DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically
Tools
Add Contacts To Contacts List
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.
Create Envelope From Template
Creates and sends an envelope using a template. allows multiple recipients with different roles and routing orders.
Get Envelope
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
Get Envelope Document Fields
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.
Get Envelope Docgen Form Fields
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.
Get Template
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