DocuSign

This endpoint updates an existing DocuSign Connect configuration for a specified account. It allows you to modify various settings such as the events that trigger notifications, the endpoint URL for receiving webhooks, data format preferences, and integration details with Salesforce. Use this endpoint when you need to…

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Updates the Electronic Record and Signature Disclosure (ERSD) for a DocuSign account. Allows administrators to customize the default disclosure, switch to a custom one, or update existing custom disclosures in multiple languages. Only account administrators can use this method. Changes may require unsigned recipients…

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Updates the eNote integration configuration for a specific DocuSign account. This endpoint allows users to modify settings related to eNote functionality, including API key, Connect configuration, eNote configuration, organization details, and user credentials. It should be used when setting up or modifying the eNote…

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Updates an existing attachment for a draft or in-process envelope in DocuSign. This endpoint allows you to modify attachment properties such as access control, type, content, label, and name. It supports file attachments up to 50 MB and provides options for chunked uploads of large files. Use this endpoint when you ne…

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This endpoint allows users to update custom fields for draft and in-process envelopes in DocuSign. It enables the modification of both list-based and text-based custom fields, which can be used for sorting, organizing, searching, and other downstream processes. This tool is particularly useful when you need to add or…

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Updates the delayed routing rules for a specific workflow step in a DocuSign envelope. This endpoint allows you to add or modify delayed routing settings for both draft and sent envelopes, as long as the previous workflow step has not been completed. It enables you to control when the envelope will be sent to the reci…

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This method dynamically generates an envelope's documents by populating its sender fields. The envelope must be in a draft state. Use the DocumentGeneration::getEnvelopeDocGenFormFields response to retrieve the list of sender fields for your envelope. Use that list to build the request for this method. For each field,…

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Updates the existing email override settings for a specified envelope in DocuSign. This endpoint allows customization of the Reply To email address and name, as well as BCC email addresses for a specific envelope. It's particularly useful when you need to modify email settings for an individual envelope without affect…

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Updates the notification settings for a specific DocuSign envelope, including reminders and expirations. This endpoint allows you to customize when and how often recipients receive reminder emails, as well as set the expiration period for the envelope. It can either apply custom settings or use the account's default n…

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Updates the scheduled sending rules for an envelope's workflow in DocuSign. This endpoint allows users to set or modify when an envelope will be sent, providing precise control over document delivery timing. It can be used to delay sending, schedule future sends, or manage bulk send operations with specific timing. Th…

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Updates the workflow definition for a specified envelope in DocuSign. It allows modification of scheduled sending, delayed routing, and conditional recipient rules. Use this endpoint to add or update scheduling for draft or in-progress envelopes, or to add delayed routing to envelopes not yet in workflow processing. T…

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Updates a specific workflow step for a DocuSign envelope, allowing for customization of envelope processing, including delayed routing and conditional recipients. This endpoint can be used to modify workflow steps for both draft envelopes and sent envelopes (as long as the previous step hasn't been completed). It enab…

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Updates group information for one or more user groups in a DocuSign account. This action allows you to modify group properties such as group name and permission profile assignments. **Required Parameters:** - groups: A list of group objects to update. Each group must include: - groupId: The DocuSign group ID identifyi…

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Updates lock settings for an already-locked envelope in DocuSign to extend duration or modify the locking application identifier. Use this to extend lock time during long editing sessions (max 1800 seconds/30 minutes) or update the lockedByApp identifier. Returns updated lock information including the new lock token,…

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Updates the jurisdiction information for a notary in the DocuSign system. This endpoint allows for modification of various details related to a notary's commission and jurisdiction settings. It should be used when there are changes to a notary's information, such as their registered name, commission expiration date, o…

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This endpoint updates an existing account permission profile in DocuSign. It allows administrators to modify various settings and permissions for users associated with the profile, providing granular control over user capabilities within the DocuSign platform. The endpoint is used to customize user access rights, conf…

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This endpoint updates the document visibility settings for a specific recipient within a DocuSign envelope. It allows fine-grained control over which documents a recipient can see and whether they have read-only or edit access. Use this when you need to modify document access for a particular recipient after an envelo…

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Updates the details of a specified signing group within a DocuSign account, including the group name, email, and member information. This endpoint allows for modifying existing group data and adding new members to the signing group, with a maximum limit of 50 members per group. It's particularly useful for managing an…

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Updates the names of one or more existing signing groups in DocuSign. This endpoint allows you to modify the names of signing groups, which are collections of users grouped together for document signing purposes. It's useful when you need to rename signing groups to reflect organizational changes or improve clarity. T…

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Updates the custom fields in a DocuSign template. This endpoint allows you to modify both list and text custom fields associated with a specific template, ensuring each field has a unique name. It's used to customize templates for specific use cases, enabling prepopulation of metadata for envelopes created from the te…

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This endpoint updates the scheduled sending rules for a specific workflow step in a DocuSign template. It allows users to set up delayed routing for envelopes, controlling when documents are sent to recipients associated with the workflow step. The function can be used to implement time-based workflows, such as sendin…

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This endpoint updates existing custom document fields in a specific document within a DocuSign template. It allows you to modify metadata associated with a template document without changing the document's content or structure. Use this when you need to update or add custom information to a template document, such as…

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This endpoint updates document visibility settings for one or more recipients in a DocuSign template. It allows fine-grained control over which documents are visible to specific recipients, enhancing document security and workflow customization. The method is particularly useful when you need to restrict access to cer…

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This endpoint allows you to update the lock information for an already locked template in DocuSign. It is used to modify the duration of an existing lock or change the name of the application that has locked the template. This operation is crucial for managing access to templates that are currently being edited, ensur…

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This endpoint updates the notification structure for an existing DocuSign template. It allows users to customize reminder and expiration notifications for a specific template, which can then be used to create envelopes with these predefined settings. The endpoint is particularly useful when you need to modify the noti…

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Updates document visibility settings for a specific recipient in a DocuSign template. This endpoint allows you to control which documents a particular recipient can see in a template with multiple documents. Use this when you need to: - Restrict certain documents from specific recipients for security or privacy - Cust…

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Updates the scheduled sending rules for a DocuSign template, controlling when envelopes created from this template are automatically sent. Use this to set up either a relative delay (e.g., send 2 days after creation) or an absolute future date/time. This is useful for: - Automating timed document delivery workflows -…

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Updates the workflow definition for a specified template in DocuSign, allowing for customization of the document signing process. This endpoint enables users to modify the sequence of steps, set up conditional routing, schedule envelope sending, and define recipient rules for a template. It's particularly useful for c…

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This endpoint updates the account settings and email notification types for a specified user in DocuSign. It allows for comprehensive customization of a user's experience within the DocuSign platform, including locale preferences, timezone settings, email notifications, account management capabilities, and template ma…

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Updates the start and/or end dates for a specified user authorization in DocuSign. This endpoint allows account administrators or the principal user to modify the duration of an existing authorization, enabling precise control over when an agent can act on behalf of the principal user. It's particularly useful for ext…

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