With DocuSign, manage and automate document workflows.
Manage and automate document workflows with DocuSign, including creating envelopes, collecting eSignatures, updating documents, sending signature requests, and tracking document status for efficient digital signing processes.
Required:
action
- The operation to perform (create-envelope, get-envelope, update-envelope, send-envelope, search-envelopes, get-custom-fields)Optional:
envelope-id
- DocuSign envelope IDemail-subject
- Email subject for the envelopedocument-name
- Name of the documentrecipient-email
- Email address of the recipientrecipient-name
- Name of the recipientstatus
- Envelope status (created, sent, delivered, completed)Create a new envelope to collect eSignatures
Parameters:
email-subject
(required) - Email subject for signature requestdocument-base64
(required) - Base64 encoded document contentdocument-name
(required) - Name of the documentdocument-extension
(required) - File extension (pdf, docx, etc.)recipient-email
(required) - Signer’s email addressrecipient-name
(required) - Signer’s nameanchor-string
(optional) - Text anchor for signature placementanchor-y-offset
(optional) - Y offset for signature placementExample:
Response:
Retrieve details of an envelope using its unique ID
Parameters:
envelope-id
(required) - DocuSign envelope IDExample:
Response:
Update the details of an existing envelope
Parameters:
envelope-id
(required) - DocuSign envelope ID to updateemail-subject
(optional) - Updated email subjectstatus
(optional) - Updated envelope statusExample:
Response:
Send an envelope that was previously created
Parameters:
envelope-id
(required) - DocuSign envelope ID to sendExample:
Response:
Search for envelopes based on query parameters
Parameters:
status
(optional) - Filter by envelope status (created, sent, delivered, completed)search-text
(optional) - Search text to filter envelopesExample:
Response:
Retrieve custom fields for an envelope
Parameters:
envelope-id
(required) - DocuSign envelope IDExample:
Response:
DocuSign requires a valid account ID before using the API. Envelope statuses include created, sent, delivered, completed, declined, and voided. Document files must be base64 encoded for upload. Anchor strings are used to position signature fields automatically. Recipients must have valid email addresses for notifications.