsequent put requests to modify the locked envelope. use this endpoint when you need to make changes to an envelope and want to prevent concurrent edits. the lock has a limited duration and can be extended if needed. it’s particularly useful for complex envelope modifications or when coordinating changes among multiple users. note that template passwords may be required for certain locked envelopes, and there’s a maximum lock duration of 30 minutes.

Action Parameters

accountId
string
envelopeId
stringRequired
lockDurationInSeconds
string
lockedByApp
string
lockType
string
templatePassword
string
useScratchPad
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
anchor
string
anchorCaseSensitive
string
anchorHorizontalAlignment
string
anchorIgnoreIfNotPresent
string
anchorMatchWholeWord
string
anchorUnits
string
anchorXOffset
string
anchorYOffset
string
bold
string
collaborative
string
concealValueOnDocument
string
createdByDisplayName
string
createdByUserId
string
customTabId
string
disableAutoSize
string
editable
string
font
string
fontColor
string
fontSize
string
height
string
includedInEmail
string
initialValue
string
italic
string
items
array
lastModified
string
lastModifiedByDisplayName
string
lastModifiedByUserId
string
localePolicy__addressFormat
string
localePolicy__calendarType
string
localePolicy__cultureName
string
localePolicy__currencyCode
string
localePolicy__currencyNegativeFormat
string
localePolicy__currencyPositiveFormat
string
localePolicy__customDateFormat
string
localePolicy__customTimeFormat
string
localePolicy__dateFormat
string
localePolicy__initialFormat
string
localePolicy__nameFormat
string
localePolicy__timeFormat
string
localePolicy__timeZone
string
localePolicy__useLongCurrencyFormat
string
locked
string
maximumLength
string
maxNumericalValue
string
mergeField__allowSenderToEdit
string
mergeField__allowSenderToEditMetadata__options
array
mergeField__allowSenderToEditMetadata__rights
string
mergeField__configurationType
string
mergeField__configurationTypeMetadata__options
array
mergeField__configurationTypeMetadata__rights
string
mergeField__path
string
mergeField__pathExtended
array
mergeField__pathExtendedMetadata__options
array
mergeField__pathExtendedMetadata__rights
string
mergeField__pathMetadata__options
array
mergeField__pathMetadata__rights
string
mergeField__row
string
mergeField__rowMetadata__options
array
mergeField__rowMetadata__rights
string
mergeField__writeBack
string
mergeField__writeBackMetadata__options
array
mergeField__writeBackMetadata__rights
string
minNumericalValue
string
name
string
numericalValue
string
paymentItemCode
string
paymentItemDescription
string
paymentItemName
string
requireAll
string
required
string
requireInitialOnSharedChange
string
scaleValue
string
selected
string
shared
string
signatureProviderId
string
stampType
string
stampTypeMetadata__options
array
stampTypeMetadata__rights
string
tabLabel
string
type
string
underline
string
validationMessage
string
validationPattern
string
validationType
string
width
string

Action Response

data
object
successful
boolean
error

Retrieves detailed signature information for a specific signer or sign-in-person recipient within a docusign envelope. this endpoint provides comprehensive data about the recipient’s signature, including the signature image, adoption date, various properties, and associated metadata. it’s particularly useful when you need to access or verify a recipient’s signature details after they have signed a document or when you want to retrieve the current state of a recipient’s signature within an ongoing envelope process. the endpoint returns a rich set of information, including the base64-encoded signature image, signature type, stamp properties, and related timestamps. this tool should be used when detailed signature information is required for auditing, verification, or display purposes within your application. note that this endpoint focuses solely on signature information and does not provide other envelope or recipient status details.

Action Parameters

accountId
string
envelopeId
stringRequired
recipientId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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, including display anchors, collapsible sections, and other formatting settings. it’s particularly useful when implementing responsive signing features or when you need to understand the structure and display properties of a template document. the response includes detailed information about html definitions, such as display settings, anchors, and formatting options, which can be used to render the document in a responsive manner across different devices and screen sizes.

Action Parameters

accountId
string
documentId
stringRequired
templateId
stringRequired

Action Response

data
object
successful
boolean
error

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

Action Parameters

account_id
stringRequired
envelope_id
stringRequired
status
stringDefaults to sent

Action Response

data
object
successful
boolean
error

Retrieves comprehensive information about a specific signing group, including details about its members. this endpoint is essential for managing and auditing signing groups within a docusign account. it provides valuable data such as the group’s creation date, email, name, type, and a list of all members with their respective email addresses and usernames. use this endpoint when you need to inspect the composition and properties of a particular signing group, which is crucial for maintaining accurate records and ensuring proper configuration of e-signature workflows involving group-based signers. the endpoint is particularly useful for administrative tasks, troubleshooting, or when integrating signing group functionality into custom applications. note that this endpoint only returns information for ‘sharedsigninggroup’ types and does not modify any existing data.

Action Parameters

accountId
string
signingGroupId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves the general status of a specific bulk send batch in docusign. this endpoint provides detailed information about the progress and outcomes of a bulk send operation, including the number of successfully sent envelopes, pending envelopes, and any errors encountered. it’s useful for monitoring large-scale document sending operations and identifying issues that may require attention. use this endpoint to track batch progress, verify success rates, or investigate failures in high-volume document workflows.

Action Parameters

accountId
string
bulkSendBatchId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 email communications. it’s useful when you need to remove customized email settings for an envelope, such as reply-to address overrides or bcc recipients. the deletion is permanent and cannot be undone, so use with caution. this operation requires appropriate account permissions and should be used when standardizing email communications for an envelope or removing outdated customizations.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 related features (like tab order, data labels, text formatting) that are currently active or inactive for the account. it’s particularly useful for administrators or developers who need to understand the available tab options before creating or modifying documents within the account. the response includes both the enabled/disabled status of each setting and associated metadata, offering insights into compliance requirements and editability of these settings. this tool should be used when there’s a need to audit or verify the account’s tab configuration, especially before implementing new document workflows or integrations that rely on specific tab functionalities.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

This 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, image uris, stamp properties, and associated rights. the endpoint is designed for users to access and review their own signature information, ensuring data privacy and security. it’s particularly useful when users need to verify their signature settings or retrieve signature images for use in other contexts.

Action Parameters

accountId
string
signatureId
stringRequired
userId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 from the account, so it should be used with caution. the operation requires both the account id and the specific custom tab id to ensure precise deletion. this endpoint is particularly useful for maintaining a clean and relevant set of custom tabs in your docusign account, especially when managing large numbers of custom fields. note that this operation cannot be undone, so it’s advisable to confirm the deletion with the user before proceeding.

Action Parameters

accountId
string
customTabId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 be useful for verification, display, or record-keeping purposes. the image is returned in its original uploaded format, with an option to include or exclude the chrome (added line and identifier around the initial image). this tool is particularly useful when you need to extract or display a user’s signature from a completed or in-progress docusign transaction. it should be used cautiously, respecting privacy concerns and ensuring proper authorization. note that older envelopes may only have chromed images available, so a fallback strategy might be necessary in some cases.

Action Parameters

accountId
string
envelopeId
stringRequired
recipientId
stringRequired
include_chrome
string

Action Response

data
object
successful
boolean
error

This endpoint sets shared access for users and templates in docusign. it manages collaboration and access control within an organization for envelopes, templates, and folders. only users with admin privileges can set envelope access, while template access requires ownership or admin rights. changes replace current status, not add to it. use ‘item type=templates’ for template access. it’s an improved version of update group share, offering more granular control.

Action Parameters

accountId
string
item_type
string
preserve_existing_shared_access
string
user_ids
string
endPosition
string
errorDetails__errorCode
string
errorDetails__message
string
nextUri
string
previousUri
string
resultSetSize
string
sharedAccess
array
startPosition
string
totalSetSize
string

Action Response

data
object
successful
boolean
error

Retrieves 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 from in-process, completed, or canceled envelopes that the user has sent or that are shared with them. it’s particularly useful for analyzing form submissions, tracking recipient interactions, and integrating docusign data with external systems. the method requires the “allow sender to download form data” setting to be enabled for the account.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves a comprehensive list of file types (both mime-types and file extensions) that are not supported for upload through the docusign system. this endpoint is crucial for developers and users who need to understand which file formats cannot be processed by docusign, helping to prevent errors and improve the efficiency of document uploads. use this endpoint when you need to validate file types before attempting to upload documents to docusign, or when creating user interfaces that guide users on acceptable file formats. the returned list can be used to implement client-side validation or to provide informative messages to users about unsupported file types. note that this list may change over time as docusign updates its supported file types, so it’s recommended to check periodically for any updates.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
displayAnchorPrefix
string
displayAnchors
array
displayOrder
string
displayPageNumber
string
documentGuid
string
headerLabel
string
maxScreenWidth
string
removeEmptyTags
string
showMobileOptimizedToggle
string
source
string

Action Response

data
object
successful
boolean
error

Deletes 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 lifecycle. use this when you need to modify an envelope’s workflow by removing unnecessary or outdated steps. it’s particularly useful for simplifying complex workflows or correcting mistakenly added steps. be cautious when using this endpoint, as deleting a workflow step is irreversible and may impact the envelope’s processing sequence. ensure you have the correct workflowstepid before proceeding with the deletion to avoid unintended consequences.

Action Parameters

accountId
string
envelopeId
stringRequired
workflowStepId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
documentFields
array

Action Response

data
object
successful
boolean
error

Deletes 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 existing templates. it should be used when modifying the structure of a template’s workflow, such as removing an unnecessary approval step or simplifying the signing process. the operation is permanent and cannot be undone, so users should exercise caution when deleting workflow steps. this endpoint is particularly useful for maintaining and optimizing document workflows in response to changing business processes or requirements.

Action Parameters

accountId
string
templateId
stringRequired
workflowStepId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 need to remove an enote configuration that is no longer needed or is incorrect. the operation is irreversible, so caution should be exercised before deletion. this endpoint only deletes the configuration; it does not affect any existing enotes or other account settings. be aware that as this is a beta api, it may be subject to changes or instability. always test thoroughly in a non-production environment before using in critical systems.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves comprehensive information for a specified docusign account, including account details, billing information, plan specifics, and optionally detailed account settings. this endpoint is used to gather extensive data about an account’s configuration, status, and capabilities within the docusign platform. it’s particularly useful for account management, auditing, or when needing to review or update account settings. the response includes critical information such as the account’s guid, name, creation date, current plan details, and various feature enablements. when account settings are included, it provides a deep dive into the account’s configuration, covering aspects like authentication requirements, branding options, envelope settings, and compliance-related configurations.

Action Parameters

accountId
string
include_account_settings
string

Action Response

data
object
successful
boolean
error

Retrieves the enote integration settings for a specified docusign account. this endpoint provides crucial information about the enote configuration status, connect configuration status, and necessary credentials for enote functionality. it should be used when setting up or verifying the enote integration for an account. the endpoint returns details such as api key, organization name, and user credentials, which are essential for configuring the enote feature. note that this endpoint is in beta, so its behavior or response structure may change in future updates. it’s important to ensure that the account has the “allow enote for eoriginal” plan item enabled for full functionality.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves detailed information for a specified billing payment within a docusign account. this endpoint is used to fetch comprehensive data about a single payment, including the amount, description, payment date, and payment number. it is designed for account administrators who need to access or review specific payment details, such as for auditing or reconciliation purposes. the endpoint does not modify any payment information and is read-only. it should be used when precise payment data is required, but not for real-time payment processing or for retrieving bulk payment information.

Action Parameters

accountId
string
paymentId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 configuration, including locale settings, email notification preferences, account management capabilities, and various other user-specific settings. it’s particularly useful for understanding a user’s current configuration or for troubleshooting user-specific issues. the endpoint is limited to retrieving settings for the authenticated user only, even for admin users, ensuring privacy and security of individual user settings. the response includes a wide range of settings, from basic preferences to advanced features like vaulting and template management, offering a complete view of the user’s docusign environment configuration.

Action Parameters

accountId
string
userId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 between users. it should be used when a transfer rule is no longer needed or requires updating. the operation is permanent and cannot be undone, so caution should be exercised. this endpoint requires administrator privileges and the “transfer custody” feature to be enabled for the account. it will not provide information about the deleted rule or affect existing transferred envelopes.

Action Parameters

accountId
string
envelopeTransferRuleId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 email addresses, user ids, and inclusion status in the connect service. it supports filtering by email, username, and status, as well as pagination for large result sets. this tool should be used when you need to obtain a comprehensive list of users associated with a particular connect configuration, which is useful for auditing, user management, or integration purposes. note that this endpoint requires connect to be enabled on the account and can only be accessed by account administrators.

Action Parameters

accountId
string
connectId
stringRequired
count
string
domain_users_only
string
email_substring
string
start_position
string
status
string
user_name_substring
string

Action Response

data
object
successful
boolean
error

Retrieves 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 permissions. it provides detailed information about each authorization, including the agent user, permission levels, and validity periods. use this endpoint when you need to audit user access, manage permissions, or review the authorization history for a specific user. the response includes pagination support for handling large sets of authorizations.

Action Parameters

accountId
string
userId
stringRequired
active_only
string
count
string
email_substring
string
include_closed_users
string
permissions
string
start_position
string
user_name_substring
string

Action Response

data
object
successful
boolean
error

Deletes 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 has been replaced. the operation is irreversible, so use it with caution. it’s particularly useful for maintaining account hygiene by removing outdated or unused stamps. note that this endpoint only deletes the stamp; it does not affect any documents that may have already been signed using this stamp.

Action Parameters

accountId
string
signatureId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 requires that the profile being deleted has no associated users, unless they are being reassigned to a new profile. it’s particularly useful when restructuring account permissions or during account cleanup processes. the method will fail if there are associated users and no reassignment is specified. it’s important to note that this action is irreversible, so caution should be exercised when using this endpoint. this endpoint should not be used for temporary permission changes; instead, it’s meant for permanent removal of a permission profile.

Action Parameters

accountId
string
permissionProfileId
stringRequired
move_users_to
string

Action Response

data
object
successful
boolean
error

Retrieves 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 itemized charges. it supports optional date range filtering and provides a paginated response for efficient handling of large datasets. use this endpoint to review billing history, verify charges, or gather financial data for accounting purposes. the response includes comprehensive invoice details, making it valuable for financial reconciliation and reporting.

Action Parameters

accountId
string
from_date
string
to_date
string

Action Response

data
object
successful
boolean
error

Retrieves the scheduled sending rules for a specific envelope in docusign. this endpoint is used to get information about when and how an envelope is scheduled to be sent, including any delay rules or specific send dates. it’s particularly useful for managing automated or timed document workflows. the endpoint returns details such as the bulk list id (if applicable), the resume date, specific rules for sending, and the current status of the scheduled sending job. note that if the specified envelope or workflow step does not have a scheduled sending object, this method will return a 404 error. this tool should be used when you need to check or verify the scheduled sending settings for a particular envelope in your docusign account.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
userId
stringRequired
userSignatures
array

Action Response

data
object
successful
boolean
error

This 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 additional metadata or information about the document. this function is useful when you need to modify or add custom data to a document that is already part of an envelope. it’s important to note that while docusign returns this custom field information in the status, it does not use this data for any internal processes. this endpoint should be used when you need to update or add custom metadata to a document in an existing envelope, but not for modifying the actual content of the document or the envelope’s core properties.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
documentFields
array

Action Response

data
object
successful
boolean
error

Retrieves 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 engagement with powerforms. it returns detailed information about each sender, including their account details, email, and login status. the response is paginated, allowing for efficient retrieval of large datasets. this tool should be used when you need to audit powerform sender activity or generate reports on powerform usage within an account.

Action Parameters

accountId
string
start_position
string

Action Response

data
object
successful
boolean
error

This 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 prevent any additional modifications to an envelope that was previously available for correction. this is particularly useful in scenarios where the correction period has ended or when you need to lock an envelope’s content for compliance or business process reasons. the endpoint requires the account id and envelope id to identify the specific envelope for which the correction view should be revoked. it’s important to note that once revoked, the correction view cannot be reinstated without creating a new correction view url. this operation does not affect the envelope’s content or status; it only restricts access to the correction interface.

Action Parameters

accountId
string
envelopeId
stringRequired
beginOnTagger
string
returnUrl
string
suppressNavigation
string
viewUrl
string

Action Response

data
object
successful
boolean
error

This 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 immediately stops the archiving of docusign-generated email messages to the associated bcc email address. this operation is useful for managing email archiving settings, particularly when an archiving configuration is no longer needed or needs to be replaced. it’s important to note that this action is irreversible, and once deleted, the specific configuration cannot be reactivated – a new one would need to be created if archiving is required again in the future. this endpoint should be used cautiously, as it will impact the email archiving process for the account.

Action Parameters

accountId
string
bccEmailArchiveId
stringRequired

Action Response

data
object
successful
boolean
error

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

Action Parameters

account_id
stringRequired
envelope_id
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves detailed information for a single api request log entry from docusign’s diagnostics service. this endpoint is crucial for debugging and troubleshooting api interactions. it returns the complete request and response data for a specific api call. the log entry can be retrieved as a base64 encoded string or binary data, controlled by the content-transfer-encoding header. use this endpoint to investigate specific api calls, understand errors, or verify exchanged data during docusign api interactions.

Action Parameters

requestLogId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 routing. when called, it cancels any scheduled send and resets the envelope status to ‘created’. this is useful for modifying envelopes that were set up with automated workflows but now require changes. after deletion, to send the envelope, you must update its status to ‘sent’ using a separate envelopes::update method. use this endpoint cautiously, as it will remove all workflow settings for the envelope and cannot be undone.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
preserve_template_recipient
string
documentTemplates
array

Action Response

data
object
successful
boolean
error

This 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, stamps, and associated metadata. the endpoint is useful for applications that need to display or manage user signatures within the docusign ecosystem. it supports retrieving different types of signatures based on the optional stamp type parameter. the response includes comprehensive information about each signature, such as creation date, image data, and various properties related to the signature’s appearance and usage.

Action Parameters

accountId
string
userId
stringRequired
stamp_type
string

Action Response

data
object
successful
boolean
error

Updates 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 new members to the signing group, with a maximum limit of 50 members per group. it’s particularly useful for managing and maintaining up-to-date signing group information, ensuring efficient document routing and signing processes. the endpoint requires the account id and signing group id for identification, and returns comprehensive details about the updated signing group, including creation and modification timestamps. use this when you need to modify signing group properties or adjust its membership, but be aware of the 50-member limit per group.

Action Parameters

accountId
string
signingGroupId
stringRequired
created
string
createdBy
string
errorDetails__errorCode
string
errorDetails__message
string
groupEmail
string
groupName
string
groupType
string
modified
string
modifiedBy
string
users
array

Action Response

data
object
successful
boolean
error

Retrieves the email override settings for a specified envelope in docusign. this endpoint allows users to fetch custom email configurations, including reply-to email address and name overrides, as well as bcc email addresses for archiving purposes. it’s particularly useful when you need to verify or audit the email settings for a specific envelope that may differ from the account-level defaults. the retrieved information is not included in the standard envelope status get request and requires this specific api call.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 multiple templates in a single request, making it efficient for bulk operations. it’s particularly useful for users who frequently work with the same set of templates and want to streamline their workflow. note that this is a beta api and may be subject to changes in future versions.

Action Parameters

accountId
string
errorDetails__errorCode
string
errorDetails__message
string
favoriteTemplates
array
templatesUpdatedCount
integer

Action Response

data
object
successful
boolean
error

Retrieves the workflow definition for a specified docusign template. this endpoint returns detailed information about the template’s workflow, including scheduled sending settings, workflow status, and individual workflow steps. it’s useful for understanding and managing the automated process flow of a template. the endpoint should be used when you need to examine or troubleshoot a template’s workflow configuration. note that if the specified template does not have a workflow object, this method will return a 404 error. the response includes comprehensive data about the workflow, but does not modify the template or its workflow in any way.

Action Parameters

accountId
string
templateId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 sorting, organizing, searching, and other downstream processes. this tool is particularly useful when you need to add or modify envelope-specific data that is not captured by standard docusign fields. it should be used when customizing envelopes with additional metadata or when implementing specialized workflows, such as evaulting for eoriginal customers. note that these custom fields are visible to envelope creators and senders in the envelope settings section but are not visible to envelope recipients.

Action Parameters

accountId
string
envelopeId
stringRequired
listCustomFields
array
textCustomFields
array

Action Response

data
object
successful
boolean
error

Creates 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 their applications, allowing users to manage templates without leaving the app environment. the generated url provides access to the docusign template ui, where users can create, modify, and save templates. this method is particularly useful for applications that need to offer template management capabilities while maintaining a seamless user experience. it’s important to note that this endpoint focuses solely on generating the url for template editing and does not handle the actual template modifications.

Action Parameters

accountId
string
templateId
stringRequired
returnUrl
string
viewAccess
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
billableAccountId
string
callerInformation__accountId
string
callerInformation__accountName
string
callerInformation__activeSince
string
callerInformation__created
string
callerInformation__createdById
string
callerInformation__email
string
callerInformation__errorDetails__errorCode
string
callerInformation__errorDetails__message
string
callerInformation__invitationEmailBlurb
string
callerInformation__invitationEmailSubject
string
callerInformation__lastModified
string
callerInformation__lastModifiedById
string
callerInformation__status
string
callerInformation__type
string
callerInformation__userId
string
callerInformation__userName
string
callerInformation__workspaceId
string
callerInformation__workspaceUserBaseUrl
string
callerInformation__workspaceUserId
string
callerInformation__workspaceUserUri
string
created
string
createdByInformation__accountId
string
createdByInformation__accountName
string
createdByInformation__activeSince
string
createdByInformation__created
string
createdByInformation__createdById
string
createdByInformation__email
string
createdByInformation__errorDetails__errorCode
string
createdByInformation__errorDetails__message
string
createdByInformation__invitationEmailBlurb
string
createdByInformation__invitationEmailSubject
string
createdByInformation__lastModified
string
createdByInformation__lastModifiedById
string
createdByInformation__status
string
createdByInformation__type
string
createdByInformation__userId
string
createdByInformation__userName
string
createdByInformation__workspaceId
string
createdByInformation__workspaceUserBaseUrl
string
createdByInformation__workspaceUserId
string
createdByInformation__workspaceUserUri
string
lastModified
string
lastModifiedByInformation__accountId
string
lastModifiedByInformation__accountName
string
lastModifiedByInformation__activeSince
string
lastModifiedByInformation__created
string
lastModifiedByInformation__createdById
string
lastModifiedByInformation__email
string
lastModifiedByInformation__errorDetails__errorCode
string
lastModifiedByInformation__errorDetails__message
string
lastModifiedByInformation__invitationEmailBlurb
string
lastModifiedByInformation__invitationEmailSubject
string
lastModifiedByInformation__lastModified
string
lastModifiedByInformation__lastModifiedById
string
lastModifiedByInformation__status
string
lastModifiedByInformation__type
string
lastModifiedByInformation__userId
string
lastModifiedByInformation__userName
string
lastModifiedByInformation__workspaceId
string
lastModifiedByInformation__workspaceUserBaseUrl
string
lastModifiedByInformation__workspaceUserId
string
lastModifiedByInformation__workspaceUserUri
string
settings__commentsAllowed
string
status
string
workspaceBaseUrl
string
workspaceDescription
string
workspaceId
string
workspaceName
string
workspaceUri
string

Action Response

data
object
successful
boolean
error

The deleteenvelopelock endpoint removes the lock from a specified envelope in docusign, allowing it to be modified again. this operation is crucial for managing document workflows where temporary locks are used to prevent concurrent edits. the endpoint requires the x-docusign-edit header for authentication and can optionally save or discard changes made during the lock period. it’s important to note that only the user who initially locked the envelope can delete the lock, ensuring security and consistency in the document management process.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes the lock from a specified template in docusign. this endpoint allows users to remove a lock they previously placed on a template, with the option to save or discard changes made during the lock period. it should be used when a user wants to release their lock on a template, either after making changes or deciding to abandon modifications. the endpoint requires the user deleting the lock to be the same user who initially locked the template, ensuring security and preventing unauthorized lock removals. it’s important to note that this operation requires the x-docusign-edit header for authentication.

Action Parameters

accountId
string
templateId
stringRequired
lockDurationInSeconds
string
lockedByApp
string
lockType
string
templatePassword
string
useScratchPad
string

Action Response

data
object
successful
boolean
error

This endpoint allows for the deletion of one or more files or sub-folders from a docusign workspace folder or root. it’s used to remove unwanted or obsolete items from a workspace, helping to maintain organization and manage storage. the operation can handle bulk deletions, making it efficient for cleaning up multiple items at once. it’s important to note that this action is irreversible, so users should exercise caution when selecting items for deletion. the workspace must have an ‘active’ status for this operation to succeed. this endpoint should not be used for temporary file management or as a means of archiving, as deleted items cannot be recovered through the api.

Action Parameters

accountId
string
folderId
stringRequired
workspaceId
stringRequired
items
array

Action Response

data
object
successful
boolean
error

Retrieves 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 template documents. it’s particularly useful when you need to preview or display a specific page of a template without retrieving the entire document. the endpoint supports customization of the returned image through resolution (dpi) and dimension parameters, enabling optimized image delivery for various display requirements. it should be used when building interfaces that require visual representation of template pages, such as template preview features or document review systems. note that this endpoint retrieves static images and does not provide interactive elements or real-time template modifications.

Action Parameters

accountId
string
documentId
stringRequired
pageNumber
stringRequired
templateId
stringRequired
dpi
string
max_height
string
max_width
string
show_changes
string

Action Response

data
object
successful
boolean
error

Initiates 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 particularly useful for adding documents to envelopes in docusign’s electronic signature workflow. the method returns a response with the chunked upload id, uri, and other metadata, which can be used to add more parts to the upload. note that this api is currently in beta status and subject to change.

Action Parameters

accountId
string
chunkedUploadId
string
data
string

Action Response

data
object
successful
boolean
error

Rotates 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 particularly useful when preparing templates for use in electronic signature processes, ensuring that page images are correctly oriented for optimal viewing and signing. this operation only affects the display of the page image and does not alter the actual content of the document. use this endpoint when you need to correct or adjust the orientation of page images in your docusign templates before sending them out for signatures.

Action Parameters

accountId
string
documentId
stringRequired
pageNumber
stringRequired
templateId
stringRequired
password
string
rotate
string

Action Response

data
object
successful
boolean
error

Retrieves 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 crucial for obtaining a consumer’s consent to receive notices and disclosures electronically. it supports multiple languages through the ‘langcode’ parameter, enabling you to retrieve the disclosure in various supported languages or automatically detect the user’s browser language. this tool is particularly useful when setting up new accounts, updating disclosures, or ensuring compliance with multi-language requirements. note that while it retrieves the default english disclosure by default, custom disclosures in different languages can be accessed if they have been created for the account. the response includes comprehensive details about the disclosure, including withdrawal options, company information, and the full html-formatted ersd text.

Action Parameters

accountId
string
langCode
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves the current password rules and security settings for a specified docusign account. this endpoint provides detailed information about password expiration policies, lockout durations, password strength requirements, and security question configurations. it is useful for account administrators to review and understand the current security posture of their docusign account. the retrieved information can be used to ensure compliance with organizational security policies or to plan password policy updates. this endpoint does not modify any settings; it is for informational purposes only.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Updates the scheduled sending rules for a docusign template, allowing users to configure delayed sending for envelopes. this endpoint enables setting up either a relative delay or a specific future date for sending envelopes based on the template. it can be used to automate timed document delivery or coordinate with bulk send operations. the tool is particularly useful for managing complex document workflows that require precise timing or coordination with other business processes. note that the maximum delay allowed is 30 days from the time of the request.

Action Parameters

accountId
string
templateId
stringRequired
bulkListId
string
resumeDate
string
rules
array
status
string

Action Response

data
object
successful
boolean
error

This 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 across docusign documents. the endpoint should be used when updating or removing branding elements from a docusign account. note that branding for either signing or sending must be enabled for the account (canselfbrandsend, canselfbrandsign, or both must be true) for this endpoint to function properly. this operation is irreversible, so caution should be exercised when using it.

Action Parameters

accountId
string
brandId
stringRequired
logoType
stringRequired

Action Response

data
object
successful
boolean
error

The 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 principal user themselves to revoke specific permissions or access rights previously granted to the user. it’s particularly useful for managing user access control, updating user roles, or removing outdated permissions. the endpoint requires the account id and user id to be specified, along with a list of authorization ids to be deleted. it returns a detailed response indicating the success or failure of each deletion attempt, including any error messages. this endpoint should be used cautiously as it directly impacts user access within the docusign system.

Action Parameters

accountId
string
userId
stringRequired
authorizations
array

Action Response

data
object
successful
boolean
error

Retrieves 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 displaying document contents without accessing the full document. the returned image is in png format and can be customized in terms of resolution and dimensions. this tool is ideal for applications that need to show document previews or allow users to view specific pages of a document without downloading the entire file. it should not be used for document modification or to extract text content from the document.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
pageNumber
stringRequired
dpi
string
max_height
string
max_width
string
show_changes
string

Action Response

data
object
successful
boolean
error

Retrieves one or more pdf documents from a specified docusign template. this endpoint allows you to fetch individual documents or combine all documents in the template into a single pdf file. it’s particularly useful when you need to access template documents for review, processing, or to create new envelopes based on existing templates. the retrieved pdfs can be customized to show recipient changes and can be encrypted for enhanced security. use this endpoint when you need to work with template documents outside of the docusign system or when you want to verify the content of a template before using it.

Action Parameters

accountId
string
documentId
stringRequired
templateId
stringRequired
encrypt
string
file_type
string
show_changes
string

Action Response

data
object
successful
boolean
error

Retrieves a specific branding resource file for customizing docusign experiences. this endpoint allows users to access and manage brand resource files that control sending, signing, email, and captive (embedded) signing experiences. it’s particularly useful when you need to retrieve customized branding elements or the master resource file for a specific brand within an account. the endpoint supports localization and can return either the full master resource file or only the modified elements, depending on the parameters used. note that this endpoint requires branding to be enabled for the account (either for sending, signing, or both).

Action Parameters

accountId
string
brandId
stringRequired
resourceContentType
stringRequired
langcode
string
return_master
string

Action Response

data
object
successful
boolean
error

Updates 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 need to change workspace details or adjust collaboration settings. the endpoint requires both the account id and workspace id to identify the specific workspace to update. you can update multiple properties of the workspace in a single request by including them in the request body. note that this operation may affect all users with access to the workspace, so use it carefully. the endpoint returns the full updated workspace object, allowing you to confirm the changes made.

Action Parameters

accountId
string
workspaceId
stringRequired
billableAccountId
string
callerInformation__accountId
string
callerInformation__accountName
string
callerInformation__activeSince
string
callerInformation__created
string
callerInformation__createdById
string
callerInformation__email
string
callerInformation__errorDetails__errorCode
string
callerInformation__errorDetails__message
string
callerInformation__invitationEmailBlurb
string
callerInformation__invitationEmailSubject
string
callerInformation__lastModified
string
callerInformation__lastModifiedById
string
callerInformation__status
string
callerInformation__type
string
callerInformation__userId
string
callerInformation__userName
string
callerInformation__workspaceId
string
callerInformation__workspaceUserBaseUrl
string
callerInformation__workspaceUserId
string
callerInformation__workspaceUserUri
string
created
string
createdByInformation__accountId
string
createdByInformation__accountName
string
createdByInformation__activeSince
string
createdByInformation__created
string
createdByInformation__createdById
string
createdByInformation__email
string
createdByInformation__errorDetails__errorCode
string
createdByInformation__errorDetails__message
string
createdByInformation__invitationEmailBlurb
string
createdByInformation__invitationEmailSubject
string
createdByInformation__lastModified
string
createdByInformation__lastModifiedById
string
createdByInformation__status
string
createdByInformation__type
string
createdByInformation__userId
string
createdByInformation__userName
string
createdByInformation__workspaceId
string
createdByInformation__workspaceUserBaseUrl
string
createdByInformation__workspaceUserId
string
createdByInformation__workspaceUserUri
string
lastModified
string
lastModifiedByInformation__accountId
string
lastModifiedByInformation__accountName
string
lastModifiedByInformation__activeSince
string
lastModifiedByInformation__created
string
lastModifiedByInformation__createdById
string
lastModifiedByInformation__email
string
lastModifiedByInformation__errorDetails__errorCode
string
lastModifiedByInformation__errorDetails__message
string
lastModifiedByInformation__invitationEmailBlurb
string
lastModifiedByInformation__invitationEmailSubject
string
lastModifiedByInformation__lastModified
string
lastModifiedByInformation__lastModifiedById
string
lastModifiedByInformation__status
string
lastModifiedByInformation__type
string
lastModifiedByInformation__userId
string
lastModifiedByInformation__userName
string
lastModifiedByInformation__workspaceId
string
lastModifiedByInformation__workspaceUserBaseUrl
string
lastModifiedByInformation__workspaceUserId
string
lastModifiedByInformation__workspaceUserUri
string
settings__commentsAllowed
string
status
string
workspaceBaseUrl
string
workspaceDescription
string
workspaceName
string
workspaceUri
string

Action Response

data
object
successful
boolean
error

This 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 text) associated with a specific envelope. the operation requires the account id and envelope id to identify the target envelope. after deletion, the endpoint returns the updated custom fields structure, reflecting the changes made. this functionality is useful for managing and updating envelope metadata, particularly for sorting, organizing, and searching envelopes or integrating with external systems like salesforce.

Action Parameters

accountId
string
envelopeId
stringRequired
listCustomFields
array
textCustomFields
array

Action Response

data
object
successful
boolean
error

This 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 endpoint can be used to enable or disable the watermark feature, change the watermark text, or modify its appearance on documents. it’s particularly useful for maintaining brand consistency, indicating document status, or adding security features to in-progress documents. the endpoint returns the updated watermark information, allowing immediate confirmation of changes. note that while most properties can be modified, the imagebase64 property is read-only and cannot be set through this call.

Action Parameters

accountId
string
displayAngle
string
enabled
string
font
string
fontColor
string
fontSize
string
id
string
imageBase64
string
transparency
string
watermarkText
string

Action Response

data
object
successful
boolean
error

Retrieves 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 archiving docusign-generated emails. it supports pagination for large result sets and provides comprehensive information about each bcc email archive configuration, including its status, creation date, and associated user details. this tool is useful for auditing or managing bcc email archiving settings within a docusign account.

Action Parameters

accountId
string
count
string
start_position
string

Action Response

data
object
successful
boolean
error

This 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 entries, and view the remaining log capacity. the tool is crucial for debugging api integrations by providing detailed request/response information while ensuring sensitive data is omitted from the logs. it should be used when investigating api-related issues or monitoring api usage patterns. the endpoint has a limit of 50 log entries and automatically disables logging when this limit is reached. only requests from authenticated users are captured, and the logs can be retrieved or cleared using separate api calls.

Action Parameters

apiRequestLogging
string
apiRequestLogMaxEntries
string
apiRequestLogRemainingEntries
string

Action Response

data
object
successful
boolean
error

Deletes 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 specific contact id to be provided. upon successful deletion, it returns an updated list of contacts for the account. this operation is irreversible, so it should be used with caution. the endpoint does not provide any confirmation or undo functionality, so ensure the correct contact id is specified before making the call.

Action Parameters

accountId
string
contactId
stringRequired

Action Response

data
object
successful
boolean
error

Updates 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 specific envelope. it’s particularly useful when you need to modify email settings for an individual envelope without affecting account-level settings. note that changes only apply to future email communications related to the envelope. this endpoint can also be used to remove individual email override settings by providing an empty string for the value to be deleted.

Action Parameters

accountId
string
envelopeId
stringRequired
bccEmailAddresses
array
replyEmailAddressOverride
string
replyEmailNameOverride
string

Action Response

data
object
successful
boolean
error

Retrieves a list of api request log entries from docusign, providing diagnostic information for developers. offers flexible response formats (json, xml, or zip file). returns key data about each api request, including timestamps, endpoints called, and request status. useful for troubleshooting, monitoring, and auditing api usage. note: may not provide real-time logs and time range of returned logs is unspecified.

Action Parameters

encoding
string

Action Response

data
object
successful
boolean
error

Retrieves 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 of email addresses used for archiving docusign-generated emails. it provides detailed information about each change, including who made the change, when it was made, and the nature of the change. the endpoint supports pagination for efficient retrieval of large result sets.

Action Parameters

accountId
string
bccEmailArchiveId
stringRequired
count
string
start_position
string

Action Response

data
object
successful
boolean
error

Deletes 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 routing. it’s particularly useful when you need to reset a template’s workflow or prepare it for new workflow configurations. the operation is idempotent, meaning it will return a successful response even if the template doesn’t have a workflow definition. this feature allows for safe, repeated calls without causing errors.

Action Parameters

accountId
string
templateId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 among users and groups. it can be used to audit sharing permissions, track shared resources, or gather information for access management. the endpoint offers various filtering options to customize the response based on item types, user statuses, and sharing directions. note that this endpoint returns information for the legacy shared envelopes feature; for the new shared access feature, use the authorizations resource instead.

Action Parameters

accountId
string
count
string
envelopes_not_shared_user_status
string
folder_ids
string
item_type
string
search_text
string
shared
string
start_position
string
user_ids
string

Action Response

data
object
successful
boolean
error

Retrieves the list of favorite templates associated with a specified docusign account. this endpoint allows users to access their saved favorite templates, which can streamline document creation and signing processes. it’s particularly useful for users who frequently work with the same set of templates and want quick access to them. the endpoint is currently in beta, so users should be aware that it may undergo changes or have limitations. it provides template ids, favorited dates, and a count of updated templates, but does not return the full template content.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

This 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 ‘canselfbrandsign’ or ‘canselfbrandsend’ setting to be enabled for the account. it’s important to note that this operation is irreversible, so care should be taken when using this endpoint. the response provides detailed information about the deleted brands, including their ids, names, and associated resources.

Action Parameters

accountId
string
brands
array

Action Response

data
object
successful
boolean
error

Retrieves the account provisioning information for a docusign account. this endpoint is used to obtain crucial setup details necessary for account management and integration with docusign’s services. it provides information such as default connection and plan ids, distributor codes, password rules, and billing-related details. this tool should be used when setting up a new docusign account or when needing to verify or update existing account provisioning information. the endpoint does not require any input parameters and returns a comprehensive set of account configuration data. note that this endpoint does not modify any account settings; it only retrieves existing information.

Action Parameters

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
newUsers
array

Action Response

data
object
successful
boolean
error

Retrieves 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 names, types, pricing, and usage quantities for various docusign services. it’s particularly useful for account administrators to analyze current usage, understand the pricing structure, and make informed decisions about service utilization. the response includes data on charges such as envelope usage, seat allocations, and additional services like id checks or in-person signings. note that this endpoint requires account administrator privileges and does not provide historical billing data or future projections.

Action Parameters

accountId
string
include_charges
string

Action Response

data
object
successful
boolean
error

This endpoint allows you to add or update one or more account stamps (signatures) for a docusign account. it provides extensive flexibility in modifying various attributes of signatures, including images, fonts, rights, and stamp details. use this endpoint when you need to create new signatures or modify existing ones for an account, such as updating signature images, changing default settings, or adjusting stamp properties. the endpoint supports batch updates, allowing multiple signatures to be modified in a single request. note that this operation may include handling of image data in multi-part format.

Action Parameters

accountId
string
accountSignatures
array

Action Response

data
object
successful
boolean
error

The updateaccountbrandsettings endpoint modifies or replaces an existing brand configuration for a docusign account. it customizes various brand aspects like company name, languages, colors, and landing pages. use this tool to update branding elements for consistency across docusign interactions. it can update specific fields or replace the entire brand configuration. note that branding must be enabled for the account, and resource file modifications require separate api calls.

Action Parameters

accountId
string
brandId
stringRequired
replace_brand
string
brandCompany
string
brandLanguages
array
brandName
string
colors
array
defaultBrandLanguage
string
emailContent
array
errorDetails__errorCode
string
errorDetails__message
string
isOrganizationBrand
string
isOverridingCompanyName
boolean
isSendingDefault
boolean
isSigningDefault
boolean
landingPages
array
links
array
logos__email
string
logos__primary
string
logos__secondary
string
organizationBrandLogo
string
resources__email
string
resources__sending
string
resources__signing
string
resources__signingCaptive
string

Action Response

data
object
successful
boolean
error

This 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 storage services, requiring the user to re-authenticate the next time they attempt to access these providers through docusign. this operation is particularly useful for managing security, updating integrations, or removing unused cloud storage connections. the endpoint requires specific account and user identifiers and accepts a list of storage providers to be affected. it’s important to note that this action only removes the authentication link within docusign and does not affect the user’s actual account with the cloud storage provider.

Action Parameters

accountId
string
userId
stringRequired
storageProviders
array

Action Response

data
object
successful
boolean
error

Retrieves 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, user permissions, and hierarchical structure. it can be used to navigate and explore the contents of a workspace, allowing for efficient management of documents and folders. the endpoint offers various optional parameters to customize the response, enabling users to include or exclude specific types of information based on their needs.

Action Parameters

accountId
string
folderId
stringRequired
workspaceId
stringRequired
count
string
include_files
string
include_sub_folders
string
include_thumbnails
string
include_user_detail
string
start_position
string
workspace_user_id
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
returnUrl
string
settings__backButtonAction
string
settings__documentSettings__showEditDocuments
string
settings__documentSettings__showEditDocumentVisibility
string
settings__documentSettings__showEditPages
string
settings__documentSettings__showSaveAsDocumentCustomField
string
settings__envelopeCustomFieldSettings__showEnvelopeCustomFields
string
settings__lockToken
string
settings__recipientSettings__showBulkSend
string
settings__recipientSettings__showContactsList
string
settings__recipientSettings__showEditMessage
string
settings__recipientSettings__showEditRecipients
string
settings__sendButtonAction
string
settings__showAdvancedOptions
string
settings__showBackButton
string
settings__showDiscardAction
string
settings__showHeaderActions
string
settings__startingScreen
string
settings__taggerSettings__paletteDefault
string
settings__taggerSettings__paletteSections
string
settings__taggerSettings__paletteSettings__annotations__show
string
settings__taggerSettings__paletteSettings__custom__show
string
settings__taggerSettings__paletteSettings__merge__show
string
settings__taggerSettings__paletteSettings__notary__show
string
settings__taggerSettings__paletteSettings__seals__show
string
settings__taggerSettings__paletteSettings__smartContracts__show
string
settings__taggerSettings__paletteSettings__smartSections__show
string
settings__templateSettings__showMatchingTemplatesPrompt
string
viewAccess
string

Action Response

data
object
successful
boolean
error

The user putuser endpoint allows updating user information for a specified user within a docusign account. it provides comprehensive control over user settings, including personal information, permissions, notification preferences, and locale settings. this endpoint should be used when modifying user profiles, adjusting user permissions, or updating user-specific configurations within a docusign account. the operation requires the account id and user id as path parameters, and accepts a complex json object in the request body containing the updated user information. note that users can only access and modify their own information, even if they have administrative privileges. the endpoint returns the updated user information upon successful modification.

Action Parameters

accountId
string
userId
stringRequired
allow_all_languages
string
activationAccessCode
string
company
string
connectConfigurations
array
countryCode
string
createdDateTime
string
customSettings
array
defaultAccountId
string
email
string
enableConnectForUser
string
errorDetails__errorCode
string
errorDetails__message
string
firstName
string
forgottenPasswordInfo__forgottenPasswordAnswer1
string
forgottenPasswordInfo__forgottenPasswordAnswer2
string
forgottenPasswordInfo__forgottenPasswordAnswer3
string
forgottenPasswordInfo__forgottenPasswordAnswer4
string
forgottenPasswordInfo__forgottenPasswordQuestion1
string
forgottenPasswordInfo__forgottenPasswordQuestion2
string
forgottenPasswordInfo__forgottenPasswordQuestion3
string
forgottenPasswordInfo__forgottenPasswordQuestion4
string
groupList
array
hasRemoteNotary
boolean
homeAddress__address1
string
homeAddress__address2
string
homeAddress__city
string
homeAddress__country
string
homeAddress__fax
string
homeAddress__phone
string
homeAddress__postalCode
string
homeAddress__stateOrProvince
string
homeAddress__zipPlus4
string
initialsImageUri
string
isAdmin
string
isAlternateAdmin
string
isNAREnabled
string
jobTitle
string
lastLogin
string
lastName
string
loginStatus
string
middleName
string
password
string
passwordExpiration
string
permissionProfileId
string
permissionProfileName
string
profileImageUri
string
sendActivationEmail
string
sendActivationOnInvalidLogin
string
signatureImageUri
string
subscribe
string
suffixName
string
title
string
uri
string
userAddedToAccountDateTime
string
userName
string
userProfileLastModifiedDate
string
userSettings__accountAgreementsAccessType
string
userSettings__accountAgreementsAccessTypeMetadata__is21CFRPart11
string
userSettings__accountAgreementsAccessTypeMetadata__options
array
userSettings__accountAgreementsAccessTypeMetadata__rights
string
userSettings__accountAgreementsAccessTypeMetadata__uiHint
string
userSettings__accountAgreementsAccessTypeMetadata__uiOrder
string
userSettings__accountAgreementsAccessTypeMetadata__uiType
string
userSettings__accountManagementGranular__canManageAccountSecuritySettings
string
userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__is21CFRPart11
string
userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__options
array
userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__rights
string
userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiHint
string
userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiOrder
string
userSettings__accountManagementGranular__canManageAccountSecuritySettingsMetadata__uiType
string
userSettings__accountManagementGranular__canManageAccountSettings
string
userSettings__accountManagementGranular__canManageAccountSettingsMetadata__is21CFRPart11
string
userSettings__accountManagementGranular__canManageAccountSettingsMetadata__options
array
userSettings__accountManagementGranular__canManageAccountSettingsMetadata__rights
string
userSettings__accountManagementGranular__canManageAccountSettingsMetadata__uiHint
string
userSettings__accountManagementGranular__canManageAccountSettingsMetadata__uiOrder
string
userSettings__accountManagementGranular__canManageAccountSettingsMetadata__uiType
string
userSettings__accountManagementGranular__canManageAdmins
string
userSettings__accountManagementGranular__canManageAdminsMetadata__is21CFRPart11
string
userSettings__accountManagementGranular__canManageAdminsMetadata__options
array
userSettings__accountManagementGranular__canManageAdminsMetadata__rights
string
userSettings__accountManagementGranular__canManageAdminsMetadata__uiHint
string
userSettings__accountManagementGranular__canManageAdminsMetadata__uiOrder
string
userSettings__accountManagementGranular__canManageAdminsMetadata__uiType
string
userSettings__accountManagementGranular__canManageConnect
string
userSettings__accountManagementGranular__canManageConnectMetadata__is21CFRPart11
string
userSettings__accountManagementGranular__canManageConnectMetadata__options
array
userSettings__accountManagementGranular__canManageConnectMetadata__rights
string
userSettings__accountManagementGranular__canManageConnectMetadata__uiHint
string
userSettings__accountManagementGranular__canManageConnectMetadata__uiOrder
string
userSettings__accountManagementGranular__canManageConnectMetadata__uiType
string
userSettings__accountManagementGranular__canManageDocumentRetention
string
userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__is21CFRPart11
string
userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__options
array
userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__rights
string
userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__uiHint
string
userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__uiOrder
string
userSettings__accountManagementGranular__canManageDocumentRetentionMetadata__uiType
string
userSettings__accountManagementGranular__canManageEnvelopeTransfer
string
userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__is21CFRPart11
string
userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__options
array
userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__rights
string
userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__uiHint
string
userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__uiOrder
string
userSettings__accountManagementGranular__canManageEnvelopeTransferMetadata__uiType
string
userSettings__accountManagementGranular__canManageGroupsButNotUsers
string
userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__is21CFRPart11
string
userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__options
array
userSettings__accountManagementGranular__canManageGroupsButNotUsersMetadata__rights
string
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userSettings__newSendUIMetadata__uiHint
string
userSettings__newSendUIMetadata__uiOrder
string
userSettings__newSendUIMetadata__uiType
string
userSettings__powerFormMode
string
userSettings__powerFormModeMetadata__is21CFRPart11
string
userSettings__powerFormModeMetadata__options
array
userSettings__powerFormModeMetadata__rights
string
userSettings__powerFormModeMetadata__uiHint
string
userSettings__powerFormModeMetadata__uiOrder
string
userSettings__powerFormModeMetadata__uiType
string
userSettings__recipientViewedNotification
string
userSettings__recipientViewedNotificationMetadata__is21CFRPart11
string
userSettings__recipientViewedNotificationMetadata__options
array
userSettings__recipientViewedNotificationMetadata__rights
string
userSettings__recipientViewedNotificationMetadata__uiHint
string
userSettings__recipientViewedNotificationMetadata__uiOrder
string
userSettings__recipientViewedNotificationMetadata__uiType
string
userSettings__sealIdentifiers
array
userSettings__selfSignedRecipientEmailDocument
string
userSettings__selfSignedRecipientEmailDocumentMetadata__is21CFRPart11
string
userSettings__selfSignedRecipientEmailDocumentMetadata__options
array
userSettings__selfSignedRecipientEmailDocumentMetadata__rights
string
userSettings__selfSignedRecipientEmailDocumentMetadata__uiHint
string
userSettings__selfSignedRecipientEmailDocumentMetadata__uiOrder
string
userSettings__selfSignedRecipientEmailDocumentMetadata__uiType
string
userSettings__senderEmailNotifications__changedSigner
string
userSettings__senderEmailNotifications__clickwrapResponsesLimitNotificationEmail
string
userSettings__senderEmailNotifications__commentsOnlyPrivateAndMention
string
userSettings__senderEmailNotifications__commentsReceiveAll
string
userSettings__senderEmailNotifications__deliveryFailed
string
userSettings__senderEmailNotifications__envelopeComplete
string
userSettings__senderEmailNotifications__offlineSigningFailed
string
userSettings__senderEmailNotifications__powerformResponsesLimitNotificationEmail
string
userSettings__senderEmailNotifications__purgeDocuments
string
userSettings__senderEmailNotifications__recipientViewed
string
userSettings__senderEmailNotifications__senderEnvelopeDeclined
string
userSettings__senderEmailNotifications__withdrawnConsent
string
userSettings__signerEmailNotifications__agentNotification
string
userSettings__signerEmailNotifications__carbonCopyNotification
string
userSettings__signerEmailNotifications__certifiedDeliveryNotification
string
userSettings__signerEmailNotifications__commentsOnlyPrivateAndMention
string
userSettings__signerEmailNotifications__commentsReceiveAll
string
userSettings__signerEmailNotifications__documentMarkupActivation
string
userSettings__signerEmailNotifications__envelopeActivation
string
userSettings__signerEmailNotifications__envelopeComplete
string
userSettings__signerEmailNotifications__envelopeCorrected
string
userSettings__signerEmailNotifications__envelopeDeclined
string
userSettings__signerEmailNotifications__envelopeVoided
string
userSettings__signerEmailNotifications__faxReceived
string
userSettings__signerEmailNotifications__offlineSigningFailed
string
userSettings__signerEmailNotifications__purgeDocuments
string
userSettings__signerEmailNotifications__reassignedSigner
string
userSettings__signerEmailNotifications__whenSigningGroupMember
string
userSettings__supplementalDocumentIncludeInDownload
string
userSettings__supplementalDocumentsMustAccept
string
userSettings__supplementalDocumentsMustAcceptMetadata__is21CFRPart11
string
userSettings__supplementalDocumentsMustAcceptMetadata__options
array
userSettings__supplementalDocumentsMustAcceptMetadata__rights
string
userSettings__supplementalDocumentsMustAcceptMetadata__uiHint
string
userSettings__supplementalDocumentsMustAcceptMetadata__uiOrder
string
userSettings__supplementalDocumentsMustAcceptMetadata__uiType
string
userSettings__supplementalDocumentsMustRead
string
userSettings__supplementalDocumentsMustReadMetadata__is21CFRPart11
string
userSettings__supplementalDocumentsMustReadMetadata__options
array
userSettings__supplementalDocumentsMustReadMetadata__rights
string
userSettings__supplementalDocumentsMustReadMetadata__uiHint
string
userSettings__supplementalDocumentsMustReadMetadata__uiOrder
string
userSettings__supplementalDocumentsMustReadMetadata__uiType
string
userSettings__supplementalDocumentsMustView
string
userSettings__supplementalDocumentsMustViewMetadata__is21CFRPart11
string
userSettings__supplementalDocumentsMustViewMetadata__options
array
userSettings__supplementalDocumentsMustViewMetadata__rights
string
userSettings__supplementalDocumentsMustViewMetadata__uiHint
string
userSettings__supplementalDocumentsMustViewMetadata__uiOrder
string
userSettings__supplementalDocumentsMustViewMetadata__uiType
string
userSettings__templateActiveCreation
string
userSettings__templateActiveCreationMetadata__is21CFRPart11
string
userSettings__templateActiveCreationMetadata__options
array
userSettings__templateActiveCreationMetadata__rights
string
userSettings__templateActiveCreationMetadata__uiHint
string
userSettings__templateActiveCreationMetadata__uiOrder
string
userSettings__templateActiveCreationMetadata__uiType
string
userSettings__templateApplyNotify
string
userSettings__templateApplyNotifyMetadata__is21CFRPart11
string
userSettings__templateApplyNotifyMetadata__options
array
userSettings__templateApplyNotifyMetadata__rights
string
userSettings__templateApplyNotifyMetadata__uiHint
string
userSettings__templateApplyNotifyMetadata__uiOrder
string
userSettings__templateApplyNotifyMetadata__uiType
string
userSettings__templateAutoMatching
string
userSettings__templateAutoMatchingMetadata__is21CFRPart11
string
userSettings__templateAutoMatchingMetadata__options
array
userSettings__templateAutoMatchingMetadata__rights
string
userSettings__templateAutoMatchingMetadata__uiHint
string
userSettings__templateAutoMatchingMetadata__uiOrder
string
userSettings__templateAutoMatchingMetadata__uiType
string
userSettings__templateMatchingSensitivity
string
userSettings__templateMatchingSensitivityMetadata__is21CFRPart11
string
userSettings__templateMatchingSensitivityMetadata__options
array
userSettings__templateMatchingSensitivityMetadata__rights
string
userSettings__templateMatchingSensitivityMetadata__uiHint
string
userSettings__templateMatchingSensitivityMetadata__uiOrder
string
userSettings__templateMatchingSensitivityMetadata__uiType
string
userSettings__templatePageLevelMatching
string
userSettings__templatePageLevelMatchingMetadata__is21CFRPart11
string
userSettings__templatePageLevelMatchingMetadata__options
array
userSettings__templatePageLevelMatchingMetadata__rights
string
userSettings__templatePageLevelMatchingMetadata__uiHint
string
userSettings__templatePageLevelMatchingMetadata__uiOrder
string
userSettings__templatePageLevelMatchingMetadata__uiType
string
userSettings__timezoneDST
string
userSettings__timezoneDSTMetadata__is21CFRPart11
string
userSettings__timezoneDSTMetadata__options
array
userSettings__timezoneDSTMetadata__rights
string
userSettings__timezoneDSTMetadata__uiHint
string
userSettings__timezoneDSTMetadata__uiOrder
string
userSettings__timezoneDSTMetadata__uiType
string
userSettings__timezoneMask
string
userSettings__timezoneMaskMetadata__is21CFRPart11
string
userSettings__timezoneMaskMetadata__options
array
userSettings__timezoneMaskMetadata__rights
string
userSettings__timezoneMaskMetadata__uiHint
string
userSettings__timezoneMaskMetadata__uiOrder
string
userSettings__timezoneMaskMetadata__uiType
string
userSettings__timezoneOffset
string
userSettings__timezoneOffsetMetadata__is21CFRPart11
string
userSettings__timezoneOffsetMetadata__options
array
userSettings__timezoneOffsetMetadata__rights
string
userSettings__timezoneOffsetMetadata__uiHint
string
userSettings__timezoneOffsetMetadata__uiOrder
string
userSettings__timezoneOffsetMetadata__uiType
string
userSettings__timezoneSendingPref
string
userSettings__timezoneSendingPrefMetadata__is21CFRPart11
string
userSettings__timezoneSendingPrefMetadata__options
array
userSettings__timezoneSendingPrefMetadata__rights
string
userSettings__timezoneSendingPrefMetadata__uiHint
string
userSettings__timezoneSendingPrefMetadata__uiOrder
string
userSettings__timezoneSendingPrefMetadata__uiType
string
userSettings__timezoneSigningPref
string
userSettings__timezoneSigningPrefMetadata__is21CFRPart11
string
userSettings__timezoneSigningPrefMetadata__options
array
userSettings__timezoneSigningPrefMetadata__rights
string
userSettings__timezoneSigningPrefMetadata__uiHint
string
userSettings__timezoneSigningPrefMetadata__uiOrder
string
userSettings__timezoneSigningPrefMetadata__uiType
string
userSettings__transactionPointSiteNameURL
string
userSettings__transactionPointSiteNameURLMetadata__is21CFRPart11
string
userSettings__transactionPointSiteNameURLMetadata__options
array
userSettings__transactionPointSiteNameURLMetadata__rights
string
userSettings__transactionPointSiteNameURLMetadata__uiHint
string
userSettings__transactionPointSiteNameURLMetadata__uiOrder
string
userSettings__transactionPointSiteNameURLMetadata__uiType
string
userSettings__transactionPointUserName
string
userSettings__transactionPointUserNameMetadata__is21CFRPart11
string
userSettings__transactionPointUserNameMetadata__options
array
userSettings__transactionPointUserNameMetadata__rights
string
userSettings__transactionPointUserNameMetadata__uiHint
string
userSettings__transactionPointUserNameMetadata__uiOrder
string
userSettings__transactionPointUserNameMetadata__uiType
string
userSettings__vaultingMode
string
userSettings__vaultingModeMetadata__is21CFRPart11
string
userSettings__vaultingModeMetadata__options
array
userSettings__vaultingModeMetadata__rights
string
userSettings__vaultingModeMetadata__uiHint
string
userSettings__vaultingModeMetadata__uiOrder
string
userSettings__vaultingModeMetadata__uiType
string
userSettings__webForms
string
userSettings__webFormsMetadata__is21CFRPart11
string
userSettings__webFormsMetadata__options
array
userSettings__webFormsMetadata__rights
string
userSettings__webFormsMetadata__uiHint
string
userSettings__webFormsMetadata__uiOrder
string
userSettings__webFormsMetadata__uiType
string
userStatus
string
userType
string
workAddress__address1
string
workAddress__address2
string
workAddress__city
string
workAddress__country
string
workAddress__fax
string
workAddress__phone
string
workAddress__postalCode
string
workAddress__stateOrProvince
string
workAddress__zipPlus4
string

Action Response

data
object
successful
boolean
error

Retrieves 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-wide preferences, feature toggles, security settings, ui customization options, and compliance-related configurations. it is particularly useful for administrators or integration developers who need to audit, review, or programmatically access the full range of account settings. the retrieved information can be used to understand the current state of the account, verify specific configurations, or as a basis for updating settings through other api calls. note that this endpoint returns a large amount of data and should be used judiciously to avoid unnecessary load on the system. it does not modify any settings; it only retrieves the current configuration.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Retrieves 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 configured for envelopes created from the specified template. it provides information on expiration settings, reminder configurations, and whether account default settings are being used. this tool is useful for reviewing and auditing template notification settings before creating envelopes or when troubleshooting notification-related issues with template-based envelopes. the response includes complex objects for expirations and reminders, giving a comprehensive view of the template’s notification setup.

Action Parameters

accountId
string
templateId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
bulkSendListId
stringRequired
batchName
string
envelopeOrTemplateId
string

Action Response

data
object
successful
boolean
error

This 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, which is useful for data synchronization, auditing, or recovering missed notifications. the endpoint uses an ad hoc configuration provided in the request, rather than relying on existing connect configurations. unlike regular connect listeners that monitor new activity, this endpoint is specifically designed for publishing historical data on demand. it only supports json format for data transmission and allows fine-grained control over which envelope data and events are included in the webhook payload. the endpoint is particularly useful when you need to backfill data, synchronize systems after downtime, or perform bulk operations on historical envelopes.

Action Parameters

accountId
string
config__allowEnvelopePublish
string
config__allowSalesforcePublish
string
config__allUsers
string
config__allUsersExcept
string
config__configurationType
string
config__connectId
string
config__deliveryMode
string
config__disabledBy
string
config__enableLog
string
config__envelopeEvents
array
config__eventData__format
string
config__eventData__includeData
array
config__eventData__version
string
config__events
array
config__externalFolderId
string
config__externalFolderLabel
string
config__groupIds
array
config__includeCertificateOfCompletion
string
config__includeCertSoapHeader
string
config__includeDocumentFields
string
config__includeDocuments
string
config__includeEnvelopeVoidReason
string
config__includeHMAC
string
config__includeOAuth
string
config__includeSenderAccountasCustomField
string
config__includeTimeZoneInformation
string
config__integratorManaged
string
config__name
string
config__password
string
config__recipientEvents
array
config__requireMutualTls
string
config__requiresAcknowledgement
string
config__salesforceApiVersion
string
config__salesforceAuthcode
string
config__salesforceCallBackUrl
string
config__salesforceDocumentsAsContentFiles
string
config__senderOverride
string
config__senderSelectableItems
array
config__sfObjects
array
config__signMessageWithX509Certificate
string
config__soapNamespace
string
config__urlToPublishTo
string
config__userIds
array
config__userName
string
config__useSoapInterface
string
envelopes
array

Action Response

data
object
successful
boolean
error

Deletes 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 updates in esignature workflows. it should be used when you need to remove specific log entries, perhaps for data management or privacy reasons, or when you want to clear all logs for an account. the operation requires account administrator privileges and the connect feature must be enabled on the account. it’s important to note that this action is irreversible, so use it with caution, especially when deleting all logs.

Action Parameters

accountId
string
logId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
allowEnvelopePublish
string
allowSalesforcePublish
string
allUsers
string
allUsersExcept
string
configurationType
string
connectId
string
deliveryMode
string
disabledBy
string
enableLog
string
envelopeEvents
array
eventData__format
string
eventData__includeData
array
eventData__version
string
events
array
externalFolderId
string
externalFolderLabel
string
groupIds
array
includeCertificateOfCompletion
string
includeCertSoapHeader
string
includeDocumentFields
string
includeDocuments
string
includeEnvelopeVoidReason
string
includeHMAC
string
includeOAuth
string
includeSenderAccountasCustomField
string
includeTimeZoneInformation
string
integratorManaged
string
name
string
password
string
recipientEvents
array
requireMutualTls
string
requiresAcknowledgement
string
salesforceApiVersion
string
salesforceAuthcode
string
salesforceCallBackUrl
string
salesforceDocumentsAsContentFiles
string
senderOverride
string
senderSelectableItems
array
sfObjects
array
signMessageWithX509Certificate
string
soapNamespace
string
urlToPublishTo
string
userIds
array
userName
string
useSoapInterface
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
templateId
stringRequired
assertionId
string
authenticationInstant
string
authenticationMethod
string
clientURLs__onAccessCodeFailed
string
clientURLs__onCancel
string
clientURLs__onDecline
string
clientURLs__onException
string
clientURLs__onFaxPending
string
clientURLs__onIdCheckFailed
string
clientURLs__onSessionTimeout
string
clientURLs__onSigningComplete
string
clientURLs__onTTLExpired
string
clientURLs__onViewingComplete
string
pingFrequency
string
pingUrl
string
recipientId
string
returnUrl
string
securityDomain
string
xFrameOptions
string
xFrameOptionsAllowFromUrl
string

Action Response

data
object
successful
boolean
error

Logically deletes an existing workspace in docusign. this endpoint should be used when you need to remove a workspace from active use without permanently erasing its data. the deletion is logical, meaning the workspace is marked as deleted but can potentially be recovered if needed. this operation requires specific identification of the account and workspace, and returns detailed information about the deleted workspace upon success. use this endpoint with caution, as it will make the workspace inaccessible to users.

Action Parameters

accountId
string
workspaceId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 rights (editable or read-only). use this method when you need to verify or audit the document access configuration for a recipient in an envelope. it’s particularly useful in workflows where different recipients may have varying levels of access to documents within the same envelope. the method returns detailed visibility information but does not modify any settings.

Action Parameters

accountId
string
envelopeId
stringRequired
recipientId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint modifies the tab types and tab functionality that are enabled for a docusign account. it allows administrators to configure various tab-related settings, such as enabling or disabling specific tab types, controlling tab order, and managing compliance with fda regulations. the endpoint is primarily used to customize the tab experience for users within an account, affecting how they interact with documents during the signing process.

Action Parameters

accountId
string
allowTabOrder
string
allowTabOrderMetadata__is21CFRPart11
string
allowTabOrderMetadata__options
array
allowTabOrderMetadata__rights
string
allowTabOrderMetadata__uiHint
string
allowTabOrderMetadata__uiOrder
string
allowTabOrderMetadata__uiType
string
approveDeclineTabsEnabled
string
approveDeclineTabsMetadata__is21CFRPart11
string
approveDeclineTabsMetadata__options
array
approveDeclineTabsMetadata__rights
string
approveDeclineTabsMetadata__uiHint
string
approveDeclineTabsMetadata__uiOrder
string
approveDeclineTabsMetadata__uiType
string
calculatedFieldsEnabled
string
calculatedFieldsMetadata__is21CFRPart11
string
calculatedFieldsMetadata__options
array
calculatedFieldsMetadata__rights
string
calculatedFieldsMetadata__uiHint
string
calculatedFieldsMetadata__uiOrder
string
calculatedFieldsMetadata__uiType
string
checkboxTabsEnabled
string
checkBoxTabsMetadata__is21CFRPart11
string
checkBoxTabsMetadata__options
array
checkBoxTabsMetadata__rights
string
checkBoxTabsMetadata__uiHint
string
checkBoxTabsMetadata__uiOrder
string
checkBoxTabsMetadata__uiType
string
dataFieldRegexEnabled
string
dataFieldRegexMetadata__is21CFRPart11
string
dataFieldRegexMetadata__options
array
dataFieldRegexMetadata__rights
string
dataFieldRegexMetadata__uiHint
string
dataFieldRegexMetadata__uiOrder
string
dataFieldRegexMetadata__uiType
string
dataFieldSizeEnabled
string
dataFieldSizeMetadata__is21CFRPart11
string
dataFieldSizeMetadata__options
array
dataFieldSizeMetadata__rights
string
dataFieldSizeMetadata__uiHint
string
dataFieldSizeMetadata__uiOrder
string
dataFieldSizeMetadata__uiType
string
drawTabsEnabled
string
drawTabsMetadata__is21CFRPart11
string
drawTabsMetadata__options
array
drawTabsMetadata__rights
string
drawTabsMetadata__uiHint
string
drawTabsMetadata__uiOrder
string
drawTabsMetadata__uiType
string
enableTabAgreementDetails
string
enableTabAgreementDetailsMetadata__is21CFRPart11
string
enableTabAgreementDetailsMetadata__options
array
enableTabAgreementDetailsMetadata__rights
string
enableTabAgreementDetailsMetadata__uiHint
string
enableTabAgreementDetailsMetadata__uiOrder
string
enableTabAgreementDetailsMetadata__uiType
string
firstLastEmailTabsEnabled
string
firstLastEmailTabsMetadata__is21CFRPart11
string
firstLastEmailTabsMetadata__options
array
firstLastEmailTabsMetadata__rights
string
firstLastEmailTabsMetadata__uiHint
string
firstLastEmailTabsMetadata__uiOrder
string
firstLastEmailTabsMetadata__uiType
string
listTabsEnabled
string
listTabsMetadata__is21CFRPart11
string
listTabsMetadata__options
array
listTabsMetadata__rights
string
listTabsMetadata__uiHint
string
listTabsMetadata__uiOrder
string
listTabsMetadata__uiType
string
noteTabsEnabled
string
noteTabsMetadata__is21CFRPart11
string
noteTabsMetadata__options
array
noteTabsMetadata__rights
string
noteTabsMetadata__uiHint
string
noteTabsMetadata__uiOrder
string
noteTabsMetadata__uiType
string
numericalTabsEnabled
string
numericalTabsMetadata__is21CFRPart11
string
numericalTabsMetadata__options
array
numericalTabsMetadata__rights
string
numericalTabsMetadata__uiHint
string
numericalTabsMetadata__uiOrder
string
numericalTabsMetadata__uiType
string
prefillTabsEnabled
string
prefillTabsMetadata__is21CFRPart11
string
prefillTabsMetadata__options
array
prefillTabsMetadata__rights
string
prefillTabsMetadata__uiHint
string
prefillTabsMetadata__uiOrder
string
prefillTabsMetadata__uiType
string
radioTabsEnabled
string
radioTabsMetadata__is21CFRPart11
string
radioTabsMetadata__options
array
radioTabsMetadata__rights
string
radioTabsMetadata__uiHint
string
radioTabsMetadata__uiOrder
string
radioTabsMetadata__uiType
string
savingCustomTabsEnabled
string
savingCustomTabsMetadata__is21CFRPart11
string
savingCustomTabsMetadata__options
array
savingCustomTabsMetadata__rights
string
savingCustomTabsMetadata__uiHint
string
savingCustomTabsMetadata__uiOrder
string
savingCustomTabsMetadata__uiType
string
senderToChangeTabAssignmentsEnabled
string
senderToChangeTabAssignmentsMetadata__is21CFRPart11
string
senderToChangeTabAssignmentsMetadata__options
array
senderToChangeTabAssignmentsMetadata__rights
string
senderToChangeTabAssignmentsMetadata__uiHint
string
senderToChangeTabAssignmentsMetadata__uiOrder
string
senderToChangeTabAssignmentsMetadata__uiType
string
sharedCustomTabsEnabled
string
sharedCustomTabsMetadata__is21CFRPart11
string
sharedCustomTabsMetadata__options
array
sharedCustomTabsMetadata__rights
string
sharedCustomTabsMetadata__uiHint
string
sharedCustomTabsMetadata__uiOrder
string
sharedCustomTabsMetadata__uiType
string
tabDataLabelEnabled
string
tabDataLabelMetadata__is21CFRPart11
string
tabDataLabelMetadata__options
array
tabDataLabelMetadata__rights
string
tabDataLabelMetadata__uiHint
string
tabDataLabelMetadata__uiOrder
string
tabDataLabelMetadata__uiType
string
tabLocationEnabled
string
tabLocationMetadata__is21CFRPart11
string
tabLocationMetadata__options
array
tabLocationMetadata__rights
string
tabLocationMetadata__uiHint
string
tabLocationMetadata__uiOrder
string
tabLocationMetadata__uiType
string
tabLockingEnabled
string
tabLockingMetadata__is21CFRPart11
string
tabLockingMetadata__options
array
tabLockingMetadata__rights
string
tabLockingMetadata__uiHint
string
tabLockingMetadata__uiOrder
string
tabLockingMetadata__uiType
string
tabScaleEnabled
string
tabScaleMetadata__is21CFRPart11
string
tabScaleMetadata__options
array
tabScaleMetadata__rights
string
tabScaleMetadata__uiHint
string
tabScaleMetadata__uiOrder
string
tabScaleMetadata__uiType
string
tabTextFormattingEnabled
string
tabTextFormattingMetadata__is21CFRPart11
string
tabTextFormattingMetadata__options
array
tabTextFormattingMetadata__rights
string
tabTextFormattingMetadata__uiHint
string
tabTextFormattingMetadata__uiOrder
string
tabTextFormattingMetadata__uiType
string
textTabsEnabled
string
textTabsMetadata__is21CFRPart11
string
textTabsMetadata__options
array
textTabsMetadata__rights
string
textTabsMetadata__uiHint
string
textTabsMetadata__uiOrder
string
textTabsMetadata__uiType
string

Action Response

data
object
successful
boolean
error

Retrieves the default html-formatted electronic record and signature disclosure (ersd) associated with a docusign account. this endpoint is used to obtain the standard disclosure provided by docusign for u.s.-based customers, which is valid only for transactions between u.s.-based parties. it allows retrieval of the disclosure in multiple languages and provides comprehensive details about the ersd, including company information, withdrawal methods, and the full text of the esign agreement.

Action Parameters

accountId
string
langCode
string

Action Response

data
object
successful
boolean
error

Retrieves 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 particularly useful for verifying the integrity and completeness of an upload before committing it for use in other docusign operations, such as adding documents to envelopes. the endpoint does not return the actual content of the upload, only its metadata. it cannot retrieve information about expired, deleted, or already consumed chunked uploads. this tool is essential for managing and troubleshooting large file uploads in docusign, ensuring that all parts are present and the upload is ready for use.

Action Parameters

accountId
string
chunkedUploadId
stringRequired
include
string

Action Response

data
object
successful
boolean
error

Retrieves 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 used for sending, signing, email, and captive (embedded) signing experiences. it’s particularly useful for developers who need to inspect or manage custom branding elements within a docusign integration. the endpoint should be used when you need to audit brand resources, prepare for updates, or gather information about the current branding configuration. note that this endpoint only returns metadata and uris for the resources, not the actual resource content. also, branding must be enabled for the account (either for signing, sending, or both) for this endpoint to return meaningful data.

Action Parameters

accountId
string
brandId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 different envelopes and signing experiences. the operation removes the specified brands from the group, updating the group’s brand configurations. use this endpoint when you need to disassociate brands from a particular group, such as during reorganization or brand consolidation processes. note that this action does not delete the brands from the account entirely, but only removes their association with the specified group.

Action Parameters

accountId
string
groupId
stringRequired
brands
array

Action Response

data
object
successful
boolean
error

Retrieves 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 both json format and, when available, as a downloadable pdf. it’s particularly useful for financial reconciliation, audit purposes, or when detailed billing information is required. the endpoint returns comprehensive invoice data, including total amount, balance, due date, and itemized charges, with amounts shown in the account’s set currency.

Action Parameters

accountId
string
invoiceId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 readability. this function is particularly useful when dealing with documents that may have been scanned or uploaded in an incorrect orientation. the rotation is applied only to the display of the image and does not permanently alter the original document. use this endpoint when you need to adjust the viewing angle of a specific page within an envelope, especially before sending it for signatures or during the review process.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
pageNumber
stringRequired
password
string
rotate
string

Action Response

data
object
successful
boolean
error

Deletes 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’s particularly useful for cleaning up outdated or unnecessary contacts, or when reorganizing large contact lists. the endpoint accepts a list of contact ids and returns details of the deleted contacts or error information if the deletion was unsuccessful for any contact. note that this operation is irreversible, so it should be used with caution. it’s recommended to verify the contacts to be deleted before making the api call.

Action Parameters

accountId
string
contactList
array

Action Response

data
object
successful
boolean
error

This 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 within the docusign platform. after deletion, the next time the user attempts to access this cloud storage provider through docusign, they will need to go through the full authentication process again. this endpoint is particularly useful for security purposes, such as when you need to revoke access or troubleshoot authentication issues. it’s important to note that this operation only affects the specified user and cloud storage provider combination, and does not impact other users or other cloud storage integrations for the same user.

Action Parameters

accountId
string
serviceId
stringRequired
userId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 sent. it’s important to note that this operation only works on draft envelopes and is distinct from managing signer attachments. the endpoint supports deleting multiple attachments in a single request, making it efficient for bulk operations. as this is a beta api, it may be subject to changes in future versions.

Action Parameters

accountId
string
envelopeId
stringRequired
attachments
array

Action Response

data
object
successful
boolean
error

Retrieves 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, including details such as workspace ids, names, descriptions, creation dates, and user information. it’s particularly useful for applications that need to display or manage multiple workspaces, or for auditing purposes to review workspace configurations and user access. the endpoint provides paginated results, allowing for efficient retrieval of large numbers of workspaces.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

Removes 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 control. it’s particularly useful when reorganizing team structures, updating project access, or when certain groups no longer require access to a specific template. the operation affects only the specified template and groups, allowing for granular permission management within the docusign environment.

Action Parameters

accountId
string
templateId
stringRequired
templatePart
stringRequired
endPosition
string
groups
array
nextUri
string
previousUri
string
resultSetSize
string
startPosition
string
totalSetSize
string

Action Response

data
object
successful
boolean
error

Retrieves a list of notary journals for a user in the docusign system. this endpoint allows users to fetch detailed information about notary sessions, including creation dates, document names, jurisdiction details, and signer information. it’s particularly useful for notaries who need to review their past notarizations or for administrators managing notary activities. the endpoint supports pagination and filtering, making it efficient for handling large sets of journal entries.

Action Parameters

count
string
search_text
string
start_position
string

Action Response

data
object
successful
boolean
error

Generates a url that enables embedding the docusign ui recipient view of a shared envelope in your application. this endpoint is specifically used for shared envelopes, allowing recipients on the same account to view and interact with the shared envelope directly within your application. it’s particularly useful for collaborative document signing and management scenarios. the generated url should not be used in iframes on mobile devices due to screen space limitations; for ios devices, a webview is recommended instead.

Action Parameters

accountId
string
envelopeId
stringRequired
assertionId
string
authenticationInstant
string
authenticationMethod
string
clientURLs__onAccessCodeFailed
string
clientURLs__onCancel
string
clientURLs__onDecline
string
clientURLs__onException
string
clientURLs__onFaxPending
string
clientURLs__onIdCheckFailed
string
clientURLs__onSessionTimeout
string
clientURLs__onSigningComplete
string
clientURLs__onTTLExpired
string
clientURLs__onViewingComplete
string
clientUserId
string
displayFormat
string
email
string
frameAncestors
array
messageOrigins
array
pingFrequency
string
pingUrl
string
recipientId
string
returnUrl
string
securityDomain
string
userId
string
userName
string
xFrameOptions
string
xFrameOptionsAllowFromUrl
string

Action Response

data
object
successful
boolean
error

Retrieves users associated with a specific docusign connect configuration for a given account. this endpoint allows account administrators to list and filter users linked to a custom connect setup, providing detailed user information such as email, account details, and user status. it’s particularly useful for managing integrations and monitoring user access within a connect configuration. the endpoint supports pagination and various filtering options to handle large user lists efficiently.

Action Parameters

accountId
string
connectId
stringRequired
count
string
email_substring
string
list_included_users
string
start_position
string
status
string
user_name_substring
string

Action Response

data
object
successful
boolean
error

Posts a payment to a past due invoice in the docusign system. this endpoint is used to process payments for overdue invoices, but only when the ‘paymentallowed’ value for the invoice is true. it requires account administrator privileges and returns detailed payment information. the endpoint is crucial for managing billing and payments within docusign, ensuring timely settlement of past due accounts. it should be used in conjunction with the ‘list invoices past due’ endpoint to retrieve eligible invoices and their balances before posting payments.

Action Parameters

accountId
string
paymentAmount
string

Action Response

data
object
successful
boolean
error

Retrieves 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, creator, creation date, and name. it is particularly useful for managing and tracking bulk send operations, allowing users to get an overview of their available bulk send lists. this tool should be used when you need to inventory or manage bulk send lists for high-volume document distribution. it does not provide detailed information about the contents of each list or allow for modification of the lists. the response is limited to basic summary information and does not include the actual recipients or documents associated with each list.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
documentId
stringRequired
templateId
stringRequired
documentFields
array

Action Response

data
object
successful
boolean
error

Retrieves a list of the user’s items (files and folders) from a specified cloud storage provider integrated with docusign. this endpoint allows for filtered and paginated access to cloud storage contents, enabling efficient navigation and search of large storage structures. it’s particularly useful for applications that need to display or process cloud-stored documents within the docusign ecosystem. the endpoint supports various query parameters for customizing the retrieval process, including sorting, limiting results, and searching by text. note that users can only access their own cloud storage items, ensuring data privacy and security.

Action Parameters

accountId
string
folderId
stringRequired
serviceId
stringRequired
userId
stringRequired
cloud_storage_folder_path
string
cloud_storage_folderid_plain
string
count
string
order
string
order_by
string
search_text
string
start_position
string

Action Response

data
object
successful
boolean
error

This 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 notary-specific data. the endpoint supports bulk updates, enabling efficient management of multiple contacts in a single api call. it’s particularly useful for maintaining up-to-date contact records, especially in scenarios involving shared contacts or notary services. the endpoint returns the updated contact details upon successful execution, providing immediate confirmation of the changes made.

Action Parameters

accountId
string
contactList
array

Action Response

data
object
successful
boolean
error

This endpoint deletes specified custom fields from a docusign template. it allows users to remove both list and text custom fields that are no longer needed or relevant for the template. the operation is performed on a specific template identified by the templateid within a given docusign account specified by the accountid. users can selectively delete custom fields by providing arrays of listcustomfields and/or textcustomfields in the request body. if successful, the response will contain information about the remaining custom fields in the template. this endpoint is useful for maintaining and updating templates by removing outdated or unnecessary custom fields, thereby streamlining the document creation process.

Action Parameters

accountId
string
templateId
stringRequired
listCustomFields
array
textCustomFields
array

Action Response

data
object
successful
boolean
error

Deletes 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. it’s useful for updating or cleaning up custom information that is no longer relevant or needed. the operation is performed on a specific document within a specific envelope, identified by their respective ids. use this endpoint when you need to manage or update the custom fields of a document, ensuring that only necessary and current information is retained.

Action Parameters

accountId
string
documentId
stringRequired
envelopeId
stringRequired
documentFields
array

Action Response

data
object
successful
boolean
error

Deletes 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 privileges and that connect is enabled on the account. the operation is irreversible, so use with caution. this endpoint doesn’t return the deleted configuration details; it only confirms successful deletion or returns an error.

Action Parameters

accountId
string
connectId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 and update the account’s envelope quota. this tool should be used when there’s a need to increase the number of available envelopes for document signing within a docusign account. however, it’s important to note that this endpoint is currently limited to docusign internal use only and is not available for public api consumers. the endpoint requires detailed information about the purchase, including the amount, currency, quantity, and app store-related data for tracking and processing the transaction.

Action Parameters

accountId
string
amount
string
appName
string
currencyCode
string
platform
string
productId
string
quantity
string
receiptData
string
storeName
string
transactionId
string

Action Response

data
object
successful
boolean
error

This 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 endpoint supports both list and text custom fields, enabling account administrators to refine and adjust custom metadata used for grouping and managing envelopes. use this endpoint when you need to change the configuration or content of an existing account-level custom field. note that this operation affects the custom field at the account level, potentially impacting all envelopes and templates that use this custom field.

Action Parameters

accountId
string
customFieldId
stringRequired
apply_to_templates
string
customFieldType
string
errorDetails__errorCode
string
errorDetails__message
string
fieldId
string
listItems
array
name
string
required
string
show
string
value
string

Action Response

data
object
successful
boolean
error

This 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 to create envelopes with these predefined settings. the endpoint is particularly useful when you need to modify the notification behavior for a frequently used template without changing the template’s core content. it provides granular control over when and how often recipients are reminded about pending signatures, as well as when the envelope will expire. this functionality helps in managing document workflows more efficiently by reducing the need for manual follow-ups and ensuring timely completion of signing processes.

Action Parameters

accountId
string
templateId
stringRequired
expirations__expireAfter
string
expirations__expireEnabled
string
expirations__expireWarn
string
password
string
reminders__reminderDelay
string
reminders__reminderEnabled
string
reminders__reminderFrequency
string
useAccountDefaults
string

Action Response

data
object
successful
boolean
error

This 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, name, last modification timestamp, and an extensive set of permission settings. this tool is essential for account administrators who need to review, audit, or manage user access levels and capabilities within their docusign environment. it can be used to understand the current permission structure, identify profiles that may need updates, or verify that the appropriate access levels are set for different user groups.

Action Parameters

accountId
string
include
string

Action Response

data
object
successful
boolean
error

Republishes 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 ensuring that all relevant updates about an envelope are successfully communicated to integrated systems. the function requires account administrator privileges and connect must be enabled on the account. use this when you need to manually trigger a resend of connect data for a specific envelope, typically in response to failed deliveries or system synchronization issues.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint exports information about a docusign brand to an xml file. it allows users to retrieve structured brand data for an account, which can be useful for backup, analysis, or integration purposes. the endpoint should be used when there’s a need to extract comprehensive brand information in a standardized format. note that this operation is only available if branding for either signing or sending is enabled for the account (canselfbrandsend or canselfbrandsign must be set to true). the exported xml file contains all relevant brand settings and configurations associated with the specified brand id.

Action Parameters

accountId
string
brandId
stringRequired

Action Response

data
object
successful
boolean
error

This 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 have read-only or edit access. use this when you need to modify document access for a particular recipient after an envelope has been created. this is particularly useful for managing complex workflows where different recipients need access to different sets of documents. note that you cannot hide documents from recipients who have tabs assigned to them, and certain recipient types always have full document visibility.

Action Parameters

accountId
string
envelopeId
stringRequired
recipientId
stringRequired
documentVisibility
array

Action Response

data
object
successful
boolean
error

Updates billing plan information, address, and payment details for a docusign account. allows comprehensive modifications to billing setup, including payment methods, plan features, and promotional offers. offers a preview mode for reviewing changes before applying. use for significant billing configuration changes or plan transitions. exercise caution as it may trigger immediate billing changes.

Action Parameters

accountId
string
preview_billing_plan
string
appStoreReceipt__downgradeProductId
string
appStoreReceipt__isDowngradeCancellation
string
appStoreReceipt__productId
string
appStoreReceipt__receiptData
string
billingAddress__address1
string
billingAddress__address2
string
billingAddress__city
string
billingAddress__country
string
billingAddress__email
string
billingAddress__fax
string
billingAddress__firstName
string
billingAddress__lastName
string
billingAddress__phone
string
billingAddress__postalCode
string
billingAddress__state
string
billingAddress__supportedCountries
array
creditCardInformation__address__address1
string
creditCardInformation__address__address2
string
creditCardInformation__address__city
string
creditCardInformation__address__country
string
creditCardInformation__address__fax
string
creditCardInformation__address__phone
string
creditCardInformation__address__postalCode
string
creditCardInformation__address__stateOrProvince
string
creditCardInformation__address__zipPlus4
string
creditCardInformation__cardLastDigits
string
creditCardInformation__cardNumber
string
creditCardInformation__cardType
string
creditCardInformation__cvNumber
string
creditCardInformation__expirationMonth
string
creditCardInformation__expirationYear
string
creditCardInformation__nameOnCard
string
creditCardInformation__tokenizedCard
string
directDebitProcessorInformation__bankBranchCode
string
directDebitProcessorInformation__bankCheckDigit
string
directDebitProcessorInformation__bankCode
string
directDebitProcessorInformation__bankName
string
directDebitProcessorInformation__bankTransferAccountName
string
directDebitProcessorInformation__bankTransferAccountNumber
string
directDebitProcessorInformation__bankTransferType
string
directDebitProcessorInformation__country
string
directDebitProcessorInformation__email
string
directDebitProcessorInformation__firstName
string
directDebitProcessorInformation__iBAN
string
directDebitProcessorInformation__lastName
string
downgradeReason
string
enablePreAuth
string
enableSupport
string
includedSeats
string
incrementalSeats
string
paymentMethod
string
paymentProcessor
string
paymentProcessorInformation__address__address1
string
paymentProcessorInformation__address__address2
string
paymentProcessorInformation__address__city
string
paymentProcessorInformation__address__country
string
paymentProcessorInformation__address__fax
string
paymentProcessorInformation__address__phone
string
paymentProcessorInformation__address__postalCode
string
paymentProcessorInformation__address__stateOrProvince
string
paymentProcessorInformation__address__zipPlus4
string
paymentProcessorInformation__billingAgreementId
string
paymentProcessorInformation__email
string
planInformation__addOns
array
planInformation__currencyCode
string
planInformation__freeTrialDaysOverride
string
planInformation__planFeatureSets
array
planInformation__planId
string
planInformation__recipientDomains
array
processPayment
string
referralInformation__advertisementId
string
referralInformation__enableSupport
string
referralInformation__externalOrgId
string
referralInformation__groupMemberId
string
referralInformation__idType
string
referralInformation__includedSeats
string
referralInformation__industry
string
referralInformation__planStartMonth
string
referralInformation__promoCode
string
referralInformation__publisherId
string
referralInformation__referralCode
string
referralInformation__referrerName
string
referralInformation__saleDiscountAmount
string
referralInformation__saleDiscountFixedAmount
string
referralInformation__saleDiscountPercent
string
referralInformation__saleDiscountPeriods
string
referralInformation__saleDiscountSeatPriceOverride
string
referralInformation__shopperId
string
renewalStatus
string
saleDiscountAmount
string
saleDiscountFixedAmount
string
saleDiscountPercent
string
saleDiscountPeriods
string
saleDiscountSeatPriceOverride
string
taxExemptId
string

Action Response

data
object
successful
boolean
error

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

Action Parameters

account_id
stringRequired
template_id
stringRequired
include
string

Action Response

data
object
successful
boolean
error

Republishes connect information for a specified set of envelopes in docusign. this endpoint is primarily used to retry failed connect post attempts by providing the envelope ids that previously failed to post correctly. it’s designed for account administrators to handle and resolve connect post failures, ensuring that important envelope information is successfully transmitted to integrated systems. the endpoint requires connect to be enabled on the account and returns detailed results of the retry attempts for each envelope.

Action Parameters

accountId
string
envelopeIds
array
synchronous
string

Action Response

data
object
successful
boolean
error

This 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 attributes. the endpoint is particularly useful for understanding which templates have been applied to an envelope or finding matching templates for an existing envelope. it can be used to audit envelope contents, analyze template usage, or prepare for envelope modifications. the response includes an array of template summaries, offering a comprehensive view of how templates are utilized within the specified envelope.

Action Parameters

accountId
string
envelopeId
stringRequired
include
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
groups
array

Action Response

data
object
successful
boolean
error

This 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 endpoint should be used when a user wants to update or remove their existing signature or initials image. it’s important to note that this endpoint can only delete one type of image per call - to delete both initials and signature images, the endpoint must be called twice. the endpoint requires user authentication and can only be used to delete the authenticated user’s own images. the response includes detailed information about the user’s signature, including creation date, image uris, and signature properties.

Action Parameters

accountId
string
imageType
stringRequired
signatureId
stringRequired
userId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
delete
string
users
array

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
recipientId
stringRequired
token_scopes
string

Action Response

data
object
successful
boolean
error

This endpoint allows you to update the initials image for a signer who does not have a docusign account within a specific envelope. it’s used to customize the appearance of a signer’s initials on documents, enhancing the personalization of the signing process. the endpoint supports various image formats (gif, png, jpeg, and bmp) with a file size limit of 200k. it’s particularly useful for maintaining brand consistency or adding a personal touch to documents for signers without docusign accounts. note that this operation can only be performed by the envelope sender and is subject to specific account permissions.

Action Parameters

accountId
string
envelopeId
stringRequired
recipientId
stringRequired

Action Response

data
object
successful
boolean
error

Retrieves 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 comprehensive audit trail. it is particularly useful for compliance, security, and tracking purposes, allowing users to monitor the lifecycle of important documents. the endpoint should be used when detailed information about an envelope’s history is required, such as verifying signatures, tracking changes, or investigating discrepancies. note that this endpoint only provides audit events for a single envelope at a time and does not offer filtering or sorting options for the returned events.

Action Parameters

accountId
string
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes (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 and must be reactivated by docusign support. use this endpoint with caution as it has significant implications for access to documents and user data associated with the account. the optional redact user data parameter allows for additional data privacy measures during deletion. this endpoint should be used when an organization needs to completely shut down their docusign account, such as when ceasing operations or consolidating multiple accounts.

Action Parameters

accountId
string
redact_user_data
string

Action Response

data
object
successful
boolean
error

Updates 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 be used when there are changes to a notary’s information, such as their registered name, commission expiration date, or seal type. the endpoint requires a full jurisdiction object in the request body, even when updating only specific fields. it’s important to note that this endpoint can only be used by authenticated users who are registered notaries and for jurisdictions they are authorized for.

Action Parameters

jurisdictionId
stringRequired
commissionExpiration
string
commissionId
string
county
string
errorDetails__errorCode
string
errorDetails__message
string
jurisdiction__allowSystemCreatedSeal
string
jurisdiction__allowUserUploadedSeal
string
jurisdiction__commissionIdInSeal
string
jurisdiction__county
string
jurisdiction__countyInSeal
string
jurisdiction__enabled
string
jurisdiction__jurisdictionId
string
jurisdiction__name
string
jurisdiction__notaryPublicInSeal
string
jurisdiction__stateNameInSeal
string
registeredName
string
sealType
string

Action Response

data
object
successful
boolean
error

Creates 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 access, allowing users to share envelope management, signing, or sending capabilities. it’s particularly useful for streamlining workflow processes in scenarios where one user needs to act on behalf of another, such as an assistant managing documents for an executive. the authorization can be time-bound and is subject to account-level permissions. note that only account administrators or the principal user can create these authorizations, and each principal can only share signing permission with one agent user at a time.

Action Parameters

accountId
string
userId
stringRequired
agentUser__accountId
string
agentUser__email
string
agentUser__name
string
agentUser__userId
string
endDate
string
permission
string
startDate
string

Action Response

data
object
successful
boolean
error

Retrieves all docusign custom connect definitions for a specified account. this endpoint allows account administrators to fetch detailed information about existing connect configurations, including webhook settings, event triggers, and delivery modes. it provides a comprehensive view of how the account is set up to send notifications for various docusign events. this tool is essential for managing and auditing connect integrations, but should only be used by authorized account administrators with connect enabled on their account.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

This 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 within a template. this tool is useful for retrieving metadata or custom information that has been added to template documents, which can be used for populating or customizing new envelopes based on the template. it should be used when you need to view or work with the custom fields of a particular document in a docusign template. note that this endpoint only retrieves existing custom fields and does not allow for creation or modification of these fields.

Action Parameters

accountId
string
documentId
stringRequired
templateId
stringRequired

Action Response

data
object
successful
boolean
error

This endpoint updates document visibility settings for one or more recipients within a specific docusign envelope. it allows you to control which documents each recipient can see and whether they have read-only or edit rights. the method is particularly useful for managing complex envelopes with multiple documents and recipients, ensuring that sensitive information is only accessible to intended parties. note that certain recipient types (carbon copy, certified delivery, editor, and agent) always have visibility to all documents, and documents with assigned tabs cannot be hidden from their respective recipients.

Action Parameters

accountId
string
envelopeId
stringRequired
documentVisibility
array

Action Response

data
object
successful
boolean
error

Retrieves 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, including the agent user, principal user, permission levels, and relevant timestamps. it’s particularly useful for auditing purposes, reviewing access grants, and managing user permissions within the docusign system. the endpoint requires specific identifiers to ensure the correct authorization is accessed and that the requester has the necessary permissions to view the data.

Action Parameters

accountId
string
authorizationId
stringRequired
userId
stringRequired

Action Response

data
object
successful
boolean
error

Deletes 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 fields. it should be used when you need to clean up or modify the structure of a template document. the operation is irreversible, so caution should be exercised when using it. this endpoint only removes custom fields and does not affect other aspects of the template or document.

Action Parameters

accountId
string
documentId
stringRequired
templateId
stringRequired
documentFields
array

Action Response

data
object
successful
boolean
error

Retrieves 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 detailed information about users associated with a particular group. it supports pagination to handle large groups efficiently, making it suitable for applications that need to display or process user data in manageable chunks. the endpoint returns comprehensive user information, including account details, email, user status, and membership specifics.

Action Parameters

accountId
string
groupId
stringRequired
count
string
start_position
string

Action Response

data
object
successful
boolean
error

Retrieves 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 outstanding financial obligations. it provides comprehensive invoice details including total amounts, balances, due dates, and itemized charges. use this when you need to review overdue payments, assess the account’s financial status, or determine if immediate action is required for outstanding invoices. the endpoint does not process payments directly but informs if payment through the api is possible. note that this tool requires account administrator privileges to access sensitive billing information.

Action Parameters

accountId
string

Action Response

data
object
successful
boolean
error

This endpoint updates the signature image for an accountless signer in a docusign envelope. it allows you to set a custom signature image for recipients who don’t have a docusign account, enhancing the flexibility of the signing process. the endpoint supports gif, png, jpeg, and bmp image formats, with a file size limit of less than 200k. it’s specifically designed for use with accountless signers or in-person signers, providing a way to personalize their signature appearance. this function is useful when you need to customize the signature image for recipients who are not docusign account holders, such as one-time signers or in-person signing scenarios.

Action Parameters

accountId
string
envelopeId
stringRequired
recipientId
stringRequired

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
userId
stringRequired
userSignatures
array

Action Response

data
object
successful
boolean
error

Updates 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, enabling precise control over when an agent can act on behalf of the principal user. it’s particularly useful for extending or shortening authorization periods, ensuring that access rights are aligned with business needs and security policies. the endpoint returns detailed information about the updated authorization, including user details and permission levels. use this when you need to adjust the timeframe of an existing user authorization without changing other authorization parameters.

Action Parameters

accountId
string
authorizationId
stringRequired
userId
stringRequired
endDate
string
startDate
string

Action Response

data
object
successful
boolean
error

This endpoint deletes the signature for one or more captive (embedded) recipient records in docusign. it is primarily designed for testing purposes, allowing developers to reset the signature associated with a client user id. this enables the creation of a new signature the next time the client user id is used. the endpoint should be used when testing signature workflows or when it’s necessary to clear existing signatures for embedded recipients. it’s important to note that this operation is not intended for regular production use and should be employed cautiously, as it permanently removes signature data. the endpoint requires specifying the account id and confirming that the operation is for the ‘signature’ part of the recipient information. the request body should include details of the captive recipients whose signatures are to be deleted, primarily identified by their clientuserid.

Action Parameters

accountId
string
recipientPart
stringRequired
captiveRecipients
array

Action Response

data
object
successful
boolean
error

Retrieves 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 settings. it’s particularly useful for account administrators who need to manage users or gather information about the account’s user base. the endpoint supports pagination and filtering, enabling efficient retrieval of specific subsets of users. when called with the ‘additional info’ parameter set to true, it provides comprehensive user data, including granular permissions and custom settings. this makes it valuable for auditing user access levels or preparing for bulk updates to user configurations. keep in mind that the response can be quite large, especially for accounts with many users or when requesting additional info. it’s recommended to use pagination parameters (count and start position) for large accounts to manage response sizes and api performance.

Action Parameters

accountId
string
additional_info
string
alternate_admins_only
string
count
string
domain_users_only
string
email
string
email_substring
string
group_id
string
include_usersettings_for_csv
string
login_status
string
not_group_id
string
start_position
string
status
string
user_name_substring
string

Action Response

data
object
successful
boolean
error

This 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 into a powerform. the data can be retrieved in various formats (json, xml, or csv) and can be filtered by date range. this endpoint is essential for collecting and analyzing form submissions, enabling businesses to efficiently process and manage data gathered through powerforms. it should be used when there’s a need to extract and analyze powerform submission data, but not for real-time form submission tracking. the endpoint provides comprehensive form data, including envelope and recipient details, but does not offer real-time updates or notifications for new submissions.

Action Parameters

accountId
string
powerFormId
stringRequired
data_layout
string
from_date
string
to_date
string

Action Response

data
object
successful
boolean
error

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.

Action Parameters

accountId
string
envelopeId
stringRequired
displayAnchorPrefix
string
displayAnchors
array
displayOrder
string
displayPageNumber
string
documentGuid
string
documentId
string
headerLabel
string
maxScreenWidth
string
removeEmptyTags
string
showMobileOptimizedToggle
string
source
string

Action Response

data
object
successful
boolean
error

This endpoint updates the information for a custom tab associated with a specific docusign account. it allows for extensive customization of tab properties, including appearance, behavior, and positioning within documents. the endpoint is used when modifying existing custom tabs to change their characteristics or functionality. it provides granular control over tab settings but requires careful consideration of the numerous optional parameters to avoid unintended changes.

Action Parameters

accountId
string
customTabId
stringRequired
anchor
string
anchorCaseSensitive
string
anchorHorizontalAlignment
string
anchorIgnoreIfNotPresent
string
anchorMatchWholeWord
string
anchorUnits
string
anchorXOffset
string
anchorYOffset
string
bold
string
collaborative
string
concealValueOnDocument
string
createdByDisplayName
string
createdByUserId
string
disableAutoSize
string
editable
string
font
string
fontColor
string
fontSize
string
height
string
includedInEmail
string
initialValue
string
italic
string
items
array
lastModified
string
lastModifiedByDisplayName
string
lastModifiedByUserId
string
localePolicy__addressFormat
string
localePolicy__calendarType
string
localePolicy__cultureName
string
localePolicy__currencyCode
string
localePolicy__currencyNegativeFormat
string
localePolicy__currencyPositiveFormat
string
localePolicy__customDateFormat
string
localePolicy__customTimeFormat
string
localePolicy__dateFormat
string
localePolicy__initialFormat
string
localePolicy__nameFormat
string
localePolicy__timeFormat
string
localePolicy__timeZone
string
localePolicy__useLongCurrencyFormat
string
locked
string
maximumLength
string
maxNumericalValue
string
mergeField__allowSenderToEdit
string
mergeField__allowSenderToEditMetadata__options
array
mergeField__allowSenderToEditMetadata__rights
string
mergeField__configurationType
string
mergeField__configurationTypeMetadata__options
array
mergeField__configurationTypeMetadata__rights
string
mergeField__path
string
mergeField__pathExtended
array
mergeField__pathExtendedMetadata__options
array
mergeField__pathExtendedMetadata__rights
string
mergeField__pathMetadata__options
array
mergeField__pathMetadata__rights
string
mergeField__row
string
mergeField__rowMetadata__options
array
mergeField__rowMetadata__rights
string
mergeField__writeBack
string
mergeField__writeBackMetadata__options
array
mergeField__writeBackMetadata__rights
string
minNumericalValue
string
name
string
numericalValue
string
paymentItemCode
string
paymentItemDescription
string
paymentItemName
string
requireAll
string
required
string
requireInitialOnSharedChange
string
scaleValue
string
selected
string
shared
string
signatureProviderId
string
stampType
string
stampTypeMetadata__options
array
stampTypeMetadata__rights
string
tabLabel
string
type
string
underline
string
validationMessage
string
validationPattern
string
validationType
string
width
string

Action Response

data
object
successful
boolean
error

This 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 profile. useful for auditing or reviewing permissions granted to user groups, it returns data on account role settings, user settings, api access levels, and other configuration options. note that this endpoint is read-only and cannot modify profile settings.

Action Parameters

accountId
string
permissionProfileId
stringRequired
include
string

Action Response

data
object
successful
boolean
error

Retrieves a developer-only envelope attachment from a specific envelope in docusign. this endpoint allows you to access files associated with an envelope that are not visible to signers. it should be used when you need to retrieve attachment files that were programmatically added to an envelope. the function returns the attachment as a binary file, which can then be processed or stored as needed. note that this operation is currently in beta status, which means it may undergo changes in the future. it’s important to distinguish this from retrieving signer attachments, which is a separate process.

Action Parameters

accountId
string
attachmentId
stringRequired
envelopeId
stringRequired

Action Response

data
object
successful
boolean
error