DocuSign

Retrieves the history of changes made to a specific BCC email archive configuration for a DocuSign account. This endpoint allows users to track modifications, including creation, updates, and closure of email addresses used for archiving DocuSign-generated emails. It provides detailed information about each change, in…

Untrusted display-only summary

Retrieves a specific logo used in a brand for a DocuSign account. This endpoint allows you to fetch the image file for a primary, secondary, or email logo associated with a particular brand in your DocuSign account. It's useful for maintaining consistent branding across DocuSign documents and communications. The endpo…

Untrusted display-only summary

Retrieves detailed brand information associated with a specific group within a DocuSign account. This endpoint provides a comprehensive view of the brand settings, including default brands for recipients and senders, as well as a list of all available brands with their properties. It's particularly useful for administ…

Untrusted display-only summary

Get the status and progress of a DocuSign bulk send batch operation. This action retrieves comprehensive status information for a bulk send batch, including counts of sent, queued, and failed envelopes. Use this to monitor the progress of large-scale document distribution operations. **Key Response Fields:** - batchSi…

Untrusted display-only summary

Retrieves a list of Bulk Send Lists belonging to the current user in a specified DocuSign account. This endpoint provides basic information about each Bulk Send List, including its unique identifier, creator, creation date, and name. It is particularly useful for managing and tracking bulk send operations, allowing us…

Untrusted display-only summary

Retrieves detailed information about a specific contact from a DocuSign account's address book. Use this action when you need to look up a contact's details including their name, email addresses, phone numbers, organization, notary certifications, and signing group associations. Requires the contact's unique ID which…

Untrusted display-only summary

Retrieves detailed billing information related to a downgrade request for a specific DocuSign account. This endpoint provides essential data about the requested downgrade plan, including the new plan details, payment method, effective date, and current status of the downgrade request. It should be used when managing a…

Untrusted display-only summary

Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) for a specific envelope recipient in DocuSign. This endpoint allows you to obtain the customized disclosure that may differ from the account-level disclosure based on the signing brand applied to the envelope and the recipient's language se…

Untrusted display-only summary

Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with a specific DocuSign account. This endpoint allows you to fetch the current version of the ERSD, which is crucial for obtaining a consumer's consent to receive notices and disclosures electronically. It supports multiple lang…

Untrusted display-only summary

Retrieves the eNote integration settings for a specified DocuSign account. This endpoint provides crucial information about the eNote configuration status, Connect configuration status, and necessary credentials for eNote functionality. It should be used when setting up or verifying the eNote integration for an accoun…

Untrusted display-only summary

Gets the status and basic information about an envelope from DocuSign. This action retrieves detailed information about a specific envelope, including: - Envelope status (created, sent, delivered, completed, declined, voided) - Creation and sent timestamps - Subject and message - Recipient information and their status…

Untrusted display-only summary

Retrieves document generation form fields from an envelope's documents. DocGen form fields are placeholder fields (tags) in template documents that can be dynamically populated with data before sending. This action returns the list of available form fields including their names, types, validation rules, and current va…

Untrusted display-only summary

Retrieves custom document fields from a specific document within a DocuSign envelope. Custom document fields are metadata key-value pairs attached to individual documents in an envelope. They are different from: - Envelope custom fields (which apply to the entire envelope) - Tabs/fields (which are fillable form fields…

Untrusted display-only summary

Retrieves general information about an envelope lock in DocuSign. This endpoint is used to obtain details about the lock on a specific envelope, including the lock token, duration, owner, and expiration time. It's particularly useful for recovering lock information when managing concurrent access to envelopes. The cal…

Untrusted display-only summary

Retrieves the default email notification settings for envelopes at the account level. This endpoint returns account-wide defaults for envelope notifications including: - Reminder settings (frequency, email subject/body for reminders) - Expiration settings (days until expiration, warning days) - Delivery preferences an…

Untrusted display-only summary

Retrieves the workflow definition for a specified envelope in DocuSign. This endpoint provides detailed information about the envelope's workflow steps, scheduled sending settings, and delayed routing configurations. It is useful for developers who need to understand or analyze the current state and progression of an…

Untrusted display-only summary

Retrieves the delayed routing rules for a specific workflow step within a DocuSign envelope. This endpoint allows users to access information about when and how an envelope is scheduled to be sent to recipients associated with a particular workflow step. It's useful for checking the current delay settings, scheduled s…

Untrusted display-only summary

Retrieves detailed information about groups associated with a specific DocuSign account. This endpoint allows users to fetch a list of groups, including their IDs, names, types, and user counts. It's particularly useful for account administrators who need to manage user access, set permissions, or organize users withi…

Untrusted display-only summary

This endpoint retrieves a comprehensive list of permission profiles associated with a specified DocuSign account. It provides detailed information about each profile, including its unique identifier, name, last modification timestamp, and an extensive set of permission settings. This tool is essential for account admi…

Untrusted display-only summary

Retrieves the list of members in a specified DocuSign Signing Group. This endpoint provides detailed information about users in a particular Signing Group, including their email addresses and usernames. Use this tool to audit or manage Signing Group composition, which is crucial for maintaining proper document routing…

Untrusted display-only summary

Tool to retrieve notary journal entries for the current user. Use when you need to access a user's notary journal records, which contain information about notarized documents including signer names, document names, jurisdictions, and timestamps.

Untrusted display-only summary

Retrieves detailed information about a specific notary jurisdiction for the authenticated user. This endpoint should be used when a notary needs to access information about their registered jurisdiction, including commission details, seal requirements, and jurisdiction-specific rules. It provides crucial data for nota…

Untrusted display-only summary

Retrieves notary settings and configuration for the currently authenticated user. This endpoint returns comprehensive notary account information including personal details (name, email, userId), notary status (enabled/disabled), and optionally jurisdiction details when include_jurisdictions is set to "true". **Importa…

Untrusted display-only summary

Retrieves the original HTML definition for a specified DocuSign template. This endpoint is used to obtain the properties that define how to generate the responsive-formatted HTML for the template's documents. It provides detailed information about display settings, anchors, and collapsible sections that control the ap…

Untrusted display-only summary

Retrieves an image of a specific page from a document within a DocuSign envelope. This endpoint is used to fetch a visual representation of a document page, which can be useful for previewing or displaying document contents without accessing the full document. The returned image is in PNG format and can be customized…

Untrusted display-only summary

Retrieves a PDF transcript containing all comments added by senders and recipients to documents within a specific envelope in a DocuSign account. This endpoint is useful for obtaining a comprehensive record of all discussions and annotations related to the documents in an envelope. It should be used when a consolidate…

Untrusted display-only summary

This endpoint retrieves detailed information about a specific permission profile in a DocuSign account. It provides a comprehensive view of permissions, settings, and capabilities assigned to a profile. Useful for auditing or reviewing permissions granted to user groups, it returns data on account role settings, user…

Untrusted display-only summary

Retrieves a list of users who have sent PowerForms within a specified DocuSign account. This endpoint is useful for monitoring PowerForm usage, tracking sender activity, and gathering insights on user engagement with PowerForms. It returns detailed information about each sender, including their account details, email,…

Untrusted display-only summary

Retrieves document visibility settings for a specific recipient within a DocuSign envelope. This endpoint allows you to check which documents are visible to a particular recipient and their access rights (editable or read-only). Use this method when you need to verify or audit the document access configuration for a r…

Untrusted display-only summary

Downloads the complete log file for a specific API request from DocuSign's Diagnostics service. This action is essential for debugging and troubleshooting API interactions by providing detailed request/response information. The log file contains: - Full HTTP request details (method, URL, headers, body) - Complete HTTP…

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