Integration · Documents
Connect Claude & ChatGPT to DocuSign
Ask your AI who has not signed yet, to send a contract from a template, or for the signed PDF in DocuSign eSignature. It lists and searches envelopes, reads recipients, audit trails and form data, and downloads documents. It can also create envelopes from templates, add or correct recipients, send drafts, resend reminders and void envelopes.
Free plan, no credit card. Takes about a minute.
Try asking
“Which envelopes sent this month are still waiting for signatures?”
The AI lists envelopes from that date with status sent or delivered, with subject and recipients.
“Send the NDA template to Jane Smith, [email protected].”
It reads the template's roles and creates an envelope with Jane in the signer role. With status sent, DocuSign emails her right away.
“Who has signed the partnership agreement, and who is missing?”
It lists the envelope's recipients with routing order and status for each person.
What your AI can do
Envelope status
List and search envelopes, check the status of several at once and read the audit trail of who sent, viewed, signed or declined.
Send from templates
Create envelopes from templates as drafts or sent, add or correct recipients, and open a draft in DocuSign to place fields.
Documents and data
Download envelope and template documents as PDF, get the certificate of completion and read the values recipients filled in.
“Download the signed contract with the certificate of completion.”
It downloads the documents as a PDF, plus the certificate of completion.
“Resend the reminder to the client on envelope 7f3a.”
It resends the envelope's email notifications from DocuSign.
“What did the new employee fill in on the onboarding form?”
It reads the envelope's form data: the names, dates and checkboxes the recipients filled in.
394 tools for DocuSign eSignature
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
add_envelope_recipientsChanges dataAdd signers or carbon-copy recipients to an existing envelope. Pass envelope_id and signers or carbon_copies with name, email, recipientId and routingOrder. If the envelope is already sent, the new recipients may get an email.create_accountChanges dataCreate a new account. Search accounts first to avoid duplicates. API summary: Creates new accounts.create_account_account_custom_fields_post_account_custom_fieldsChanges dataCreate a new account for a account. Search accounts first to avoid duplicates. API summary: Creates an account custom field.create_account_account_signatures_post_account_signaturesChanges dataCreate a new account for a account. Search accounts first to avoid duplicates. API summary: Adds or updates one or more account stamps.create_account_brands_post_brandsChanges dataCreate a new account for a account. Search accounts first to avoid duplicates. API summary: Creates one or more brand profiles for an account.create_account_bulk_send_listDeletesCreate a new bulk send list for a account. Destructive action; may require approval. API summary: Creates a bulk send list.create_account_connectChanges dataCreate a new connect for a account. API summary: Creates a Connect configuration.create_account_contactChanges dataCreate a new contact for a account. API summary: Add contacts to a contacts list.create_account_documentChanges dataCreate a new document for a account. API summary: Initiate a new chunked upload.create_account_groupChanges dataCreate a new group for a account. Search groups first to avoid duplicates. API summary: Creates one or more groups for the account.create_account_paymentChanges dataCreate a new payment for a account. API summary: Posts a payment to a past due invoice.create_account_permission_profileDeletesCreate a new permission profile for a account. Destructive action; may require approval. API summary: Creates a new permission profile for an account.create_account_powerformChanges dataCreate a new powerform for a account. Search powerforms first to avoid duplicates. API summary: Creates a new PowerForm.create_account_signing_groupChanges dataCreate a new signing group for a account. API summary: Creates a signing group.create_account_tab_definitionChanges dataCreate a new tab definition for a account. API summary: Creates a custom tab.create_account_templateChanges dataCreate a new template for a account. Search templates first to avoid duplicates. API summary: Creates one or more templates.create_account_userChanges dataCreate a new user for a account. Search users first to avoid duplicates. API summary: Adds new users to the specified account.create_account_workspaceChanges dataCreate a new workspace for a account. API summary: Create a Workspace.create_bulk_send_list_testDeletesCreate a new test for a bulk send list. Destructive action; may require approval. API summary: Creates a bulk send test.create_consoleChanges dataCreate a new console. API summary: Returns a URL to the Docusign eSignature web application.create_correctChanges dataCreate a new correct. API summary: Returns a URL to the envelope correction UI. Use after an envelope has been sent.create_documentChanges dataCreate a new document for a document. API summary: Creates custom document fields in an existing envelope document.create_document_document_fields_post_template_document_fieldsChanges dataCreate a new document for a document. API summary: Creates custom document fields in an existing template document.create_document_responsive_html_post_document_responsive_html_prChanges dataCreate a new document for a document. API summary: Creates a preview of the responsive version of a document.create_document_responsive_html_post_template_document_responsivChanges dataCreate a new document for a document. API summary: Creates a preview of the responsive version of a template document.create_document_tabs_post_document_tabsChanges dataCreate a new document for a document. API summary: Adds tabs to a document in an envelope.create_document_tabs_post_template_document_tabsChanges dataCreate a new document for a document. API summary: Adds tabs to a document in a template.create_document_templates_post_document_templatesChanges dataCreate a new document for a document. API summary: Adds templates to a document in an envelope.create_editChanges dataCreate a new edit. API summary: Returns a URL to the edit view UI. Use before an envelope has been sent.create_edit_views_post_template_edit_viewChanges dataCreate a new edit. API summary: Gets a URL for a template edit view.create_envelopeChanges dataCreate an envelope, usually from a template: pass templateId, templateRoles (name, email, roleName) and emailSubject in body. With status 'sent' DocuSign emails the recipients right away; use 'created' to save a draft instead.create_folder_documentChanges dataCreate a new document for a folder. API summary: Creates a workspace file.create_historicalVisible to othersCreate a new historical. Has effects visible outside this system. API summary: Submits a batch of historical envelopes for republish to a webhook.create_identity_manual_reviewChanges dataCreate a new identity manual review. API summary: Create the link to the page for manually reviewing IDs.create_jurisdictionChanges dataCreate a new jurisdiction. API summary: Creates a jurisdiction object.create_messageVisible to othersCreate a new message. Has effects visible outside this system. API summary: Creates a BCC email archive configuration.create_message_custom_fieldChanges dataCreate a new custom field for a message. API summary: Creates envelope custom fields for an envelope.create_message_responsive_html_previewChanges dataCreate a new responsive html preview for a message. API summary: Creates a preview of the responsive versions of all of the documents in an envelope.create_message_shareChanges dataCreate a new share for a message.create_message_templateChanges dataCreate a new template for a message. Search templates first to avoid duplicates. API summary: Adds templates to an envelope.create_notaryChanges dataCreate a new notary. API summary: Registers the current user as a notary.create_or_update_multiple_user_authorizationsChanges dataCreate a new user for a user. Search users first to avoid duplicates. API summary: Create or update multiple user authorizations.create_recipientChanges dataCreate a new recipient. API summary: Returns a URL to the recipient view UI. For signer recipients, returns the embedded signing view.create_recipient_identity_proof_tokenDeletesCreate a new identity proof token for a recipient. Destructive action; may require approval. API summary: Creates a resource token for a sender to request ID Evidence data.create_recipient_previewChanges dataCreate a new recipient preview. API summary: Creates an envelope recipient preview.create_recipient_preview_views_post_template_recipient_previewChanges dataCreate a new recipient preview. API summary: Creates a template recipient preview.create_recipient_tabChanges dataCreate a new tab for a recipient. API summary: Adds tabs for a recipient.create_recipient_tab_recipients_post_template_recipient_tabsChanges dataCreate a new tab for a recipient. API summary: Adds tabs for a recipient.create_secretChanges dataCreate a new secret. API summary: Generates a new connect HMAC Secret.create_sharedChanges dataCreate a new shared. Search shareds first to avoid duplicates. API summary: Returns a URL to the shared recipient view UI for an envelope.create_stepChanges dataCreate a new step. API summary: Adds a new step to an envelope's workflow.create_step_template_workflow_step_post_template_workflow_step_dChanges dataCreate a new step. API summary: Adds a new step to a template's workflow.create_template_custom_fieldChanges dataCreate a new custom field for a template. API summary: Creates custom document fields in an existing template document.create_template_recipientChanges dataCreate a new recipient for a template. API summary: Adds tabs for a recipient.create_template_responsive_html_previewChanges dataCreate a new responsive html preview for a template. API summary: Creates a preview of the responsive versions of all of the documents associated with a template.create_userChanges dataCreate a new user for a user. Search users first to avoid duplicates. API summary: Creates a user authorization.create_user_cloud_storageChanges dataCreate a new cloud storage for a user. API summary: Configures the redirect URL information for one or more cloud storage providers for the specified user.create_user_user_signatures_post_user_signaturesChanges dataCreate a new user for a user. Search users first to avoid duplicates. API summary: Adds user Signature and initials images to a Signature.delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Deletes the specified account.delete_account_account_custom_fields_delete_account_custom_fieldDeletesPermanently delete a account by account id 2. Destructive action; may require approval. API summary: Deletes an account custom field.delete_account_account_signatures_delete_account_signatureDeletesPermanently delete a account by account id 2. Destructive action; may require approval. API summary: Deletes an account stamp.delete_account_account_signatures_delete_account_signature_imageDeletesPermanently delete a account by image type. Destructive action; may require approval. API summary: Deletes the image for a stamp.delete_account_brand_delete_brandDeletesPermanently delete a account by account id 2. Destructive action; may require approval. API summary: Deletes a brand.delete_account_bulk_send_listMoves moneyPermanently delete a bulk send list by bulk send list id. Financial or irreversible action; may require approval. API summary: Deletes a bulk send list.delete_account_captive_recipientDeletesPermanently delete a captive recipient by recipient part. Destructive action; may require approval. API summary: Deletes the signature for one or more captive recipient records.delete_account_connectDeletesPermanently delete a connect by connect id. Destructive action; may require approval. API summary: Deletes the specified Connect configuration.delete_account_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Deletes a contact.delete_account_contactsMoves moneyPermanently delete a contact by account id. Financial or irreversible action; may require approval. API summary: Deletes multiple contacts from an account.delete_account_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes a chunked upload.delete_account_envelopeDeletesPermanently delete a envelope by envelope id. Destructive action; may require approval. API summary: Deletes an envelope lock.delete_account_favorite_templatesMoves moneyPermanently delete a favorite template by account id. Financial or irreversible action; may require approval. API summary: Remove one or more templates from the account favorites.delete_account_groupsMoves moneyPermanently delete a group by account id. Financial or irreversible action; may require approval. API summary: Deletes an existing user group.delete_account_permission_profileDeletesPermanently delete a permission profile by permission profile id. Destructive action; may require approval. API summary: Deletes a permission profile from an account.delete_account_powerformDeletesPermanently delete a powerform by power form id. Destructive action; may require approval. API summary: Deletes a PowerForm.delete_account_powerformsMoves moneyPermanently delete a powerform by account id. Financial or irreversible action; may require approval. API summary: Deletes one or more PowerForms.delete_account_signing_groupsMoves moneyPermanently delete a signing group by account id. Financial or irreversible action; may require approval. API summary: Deletes one or more signing groups.delete_account_tab_definitionDeletesPermanently delete a tab definition by custom tab id. Destructive action; may require approval. API summary: Deletes custom tab information.delete_account_templateDeletesPermanently delete a template by template part. Destructive action; may require approval. API summary: Removes a member group's sharing permissions for a template.delete_account_template_lockDeletesPermanently delete a template by template id. Destructive action; may require approval. API summary: Deletes a template lock.delete_account_usersMoves moneyPermanently delete a user by account id. Financial or irreversible action; may require approval. API summary: Closes one or more users in the account.delete_account_workspaceDeletesPermanently delete a workspace by workspace id. Destructive action; may require approval. API summary: Delete Workspace.delete_accountsMoves moneyPermanently delete a account by account id. Financial or irreversible action; may require approval. API summary: Deletes one or more brand profiles.delete_brand_logoDeletesPermanently delete a logo by logo type. Destructive action; may require approval. API summary: Deletes a brand logo.delete_correctsMoves moneyPermanently delete a correct by envelope id. Financial or irreversible action; may require approval. API summary: Revokes the correction view URL to the Envelope UI.delete_documentDeletesPermanently delete a document by document id 2. Destructive action; may require approval. API summary: Deletes a template from a document in an existing envelope.delete_document_pageDeletesPermanently delete a page by page number. Destructive action; may require approval. API summary: Deletes a page from a document in an envelope.delete_document_page_pages_delete_template_pageDeletesPermanently delete a page by page number. Destructive action; may require approval. API summary: Deletes a page from a document in an template.delete_documentsMoves moneyPermanently delete a document by document id. Financial or irreversible action; may require approval. API summary: Deletes custom document fields from an existing envelope document.delete_documents_document_fields_delete_template_document_fieldsMoves moneyPermanently delete a document by document id. Financial or irreversible action; may require approval. API summary: Deletes custom document fields from an existing template document.delete_documents_tabs_delete_document_tabsMoves moneyPermanently delete a document by document id. Financial or irreversible action; may require approval. API summary: Deletes tabs from a document in an envelope.delete_documents_tabs_delete_template_document_tabsMoves moneyPermanently delete a document by document id. Financial or irreversible action; may require approval. API summary: Deletes tabs from a template.delete_failureDeletesPermanently delete a failure by failure id. Destructive action; may require approval. API summary: Deletes a Connect failure log entry.delete_group_brandsMoves moneyPermanently delete a brand by group id. Financial or irreversible action; may require approval. API summary: Deletes brand information from a group.delete_group_usersMoves moneyPermanently delete a user by group id. Financial or irreversible action; may require approval. API summary: Deletes one or more users from a group.delete_imagesMoves moneyPermanently delete a image by user id. Financial or irreversible action; may require approval. API summary: Deletes the user profile image for the specified user.delete_jurisdictionDeletesPermanently delete a jurisdiction by jurisdiction id. Destructive action; may require approval. API summary: Deletes the specified jurisdiction.delete_logDeletesPermanently delete a log by log id. Destructive action; may require approval. API summary: Deletes a specified Connect log entry.delete_logsMoves moneyPermanently delete a log by account id. Financial or irreversible action; may require approval. API summary: Deletes a list of Connect log entries.delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes a BCC email archive configuration.delete_message_custom_fieldsMoves moneyPermanently delete a custom field by envelope id. Financial or irreversible action; may require approval. API summary: Deletes envelope custom fields for draft and in-process envelopes.delete_message_documentsMoves moneyPermanently delete a document by envelope id. Financial or irreversible action; may require approval. API summary: Deletes one or more envelope attachments from a draft envelope.delete_message_documents_documents_delete_documentsMoves moneyPermanently delete a document by envelope id. Financial or irreversible action; may require approval. API summary: Deletes documents from a draft envelope.delete_message_recipientsMoves moneyPermanently delete a recipient by envelope id. Financial or irreversible action; may require approval. API summary: Deletes recipients from an envelope.delete_message_shareDeletesPermanently delete a share by share id. Destructive action; may require approval.delete_message_sharesMoves moneyPermanently delete a share by envelope id. Financial or irreversible action; may require approval.delete_message_workflowsMoves moneyPermanently delete a workflow by envelope id. Financial or irreversible action; may require approval. API summary: Delete the workflow definition for an envelope.delete_messagesMoves moneyPermanently delete a message by account id. Financial or irreversible action; may require approval. API summary: Deletes configuration information for the eNote eOriginal integration.delete_recipient_tabsMoves moneyPermanently delete a tab by recipient id. Financial or irreversible action; may require approval. API summary: Deletes the tabs associated with a recipient. Note: It is an error to delete a tab that has the templateLocked property set to true.delete_recipient_tabs_recipients_delete_template_recipient_tabsMoves moneyPermanently delete a tab by recipient id. Financial or irreversible action; may require approval. API summary: Deletes the tabs associated with a recipient in a template.delete_request_logsMoves moneyPermanently delete a request log. Financial or irreversible action; may require approval. API summary: Deletes the request log files.delete_scheduled_sendingsMoves moneyPermanently delete a scheduled sending by envelope id. Financial or irreversible action; may require approval. API summary: Deletes the scheduled sending rules for the envelope's workflow.delete_scheduled_sendings_template_workflow_scheduled_sending_deMoves moneyPermanently delete a scheduled sending by template id. Financial or irreversible action; may require approval. API summary: Deletes the scheduled sending rules for the template's workflow.delete_secretDeletesPermanently delete a secret by key id. Destructive action; may require approval. API summary: Deletes the connect HMAC Secret for specified account.delete_signing_group_usersMoves moneyPermanently delete a user by signing group id. Financial or irreversible action; may require approval. API summary: Deletes one or more members from a signing group.delete_stepDeletesPermanently delete a step by workflow step id. Destructive action; may require approval. API summary: Deletes a workflow step from an envelope's workflow definition.delete_step_delayed_routingsMoves moneyPermanently delete a delayed routing by workflow step id. Financial or irreversible action; may require approval. API summary: Deletes the delayed routing rules for the specified envelope workflow step.delete_step_delayed_routings_template_workflow_delayed_routing_dMoves moneyPermanently delete a delayed routing by workflow step id. Financial or irreversible action; may require approval. API summary: Deletes the delayed routing rules for the specified template workflow step.delete_step_template_workflow_step_delete_template_workflow_stepDeletesPermanently delete a step by workflow step id. Destructive action; may require approval. API summary: Deletes a workflow step from an template's workflow definition.delete_template_custom_fieldsMoves moneyPermanently delete a custom field by template id. Financial or irreversible action; may require approval. API summary: Deletes envelope custom fields in a template.delete_template_documentsMoves moneyPermanently delete a document by template id. Financial or irreversible action; may require approval. API summary: Deletes documents from a template.delete_template_recipientDeletesPermanently delete a recipient by recipient id. Destructive action; may require approval. API summary: Deletes the specified recipient file from a template.delete_template_recipientsMoves moneyPermanently delete a recipient by template id. Financial or irreversible action; may require approval. API summary: Deletes recipients from a template.delete_template_workflowsMoves moneyPermanently delete a workflow by template id. Financial or irreversible action; may require approval. API summary: Delete the workflow definition for a template.delete_transfer_ruleMoves moneyPermanently delete a transfer rule by envelope transfer rule id. Financial or irreversible action; may require approval. API summary: Deletes an envelope transfer rule.delete_userDeletesPermanently delete a user by user id 2. Destructive action; may require approval. API summary: Deletes the user authorization.delete_user_cloud_storageDeletesPermanently delete a cloud storage by service id. Destructive action; may require approval. API summary: Deletes the user authentication information for the specified cloud storage provider.delete_user_cloud_storagesMoves moneyPermanently delete a cloud storage by user id. Financial or irreversible action; may require approval. API summary: Deletes the user authentication information for one or more cloud storage providers.delete_user_custom_settingsMoves moneyPermanently delete a custom setting by user id. Financial or irreversible action; may require approval. API summary: Deletes custom user settings for a specified user.delete_user_user_signatures_delete_user_signatureDeletesPermanently delete a user by user id 2. Destructive action; may require approval. API summary: Removes removes signature information for the specified user.delete_user_user_signatures_delete_user_signature_imageDeletesPermanently delete a user by image type. Destructive action; may require approval. API summary: Deletes the user initials image or the user signature image for the specified user.delete_usersMoves moneyPermanently delete a user by user id. Financial or irreversible action; may require approval. API summary: Delete multiple user authorizations.delete_workspace_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes files or sub-folders from a workspace.download_envelope_documentDownload a document from an envelope as a PDF. Pass envelope_id and document_id; use 'combined' for all documents in one PDF or 'certificate' for the certificate of completion.download_template_documentDownload a template's document as a PDF. Pass template_id and document_id, or 'combined' for all documents in one PDF.get_a_list_of_past_due_invoicesList invoices for a account. API summary: Get a list of past due invoices.get_accountGet details of the connected DocuSign account, such as its name, plan and billing period.get_account_account_signatures_get_account_signatureGet one account for a account by account id 2. API summary: Returns information about the specified stamp.get_account_account_signatures_get_account_signature_imageGet one account for a account by image type. API summary: Returns the image for an account stamp.get_account_brand_get_brandGet one account for a account by account id 2. API summary: Gets information about a brand.get_account_bulk_send_batchGet one bulk send batch for a account by bulk send batch id. API summary: Gets the status of a specific bulk send batch.get_account_bulk_send_listGet one bulk send list for a account by bulk send list id. API summary: Gets a specific bulk send list.get_account_connectGet one connect for a account by connect id. API summary: Gets the details about a Connect configuration.get_account_consumer_disclosure_get_consumer_disclosure_lang_codGet one account for a account by lang code. API summary: Gets the Electronic Record and Signature Disclosure for an account.get_account_contactGet one contact for a account by contact id. API summary: Gets one or more contacts.get_account_documentGet one document for a account by document id. API summary: Retrieves metadata about a chunked upload.get_account_envelope_lockGet one envelope for a account by envelope id. API summary: Gets envelope lock information.get_account_folderGet one folder for a account by folder id. API summary: Gets information about items in a specified folder.get_account_invoiceGet one invoice for a account by invoice id. API summary: Retrieves a billing invoice.get_account_paymentGet one payment for a account by payment id. API summary: Gets billing payment information for a specific payment.get_account_permission_profileGet one permission profile for a account by permission profile id. API summary: Returns a permission profile for an account.get_account_powerformGet one powerform for a account by power form id. API summary: Returns a single PowerForm.get_account_search_folderGet one search folder for a account by search folder id. Results are paginated. API summary: Deprecated. Use Envelopes: listStatusChanges.get_account_signing_groupGet one signing group for a account by signing group id. API summary: Gets information about a signing group.get_account_tab_definitionGet one tab definition for a account by custom tab id. API summary: Gets custom tab information.get_account_template_lockGet one template for a account by template id. API summary: Gets template lock information.get_account_userGet one user for a account by user id. API summary: Gets the user information for a specified user using a userId (GUID). To find a user based on their email address, use the list endpoint.get_account_workspaceGet one workspace for a account by workspace id. API summary: Get Workspace.get_billing_planGet one billing plan by billing plan id. API summary: Gets billing plan details.get_brand_logoGet one logo for a brand by logo type. API summary: Gets a brand logo.get_brand_resourceGet one resource for a brand by resource content type. API summary: Returns a branding resource file.get_cloud_storage_folderGet one folder for a cloud storage by folder id. Results are paginated. API summary: Gets a list of items from a cloud storage provider.get_envelopeGet one envelope by envelope_id, including its status, subject, sender and sent/completed dates.get_envelope_form_dataGet the values recipients typed into the fields of an envelope, such as names, dates and checkboxes. Pass envelope_id.get_envelope_sender_view_urlChanges dataGet a link that opens a draft envelope in DocuSign so a person can place signature fields and send it. Pass envelope_id and a return_url to go back to afterwards.get_envelope_statusesChanges dataCheck the status of several envelopes at once. Pass envelope_ids, or a from_date to get every envelope that changed since then.get_folder_documentGet one document for a folder by document id. API summary: Gets a workspace file.get_jurisdictionGet one jurisdiction by jurisdiction id. API summary: Gets a jurisdiction object for the current user. The user must be a notary.get_logGet one log by log id. API summary: Gets a Connect log entry.get_messageGet one message by message id. Results are paginated. API summary: Gets a BCC email archive configuration and its history.get_message_documentGet one document for a message by document id. API summary: Retrieves an envelope attachment from an envelope.get_message_shareGet one share for a message by share id.get_recipient_consumer_disclosureGet one consumer disclosure for a recipient by lang code. API summary: Gets the Electronic Record and Signature Disclosure for a specific envelope recipient.get_request_logGet one request log by request log id. API summary: Gets a request logging log file.get_stepGet one step by workflow step id. API summary: Returns a specified workflow step for a specified template.get_step_template_workflow_step_get_template_workflow_step_definGet one step by workflow step id. API summary: Returns a specified workflow step for a specified envelope.get_templateGet one template by template_id, including its documents and recipient roles. Use the role names when creating an envelope from it.get_userGet one user for a user by user id 2. API summary: Returns the user authorization for a given authorization ID.get_user_cloud_storageGet one cloud storage for a user by service id. API summary: Gets the specified Cloud Storage Provider configuration for the User.get_user_user_signatures_get_user_signatureGet one user for a user by user id 2. API summary: Gets the user signature information for the specified user.get_user_user_signatures_get_user_signature_imageGet one user for a user by image type. API summary: Retrieves the user initials image or the user signature image for the specified user.get_workspace_productGet one product for a workspace by product id. Results are paginated. API summary: List workspace folder contents.list_account_billing_plansList billing plans for a account. Optional filters: include credit card information, include downgrade information, include metadata, include successor plans or include tax exempt id. API summary: Get Account Billing Plan.list_account_bulk_send_listsList bulk send lists for a account. API summary: Gets bulk send lists.list_account_connectsList connects for a account. API summary: Get Connect configuration information.list_account_foldersList folders for a account. Optional filters: include items, start position, sub folder depth, template or user filter. Results are paginated. API summary: Returns a list of the account's folders.list_account_invoicesList invoices for a account. Optional filters: from date or to date. API summary: Get a List of Billing Invoices.list_account_paymentsList payments for a account. Optional filters: include charges. API summary: Gets list of recurring and usage charges for the account.list_account_payments_billing_payments_get_payment_listList payments for a account. Optional filters: from date or to date. API summary: Gets payment information for one or more payments.list_account_permission_profilesList permission profiles for a account. API summary: Gets a list of permission profiles.list_account_signing_groupsList signing groups for a account. Optional filters: group type or include users. API summary: Gets a list of the Signing Groups in an account.list_account_supported_languagesList supported languages for a account. API summary: Gets the supported languages for envelope recipients.list_account_tab_definitionsList tab definitions for a account. Optional filters: custom tab only. API summary: Gets a list of all account tabs.list_account_unsupported_file_typesList unsupported file types for a account. API summary: Gets a list of unsupported file types.list_account_watermarksList watermarks for a account. API summary: Get watermark information.list_account_workspacesList workspaces for a account.list_accountsList accounts for a account. Optional filters: exclude distributor brand or include logos. API summary: Gets a list of brands.list_accounts_account_custom_fields_get_account_custom_fieldsList accounts for a account. API summary: Gets a list of custom fields.list_accounts_account_identity_verification_get_account_identityList accounts for a account. Optional filters: identity verification workflow status. API summary: Retrieves the Identity Verification workflows available to an account.list_accounts_account_password_rules_get_account_password_rulesList accounts. API summary: Gets the password rules for an account.list_accounts_account_signature_providers_get_seal_providersList accounts for a account. API summary: Returns available seals for specified account.list_accounts_account_signature_providers_get_signature_providerList accounts for a account. API summary: Gets the available signature providers for an account.list_accounts_account_signatures_get_account_signaturesList accounts for a account. Optional filters: stamp format, stamp name or stamp type. API summary: Returns a list of stamps available in the account.list_accounts_consumer_disclosure_get_consumer_disclosureList accounts for a account. Optional filters: lang code. API summary: Gets the default Electronic Record and Signature Disclosure for an account.list_accounts_password_rules_get_password_rulesList accounts. API summary: Gets membership account password rules.list_accounts_settings_get_settingsList accounts for a account. API summary: Gets account settings information.list_accounts_tab_settings_get_tab_settingsList accounts. API summary: Returns tab settings list for specified account.list_billing_plansList billing plans. API summary: Gets a list of available billing plans.list_brand_documentsList documents for a brand. API summary: Exports a brand.list_brand_resourcesList resources for a brand. API summary: Returns metadata about the branding resources for an account.list_connect_usersList users for a connect. Optional filters: email substring, list included users, start position, status or user name substring. Results are paginated. API summary: Returns users from the configured Connect service.list_credit_cardsList credit cards. API summary: Get credit card information.list_document_pagesList pages for a document. Optional filters: dpi, max height, max width, nocache, show changes or start position. Results are paginated. API summary: Returns document page images based on input.list_document_pages_pages_get_template_page_imagesList pages for a document. Optional filters: dpi, max height, max width, nocache, show changes or start position. Results are paginated. API summary: Returns document page images based on input.list_documentsList documents for a document. API summary: Gets the custom document fields from an existing envelope document.list_documents_document_fields_get_template_document_fieldsList documents for a document. API summary: Gets the custom document fields for a an existing template document.list_documents_responsive_html_get_envelope_document_html_definiList documents for a document. API summary: Retrieves the HTML definition used to generate a dynamically sized responsive document.list_documents_responsive_html_get_template_document_html_definiList documents for a document. API summary: Gets the Original HTML Definition used to generate the Responsive HTML for a given document in a template.list_documents_tabs_get_document_tabsList documents for a document. Optional filters: include metadata or page numbers. API summary: Returns the tabs on a document.list_documents_tabs_get_template_document_tabsList documents for a document. Optional filters: page numbers. API summary: Returns tabs on a template.list_documents_templates_get_document_templatesList documents for a document. API summary: Gets the templates associated with a document in an existing envelope.list_downgradesList downgrades. API summary: Returns downgrade plan information for the specified account.list_envelope_audit_eventsGet the audit trail of an envelope: who sent, viewed, signed or declined it, and when. Pass envelope_id.list_envelope_documentsList the documents in an envelope with their document IDs, names and page counts. Pass envelope_id.list_envelope_purge_configurationsList envelope purge configurations. API summary: Gets the envelope purge configuration for an account.list_envelope_recipientsList the recipients of an envelope with each person's routing order and status (sent, delivered, signed, declined). Pass envelope_id.list_envelopesList or search envelopes. Pass from_date (required by DocuSign unless you pass envelope_ids), and optionally status (e.g. sent, delivered, completed, declined, voided), search_text, or folder_types.list_failuresList failures. Optional filters: from date or to date. API summary: Gets the Connect failure log information.list_favorite_templatesList the templates marked as favorites in the account.list_file_pagesList pages for a file. Optional filters: dpi, max height, max width or start position. Results are paginated. API summary: List File Pages.list_group_brandsList brands for a group. API summary: Gets the brand information for a group.list_group_usersList users for a group. Optional filters: start position. Results are paginated. API summary: Gets a list of users in a group.list_imagesList images. Optional filters: encoding. API summary: Retrieves the user profile image for the specified user.list_jurisdictionsList jurisdictions. API summary: Returns a list of jurisdictions that the notary is registered in.list_logsList logs. Optional filters: from date or to date. API summary: Gets the Connect log.list_message_custom_fieldsList custom fields for a message. API summary: Gets the custom field information for the specified envelope.list_message_doc_gen_form_fieldsList doc gen form fields for a message. API summary: Returns sender fields for an envelope.list_message_documentsList documents for a message. API summary: Returns a list of envelope attachments associated with a specified envelope.list_message_html_definitionsList html definitions for a message. API summary: Gets the Original HTML Definition used to generate the Responsive HTML for the envelope.list_message_notificationsList notifications for a message. API summary: Gets envelope notification information.list_message_sharesList shares for a message.list_message_tabs_blobsList tabs blobs for a message. API summary: Reserved for Docusign.list_message_templatesList templates for a message. API summary: Gets templates used in an envelope.list_message_workflowsList workflows for a message. API summary: Returns the workflow definition for an envelope.list_messagesList messages. Optional filters: start position. Results are paginated. API summary: Gets the BCC email archive configurations for an account.list_messages_e_note_configuration_get_e_note_configurationList messages. API summary: Returns the configuration information for the eNote eOriginal integration.list_notariesList notaries. Optional filters: include jurisdictions. API summary: Gets settings for a notary user.list_notification_defaultsList notification defaults. API summary: Gets envelope notification defaults.list_page_documentsList documents for a page. API summary: Returns tabs on the specified page.list_page_documents_tabs_get_template_page_tabsList documents for a page. API summary: Returns tabs on the specified page.list_pagesList pages for a page. Optional filters: dpi, max height, max width or show changes. API summary: Gets a page image from an envelope for display.list_pages_pages_get_template_page_imageList pages for a page. Optional filters: dpi, max height, max width or show changes. API summary: Gets a page image from a template for display.list_payment_gateway_accountsList accounts for a account. API summary: List payment gateway accounts.list_powerform_form_dataList form data for a powerform. Optional filters: data layout, from date or to date. API summary: Returns the data that users entered in a PowerForm.list_provisioningsList provisionings. API summary: Retrieves the account provisioning information for the account.list_recipient_consumer_disclosuresList consumer disclosures for a recipient. Optional filters: lang code. API summary: Gets the default Electronic Record and Signature Disclosure for an envelope.list_recipient_documentsList documents for a recipient. API summary: Returns document visibility for a recipient.list_recipient_documents_recipients_get_template_recipient_documList documents for a recipient. API summary: Returns document visibility for a template recipient.list_recipient_initials_imagesList initials images for a recipient. Optional filters: include chrome. API summary: Gets the initials image for a user.list_recipient_signature_imagesList signature images for a recipient. Optional filters: include chrome. API summary: Retrieve signature image information for a signer/sign-in-person recipient.list_recipient_signaturesList signatures for a recipient. API summary: Gets signature information for a signer or sign-in-person recipient.list_recipient_tabsList tabs for a recipient. Optional filters: include anchor tab locations or include metadata. API summary: Gets the tabs information for a signer or sign-in-person recipient in an envelope.list_recipient_tabs_recipients_get_template_recipient_tabsList tabs for a recipient. Optional filters: include anchor tab locations or include metadata. API summary: Gets the tabs information for a signer or sign-in-person recipient in a template.list_request_logsList request logs. Optional filters: encoding. API summary: Gets the API request logging log files.list_scheduled_sendingsList scheduled sendings. API summary: Returns the scheduled sending rules for an envelope's workflow definition.list_scheduled_sendings_template_workflow_scheduled_sending_get_List scheduled sendings. API summary: Returns the scheduled sending rules for a template's workflow definition.list_secretsList secrets.list_sendersList senders. Optional filters: start position. API summary: Gets PowerForm senders.list_service_informationList service information. API summary: Retrieves the available REST API versions.list_settingsList settings. API summary: Gets the API request logging settings.list_signing_group_usersList users for a signing group. API summary: Gets a list of members in a Signing Group.list_step_delayed_routingsList delayed routings for a step. API summary: Returns the delayed routing rules for an envelope's workflow step definition.list_step_delayed_routings_template_workflow_delayed_routing_getList delayed routings for a step. API summary: Returns the delayed routing rules for a template's workflow step definition.list_template_custom_fieldsList custom fields for a template. API summary: Gets the custom document fields from a template.list_template_documentsList documents for a template. Optional filters: include agreement type, include is edited or include tabs. API summary: Gets a list of documents associated with a template.list_template_html_definitionsList html definitions for a template. API summary: Gets the Original HTML Definition used to generate the Responsive HTML for the template.list_template_notificationsList notifications for a template. API summary: Gets template notification information.list_template_recipientsList recipients for a template. Optional filters: include anchor tab locations, include extended or include tabs. API summary: Gets recipient information from a template.list_template_workflowsList workflows for a template. API summary: Returns the workflow definition for a template.list_templatesList or search the templates in the account. Optionally pass search_text, folder_ids, or date filters.list_transcriptsList transcripts. Optional filters: encoding. API summary: Gets a PDF transcript of all of the comments in an envelope.list_user_cloud_storagesList cloud storages for a user. Optional filters: redirect url. API summary: Get the Cloud Storage Provider configuration for the specified user.list_user_custom_settingsList custom settings for a user. API summary: Retrieves the custom user settings for a specified user.list_usersList users in the DocuSign account. Optionally filter by email or email_substring, for example to look up yourself or a colleague.list_users_2List users. Optional filters: domain users only, email substring, start position, status or user name substring. Results are paginated. API summary: Returns all users from the configured Connect service.list_users_user_agent_authorizations_get_agent_user_authorizatioList users. Optional filters: active only, email substring, include closed users, permissions, start position or task source. Results are paginated. API summary: Returns the authorizations for which the specified user is the agent user.list_users_user_authorizations_get_principal_user_authorizationsList users for a user. Optional filters: active only, email substring, include closed users, permissions, start position or task source. Results are paginated. API summary: Returns the authorizations for which the specified user is the principal user.list_users_user_profile_get_profileList users for a user. API summary: Retrieves the user profile for a specified user.list_users_user_settings_get_user_settingsList users for a user. API summary: Gets the user account settings for a specified user.list_users_user_signatures_get_user_signaturesList users for a user. Optional filters: stamp type. API summary: Retrieves a list of signature definitions for a user.pay_message_rulesMoves moneyTransfer a message (account id). Financial or irreversible action; may require approval. Results are paginated. API summary: Gets envelope transfer rules.pay_message_rules_envelope_transfer_rules_post_envelope_transferMoves moneyTransfer a message (account id). Financial or irreversible action; may require approval. API summary: Creates an envelope transfer rule.pay_message_rules_transferMoves moneyTransfer a message (account id). Financial or irreversible action; may require approval. API summary: Changes the status of multiple envelope transfer rules.remove_envelope_recipientDeletesRemove one recipient from an envelope that has not been completed. Pass envelope_id and recipient_id (from list_envelope_recipients).search_account_bulk_send_batchesSearch bulk send batches for a account by batch ids, from date, search text, start position, status or to date. Use this to find existing bulk send batches before creating a new bulk send batch. Results are paginated. API summary: Returns a list of bulk send batch summaries.search_account_groupsSearch groups for a account by group type, include usercount, search text or start position. Use this to find existing groups before creating a new group. Results are paginated. API summary: Gets information about groups associated with the account.search_account_powerformsSearch powerforms for a account by from date, order, order by, search fields, search text or start position. Use this to find existing powerforms before creating a new powerform. Results are paginated. API summary: Returns a list of PowerForms.search_accountsSearch accounts for a account by envelopes not shared user status, folder ids, item type, search text, shared or start position. Use this to find existing accounts before creating a new account. Results are paginated. API summary: Reserved: Gets the shared item status for one or more users.search_bulk_send_batch_envelopesSearch envelopes for a bulk send batch by order, order by, search text, start position or status. Use this to find existing envelopes before creating a new envelope. Results are paginated. API summary: Gets envelopes from a specific bulk send batch.search_cloud_storage_foldersSearch folders for a cloud storage by cloud storage folder path, order, order by, search text or start position. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Retrieves a list of all the items in a specified folder from the specified cloud storage provider.search_journalsSearch journals by search text or start position. Use this to find existing journals before creating a new journal. Results are paginated. API summary: Gets notary jurisdictions for a user.search_sharedsSearch shareds by from date, order, order by, search text, start position or status. Use this to find existing shareds before creating a new shared. Results are paginated.send_bulk_send_listDeletesSend a bulk send list (bulk send list id). Destructive action; may require approval. API summary: Creates a bulk send request.send_message_settingsVisible to othersEmail a message (envelope id). Has effects visible outside this system. API summary: Gets the email setting overrides for an envelope.send_message_settings_emailVisible to othersEmail a message (envelope id). Has effects visible outside this system. API summary: Updates the email setting overrides for an envelope.send_message_settings_email_settings_delete_email_settingsDeletesEmail a message (envelope id). Destructive action; may require approval. API summary: Deletes the email setting overrides for an envelope.send_message_settings_email_settings_post_email_settingsVisible to othersEmail a message (envelope id). Has effects visible outside this system. API summary: Adds email setting overrides to an envelope.submit_envelopeVisible to othersLock a envelope (envelope id). Has effects visible outside this system. API summary: Updates an envelope lock.submit_envelope_lockVisible to othersLock a envelope (envelope id). Has effects visible outside this system. API summary: Locks an envelope.submit_templateVisible to othersLock a template (template id). Has effects visible outside this system. API summary: Updates a template lock.submit_template_lockVisible to othersLock a template (template id). Has effects visible outside this system. API summary: Locks a template.submit_watermarkDeletesPreview a watermark (account id). Destructive action; may require approval. API summary: Get watermark preview.update_accountChanges dataUpdate an existing account identified by account id 2. API summary: Updates an existing brand.update_account_account_custom_fields_put_account_custom_fieldsChanges dataUpdate an existing account identified by account id 2. API summary: Updates an account custom field.update_account_account_signatures_put_account_signature_by_idChanges dataUpdate an existing account identified by account id 2. API summary: Updates an account stamp by ID.update_account_billing_plansVisible to othersUpdate an existing billing plan identified by account id. Has effects visible outside this system. API summary: Updates an account billing plan.update_account_bulk_send_batchDeletesUpdate an existing bulk send batch identified by bulk send batch id. Destructive action; may require approval. API summary: Updates the name of a bulk send batch.update_account_bulk_send_listDeletesUpdate an existing bulk send list identified by bulk send list id. Destructive action; may require approval. API summary: Updates a bulk send list.update_account_connectsVisible to othersUpdate an existing connect identified by account id. Has effects visible outside this system. API summary: Updates a specified Connect configuration.update_account_consumer_disclosure_put_consumer_disclosureChanges dataUpdate an existing account identified by lang code. API summary: Updates the Electronic Record and Signature Disclosure for an account.update_account_contactsVisible to othersUpdate an existing contact identified by account id. Has effects visible outside this system. API summary: Updates one or more contacts.update_account_documentChanges dataUpdate an existing document identified by document id. API summary: Commit a chunked upload.update_account_favorite_templatesVisible to othersUpdate an existing favorite template identified by account id. Has effects visible outside this system. API summary: Set one or more templates as account favorites.update_account_folderChanges dataUpdate an existing folder identified by folder id. API summary: Moves a set of envelopes from their current folder to another folder.update_account_groupsVisible to othersUpdate an existing group identified by account id. Has effects visible outside this system. API summary: Updates the group information for a group.update_account_permission_profileDeletesUpdate an existing permission profile identified by permission profile id. Destructive action; may require approval. API summary: Updates a permission profile.update_account_powerformChanges dataUpdate an existing powerform identified by power form id. API summary: Updates an existing PowerForm.update_account_signing_groupChanges dataUpdate an existing signing group identified by signing group id. API summary: Updates a signing group.update_account_signing_groupsVisible to othersUpdate an existing signing group identified by account id. Has effects visible outside this system. API summary: Updates signing group names.update_account_tab_definitionChanges dataUpdate an existing tab definition identified by custom tab id. API summary: Updates custom tab information.update_account_templateChanges dataUpdate an existing template identified by template id. API summary: Updates an existing template.update_account_templatesVisible to othersUpdate an existing template identified by account id. Has effects visible outside this system.update_account_userChanges dataUpdate an existing user identified by user id. API summary: Updates user information for the specified user.update_account_usersVisible to othersUpdate an existing user identified by account id. Has effects visible outside this system. API summary: Changes one or more users in the specified account.update_account_watermarksVisible to othersUpdate an existing watermark identified by account id. Has effects visible outside this system. API summary: Update watermark information.update_account_workspaceChanges dataUpdate an existing workspace identified by workspace id. API summary: Update Workspace.update_accountsVisible to othersUpdate an existing account identified by account id. Has effects visible outside this system. API summary: Updates the account settings for an account.update_accounts_account_password_rules_put_account_password_ruleMoves moneyUpdate an existing account identified by account id. Financial or irreversible action; may require approval. API summary: Updates the password rules for an account.update_accounts_account_signatures_put_account_signatureVisible to othersUpdate an existing account identified by account id. Has effects visible outside this system. API summary: Updates an account stamp.update_accounts_shared_access_put_shared_accessVisible to othersUpdate an existing account identified by account id. Has effects visible outside this system. API summary: Reserved: Sets the shared access information for users.update_accounts_tab_settings_put_settingsVisible to othersUpdate an existing account identified by account id. Has effects visible outside this system. API summary: Modifies tab settings for specified account.update_auto_matchesVisible to othersUpdate an existing auto match identified by account id. Has effects visible outside this system.update_brand_logoChanges dataUpdate an existing logo identified by logo type. API summary: Updates a brand logo.update_documentsVisible to othersUpdate an existing document identified by document id. Has effects visible outside this system. API summary: Updates existing custom document fields in an existing envelope document.update_documents_recipients_put_recipients_document_visibilityVisible to othersUpdate an existing document identified by envelope id. Has effects visible outside this system. API summary: Updates document visibility for recipients.update_documents_tabs_put_document_tabsVisible to othersUpdate an existing document identified by document id. Has effects visible outside this system. API summary: Updates the tabs for document.update_downgradesVisible to othersUpdate an existing downgrade identified by account id. Has effects visible outside this system. API summary: Queues downgrade billing plan request for an account.update_envelopeChanges dataSend a draft (status 'sent', which emails the recipients), void a sent envelope (status 'voided' plus voidedReason; voiding is irreversible), or resend notifications with resend_envelope=true. Pass envelope_id.update_envelope_purge_configurationsVisible to othersUpdate an existing envelope purge configuration identified by account id. Has effects visible outside this system. API summary: Sets the envelope purge configuration for an account.update_envelope_recipientsVisible to othersCorrect recipients on an envelope, such as a wrong name or email, by passing envelope_id and signers with their recipientId. Set resend_envelope=true to email the corrected recipients again.update_folder_documentChanges dataUpdate an existing document identified by document id. API summary: Update workspace file or folder metadata.update_group_brandsVisible to othersUpdate an existing brand identified by group id. Has effects visible outside this system. API summary: Adds an existing brand to a group.update_group_usersVisible to othersUpdate an existing user identified by group id. Has effects visible outside this system. API summary: Adds one or more users to an existing group.update_imagesVisible to othersUpdate an existing image identified by user id. Has effects visible outside this system. API summary: Updates the user profile image for a specified user.update_jurisdictionChanges dataUpdate an existing jurisdiction identified by jurisdiction id. API summary: Updates the jurisdiction information about a notary.update_message_custom_fieldsVisible to othersUpdate an existing custom field identified by envelope id. Has effects visible outside this system. API summary: Updates envelope custom fields in an envelope.update_message_doc_gen_form_fieldsVisible to othersUpdate an existing doc gen form field identified by envelope id. Has effects visible outside this system. API summary: Updates sender fields for an envelope.update_message_documentChanges dataUpdate an existing document identified by document id. API summary: Updates an envelope attachment in a draft or in-process envelope.update_message_document_documents_put_documentChanges dataUpdate an existing document identified by document id. API summary: Adds or replaces a document in an existing envelope.update_message_documentsVisible to othersUpdate an existing document identified by envelope id. Has effects visible outside this system. API summary: Adds one or more envelope attachments to a draft or in-process envelope.update_message_documents_documents_put_documentsVisible to othersUpdate an existing document identified by envelope id. Has effects visible outside this system. API summary: Adds one or more documents to an existing envelope.update_message_notificationsVisible to othersUpdate an existing notification identified by envelope id. Has effects visible outside this system. API summary: Sets envelope notifications for an existing envelope.update_message_retry_queuesDeletesUpdate an existing retry queue identified by envelope id. Destructive action; may require approval. API summary: Republishes Connect information for the specified envelope.update_message_shareChanges dataUpdate an existing share identified by share id.update_message_sharesVisible to othersUpdate an existing share identified by envelope id. Has effects visible outside this system.update_message_tabs_blobsVisible to othersUpdate an existing tabs blob identified by envelope id. Has effects visible outside this system. API summary: Reserved for Docusign.update_message_workflowsVisible to othersUpdate an existing workflow identified by envelope id. Has effects visible outside this system. API summary: Updates the workflow definition for an envelope.update_messagesVisible to othersUpdate an existing message identified by account id. Has effects visible outside this system. API summary: Updates configuration information for the eNote eOriginal integration.update_notariesVisible to othersUpdate an existing notary. Has effects visible outside this system. API summary: Updates notary information for the current user.update_notification_defaultsVisible to othersUpdate an existing notification default identified by account id. Has effects visible outside this system. API summary: Updates envelope notification default settings.update_pagesVisible to othersUpdate an existing page identified by page number. Has effects visible outside this system. API summary: Rotates page image from an envelope for display.update_purchased_envelopesVisible to othersUpdate an existing purchased envelope identified by account id. Has effects visible outside this system. API summary: Reserved: Purchase additional envelopes.update_recipient_documentsVisible to othersUpdate an existing document identified by recipient id. Has effects visible outside this system. API summary: Updates document visibility for a recipient.update_recipient_initials_imagesVisible to othersUpdate an existing initials image identified by recipient id. Has effects visible outside this system. API summary: Sets the initials image for an accountless signer.update_recipient_signature_imagesVisible to othersUpdate an existing signature image identified by recipient id. Has effects visible outside this system. API summary: Sets the signature image for an accountless signer.update_recipient_tabsVisible to othersUpdate an existing tab identified by recipient id. Has effects visible outside this system. API summary: Updates the tabs for a recipient.update_retry_queuesDeletesUpdate an existing retry queue identified by account id. Destructive action; may require approval. API summary: Republishes Connect information for multiple envelopes.update_scheduled_sendingsVisible to othersUpdate an existing scheduled sending identified by envelope id. Has effects visible outside this system. API summary: Updates the scheduled sending rules for an envelope's workflow.update_settingsVisible to othersUpdate an existing setting. Has effects visible outside this system. API summary: Enables or disables API request logging for troubleshooting.update_signing_group_usersVisible to othersUpdate an existing user identified by signing group id. Has effects visible outside this system. API summary: Adds members to a signing group.update_stepChanges dataUpdate an existing step identified by workflow step id. API summary: Updates the specified workflow step for an envelope.update_step_delayed_routingsVisible to othersUpdate an existing delayed routing identified by workflow step id. Has effects visible outside this system. API summary: Updates the delayed routing rules for an envelope's workflow step definition.update_template_custom_fieldsVisible to othersUpdate an existing custom field identified by template id. Has effects visible outside this system. API summary: Updates envelope custom fields in a template.update_template_documentChanges dataUpdate an existing document identified by document id. API summary: Updates a template document.update_template_documentsVisible to othersUpdate an existing document identified by template id. Has effects visible outside this system. API summary: Adds documents to a template document.update_template_notificationsVisible to othersUpdate an existing notification identified by template id. Has effects visible outside this system. API summary: Updates the notification structure for an existing template.update_template_recipientsVisible to othersUpdate an existing recipient identified by template id. Has effects visible outside this system. API summary: Updates recipients in a template.update_template_workflowsVisible to othersUpdate an existing workflow identified by template id. Has effects visible outside this system. API summary: Updates the workflow definition for a template.update_transfer_ruleMoves moneyUpdate an existing transfer rule identified by envelope transfer rule id. Financial or irreversible action; may require approval. API summary: Changes the status of an envelope transfer rule.update_userChanges dataUpdate an existing user identified by user id 2. API summary: Updates the start or end date for a user authorization.update_user_custom_settingsVisible to othersUpdate an existing custom setting identified by user id. Has effects visible outside this system. API summary: Adds or updates custom user settings for the specified user.update_user_user_signatures_put_user_signature_by_idChanges dataUpdate an existing user identified by user id 2. API summary: Updates the user signature for a specified user.update_usersVisible to othersUpdate an existing user identified by user id. Has effects visible outside this system. API summary: Updates the user profile information for the specified user.update_users_user_settings_put_user_settingsVisible to othersUpdate an existing user identified by user id. Has effects visible outside this system. API summary: Updates the user account settings for a specified user.update_users_user_signatures_put_user_signatureVisible to othersUpdate an existing user identified by user id. Has effects visible outside this system. API summary: Adds/updates a user signature.
Set up in three steps
- 1
Pick the app
Create a free HeyMyApps account and choose DocuSign eSignature from the app list.
- 2
Paste your key
Paste four values from your own DocuSign app, then sign in to DocuSign once. In DocuSign go to Settings (Admin) > Apps and Keys, click Add App and Integration Key, add a secret key and the redirect URI https://heymyapps.com/oauth/callback. Paste the Integration key and Secret key. On the same page copy the API Account ID and the first part of the Account Base URI (the na3 in https://na3.docusign.net). HeyMyApps renews access automatically after that.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in DocuSign?
The AI can read the account, users, envelopes, recipients, audit events, form data, templates and favorite templates, and download envelope and template documents. It can create envelopes, add, correct or remove recipients, send drafts, resend notifications, void envelopes and get a link to prepare a draft in DocuSign.
Does the AI see my DocuSign credentials?
No. Your DocuSign credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose which tools are switched on, so you can start with status checks only. Sending envelopes, correcting recipients and voiding can require your approval before they run. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
DocuSign connects with OAuth, and OAuth connections need the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own DocuSign account.
Will the AI send documents for signature on its own?
Only if you let it. The AI can create an envelope as a draft, which DocuSign does not send, or with status sent, which emails the recipients right away. Voiding a sent envelope cannot be undone. You can require approval for create_envelope and update_envelope, or leave them off.
Related integrations
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