Docusign

Adds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. it's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. the endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. use this when you need to add or update multiple contacts simultaneously in a docusign account. note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.

Creates and sends an envelope using a template. allows multiple recipients with different roles and routing orders.

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 - document details - envelope metadata

Retrieves the custom document field information from an existing envelope document. the documentid must be a positive 32-bit signed integer (1 through 2147483647). typically the first document has id 1, the second document id 2, and so on, but you can use any numbering scheme within the valid range.

Given an envelopeid, this method returns the sender fields found in that envelope's documents. after you retrieve the sender fields, you can use the documentgeneration::updateenvelopedocgenformfields method to populate the fields.

Gets a template definition from the specified account. you can include additional template attributes in the response by using the include parameter: - powerforms: includes information about powerforms - tabs: includes information about tabs - documents: includes information about documents - favorite template status: includes the template favoritedbyme property

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 api call, specifying start position and count to control the number of templates retrieved.

Sends a draft envelope by updating its status to 'sent'. example envelope id format: '93be49ab-xxxx-xxxx-xxxx-f752070d71ec'

This method dynamically generates an envelope's documents by populating its sender fields. the envelope must be in a draft state. use the documentgeneration::getenvelopedocgenformfields response to retrieve the list of sender fields for your envelope. use that list to build the request for this method. for each field, specify the field name and the value to populate. important notes: - if update docgen formfields only is false (the default), the documentid changes after the update. - this endpoint does not validate number, date, or select data field values. the request can succeed even if a number or date field value is not a valid number or date, or if a select field value is not one of the allowed values.

Adds or modifies email override settings for a specific docusign envelope, allowing customization of the reply-to email address and name, as well as bcc email addresses for archiving purposes. this endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. it's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. note that these changes only affect email communications that occur after the addition is made, and the bcc feature is limited to users with appropriate permissions. for security reasons, additional signer authentication is recommended when using the bcc for email archive feature.

Adds one or more envelope attachments to a draft or in-process envelope in docusign. this endpoint allows developers to include additional files with an envelope that are not converted to pdf and are only accessible through the api. it's useful for attaching supporting documents or metadata files that should not be part of the main signing process. the endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 mb each. note that these attachments are not visible in the docusign web application and are intended for programmatic use only.

This endpoint adds one or more existing brands to a specified group in docusign. it allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. the endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. it's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.

This endpoint adds a file to a specific folder within a docusign workspace. it allows users to upload and organize files in their docusign account, enabling better document management and collaboration. the method should be used when integrating file upload functionality with docusign workspaces, such as when adding new documents to a project or sharing files with team members. it's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.

This endpoint adds one or more new members to a specified signing group within a docusign account. signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on behalf of the group. this tool should be used when you need to expand or update the membership of an existing signing group. the endpoint allows you to add up to 50 members to a signing group, which is the maximum limit. when adding members, you must provide their email addresses and usernames. it's important to note that docusign recommends separating signer recipients and non-signer recipients (such as carbon copy recipients) into different signing groups to maintain clarity in the signing process.

This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with customized permissions and settings. the endpoint requires at least a username and email for each user, but supports additional configuration options. it returns detailed information about created users, including ids and status.

This endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image properties, user associations, and stamp-specific details. use this endpoint when you need to create new stamps or modify existing ones for an account. it's particularly useful for bulk operations on multiple stamps. note that this endpoint doesn't handle the actual process of signing documents, but rather manages the stamps available for use in the signing process.

Adds or updates custom user settings for a specified docusign user. this endpoint allows for flexible storage and retrieval of user-specific information that can be used in your own system, separate from standard docusign account settings. it supports grouping of settings using the x-docusign-user-settings-key header for more organized management. the endpoint has a 4,000 character limit for all custom settings per user, including xml and json structure.

This endpoint allows you to add or update a user's signature in docusign. it provides comprehensive management of signature properties, including the signature image, font, initials, and stamp details. use this endpoint when you need to create a new signature for a user or modify an existing one. the endpoint supports various signature types (standard signatures, initials, and stamps) and allows for detailed customization of signature appearance and behavior. it's particularly useful for maintaining up-to-date and personalized signature information for docusign users. note that users can only manage their own signatures; even users with admin rights cannot modify another user's signature settings.

Adds a chunk or part to an existing chunked upload in docusign. this endpoint is used for uploading large files in smaller pieces, allowing for documents that exceed standard file size limits. it should be used after initiating a new chunked upload and uploading the first part. the method is particularly useful for handling large pdfs and other documents. it's important to note that parts should ideally be uploaded in sequential order, and the entire chunked upload must be completed and used within 20 minutes of initialization. this endpoint cannot replace already received parts or add to committed uploads.

This endpoint adds a new step to an existing envelope's workflow in docusign. it allows for the configuration of complex workflow rules, including delayed routing, conditional recipients, and specific actions based on envelope status or recipient actions. use this endpoint when you need to modify an envelope's workflow by adding additional steps or rules after the envelope has been created. this is particularly useful for implementing advanced routing logic or adding pauses in the signing process. the endpoint does not modify existing steps in the workflow; it only adds new ones.