Documenso

Tool to permanently delete a template using the v2 API. Use when you need to remove a template from Documenso. The deletion is irreversible.

Untrusted display-only summary

Tool to distribute a document for signing. Use when you need to send a DRAFT document to recipients for the first time. The document must have recipients with signature fields configured before distribution. For re-sending to recipients who already received the document, use Redistribute Document instead.

Untrusted display-only summary

Tool to distribute an envelope to recipients for signing. Use when you need to send an envelope to recipients for the first time. The envelope must have recipients with required signature fields configured before distribution. Returns success status of the distribution operation.

Untrusted display-only summary

Download an envelope item as PDF. Use this to retrieve the original or signed version of a document within an envelope. The "signed" version includes all signatures and is available after recipients have signed, while "original" returns the document as initially uploaded. First use DOCUMENSO_GET_ENVELOPE_BY_ID to obta…

Untrusted display-only summary

Download a completed/signed document as PDF. Use this to retrieve the finalized PDF after all recipients have signed. Important: Only documents with status 'COMPLETED' can be downloaded successfully; attempting to download documents in DRAFT or PENDING status will return an error response. First use DOCUMENSO_FIND_DOC…

Untrusted display-only summary

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

Untrusted display-only summary

Tool to duplicate an envelope with all its settings. Use when you need to create an exact copy of an existing envelope including recipients, fields, and configuration.

Untrusted display-only summary

Tool to duplicate a template with all its settings. Use when you need to create an exact copy of an existing template including fields, recipients, and configuration.

Untrusted display-only summary

Find documents based on search criteria with filtering and pagination. Use when searching for documents by title, status, template, folder, or source. Supports pagination for retrieving large result sets efficiently.

Untrusted display-only summary

Retrieve a paginated list of documents with optional filtering and sorting. Use this action to list documents, search by title, or filter by status (DRAFT, PENDING, COMPLETED). Commonly used to obtain document IDs for subsequent operations like downloading, updating, or deleting documents.

Untrusted display-only summary

Tool to find envelopes based on search criteria, filters, and pagination. Use this action to search and filter envelopes by query, type, status, source, template ID, or folder ID. Commonly used to retrieve envelope lists for management, reporting, or subsequent operations.

Untrusted display-only summary

Tool to find folders based on search criteria and filters. Use this action to search folders by name, filter by type (DOCUMENT or TEMPLATE), or retrieve subfolders by parent ID. Commonly used to organize documents/templates or retrieve folder IDs for subsequent operations.

Untrusted display-only summary

Retrieve a paginated list of templates with optional filtering and search. Use this action to find templates, search by title/content, or filter by type (PUBLIC, PRIVATE) or folder. Commonly used to obtain template IDs for subsequent operations like using, updating, or deleting templates.

Untrusted display-only summary

Retrieve complete information about a document by its ID. Returns full document details including metadata, recipients, fields, and signing status. Use find_documents_v2 first to get valid document IDs.

Untrusted display-only summary

Tool to retrieve a document field by its ID. Use when you need to fetch details about a specific field including its type, position, recipient assignment, and metadata. Useful for inspecting field properties before updating or for validating field configurations.

Untrusted display-only summary

Tool to retrieve detailed information about a document recipient by their ID. Use when you need to check the status, fields, or other details of a specific recipient.

Untrusted display-only summary

Retrieve multiple documents by their IDs in a single request. Use when you need to fetch detailed information for specific documents. This is more efficient than calling individual get document endpoints when retrieving multiple documents.

Untrusted display-only summary

Tool to find all attachments for a specific envelope. Use this when you need to retrieve attachment information including IDs, types, labels, and data for all attachments associated with an envelope.

Untrusted display-only summary

Tool to retrieve audit logs for an envelope. Use this to track all actions performed on an envelope, including who accessed it, when, and from where. Useful for compliance, tracking document history, and debugging workflow issues.

Untrusted display-only summary

Retrieve complete information about an envelope by its ID. Returns full envelope details including metadata, recipients, fields, and signing status. Use find_envelopes first to get valid envelope IDs.

Untrusted display-only summary

Tool to fetch an envelope field by ID. Use this to retrieve detailed information about a specific field in an envelope, including its type, position, dimensions, and metadata configuration.

Untrusted display-only summary

Tool to retrieve detailed information about an envelope recipient by their ID. Use when you need to check the status, fields, or other details of a specific recipient.

Untrusted display-only summary

Tool to retrieve multiple envelopes by their IDs. Use this action when you need to fetch multiple envelopes in a single request using envelope IDs, document IDs, or template IDs. Specify the ID type and provide an array of IDs to retrieve.

Untrusted display-only summary

Retrieve complete information about a template by its ID. Returns full template details including metadata, recipients, fields, and configuration settings. Use find_templates or list_templates first to get valid template IDs.

Untrusted display-only summary

Tool to fetch a template field by ID. Use this to retrieve detailed information about a specific field in a template, including its type, position, dimensions, and metadata configuration.

Untrusted display-only summary

Tool to retrieve detailed information about a template recipient by their ID. Use when you need to check the status, fields, or other details of a specific template recipient.

Untrusted display-only summary

Retrieve multiple templates by their IDs in a single request. Use when you need to fetch detailed information for specific templates. This is more efficient than calling individual get template endpoints when retrieving multiple templates.

Untrusted display-only summary

Tool to list templates. Use when fetching available templates with optional pagination.

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Tool to move a document to a team. Use when transferring documents between personal and team accounts.

Untrusted display-only summary

Re-send signing request emails to specified recipients of a document. Use this when recipients haven't received or lost their signing emails, or when you need to remind them to sign. The document must be in PENDING status and the recipients must belong to the document.

Untrusted display-only summary