DocuSign

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 syn…

Untrusted display-only summary

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 c…

Untrusted display-only summary

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 pa…

Untrusted display-only summary

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…

Untrusted display-only summary

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 n…

Untrusted display-only summary

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…

Untrusted display-only summary

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 o…

Untrusted display-only summary

Add or update account-level stamps (Japanese Hanko-style stamps) in DocuSign. Stamps are pre-configured signature images that can be applied to documents. This action supports creating new stamps or updating existing ones by including the signatureId. **Common use cases:** - Create name stamps (NameHanko format) for q…

Untrusted display-only summary

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…

Untrusted display-only summary

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…

Untrusted display-only summary

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 ha…

Untrusted display-only summary

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 workflo…

Untrusted display-only summary

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…

Untrusted display-only summary

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…

Untrusted display-only summary

Add or update a user's signature and initials images in DocuSign. This action creates default signature images based on the user's name and a DocuSign font style. When using JSON content type (as this action does), DocuSign automatically generates signature images based on the signatureName and signatureFont parameter…

Untrusted display-only summary

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 return…

Untrusted display-only summary

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…

Untrusted display-only summary

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 user…

Untrusted display-only summary

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…

Untrusted display-only summary

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,…

Untrusted display-only summary

Configures the OAuth redirect URL for one or more cloud storage providers (Box, Dropbox, GoogleDrive, SkyDrive/OneDrive, Salesforce) for a specific user in DocuSign. This action sets up the authentication flow between DocuSign and cloud storage services by specifying where users should be redirected after authenticati…

Untrusted display-only summary

Creates a new custom field at the account level in DocuSign, making it available for all new envelopes associated with the account. This endpoint enables account administrators to define custom fields for enhanced envelope management and grouping. The created custom field can be of type 'text' or 'list', and can be se…

Untrusted display-only summary

Creates a new collaborative workspace in DocuSign for document management and team collaboration. A workspace provides a centralized area for file sharing and collaborative work on agreements. Use this when setting up a new project or team workspace. The creator becomes the workspace owner automatically. After creatio…

Untrusted display-only summary

Creates a BCC email archive configuration for a DocuSign account, enabling automatic archiving of DocuSign-generated emails. This endpoint allows you to set up a BCC email address that will receive copies of all DocuSign notifications for the specified account. It's particularly useful for organizations that need to m…

Untrusted display-only summary

Creates a new brand profile for a DocuSign account to customize the signing and sending experience with your organization's visual identity and branding elements. This action allows you to define brand properties such as company name, brand languages, colors for UI elements (buttons, headers), and custom landing pages…

Untrusted display-only summary

Initiates a bulk send process in DocuSign to send a single template or envelope to multiple recipients in a single batch operation. This is ideal for large-scale document distribution scenarios such as sending contracts to numerous clients or company-wide notices. **Prerequisites:** 1. Create a bulk send list first (u…

Untrusted display-only summary

This endpoint creates a Bulk Send Test Request to validate the compatibility between a bulk send list and an envelope or template for DocuSign's bulk sending feature. It performs comprehensive checks on envelope state, recipients, tabs, and custom fields to ensure a successful bulk send operation. Use this endpoint be…

Untrusted display-only summary

This endpoint creates a custom Connect configuration for a specified DocuSign account, enabling webhook notifications for envelope and recipient events. It allows users to set up real-time updates for eSignature workflows without the need for polling. The configuration can be customized for different delivery modes, d…

Untrusted display-only summary

Creates custom document fields in an existing envelope document within DocuSign. This endpoint allows you to add metadata to specific documents in an envelope, which can be used for tracking, sorting, and reporting purposes. It's particularly useful when you need to associate additional information with a document tha…

Untrusted display-only summary

This endpoint allows you to create or update custom fields for a specific DocuSign envelope. It is used to add or modify additional metadata to envelopes, which can be utilized for sorting, organizing, searching, and other downstream processes. The endpoint supports both list-type custom fields (with predefined option…

Untrusted display-only summary