Dropbox Sign

Tool to invite a user to your Team. Use when you need to add a member by email or account ID.

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Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.

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Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.

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Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.

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Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.

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Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.

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Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.

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Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.

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Tool to create an embedded signature request based on a template. Use when you need to initiate a new signature request for embedded signing using pre-defined templates. Returns signature request details including signing URLs for embedded iFrame integration.

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Tool to create an embedded template draft. Use when initiating an embedded template workflow where users can edit the template in an iframe before finalizing it.

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Tool to create an embedded unclaimed draft using saved templates. Use when you need to create a draft that can be claimed and embedded in an iFrame for signature collection.

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Request creation of CSV report(s) for a specified date range. Reports are generated asynchronously and delivered via email. Available report types: user_activity (account activity), document_status (signature request status), sms_activity (SMS delivery info). You can request up to 2 report types per call. Date range c…

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Tool to create a reusable template for document signing workflows. Use when you need to establish a template with pre-defined form fields, signer roles, and documents.

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Tool to create an unclaimed draft that can be claimed via a unique URL. Use when you need to prepare a signature request or document send that will be finalized later by someone else through the claim URL.

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Tool to delete an API App from your Dropbox Sign account by its client_id. Use when you need to remove an API App that is no longer needed. The API App must be owned by the requesting user.

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Tool to delete a fax from the system by its fax_id. Use when you need to remove a fax from Dropbox Sign. Returns success if the fax is deleted or doesn't exist.

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Permanently deletes a template from your Dropbox Sign account by its template_id. Once deleted, the template cannot be recovered. Use this when you need to remove outdated or unused templates. Returns success if template is deleted or doesn't exist.

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Download files for a signature request as PDF (merged) or ZIP (individual documents). Returns immediately if files are ready, or indicates if files are still being prepared (409 status).

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Tool to edit and resend an embedded signature request. Use when you need to modify and restart the embedded signing flow for an existing request.

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Edits and resends an existing non-templated signature request with updated documents, signers, or settings. Use this tool when you need to modify an already-created signature request and resend it to signers. Note: This will reset signatures - anyone who already signed will need to sign again. Important: Edit and rese…

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Tool to edit and resend a previously created unclaimed draft. Use when you have an existing signature_request_id and want to modify the draft before reissuing.

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Tool to edit and resend an embedded signature request using templates. Use when you need to update request details or recipients and resend within an embedded signing flow.

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Retrieves detailed information about a Dropbox Sign account including quotas, payment status, and settings. Use this tool to: - Check account quota limits (API requests, documents, templates remaining) - Verify account payment status (paid vs free tier) - Get account settings (SMS delivery, authentication options) - R…

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Tool to retrieve information about an API App by its client ID. Use when you need to fetch API App configuration, OAuth settings, white labeling options, or owner details.

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Tool to retrieve the status of a bulk send job. Use when you need up-to-date job progress and request details.

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Tool to get the current team membership status and details. Use when you need to check if the authenticated user is part of a team and retrieve team information. Returns is_on_team False if user is not part of any team (no retries needed for this case).

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Retrieves an embedded signing URL for a specific signer's signature. Use this after creating an embedded signature request to get a temporary URL that can be embedded in an iFrame for the signer to complete signing. The URL expires after 60 minutes or upon first access, but you can generate a new URL anytime using the…

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Tool to generate an edit URL for embedded template editing. Use after selecting or uploading a template to allow users to modify it in an iframe.

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Tool to retrieve available fax line area codes for a given country, state/province, and city. Use when you need to determine which area codes are available for purchasing or provisioning a fax line in a specific location.

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Retrieves the current status and complete details of a signature request by ID. Use this action to: - Check if signers have viewed, signed, or declined the request - Get signer information and signature timestamps - Access form field responses and custom field values - Retrieve URLs for document downloads and manageme…

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