DocuSign

Retrieves the contents of a specific workspace folder in DocuSign, including sub-folders and files. This endpoint provides detailed information about the items within the folder, such as metadata, user permissions, and hierarchical structure. It can be used to navigate and explore the contents of a workspace, allowing…

Untrusted display-only summary

Initiates a new chunked upload in DocuSign by sending the first part of the content. This endpoint is designed to handle large file uploads by breaking them into smaller, manageable pieces. It's particularly useful for adding documents to envelopes in DocuSign's electronic signature workflow. The method returns a resp…

Untrusted display-only summary

Gets the definition of a template or templates in the specified account. Note: If the count parameter is not used, listTemplates has a default limit of 2,000 templates. If the account has more than 2,000 templates, listTemplates will return the first 2,000 templates. To retrieve more than 2,000 templates, repeat the A…

Untrusted display-only summary

Retrieves a list of billing invoices for a specified DocuSign account. This endpoint allows account administrators to fetch detailed invoice information, including total amounts, due dates, and itemized charges. It supports optional date range filtering and provides a paginated response for efficient handling of large…

Untrusted display-only summary

Retrieves a comprehensive list of brands associated with a DocuSign account, including default brand profiles. This endpoint provides detailed information about each brand, such as visual elements, language settings, and resource URLs for customizing various DocuSign experiences. It's particularly useful for managing…

Untrusted display-only summary

Retrieves a summary of bulk send batches for a DocuSign account. This endpoint allows users to query and filter bulk send batch information, providing details such as batch status, size, and processing information. It's particularly useful for monitoring the progress of large-scale document sending operations and mana…

Untrusted display-only summary

Retrieves a list of items (files and folders) from a specific folder in a cloud storage provider integrated with DocuSign. This endpoint enables browsing and searching cloud storage contents directly within DocuSign, making it easier to select documents for signing workflows. Prerequisites: - The cloud storage provide…

Untrusted display-only summary

Retrieves all account-level custom fields defined for a DocuSign account. Account custom fields are envelope custom fields that can be applied across multiple envelopes, enabling account administrators to group, track, and manage envelopes consistently. The response includes two types of custom fields: - Text custom f…

Untrusted display-only summary

Retrieves a list of envelope attachments associated with a specified envelope in DocuSign. This endpoint is used to fetch developer-only files attached to an envelope, providing details such as attachment IDs, types, and access controls. It's important to note that this operation returns envelope attachments, which ar…

Untrusted display-only summary

Tool to retrieve authenticated user's account information from DocuSign OAuth. Use this to validate the OAuth access token and obtain essential account details including user ID (sub), name, email, and the list of DocuSign accounts with their base URIs and account IDs for subsequent API calls.

Untrusted display-only summary

Retrieves a list of past due invoices for a specified DocuSign account and indicates if payment can be made through the REST API. This endpoint is designed for account administrators to manage outstanding financial obligations. It provides comprehensive invoice details including total amounts, balances, due dates, and…

Untrusted display-only summary

Retrieves a list of all payment gateway accounts associated with a specific DocuSign account, along with detailed information about each account. This endpoint is useful for obtaining an overview of the payment gateways configured for an account, including their status, supported currencies, and payment methods. It sh…

Untrusted display-only summary

Retrieves a paginated list of registered notary jurisdictions for the current user, who must be a notary. This endpoint provides detailed information about each jurisdiction where the notary is registered, including commission details, seal settings, and supported features. It is useful for managing and reviewing a no…

Untrusted display-only summary

Retrieves a list of signature providers available for a specified DocuSign account. This endpoint allows users to obtain detailed information about electronic and digital signature providers, including standards-based signatures, that can be used within the account. It's particularly useful when setting up or managing…

Untrusted display-only summary

Retrieves a list of users for a specified DocuSign account. This endpoint allows for detailed querying of user information, including their account status, email addresses, and various account settings. It's particularly useful for account administrators who need to manage users or gather information about the account…

Untrusted display-only summary

Retrieves a workspace file as rasterized pages from a DocuSign workspace. This endpoint allows users to fetch file pages as images with customizable resolution and dimensions. It supports pagination for handling large files efficiently. Use this method when you need to view or process workspace files as images, such a…

Untrusted display-only summary

Retrieves a list of DocuSign workspaces and their associated information for a specified account. This endpoint allows users to get a comprehensive view of all workspaces they have access to, including details such as workspace IDs, names, descriptions, creation dates, and user information. It's particularly useful fo…

Untrusted display-only summary

This endpoint locks an envelope for editing, preventing other users or recipients from changing it. It's used to ensure exclusive access to an envelope during updates. The method returns a lock token that must be included in subsequent PUT requests to modify the locked envelope. Use this endpoint when you need to make…

Untrusted display-only summary

Locks a specified DocuSign template for editing to prevent concurrent modifications. This endpoint acquires an exclusive lock on a template, ensuring that only the lock holder can make changes during the lock period. The response includes a lockToken that must be included in the X-DocuSign-Edit header for all subseque…

Untrusted display-only summary

Updates the default email notification settings for envelope senders and signers in a DocuSign account. This endpoint allows customization of when and what type of notifications users receive regarding envelope status changes (e.g., signed, declined, completed), comments, and other events. Use this action when you nee…

Untrusted display-only summary

This endpoint modifies the tab types and tab functionality that are enabled for a DocuSign account. It allows administrators to configure various tab-related settings, such as enabling or disabling specific tab types, controlling tab order, and managing compliance with FDA regulations. The endpoint is primarily used t…

Untrusted display-only summary

Posts a payment to past due invoices for a DocuSign account. This action applies a payment amount to settle outstanding invoice balances and creates a payment transaction record. Before using this action, retrieve past due invoice information using the 'List Past Due Invoices' action to get the total balance due and v…

Untrusted display-only summary

This endpoint completes the purchase of additional envelopes for a DocuSign account through an internal workflow interaction with an envelope vendor. It is designed to handle the financial transaction and update the account's envelope quota. This tool should be used when there's a need to increase the number of availa…

Untrusted display-only summary

Queues a downgrade request for a DocuSign account's billing plan. This action initiates the process of changing an account to a lower-tier or less expensive billing plan without immediately applying the change. Use this action when an account administrator needs to: - Downgrade from a paid plan to a free or lower-tier…

Untrusted display-only summary

This endpoint registers the current user as a notary in DocuSign, enabling remote online notarization capabilities. It configures the user's notary profile, settings, and permissions. Use this when setting up a new notary within the DocuSign system. Note that this does not replace legal notary certification requiremen…

Untrusted display-only summary

This endpoint deletes a specific bulk send list from a DocuSign account. It is used to permanently remove a bulk send list that is no longer needed or was created in error. The operation requires both the account identifier and the specific bulk send list ID to ensure precise targeting of the list to be deleted. Upon…

Untrusted display-only summary

Removes sharing permissions for specified member groups from a DocuSign template. This endpoint is used to revoke access to a template for one or more groups, enhancing template security and access control. It's particularly useful when reorganizing team structures, updating project access, or when certain groups no l…

Untrusted display-only summary

Removes one or more templates from an account's list of favorite templates in DocuSign. This endpoint allows users to manage their favorite templates by specifying which templates should no longer be marked as favorites. It accepts an account identifier and a list of template IDs to be removed from favorites. The API…

Untrusted display-only summary

Removes the signature information for a specific user in DocuSign. This endpoint should be used when a user wants to delete their existing signature from their DocuSign account. It's particularly useful for updating or refreshing signature information. The operation is restricted to the authenticated user's own signat…

Untrusted display-only summary

Republishes Connect information for a specified envelope in DocuSign. This endpoint is used to retry sending Connect event data that may have failed to deliver previously. It's particularly useful for ensuring that all relevant updates about an envelope are successfully communicated to integrated systems. The function…

Untrusted display-only summary