DocuSign

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. i

• 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 c

• 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 us

• 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 whe

• 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 integr

• 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

• 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 le

• 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. u

• 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.

• 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 cre

• 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 chunke

• 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 rec

• 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

• 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

• 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 use

• 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, a

• 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 u

• 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

• 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 ch

• 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 uplo

• Configure cloud storage redirect url

  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, ena

• Create account custom field

  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 gr

• Create a collaborative workspace

  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

• Createbccemailarchiveconfiguration

  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 t

• Create brand profiles for account

  This endpoint creates brand profile files for a docusign account, customizing visual and textual elements. it allows setting company name, languages, colors, and landing pages. use it for new branding or major changes. requires 'canselfbran

• Create bulk send request

  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

• Create bulk send test request

  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

• Create connect configuration for account

  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 f

• Create custom document fields in envelope

  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 particular

• Create custom fields for envelope

  This endpoint allows you to create or update custom fields for a specific docusign envelope. it is used to add or modify additional metadata to envelopes, which can be utilized for sorting, organizing, searching, and other downstream proces

• Create custom fields in template document

  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 us

• Createcustomtabwithproperties

  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 tab

• Createdocumentresponsivehtmlpreview

  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

• Create Envelope From Template

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

• Creategroupsforaccount

  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

• Createidproofresourcetokenforrecipient

  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 ide

• Createnewaccountpermissionprofile

  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 con

• Createnotaryjurisdictionobject

  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

• Createorupdateuserauthorizations

  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,

• Createpreviewofresponsivehtml

  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

• Createpreviewofresponsivehtmlinenvelope

  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

• Createrecipientmanualreviewlink

  Creates a url for manually reviewing a recipient's identity in docusign. this endpoint is used when automatic identity verification has failed and manual review is required. it returns a url that allows the sender to access a page for manua

• Createrecipientpreviewforenvelope

  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 fun

• Createrecipientviewurl

  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

• Create sender view url for envelope

  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 enve

• Create signing group

  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 eff

• Createtemplatedocumentcustomfields

  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

• Create template recipient preview url

  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

• Createtemplateresponsivehtmlpreview

  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

• Create template workflow step

  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 docume

Works well with

How Switchy teams use it

Starter prompts

@DocuSign create an envelope with the attached NDA and send it to jane@example.com for signature. Set the subject line to 'NDA for Q2 Partnership'.

@DocuSign show me the status of envelope ID 7a3f9c2e-4b1d-8e6a-9f2c-1d4e7b8a3c5f. Who has signed and who's still pending?

@DocuSign add the uploaded exhibit file to envelope ID 7a3f9c2e-4b1d-8e6a-9f2c-1d4e7b8a3c5f as an attachment. Keep it in original format.

@DocuSign add these three contacts to my contacts list: john@acme.com, sarah@widgets.co, and mike@tools.io. Use their email addresses as display names.

@DocuSign create a signing group called 'Legal Approvers' and add legal@company.com and counsel@company.com as members. Any member can sign for the group.

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Use-case deep-dives

Frequently asked