Docusign
DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically
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Document & File Management
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Available Tools
Add Contacts To Contacts List
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.
Addemailoverridestoenvelope
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.
Add Envelope Attachments
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.
Add Existing Brand To Group
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.
Addfiletoworkspace
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.
Add Members To Signing Group
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.
Add New Users To A Specified Account
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.
Addorupdateaccountstamps
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.
Add Or Update User Custom Settings
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.
Addorupdateusersignature
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.
Add Part To Chunked Upload
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.
Add Step To Envelope Workflow
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.
Add Templates To Document In Envelope
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.
Add Templates To Envelope
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.
Add User Signature And Initials Images
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.
Add Users To Existing Group
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.
Applyactiontobulksendenvelopes
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.
Changeusersinaccount
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.
Closeusersinaccount
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.
Commit Chunked Upload For Envelopes
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.
20 actions available