Pick a template → connect your tools → go live in 2 minutes.
When a HubSpot deal moves to contract stage, Arahi prepares an NDA and routes it through Docusign for counterparty signature.
HubSpot: Deal moved to contract stage
Arahi AI: Match & route
Docusign: Prepare and send NDA envelope
When Okta provisions a sales rep, Arahi calls Docusign to add new users and apply custom signature defaults for the account.
Okta: User provisioned
Arahi AI: Match & assign
Docusign: Add new users to account
Docusign: Apply signature defaults
An event occurs in Docusign or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Docusign and other tools — no manual work required.
Docusign simplifies workflows, while Arahi AI empowers these tasks with AI agents.
Extract tasks from Docusign pages or docs and push them to your project tracker.
Centralize scattered docs into Docusign with auto-tagging and cross-links as they're added.
Spin up weekly or monthly Docusign task templates without copy-pasting from last cycle.
Route Docusign documents through an approval chain with reminders and escalation.
Ready-to-use Docusign actions you can add to your agents instantly.
Custom API calls to Docusign with full control for advanced use cases.
Sign in to your Arahi AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Arahi AI to access your API using OAuth.
Choose "Docusign" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Docusign data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Electronic Signature and Agreement Cloud With Arahi AI, you can connect Docusign to Blogger, Clockify, Cloud Convert and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a file storage tool, Docusign connects with other file storage apps like Blogger, Clockify, Cloud Convert, Coda through Arahi AI's integration platform. Build multi-step automations that combine Docusign with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from Docusign's API. Your agent can watch events and run 342 actions — no glue code.
Things the agent can do
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, phon…
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 archi…
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 con…
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 diffe…
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 manag…
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,…
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 cu…
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 imag…
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 …
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, initi…
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 fil…
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 re…
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 t…
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 op…
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 …
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.…
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-sca…
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, setting…
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 disabli…
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…
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…
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 t…
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 n…
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 addres…
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. u…
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 l…
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…
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…
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 …
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 f…
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 documen…
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 …
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 resp…
Creates and sends an envelope using a template. allows multiple recipients with different roles and routing orders.
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 associa…
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 rec…
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 acc…
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…
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 manageme…
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 resp…
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 devi…
Creates a url for manually reviewing a recipient's identity in docusign. this endpoint is used when automatic identity verification has failed and manual review is required. it r…
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…
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 env…
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 …
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 sig…
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…
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…
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 …
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.…
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 function…
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…
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 …
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 y…
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 manag…
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 …
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 t…
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 customizat…
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 maintai…
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 r…
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 effici…
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…
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 a…
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 …
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 wit…
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 …
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 docum…
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…
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 t…
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 …
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 ma…
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 enve…
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…
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 befo…
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 shou…
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 custo…
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,…
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 workflow…
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 schedu…
Deletes a specific envelope transfer rule from a docusign account. this endpoint allows account administrators to remove previously created rules that automatically transfer owne…
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…
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 e…
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 de…
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 nee…
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 mana…
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…
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 …
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…
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…
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 cust…
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 shou…
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 …
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 …
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 reco…
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 b…
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, wh…
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 doc…
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 chang…
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 indivi…
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 …
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 a…
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 adminis…
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 acce…
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 bec…
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 do…
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 docusig…
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.…
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…
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 workspac…
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…
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, analysi…
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 sing…
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 iden…
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…
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 …
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,…
Retrieves the current password rules and security settings for a specified docusign account. this endpoint provides detailed information about password expiration policies, locko…
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 …
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 age…
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 ma…
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 add…
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,…
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 parti…
Retrieves detailed brand information associated with a specific group within a docusign account. this endpoint provides a comprehensive view of the brand settings, including defa…
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, incl…
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 i…
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…
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 contact…
Retrieves detailed billing information related to a downgrade request for a specific docusign account. this endpoint provides essential data about the requested downgrade plan, i…
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 di…
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 …
Retrieves the enote integration settings for a specified docusign account. this endpoint provides crucial information about the enote configuration status, connect configuration …
Gets the status and basic information about an envelope from docusign. this action retrieves detailed information about a specific envelope, including: - envelope status (created…
Given an envelopeid, this method returns the sender fields found in that envelope's documents. after you retrieve the sender fields, you can use the documentgeneration::updateenv…
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 …
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, duratio…
Retrieves the default email notification settings for envelopes in a docusign account. this endpoint provides a comprehensive overview of the notification preferences for both se…
Retrieves the workflow definition for a specified envelope in docusign. this endpoint provides detailed information about the envelope's workflow steps, scheduled sending setting…
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 sc…
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, …
This endpoint retrieves a comprehensive list of permission profiles associated with a specified docusign account. it provides detailed information about each profile, including i…
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 …
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…
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, d…
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…
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…
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 f…
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 obta…
This endpoint retrieves detailed information about a specific permission profile in a docusign account. it provides a comprehensive view of permissions, settings, and capabilitie…
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 gath…
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 recipien…
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…
Retrieves detailed signature information for a specific signer or sign-in-person recipient within a docusign envelope. this endpoint provides comprehensive data about the recipie…
Retrieves comprehensive information about a specific signing group, including details about its members. this endpoint is essential for managing and auditing signing groups withi…
Retrieves a specific branding resource file for customizing docusign experiences. this endpoint allows users to access and manage brand resource files that control sending, signi…
Retrieves detailed information about a specific account stamp (signature) in docusign. this endpoint allows users to fetch comprehensive data about a signature, including its cre…
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 a…
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 sign…
Retrieves the current tab settings and functionality enabled for a specific docusign account. this endpoint provides detailed information about various tab types (such as checkbo…
Gets a template definition from the specified account. you can include additional template attributes in the response by using the include parameter: - powerforms: includes infor…
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…
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 …
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 du…
Retrieves the envelope notification, reminders, and expiration information for an existing template in docusign. this endpoint allows users to get detailed settings about how not…
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 …
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 en…
Retrieves the templates associated with a specific document within a docusign envelope. this endpoint is useful for identifying and managing templates linked to individual docume…
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 ot…
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 dev…
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…
Retrieves detailed information about a specific user authorization in docusign. this endpoint allows account administrators or the principal user to fetch comprehensive data abou…
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 m…
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 config…
Retrieves detailed information about a specific user within a docusign account. this endpoint provides comprehensive data about the user, including personal details, account sett…
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 adminis…
Retrieves and previews the watermark details for a specific docusign account. this endpoint allows users to view the current watermark configuration, including its visual propert…
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 …
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'…
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,…
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, managea…
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 ac…
Retrieves a list of billing invoices for a specified docusign account. this endpoint allows account administrators to fetch detailed invoice information, including total amounts,…
Retrieves a comprehensive list of brands associated with a docusign account, including default brand profiles. this endpoint provides detailed information about each brand, such …
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 statu…
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 …
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 …
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 …
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 administra…
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 obta…
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 wher…
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 curr…
Retrieves a list of signature providers available for a specified docusign account. this endpoint allows users to obtain detailed information about electronic and digital signatu…
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 v…
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…
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 ha…
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…
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 …
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 …
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 en…
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 inv…
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…
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. …
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 permiss…
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 o…
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 …
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 template…
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. …
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 p…
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 …
Retrieves detailed billing plan information for a specified docusign account. this endpoint provides comprehensive data about the current billing plan, successor plans, billing a…
Retrieves detailed information about a specific brand associated with a docusign account. this endpoint allows users to access comprehensive brand settings, including company nam…
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 do…
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 d…
Retrieves comprehensive information for a specified docusign account, including account details, billing information, plan specifics, and optionally detailed account settings. th…
Retrieves the current password rules and security settings for a user's docusign account. this endpoint provides detailed information about password requirements, including expir…
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…
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 w…
Retrieves the comprehensive account settings information for a specified docusign account. this endpoint provides a detailed view of the account's configuration, including access…
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, includ…
Retrieves a list of identity verification workflows available for a docusign account. this endpoint allows account administrators or senders to fetch details about the verificati…
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, …
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…
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 proper…
Retrieves a specific billing invoice for a docusign account, providing detailed information about charges and payment details. this endpoint allows account administrators to acce…
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 …
Retrieves comprehensive details of a specific docusign billing plan using its unique identifier. this endpoint provides extensive information about the plan, including its name, …
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 …
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 integr…
Retrieves detailed information for a specific docusign connect configuration. this endpoint allows account administrators to access and review the settings of a custom connect co…
Retrieves all docusign custom connect definitions for a specified account. this endpoint allows account administrators to fetch detailed information about existing connect config…
Retrieves the connect failure log information for a specified docusign account. this endpoint is specifically designed for account administrators to identify which envelopes fail…
Retrieves a specific connect log entry for a docusign account. this endpoint provides detailed information about a connect event, including account details, configuration informa…
Retrieves the 100 most recent connect log entries for a specified docusign account. this endpoint is essential for monitoring and troubleshooting docusign connect integrations, p…
Retrieves the connect oauth configuration for a specified docusign account. this endpoint allows account administrators to access the oauth settings used for docusign connect, wh…
This endpoint retrieves detailed credit card information associated with a specific docusign account. it provides comprehensive details about the credit card on file, including t…
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, provid…
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 wit…
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, i…
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 …
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 disclosu…
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 …
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,…
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 associate…
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 form…
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 …
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 do…
Retrieves the notification, reminder, and expiration settings for an existing envelope in docusign. this endpoint allows developers to access and review the current notification …
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…
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…
Retrieves a comprehensive list of billing plans associated with a distributor in the docusign system. this endpoint provides detailed information about each billing plan, includi…
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, …
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 sin…
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 en…
Retrieves detailed properties and information about a specific docusign workspace. this endpoint allows you to fetch comprehensive data about a workspace, including its settings,…
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, the…
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 f…
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 a…
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 spec…
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 customizab…
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 indi…
Retrieves a comprehensive list of account settings and email notification preferences for a specified user within a docusign account. this endpoint provides detailed information …
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 o…
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 form…
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, se…
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 abo…
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 ex…
This endpoint retrieves the detailed structure and information of a single user signature within a docusign account. it provides comprehensive details about the signature, includ…
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 a…
Retrieves all users from the configured connect service for a specific docusign account and connect configuration. this endpoint allows account administrators to fetch user infor…
Retrieves metadata about the branding resources associated with a specific docusign account and brand. this endpoint returns detailed information about various brand resource typ…
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 …
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, includ…
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…
Retrieves the workflow definition for a specified docusign template. this endpoint returns detailed information about the template's workflow, including scheduled sending setting…
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 cu…
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 use…
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…
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 wi…
Sends a draft envelope by updating its status to 'sent'. example envelope id format: '93be49ab-xxxx-xxxx-xxxx-f752070d71ec'
Sets the envelope purge configuration for a specified docusign account, allowing account administrators to define automatic document removal policies for completed and voided env…
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 sig…
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. on…
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…
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 endpo…
Sets up connect oauth configuration for a specified docusign account using a custom authorization server. this endpoint enables secure, oauth-based communication for docusign con…
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 do…
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. n…
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 comple…
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 …
The updateaccountbrandsettings endpoint modifies or replaces an existing brand configuration for a docusign account. it customizes various brand aspects like company name, langua…
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,…
This endpoint updates the password rules for a docusign account. it allows account administrators to modify various password policy settings, including expiration, complexity req…
Updates various settings for a specified docusign account. this endpoint allows administrators to configure a wide range of account-level options, including security settings, co…
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, an…
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 sig…
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, a…
Updates and previews watermark settings for a docusign account. it customizes watermark appearance, including text, font, color, size, angle, and transparency. use when changing …
Updates billing plan information, address, and payment details for a docusign account. allows comprehensive modifications to billing setup, including payment methods, plan featur…
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'…
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 authoriz…
This endpoint updates one or more contacts associated with a docusign account. it allows for comprehensive modifications to contact information, including personal details, commu…
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 …
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,…
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…
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, …
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 cust…
Updates the enote integration configuration for a specific docusign account. this endpoint allows users to modify settings related to enote functionality, including api key, conn…
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, lab…
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, wh…
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 …
This method dynamically generates an envelope's documents by populating its sender fields. the envelope must be in a draft state. use the documentgeneration::getenvelopedocgenfor…
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…
Updates the notification settings for a specific docusign envelope, including reminders and expirations. this endpoint allows you to customize when and how often recipients recei…
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 o…
Updates the workflow definition for a specified envelope in docusign. it allows modification of scheduled sending, delayed routing, and conditional recipient rules. use this endp…
Updates a specific workflow step for a docusign envelope, allowing for customization of envelope processing, including delayed routing and conditional recipients. this endpoint c…
Updates group information and modifies or sets permission profiles for specified groups within a docusign account. this endpoint allows administrators to manage user groups, thei…
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 envelo…
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 jurisdicti…
This endpoint updates an existing account permission profile in docusign. it allows administrators to modify various settings and permissions for users associated with the profil…
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 se…
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 g…
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 toget…
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…
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 d…
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 with…
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 …
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 th…
This endpoint updates the notification structure for an existing docusign template. it allows users to customize reminder and expiration notifications for a specific template, wh…
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 recipie…
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 o…
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 sequen…
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 …
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 …
The user putuser endpoint allows updating user information for a specified user within a docusign account. it provides comprehensive control over user settings, including persona…
The updateusernotaryinformation endpoint modifies a notary's profile and settings in docusign. it manages account details, preferences, and operational parameters. use this to up…
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 …
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, an…
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,…
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, recip…
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.…
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 withou…
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