DocuSign

Retrieves users associated with a specific DocuSign Connect configuration. This endpoint returns information about which users are linked to a Connect configuration, indicating either that all users are selected (allUsersSelected) or providing a list of specific users. Connect configurations define webhook settings fo…

Untrusted display-only summary

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 used when you want to prevent any additional modifications to an envelope that was previously available for correction. This is particularly use…

Untrusted display-only summary

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 display and readability. This function is particularly useful when dealing with documents that may have been scanned or uploaded in an incor…

Untrusted display-only summary

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 within a template. It is particularly useful when preparing templates for use in electronic signature processes, ensuring that page images are…

Untrusted display-only summary

Sends a draft envelope by updating its status to 'sent'. Example envelope_id format: '93be49ab-xxxx-xxxx-xxxx-f752070d71ec'

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Configures automatic envelope purge settings for a DocuSign account. This action allows account administrators to set up policies for automatically removing envelope documents after a specified retention period. The configuration includes options for: - Enabling/disabling automatic purging - Setting the retention peri…

Untrusted display-only summary

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 signer's initials on documents, enhancing the personalization of the signing process. The endpoint supports various image formats (gif, png, jpe…

Untrusted display-only summary

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. Only users with admin privileges can set envelope access, while template access requires ownership or admin rights. Changes replace current sta…

Untrusted display-only summary

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 account, enhancing the flexibility of the signing process. The endpoint supports gif, png, jpeg, and bmp image formats, with a file size lim…

Untrusted display-only summary

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 endpoint can handle multiple templates in a single request, making it efficient for bulk operations. It's particularly useful for users who freque…

Untrusted display-only summary

Sets up Connect OAuth configuration for a specified DocuSign account using a custom authorization server. This endpoint enables secure, OAuth-based communication for DocuSign Connect, allowing real-time notifications about envelope status changes. It should be used when integrating DocuSign Connect with your own autho…

Untrusted display-only summary

Sets or updates a user's signature image, initials, or stamp in their DocuSign account. This endpoint uploads an image file to replace or create a signature element. Use this action to: - Upload a signature image for electronic document signing - Set initials image for a user - Add custom stamp images The image is upl…

Untrusted display-only summary

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. Note that this endpoint is deprecated, and for newer functionality, it's recommended to use the 'Accounts: Update Shared Access' endpoint inst…

Untrusted display-only summary

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 completed transactions, which is useful for data synchronization, auditing, or recovering missed notifications. The endpoint uses an ad hoc configu…

Untrusted display-only summary

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 maximum number of log entries, and view the remaining log capacity. The tool is crucial for debugging API integrations by providing detailed…

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The UpdateAccountBrandSettings endpoint modifies or replaces an existing brand configuration for a DocuSign account. It customizes various brand aspects like company name, languages, colors, and landing pages. Use this tool to update branding elements for consistency across DocuSign interactions. It can update specifi…

Untrusted display-only summary

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, and value. The endpoint supports both list and text custom fields, enabling account administrators to refine and adjust custom metadata used…

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This endpoint updates the password rules for a DocuSign account. It allows account administrators to modify various password policy settings, including expiration, complexity requirements, lockout durations, and security question requirements. Use this endpoint to enhance account security, comply with organizational p…

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Updates various settings for a specified DocuSign account. This endpoint allows administrators to configure a wide range of account-level options, including security settings, compliance features, and user interface preferences. Use this when you need to modify your DocuSign account configuration to align with organiz…

Untrusted display-only summary

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, and properties. Use this when you need to modify an existing stamp's details, such as its image, font, size, or user permissions. The endpoint…

Untrusted display-only summary

Update existing account stamps (signatures) in a DocuSign account. Modifies properties of existing stamps by referencing their signatureId. Supports updating names, sizes, formats (NameHanko/NameDateHanko), resize permissions, phonetic names, and external IDs. Supports batch updates of multiple stamps in one request.…

Untrusted display-only summary

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, and transparency. The endpoint can be used to enable or disable the watermark feature, change the watermark text, or modify its appearance on…

Untrusted display-only summary

Updates and previews watermark settings for a DocuSign account before applying them. This endpoint allows you to test watermark appearance settings including text, font, color, size, display angle, and transparency without permanently saving the configuration. Use this action when you want to preview how watermark cus…

Untrusted display-only summary

Updates billing plan information, address, and payment details for a DocuSign account. Allows comprehensive modifications to billing setup, including payment methods, plan features, and promotional offers. Offers a preview mode for reviewing changes before applying. Use for significant billing configuration changes or…

Untrusted display-only summary

Updates the name of an existing DocuSign bulk send batch. This action allows you to rename a specific bulk send batch for better organization and identification. Use this when you need to update the batch name after creation, for example to reflect the batch purpose or processing status. Key points: - Only updates the…

Untrusted display-only summary

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 authorization URLs, client credentials, or scopes. It's crucial for maintaining secure data exchange between DocuSign and integrated systems. Exercis…

Untrusted display-only summary

This endpoint updates one or more contacts associated with a DocuSign account. It allows for comprehensive modifications to contact information, including personal details, communication methods, and notary-specific data. The endpoint supports bulk updates, enabling efficient management of multiple contacts in a singl…

Untrusted display-only summary

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 used to store additional metadata or information about the document. This function is useful when you need to modify or add custom data to a…

Untrusted display-only summary

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, behavior, and positioning within documents. The endpoint is used when modifying existing custom tabs to change their characteristics or func…

Untrusted display-only summary

Updates document visibility settings for multiple recipients in a DocuSign envelope. Use this action to control which documents each recipient can see and their access level (read-only or editable). This is essential for managing multi-document envelopes where different recipients should only access specific documents…

Untrusted display-only summary