Connectors
Scheduling & eSignature
DocuSign
Electronic signatures: envelopes, recipients, templates, and signing status events
- Signs in with
- API token
- Runs on
- Cloud or On-Prem Worker
- Operations
- 414
- Ready-made triggers
- 0
Connect DocuSign
- In Neblex open Connect › Connections and click New Connection.
- Search for DocuSign and give the connection a clear name.
- Fill in the fields. Secret values are encrypted and never shown again.
- Click Test, then Create Connection.
| Field | What to enter |
|---|---|
| Account server host (for example na3.docusign.net or demo.docusign.net)Required | |
| OAuth access tokenRequiredSecret |
Use it in a flow
- Open a flow, open the node library and search for DocuSign.
- Drag it onto the canvas and choose an Operation and your connection.
- Map the operation's fields from earlier steps, or click Map with Matt.
- Use Test this step to see what it returns, then save.
To start a flow from DocuSign without a ready-made trigger: a Poll for changes trigger can check one of its list operations on a schedule and pass on only what is new; if DocuSign can send webhooks, a Webhook trigger receives them at its own URL.
Operations
414 operations in 88 groups. Each one is a step you can add to a flow.
Account16
Creates new accounts.Accounts_PostAccounts | POST | Creates new Docusign accounts. |
Deletes the signature for one or more captive recipient records.CaptiveRecipients_DeleteCaptiveRecipientsPart | DELETE | This method deletes the signature for one or more captive recipient records. |
Deletes the specified account.Accounts_DeleteAccount | DELETE | This closes the specified account. |
Gets a list of unsupported file types.UnsupportedFileTypes_GetUnsupportedFileTypes | GET | Retrieves a list of file types (mime-types and file-extensions) that are not supported for upload through the Docusign system. |
Gets account settings information.Settings_GetSettings | GET | Retrieves the account settings information for the specified account. |
Gets envelope notification defaults.NotificationDefaults_GetNotificationDefaults | GET | This method returns the default settings for the email notifications that signers and senders receive about envelopes. |
Gets list of recurring and usage charges for the account.BillingCharges_GetAccountBillingCharges | GET | Retrieves the list of recurring and usage charges for the account. |
Gets the envelope purge configuration for an account.EnvelopePurgeConfiguration_GetEnvelopePurgeConfiguration | GET | An envelope purge configuration enables account administrators to permanently remove documents and their field data from completed and voided envelopes after a specified retention period... |
Gets the supported languages for envelope recipients.SupportedLanguages_GetSupportedLanguages | GET | Retrieves a list of supported languages that you can set for an individual recipient when creating an envelope, as well as their simple type enumeration values. |
Reserved: Gets the shared item status for one or more users.SharedAccess_GetSharedAccess | GET | Retrieves shared item status for one or more users and types of items. |
Reserved: Sets the shared access information for users.SharedAccess_PutSharedAccess | PUT | This sets the shared access status for one or more users or templates. |
Retrieves the account information for the specified account.Accounts_GetAccount | GET | Retrieves the account information for the specified account. |
Retrieves the account provisioning information for the account.Accounts_GetProvisioning | GET | Retrieves the account provisioning information for the account. |
Sets the envelope purge configuration for an account.EnvelopePurgeConfiguration_PutEnvelopePurgeConfiguration | PUT | An envelope purge configuration enables account administrators to permanently remove documents and their field data from completed and voided envelopes after a specified retention period... |
Updates envelope notification default settings.NotificationDefaults_PutNotificationDefaults | PUT | This method changes the default settings for the email notifications that signers and senders receive about envelopes. |
Updates the account settings for an account.Settings_PutSettings | PUT | Updates the account settings for the specified account. |
AccountBrand13
Creates one or more brand profiles for an account.Brands_PostBrands | POST | This method creates one or more brand profile files for an account. |
Deletes a brand logo.BrandLogo_DeleteBrandLogo | DELETE | This method deletes a single logo from an account brand. |
Deletes a brand.Brand_DeleteBrand | DELETE | This method deletes a brand from an account. |
Deletes one or more brand profiles.Brands_DeleteBrands | DELETE | This method deletes one or more brand profiles from an account, based on the brand IDs that you include in the brandsRequest. |
Exports a brand.BrandExport_GetBrandExportFile | GET | This method exports information about a brand to an XML file. |
Gets a brand logo.BrandLogo_GetBrandLogo | GET | This method returns a specific logo that is used in a brand. |
Gets a list of brands.Brands_GetBrands | GET | This method returns details about all of the brands associated with an account, including the default brand profiles. |
Gets information about a brand.Brand_GetBrand | GET | This method returns details about an account brand. |
Returns a branding resource file.BrandResources_GetBrandResources | GET | This method returns a specific branding resource file. |
Returns metadata about the branding resources for an account.BrandResources_GetBrandResourcesList | GET | This method returns metadata about the branding resources that are associated with an account. |
Updates a brand logo.BrandLogo_PutBrandLogo | PUT | This method updates a single brand logo. |
Updates a branding resource file.BrandResources_PutBrandResources | PUT | This method updates a branding resource file. |
Updates an existing brand.Brand_PutBrand | PUT | This method updates an account brand. |
AccountConsumerDisclosure3
Gets the default Electronic Record and Signature Disclosure forConsumerDisclosure_GetConsumerDisclosure | GET | Retrieves the default, HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with the account. |
Gets the Electronic Record and Signature Disclosure for anConsumerDisclosure_GetConsumerDisclosureLangCode | GET | Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with the account. |
Updates the Electronic Record and Signature Disclosure for anConsumerDisclosure_PutConsumerDisclosure | PUT | Account administrators can use this method to perform the following tasks: |
AccountCustomField4
Creates an account custom field.AccountCustomFields_PostAccountCustomFields | POST | This method creates a custom field and makes it available for all new envelopes associated with an account. |
Deletes an account custom field.AccountCustomFields_DeleteAccountCustomFields | DELETE | This method deletes an existing account custom field. |
Gets a list of custom fields.AccountCustomFields_GetAccountCustomFields | GET | This method returns a list of the envelope and document custom fields associated with an account. |
Updates an account custom field.AccountCustomFields_PutAccountCustomFields | PUT | This method updates an existing account custom field. |
AccountPasswordRule3
Gets membership account password rules.PasswordRules_GetPasswordRules | GET | |
Gets the password rules for an account.AccountPasswordRules_GetAccountPasswordRules | GET | This method retrieves the password rules for an account. |
Updates the password rules for an account.AccountPasswordRules_PutAccountPasswordRules | PUT | This method updates the password rules for an account. |
AccountPermissionProfile5
Creates a new permission profile for an account.PermissionProfiles_PostPermissionProfiles | POST | This method creates a new permission profile for an account. |
Deletes a permission profile from an account.PermissionProfiles_DeletePermissionProfiles | DELETE | This method deletes a permission profile from an account. |
Gets a list of permission profiles.PermissionProfiles_GetPermissionProfiles | GET | This method returns a list of permission profiles that are associated with an account. |
Returns a permission profile for an account.PermissionProfiles_GetPermissionProfile | GET | This method returns information about a specific permission profile that is associated with an account. |
Updates a permission profile.PermissionProfiles_PutPermissionProfiles | PUT | This method updates an account permission profile. |
AccountSealProvider1
Returns available seals for specified account.AccountSignatureProviders_GetSealProviders | GET |
AccountSignature9
Adds or updates one or more account stamps.AccountSignatures_PostAccountSignatures | POST | Adds or updates one or more account stamps. |
Deletes an account stamp.AccountSignatures_DeleteAccountSignature | DELETE | Deletes a stamp specified by signatureId. |
Deletes the image for a stamp.AccountSignatures_DeleteAccountSignatureImage | DELETE | Deletes the image for a stamp specified by signatureId. |
Returns a list of stamps available in the account.AccountSignatures_GetAccountSignatures | GET | Returns a list of stamps available in the account. |
Returns information about the specified stamp.AccountSignatures_GetAccountSignature | GET | Returns information about the specified stamp. |
Returns the image for an account stamp.AccountSignatures_GetAccountSignatureImage | GET | Returns the image for an account stamp. |
Sets a signature image, initials, or stamp.AccountSignatures_PutAccountSignatureImage | PUT | Sets a signature image, initials, or stamp. |
Updates an account stamp by ID.AccountSignatures_PutAccountSignatureById | PUT | Updates an account stamp specified by the signatureId query parameter. |
Updates an account stamp.AccountSignatures_PutAccountSignature | PUT | Adds or updates one or more account stamps. |
AccountSignatureProvider1
Gets the available signature providers for an account.AccountSignatureProviders_GetSignatureProviders | GET | Returns a list of signature providers that the specified account can use. |
AccountTabSetting2
Modifies tab settings for specified accountTabSettings_PutSettings | PUT | This method modifies the tab types and tab functionality that is enabled for an account. |
Returns tab settings list for specified accountTabSettings_GetTabSettings | GET | This method returns information about the tab types and tab functionality that is currently enabled for an account. |
AccountWatermark3
Get watermark information.Watermark_GetWatermark | GET | Enables you to preview a watermark specified by the request. |
Get watermark preview.WatermarkPreview_PutWatermarkPreview | PUT | Update the watermark for the account. |
Update watermark information.Watermark_PutWatermark | PUT | Returns information about the watermark for the account. |
Authorization8
Create or update multiple user authorizations.UserAuthorizations_PostUserAuthorizations | POST | Create or update multiple user authorizations in a single request. |
Creates a user authorization.UserAuthorization_CreateUserAuthorization | POST | Creates an authorization allowing one user to send and/or manage envelopes on behalf of another user. |
Delete multiple user authorizations.UserAuthorizations_DeleteUserAuthorizations | DELETE | Delete one or more user authorizations for a given principal user. |
Deletes the user authorization.UserAuthorization_DeleteUserAuthorization | DELETE | Deletes the user authorization specified by the authorizationId. |
Returns the authorizations for which the specified user is theUserAgentAuthorizations_GetAgentUserAuthorizations | GET | Returns the user authorizations for which the user specified by userId is the agent user. |
Returns the authorizations for which the specified user is theUserAuthorizations_GetPrincipalUserAuthorizations | GET | Returns the user authorizations for which the user specified by userId is the principal user. |
Returns the user authorization for a given authorization ID.UserAuthorization_GetUserAuthorization | GET | Returns the details for the user authorization specified by the authorizationId. |
Updates the start or end date for a user authorization.UserAuthorization_UpdateUserAuthorization | PUT | Updates the start and/or end date for a given user authorization. |
BCCEmailArchive4
Creates a BCC email archive configuration.BCCEmailArchive_PostBCCEmailArchive | POST | This method creates a BCC email archive configuration for an account (adds a BCC email address to the account for archiving the emails that Docusign generates). |
Deletes a BCC email archive configuration.BCCEmailArchive_DeleteBCCEmailArchive | DELETE | This method deletes a BCC email archive configuration from an account. |
Gets a BCC email archive configuration and its history.BCCEmailArchive_GetBCCEmailArchiveHistoryList | GET | This method returns a specific BCC email archive configuration for an account, as well as the history of changes to the email address. |
Gets the BCC email archive configurations for an account.BCCEmailArchive_GetBCCEmailArchiveList | GET | This method retrieves all of the BCC email archive configurations associated with an account. |
BillingPlan8
Get Account Billing PlanBillingPlan_GetBillingPlan | GET | Retrieves the billing plan information for the specified account, including the current billing plan, successor plans, billing address, and billing credit card. |
Get credit card informationBillingPlan_GetCreditCardInfo | GET | This method returns information about a credit card associated with an account. |
Gets a list of available billing plans.BillingPlans_GetBillingPlans | GET | Retrieves a list of the billing plans associated with a distributor. |
Gets billing plan details.BillingPlans_GetBillingPlan | GET | Retrieves the billing plan details for the specified billing plan ID. |
Queues downgrade billing plan request for an account.BillingPlan_PutDowngradeAccountBillingPlan | PUT | |
Reserved: Purchase additional envelopes.PurchasedEnvelopes_PutPurchasedEnvelopes | PUT | Reserved: At this time, this endpoint is limited to Docusign internal use only. |
Returns downgrade plan information for the specified account.BillingPlan_GetDowngradeRequestBillingInfo | GET | |
Updates an account billing plan.BillingPlan_PutBillingPlan | PUT | Updates the billing plan information, billing address, and credit card information for the specified account. |
BulkSend12
Applies a bulk action to all envelopes from a specified bulkBulkSendV2Batch_PutBulkSendBatchAction | PUT | Use this endpoint to resend, correct, or void all envelopes from a specified bulk send. |
Creates a bulk send list.BulkSendV2CRUD_PostBulkSendList | POST | This method creates a bulk send list that you can use to send an envelope to up to 1,000 recipients at once. |
Creates a bulk send request.BulkSendV2Send_PostBulkSendRequest | POST | This method initiates the bulk send process. |
Creates a bulk send test.BulkSendV2Test_PostBulkSendTestRequest | POST | This method tests a bulk send list for compatibility with the envelope or template that you want to send. |
Deletes a bulk send list.BulkSendV2CRUD_DeleteBulkSendList | DELETE | This method deletes a bulk send list. |
Gets a specific bulk send list.BulkSendV2CRUD_GetBulkSendList | GET | This method returns all of the details associated with a specific bulk send list that belongs to the current user. |
Gets bulk send lists.BulkSendV2CRUD_GetBulkSendLists | GET | This method returns a list of bulk send lists belonging to the current user, as well as basic information about each list. |
Gets envelopes from a specific bulk send batch.BulkSendV2Envelopes_GetBulkSendBatchEnvelopes | GET | This method returns a list of envelopes in a specified bulk batch. |
Gets the status of a specific bulk send batch.BulkSendV2Batch_GetBulkSendBatchStatus | GET | Gets the general status of a specific bulk send batch such as: |
Returns a list of bulk send batch summaries.BulkSendV2Batch_GetBulkSendBatches | GET | Returns a summary of bulk send batches. |
Updates a bulk send list.BulkSendV2CRUD_PutBulkSendList | PUT | This method replaces the definition of an existing bulk send list. |
Updates the name of a bulk send batch.BulkSendV2Batch_PutBulkSendBatchStatus | PUT | Updates the name of a bulk send batch. |
ChunkedUpload5
Add a chunk to an existing chunked upload.ChunkedUploads_PutChunkedUploadPart | PUT | Adds a chunk or part to an existing chunked upload. |
Commit a chunked upload.ChunkedUploads_PutChunkedUploads | PUT | This method checks the integrity of a chunked upload and then commits it. |
Deletes a chunked upload.ChunkedUploads_DeleteChunkedUpload | DELETE | Deletes a chunked upload that has been committed but not yet consumed. |
Initiate a new chunked upload.ChunkedUploads_PostChunkedUploads | POST | This method initiates a new chunked upload with the first part of the content. |
Retrieves metadata about a chunked upload.ChunkedUploads_GetChunkedUpload | GET | Returns the details (but not the content) about a chunked upload. |
CloudStorage2
Gets a list of items from a cloud storage provider.CloudStorageFolder_GetCloudStorageFolder | GET | Retrieves a list of the user's items from the specified cloud storage provider. |
Retrieves a list of all the items in a specified folder from the…CloudStorageFolder_GetCloudStorageFolderAll | GET | Retrieves a list of all the items in a specified folder from the specified cloud storage provider. |
CloudStorageProvider5
Configures the redirect URL information for one or more cloudCloudStorage_PostCloudStorage | POST | Configures the redirect URL information for one or more cloud storage providers for the specified user. |
Deletes the user authentication information for one or moreCloudStorage_DeleteCloudStorageProviders | DELETE | Deletes the user authentication information for one or more cloud storage providers. |
Deletes the user authentication information for the specifiedCloudStorage_DeleteCloudStorage | DELETE | Deletes the user authentication information for the specified cloud storage provider. |
Get the Cloud Storage Provider configuration for the specifiedCloudStorage_GetCloudStorageProviders | GET | Retrieves the list of cloud storage providers enabled for the account and the configuration information for the user. |
Gets the specified Cloud Storage Provider configuration for theCloudStorage_GetCloudStorage | GET | Retrieves the list of cloud storage providers enabled for the account and the configuration information for the user. |
Comment1
Gets a PDF transcript of all of the comments in an envelope.Comments_GetCommentsTranscript | GET | Retrieves a PDF file containing all of the comments that senders and recipients have added to the documents in an envelope. |
ConnectConfiguration14
Creates a Connect configuration.Connect_PostConnectConfiguration | POST | Creates a custom Connect configuration for the specified account. |
Delete the Connect OAuth configuration.ConnectOAuthConfig_DeleteConnectOAuthConfig | DELETE | Deletes the Connect OAuth configuration for the specified account. |
Deletes the connect HMAC Secret for specified account.ConnectHMAC_DeleteConnectSecret | DELETE | |
Deletes the specified Connect configuration.Connect_DeleteConnectConfig | DELETE | Deletes the specified Docusign Connect configuration. |
Generates a new connect HMAC Secret.ConnectHMAC_CreateConnectSecret | POST | |
Get Connect configuration information.Connect_GetConnectConfigs | GET | Retrieves all the Docusign Custom Connect definitions for the specified account. |
Gets the details about a Connect configuration.Connect_GetConnectConfig | GET | Retrieves the information for the specified Docusign Connect configuration. |
Retrieves the Connect OAuth information for the account.ConnectOAuthConfig_GetConnectOAuthConfig | GET | Gets the Connect OAuth configuration for the specified account. |
Returns all users from the configured Connect service.Connect_GetConnectAllUsers | GET | Returns all users from the configured Connect service. |
Returns users from the configured Connect service.Connect_GetConnectUsers | GET | Returns users from the configured Connect service. |
Secret connectconfigurationConnectHMAC_GetConnectSecret | GET | |
Set up Connect OAuth for the specified account.ConnectOAuthConfig_PostConnectOAuthConfig | POST | Sets up Connect OAuth for the specified account using an authorization server of your choice. |
Updates a specified Connect configuration.Connect_PutConnectConfiguration | PUT | Updates the specified Docusign Connect configuration in your account. |
Updates the existing Connect OAuth configuration for theConnectOAuthConfig_PutConnectOAuthConfig | PUT |
ConnectEvent8
Deletes a Connect failure log entry.ConnectFailures_DeleteConnectFailureLog | DELETE | Deletes a Connect failure log entry. |
Deletes a list of Connect log entries.ConnectLog_DeleteConnectLogs | DELETE | Deletes a list of Connect log entries for your account. |
Deletes a specified Connect log entry.ConnectLog_DeleteConnectLog | DELETE | Deletes a specified entry from the Connect Log. |
Gets a Connect log entry.ConnectLog_GetConnectLog | GET | Retrieves the specified Connect log entry for your account. |
Gets the Connect failure log information.ConnectFailures_GetConnectLogs | GET | Retrieves the Connect failure log information. |
Gets the Connect log.ConnectLog_GetConnectLogs | GET | Retrieves a list of the 100 most recent Connect log entries for your account. |
Republishes Connect information for multiple envelopes.ConnectPublish_PutConnectRetry | PUT | Republishes Connect information for the specified set of envelopes. |
Republishes Connect information for the specified envelope.ConnectPublish_PutConnectRetryByEnvelope | PUT | Republishes Connect information for the specified envelope. |
Contact5
Add contacts to a contacts list.Contacts_PostContacts | POST | This method adds multiple contacts into a contacts list. |
Deletes a contact.Contacts_DeleteContactWithId | DELETE | This method deletes a contact associated with an account. |
Deletes multiple contacts from an account.Contacts_DeleteContacts | DELETE | This method deletes multiple contacts associated with an account. |
Gets one or more contacts.Contacts_GetContactById | GET | This method returns one or more contacts associated with a Docusign account. |
Updates one or more contacts.Contacts_PutContacts | PUT | This method updates one or more contacts associated with an account. |
CustomTab5
Creates a custom tab.Tabs_PostTabDefinitions | POST | Creates a tab with pre-defined properties, such as a text tab with a certain font type and validation pattern. |
Deletes custom tab information.Tab_DeleteCustomTab | DELETE | Deletes the custom from the specified account. |
Gets a list of all account tabs.Tabs_GetTabDefinitions | GET | Retrieves a list of all tabs associated with the account. |
Gets custom tab information.Tab_GetCustomTab | GET | Retrieves information about the requested custom tab on the specified account. |
Updates custom tab information.Tab_PutCustomTab | PUT | Updates the information in a custom tab for the specified account. |
DocumentGeneration2
Returns sender fields for an envelope.DocGenFormFields_GetEnvelopeDocGenFormFields | GET | Given an envelopeId, this method returns the sender fields found in that envelope's documents. |
Updates sender fields for an envelope.DocGenFormFields_PutEnvelopeDocGenFormFields | PUT | This method dynamically generates an envelope's documents by populating its sender fields. |
DocumentResponsiveHtmlPreview1
Creates a preview of the responsive version of a document.ResponsiveHtml_PostDocumentResponsiveHtmlPreview | POST | Creates a preview of the responsive HTML version of a specific document. |
ENoteConfiguration3
Deletes configuration information for the eNote eOriginalENoteConfiguration_DeleteENoteConfiguration | DELETE | |
Returns the configuration information for the eNote eOriginalENoteConfiguration_GetENoteConfiguration | GET | |
Updates configuration information for the eNote eOriginalENoteConfiguration_PutENoteConfiguration | PUT |
Envelope17
Creates an envelope.Envelopes_PostEnvelopes | POST | Creates and sends an envelope or creates a draft envelope. |
Deletes a page from a document in an envelope.Pages_DeletePage | DELETE | Deletes a page from a document in an envelope based on the page number. |
Gets a page image from an envelope for display.Pages_GetPageImage | GET | Returns an image of a page in a document for display. |
Gets envelope notification information.Notification_GetEnvelopesEnvelopeIdNotification | GET | Retrieves the envelope notification, reminders and expirations, information for an existing envelope. |
Gets envelope statuses for a set of envelopes.Envelopes_PutStatus | PUT | Retrieves envelope statuses for a set of envelopes. |
Gets signature information for a signer or sign-in-personRecipients_GetRecipientSignature | GET | Retrieves signature information for a signer or sign-in-person recipient. |
Gets the envelope audit events for an envelope.AuditEvents_GetAuditEvents | GET | Gets the envelope audit events for the specified envelope. |
Gets the initials image for a user.Recipients_GetRecipientInitialsImage | GET | Retrieves the initials image for the specified recipient. |
Gets the status of a single envelope.Envelopes_GetEnvelope | GET | Retrieves the overall status for the specified envelope. |
Retrieve signature image information for aRecipients_GetRecipientSignatureImage | GET | Retrieves the specified recipient signature image. |
Returns document page images based on input.Pages_GetPageImages | GET | Returns images of the pages in a document for display based on the parameters that you specify. |
Rotates page image from an envelope for display.Pages_PutPageImage | PUT | Rotates page image from an envelope for display. |
Search for specific sets of envelopes by using search filters.Envelopes_GetEnvelopes | GET | This method lets you search for envelopes in your accounts. |
Send, void, or modify a draft envelope. Purge documents from aEnvelopes_PutEnvelope | PUT | This method enables you to make changes to an envelope. |
Sets envelope notifications for an existing envelope.Notification_PutEnvelopesEnvelopeIdNotification | PUT | This method sets the notifications (reminders and expirations) for an existing envelope. |
Sets the initials image for an accountless signer.Recipients_PutRecipientInitialsImage | PUT | Updates the initials image for a signer that does not have a Docusign account. |
Sets the signature image for an accountless signer.Recipients_PutRecipientSignatureImage | PUT | Updates the signature image for an accountless signer. |
EnvelopeAttachment5
Adds one or more envelope attachments to a draft or in-processAttachments_PutAttachments | PUT | Adds one or more envelope attachments to a draft or in-process envelope. |
Deletes one or more envelope attachments from a draft envelope.Attachments_DeleteAttachments | DELETE | Deletes one or more envelope attachments from a draft envelope. |
Retrieves an envelope attachment from an envelope.Attachments_GetAttachment | GET | Retrieves an envelope attachment from an envelope. |
Returns a list of envelope attachments associated with a specified envelopeAttachments_GetAttachments | GET | Returns a list of envelope attachments associated with a specified envelope. |
Updates an envelope attachment in a draft or in-processAttachments_PutAttachment | PUT | Updates an envelope attachment to a draft or in-process envelope. |
EnvelopeConsumerDisclosure2
Gets the default Electronic Record and Signature Disclosure forConsumerDisclosure_GetConsumerDisclosureEnvelopeIdRecipientId | GET | Retrieves the default, HTML-formatted Electronic Record and Signature Disclosure (ERSD) for the envelope that you specify. |
Gets the Electronic Record and Signature Disclosure for aConsumerDisclosure_GetConsumerDisclosureEnvelopeIdRecipientIdLangCode | GET | Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) for the envelope recipient that you specify. |
EnvelopeCustomField4
Creates envelope custom fields for an envelope.CustomFields_PostCustomFields | POST | Updates the envelope custom fields for draft and in-process envelopes. |
Deletes envelope custom fields for draft and in-processCustomFields_DeleteCustomFields | DELETE | Deletes envelope custom fields for draft and in-process envelopes. |
Gets the custom field information for the specified envelope.CustomFields_GetCustomFields | GET | Retrieves the custom field information for the specified envelope. |
Updates envelope custom fields in an envelope.CustomFields_PutCustomFields | PUT | Updates the envelope custom fields in draft and in-process envelopes. |
EnvelopeDocument5
Adds one or more documents to an existing envelope.Documents_PutDocuments | PUT | Adds one or more documents to an existing envelope. |
Adds or replaces a document in an existing envelope.Documents_PutDocument | PUT | Adds or replaces a document in an existing draft or in-process envelope. |
Deletes documents from a draft envelope.Documents_DeleteDocuments | DELETE | Deletes one or more documents from an existing envelope that has not yet been completed. |
Gets a list of documents in an envelope.Documents_GetDocuments | GET | Retrieves a list of documents associated with the specified envelope. |
Retrieves a single document or all documents from an envelope.Documents_GetDocument | GET | Retrieves a single document or all documents from an envelope. |
EnvelopeDocumentField4
Creates custom document fields in an existing envelope document.DocumentFields_PostDocumentFields | POST | Creates custom document fields in an existing envelope document. |
Deletes custom document fields from an existing envelopeDocumentFields_DeleteDocumentFields | DELETE | Deletes custom document fields from an existing envelope document. |
Gets the custom document fields from an existing envelopeDocumentFields_GetDocumentFields | GET | Retrieves the custom document field information from an existing envelope document. |
Updates existing custom document fields in an existing envelopeDocumentFields_PutDocumentFields | PUT | Updates existing custom document fields in an existing envelope document. |
EnvelopeDocumentHtmlDefinition1
Retrieves the HTML definition used to generate a dynamicallyResponsiveHtml_GetEnvelopeDocumentHtmlDefinitions | GET | Retrieves the HTML definition used to generate a dynamically sized responsive document. |
EnvelopeDocumentTab5
Adds tabs to a document in an envelope.Tabs_PostDocumentTabs | POST | Adds tabs to the document specified by documentId in the envelope specified by envelopeId. |
Deletes tabs from a document in an envelope.Tabs_DeleteDocumentTabs | DELETE | Deletes tabs from the document specified by documentId in the envelope specified by envelopeId. |
Returns tabs on the specified page.Tabs_GetPageTabs | GET | Returns the tabs from the page specified by pageNumber of the document specified by documentId in the envelope specified by envelopeId. |
Returns the tabs on a document.Tabs_GetDocumentTabs | GET | Returns the tabs on the document specified by documentId in the envelope specified by envelopeId. |
Updates the tabs for document.Tabs_PutDocumentTabs | PUT | Updates tabs in the document specified by documentId in the envelope specified by envelopeId. |
EnvelopeDocumentVisibility3
Returns document visibility for a recipientRecipients_GetRecipientDocumentVisibility | GET | This method returns information about document visibility for a recipient. |
Updates document visibility for a recipientRecipients_PutRecipientDocumentVisibility | PUT | This method updates document visibility for a recipient. |
Updates document visibility for recipientsRecipients_PutRecipientsDocumentVisibility | PUT | This method updates document visibility for one or more recipients based on the recipientId and visible values that you include in the request body. |
EnvelopeEmailSetting4
Adds email setting overrides to an envelope.EmailSettings_PostEmailSettings | POST | Adds email override settings, changing the email address to reply to an email address, name, or the BCC for email archive information, for the envelope. |
Deletes the email setting overrides for an envelope.EmailSettings_DeleteEmailSettings | DELETE | Deletes all existing email override settings for the envelope. |
Gets the email setting overrides for an envelope.EmailSettings_GetEmailSettings | GET | Retrieves the email override settings for the specified envelope. |
Updates the email setting overrides for an envelope.EmailSettings_PutEmailSettings | PUT | Updates the existing email override settings for the specified envelope. |
EnvelopeFormData1
Returns envelope tab data for an existing envelope.FormData_GetFormData | GET | This method downloads the envelope and tab data (also called form data) from any in-process, completed, or canceled envelope that you sent or that is shared with you. |
EnvelopeHtmlDefinition1
Gets the Original HTML Definition used to generate theResponsiveHtml_GetEnvelopeHtmlDefinitions | GET |
EnvelopeLock4
Deletes an envelope lock.Lock_DeleteEnvelopeLock | DELETE | Deletes the lock from the specified envelope. |
Gets envelope lock information.Lock_GetEnvelopeLock | GET | Retrieves general information about an envelope lock. |
Locks an envelope.Lock_PostEnvelopeLock | POST | This method locks the specified envelope and sets the time until the lock expires to prevent other users or recipients from changing the envelope. |
Updates an envelope lock.Lock_PutEnvelopeLock | PUT | Updates the lock information for a locked envelope. |
EnvelopePublish1
Submits a batch of historical envelopes for republish to aHistoricalEnvelopePublish_PostHistoricalEnvelopePublishTransaction | POST | This endpoint submits a batch of existing envelopes to a webhook of your choice. |
EnvelopeRecipient8
Adds one or more recipients to an envelope.Recipients_PostRecipients | POST | Adds one or more recipients to an envelope. |
Create the link to the page for manually reviewing IDs.Views_PostRecipientManualReviewView | POST | This method returns the URL of the page that allows a sender to manually review the ID of a recipient. |
Creates a resource token for a sender to request ID EvidenceRecipients_PostRecipientProofFileResourceToken | POST | Creates a resource token for a sender. |
Creates an envelope recipient preview.Views_PostEnvelopeRecipientPreview | POST | Returns a URL to preview the recipients' view of a draft envelope or template. |
Deletes a recipient from an envelope.Recipients_DeleteRecipient | DELETE | Deletes a recipient from a draft or sent envelope. |
Deletes recipients from an envelope.Recipients_DeleteRecipients | DELETE | Deletes one or more recipients from a draft or sent envelope. |
Gets the status of recipients for an envelope.Recipients_GetRecipients | GET | Retrieves the status of all recipients in a single envelope and identifies the current recipient in the routing list. |
Updates recipients in a draft envelope or corrects recipientRecipients_PutRecipients | PUT | Updates the recipients of a draft envelope or corrects recipient information for an in-process envelope. |
EnvelopeRecipientTab4
Adds tabs for a recipient.Recipients_PostRecipientTabs | POST | Adds one or more tabs for a recipient. |
Deletes the tabs associated with a recipient. Note: It is anRecipients_DeleteRecipientTabs | DELETE | Deletes one or more tabs associated with a recipient in a draft envelope. |
Gets the tabs information for a signer or sign-in-personRecipients_GetRecipientTabs | GET | Retrieves information about the tabs associated with a recipient. |
Updates the tabs for a recipient.Recipients_PutRecipientTabs | PUT | Updates one or more tabs for a recipient in a draft envelope. |
EnvelopeShare8
Create envelopeshareEnvelopesShares_PostEnvelopesShares | POST | |
Delete envelopeshareEnvelopesShares_DeleteEnvelopesShare | DELETE | |
Delete envelopeshareEnvelopesShares_DeleteEnvelopesShares | DELETE | |
Get envelopeshareEnvelopesShares_GetEnvelopesShare | GET | |
List envelopesharesEnvelopesShares_GetEnvelopesShares | GET | |
Replace envelopeshareEnvelopesShares_PutEnvelopesShare | PUT | |
Replace envelopeshareEnvelopesShares_PutEnvelopesShares | PUT | |
Shared envelopeshareSharedEnvelopesList_GetSharedEnvelopes | GET |
EnvelopeTemplate5
Adds templates to a document in an envelope.Templates_PostDocumentTemplates | POST | Adds templates to a document in the specified envelope. |
Adds templates to an envelope.Templates_PostEnvelopeTemplates | POST | Adds templates to the specified envelope. |
Deletes a template from a document in an existing envelope.Templates_DeleteDocumentTemplates | DELETE | Deletes the specified template from a document in an existing envelope. |
Gets templates used in an envelope.Templates_GetEnvelopeTemplates | GET | This returns a list of the server-side templates, their name and ID, used in an envelope. |
Gets the templates associated with a document in an existingTemplates_GetDocumentTemplates | GET | Retrieves the templates associated with a document in the specified envelope. |
EnvelopeTransferRule5
Changes the status of an envelope transfer rule.EnvelopeTransferRules_PutEnvelopeTransferRule | PUT | This method changes the status of an envelope transfer rule. |
Changes the status of multiple envelope transfer rules.EnvelopeTransferRules_PutEnvelopeTransferRules | PUT | This method changes the status for one or more envelope transfer rules based on the envelopeTransferRuleIds in the request body. |
Creates an envelope transfer rule.EnvelopeTransferRules_PostEnvelopeTransferRules | POST | This method creates an envelope transfer rule. |
Deletes an envelope transfer rule.EnvelopeTransferRules_DeleteEnvelopeTransferRules | DELETE | This method deletes an envelope transfer rule. |
Gets envelope transfer rules.EnvelopeTransferRules_GetEnvelopeTransferRules | GET | This method retrieves a list of envelope transfer rules associated with an account. |
EnvelopeView7
Returns a URL to the Docusign eSignature web application.Views_PostAccountConsoleView | POST | Returns a URL that enables you to embed the Docusign UI in your applications. |
Returns a URL to the edit view UI. Use before an envelope hasViews_PostEnvelopeEditView | POST | This API method has been replaced by the EnvelopeViews:createSender API method. |
Returns a URL to the envelope correction UI. Use after anViews_PostEnvelopeCorrectView | POST | Returns a URL that enables you to embed the envelope sender view of the Docusign UI. |
Returns a URL to the recipient view UI. For signer recipientsViews_PostEnvelopeRecipientView | POST | Returns a URL that enables you to embed the recipient view of the DocuSign UI in your applications. |
Returns a URL to the sender view UI. Used before an envelopeViews_PostEnvelopeSenderView | POST | Returns a URL that enables you to embed the envelope sender view of the Docusign UI. |
Returns a URL to the shared recipient view UI for an envelope.Views_PostEnvelopeRecipientSharedView | POST | Returns a URL that enables you to embed the Docusign UI recipient view of a shared envelope in your applications. |
Revokes the correction view URL to the Envelope UI.Views_DeleteEnvelopeCorrectView | DELETE | This API method is obsolete. |
EnvelopeWorkflowDefinition26
Adds a new step to a template's workflow.TemplateWorkflowStep_PostTemplateWorkflowStepDefinition | POST | Adds a new step to a template's workflow. |
Adds a new step to an envelope's workflow.EnvelopeWorkflowStep_PostEnvelopeWorkflowStepDefinition | POST | Adds a new step to an envelope's workflow. |
Delete the workflow definition for a template.TemplateWorkflowDefinition_DeleteTemplateWorkflowDefinition | DELETE | Deletes the specified template's workflow definition if it has one. |
Delete the workflow definition for an envelope.EnvelopeWorkflowDefinitionV2_DeleteEnvelopeWorkflowDefinition | DELETE | Deletes the specified envelope's workflow definition if it has one. |
Deletes a workflow step from an envelope's workflow definition.EnvelopeWorkflowStep_DeleteEnvelopeWorkflowStepDefinition | DELETE | Deletes the workflow step specified by workflowStepId from an envelope specified by envelopeId. |
Deletes a workflow step from an template's workflow definition.TemplateWorkflowStep_DeleteTemplateWorkflowStepDefinition | DELETE | Deletes a workflow step from an template's workflow definition. |
Deletes the delayed routing rules for the specified envelopeEnvelopeWorkflowDelayedRouting_DeleteEnvelopeDelayedRoutingDefinition | DELETE | Delete the delayed routing object for an envelope's workflow step. |
Deletes the delayed routing rules for the specified templateTemplateWorkflowDelayedRouting_DeleteTemplateDelayedRoutingDefinition | DELETE | Deletes the delayed routing rules for the specified template workflow step. |
Deletes the scheduled sending rules for the envelope's workflow.EnvelopeWorkflowScheduledSending_DeleteEnvelopeScheduledSendingDefinition | DELETE | Deletes the scheduled sending rules for an envelope's workflow. |
Deletes the scheduled sending rules for the template's workflow.TemplateWorkflowScheduledSending_DeleteTemplateScheduledSendingDefinition | DELETE | Deletes the scheduled sending rules for the template's workflow. |
Returns a specified workflow step for a specified envelope.TemplateWorkflowStep_GetTemplateWorkflowStepDefinition | GET | Returns a workflow step specified by workflowStepId for a template specified by templateId. |
Returns a specified workflow step for a specified template.EnvelopeWorkflowStep_GetEnvelopeWorkflowStepDefinition | GET | Returns a workflow step specified by workflowStepId for an envelope specified by envelopeId. |
Returns the delayed routing rules for a template's workflowTemplateWorkflowDelayedRouting_GetTemplateDelayedRoutingDefinition | GET | Given a template and a workflow step, returns the delayed routing rules for that workflow step. |
Returns the delayed routing rules for an envelope's workflowEnvelopeWorkflowDelayedRouting_GetEnvelopeDelayedRoutingDefinition | GET | Given an envelope and a workflow step, returns the delayed routing rules for that workflow step. |
Returns the scheduled sending rules for a template's workflowTemplateWorkflowScheduledSending_GetTemplateScheduledSendingDefinition | GET | Given a template specified by templateId, returns the scheduled sending rules for that template's workflow object. |
Returns the scheduled sending rules for an envelope's workflowEnvelopeWorkflowScheduledSending_GetEnvelopeScheduledSendingDefinition | GET | Given a template and a workflow step, returns the scheduled sending rules for that workflow step. |
Returns the workflow definition for a template.TemplateWorkflowDefinition_GetTemplateWorkflowDefinition | GET | Returns the workflow definition for the template specified by templateId. |
Returns the workflow definition for an envelope.EnvelopeWorkflowDefinitionV2_GetEnvelopeWorkflowDefinition | GET | Returns the workflow definition for the envelope specified by envelopeId. |
Updates a specified workflow step for a template.TemplateWorkflowStep_PutTemplateWorkflowStepDefinition | PUT | Updates a specified workflow step for a template. |
Updates the delayed routing rules for a template's workflowTemplateWorkflowDelayedRouting_PutTemplateDelayedRoutingDefinition | PUT | Updates the scheduled sending rules for a template's workflow. |
Updates the delayed routing rules for an envelope's workflowEnvelopeWorkflowDelayedRouting_PutEnvelopeDelayedRoutingDefinition | PUT | Updates the delayed routing rules for an envelope's workflow step definition. |
Updates the scheduled sending rules for a template's workflowTemplateWorkflowScheduledSending_PutTemplateScheduledSendingDefinition | PUT | |
Updates the scheduled sending rules for an envelope's workflow.EnvelopeWorkflowScheduledSending_PutEnvelopeScheduledSendingDefinition | PUT | Updates the scheduled sending rules for an envelope's workflow. |
Updates the specified workflow step for an envelope.EnvelopeWorkflowStep_PutEnvelopeWorkflowStepDefinition | PUT | Updates the workflow step specified by workflowStepId for an envelope. |
Updates the workflow definition for a template.TemplateWorkflowDefinition_PutTemplateWorkflowDefinition | PUT | Updates the specified template's workflow definition. |
Updates the workflow definition for an envelope.EnvelopeWorkflowDefinitionV2_PutEnvelopeWorkflowDefinition | PUT | Updates the specified envelope's workflow. |
FavoriteTemplate3
Remove one or more templates from the account favorites.FavoriteTemplates_UnFavoriteTemplate | DELETE | Remove one or more templates from the account favorites. |
Retrieves the list of favorite templates for the account.FavoriteTemplates_GetFavoriteTemplates | GET | Retrieves the list of favorite templates for the account. |
Set one or more templates as account favorites.FavoriteTemplates_PutFavoriteTemplate | PUT | Set one or more templates as account favorites. |
Folder4
Deprecated. Use Envelopes: listStatusChanges.SearchFolders_GetSearchFolderContents | GET | This method is deprecated in API v2.1 |
Gets information about items in a specified folder.Folders_GetFolderItems | GET | Gets information about items in the specified folder. |
Moves a set of envelopes from their current folder to anotherFolders_PutFolderById | PUT | Moves a set of envelopes from their current folder to another folder. |
Returns a list of the account's folders.Folders_GetFolders | GET | Returns a list of the account's folders. |
Group4
Creates one or more groups for the account.Groups_PostGroups | POST | Creates one or more groups for the account. |
Deletes an existing user group.Groups_DeleteGroups | DELETE | Deletes an existing user group. |
Gets information about groups associated with the account.Groups_GetGroups | GET | Gets information about groups associated with the account. |
Updates the group information for a group.Groups_PutGroups | PUT | Updates the group name and modifies, or sets, the permission profile for the group. |
GroupBrand3
Adds an existing brand to a group.Brands_PutGroupBrands | PUT | This method adds one or more existing brands to a group based on the groupId. |
Deletes brand information from a group.Brands_DeleteGroupBrands | DELETE | This method deletes one or more brands from a group. |
Gets the brand information for a group.Brands_GetGroupBrands | GET | This method returns information about the brands associated with a group. |
GroupUser3
Adds one or more users to an existing group.Groups_PutGroupUsers | PUT | Adds one or more existing Docusign users to an existing group. |
Deletes one or more users from a groupGroups_DeleteGroupUsers | DELETE | Deletes one or more users from a group. |
Gets a list of users in a group.Groups_GetGroupUsers | GET | Retrieves a list of users in a group. |
IdentityVerification1
Retrieves the Identity Verification workflows available to anAccountIdentityVerification_GetAccountIdentityVerification | GET | This method returns a list of Identity Verification workflows that are available to an account. |
Invoice3
Get a List of Billing InvoicesBillingInvoices_GetBillingInvoices | GET | Retrieves a list of invoices for the account. |
Get a list of past due invoices.BillingInvoices_GetBillingInvoicesPastDue | GET | Returns a list past due invoices for the account and notes if payment can be made through the REST API. |
Retrieves a billing invoice.BillingInvoices_GetBillingInvoice | GET | Retrieves the specified invoice. |
Notary3
Gets settings for a notary user.Notary_GetNotary | GET | Gets settings for a notary user. |
Registers the current user as a notary.Notary_PostNotary | POST | Registers the current user as a notary. |
Updates notary information for the current user.Notary_PutNotary | PUT | Updates notary information for the current user. |
NotaryJournal1
Gets notary jurisdictions for a user.NotaryJournals_GetNotaryJournals | GET |
NotaryJurisdiction5
Creates a jurisdiction object.NotaryJurisdictions_PostNotaryJurisdictions | POST | Creates a jurisdiction object. |
Deletes the specified jurisdiction.NotaryJurisdictions_DeleteNotaryJurisdiction | DELETE | Deletes the specified jurisdiction. |
Gets a jurisdiction object for the current user. The user mustNotaryJurisdictions_GetNotaryJurisdiction | GET | Gets a jurisdiction object for the current user. |
Returns a list of jurisdictions that the notary is registeredNotaryJurisdictions_GetNotaryJurisdictions | GET | Returns a list of jurisdictions that the notary is registered in. |
Updates the jurisdiction information about a notary.NotaryJurisdictions_PutNotaryJurisdiction | PUT | Updates the jurisdiction information about a notary. |
Payment3
Gets billing payment information for a specific payment.BillingPayments_GetPayment | GET | Retrieves the information for a specified payment. |
Gets payment information for one or more payments.BillingPayments_GetPaymentList | GET | Retrieves a list containing information about one or more payments. |
Posts a payment to a past due invoice.BillingPayments_PostPayment | POST | Posts a payment to a past due invoice. |
PaymentGatewayAccount1
List payment gateway accountsPaymentGatewayAccounts_GetAllPaymentGatewayAccounts | GET | This method returns a list of payment gateway accounts and basic information about them. |
PowerForm7
Creates a new PowerFormPowerForms_PostPowerForm | POST | This method creates a new PowerForm. |
Deletes a PowerForm.PowerForms_DeletePowerForm | DELETE | This method deletes a PowerForm. |
Deletes one or more PowerForms.PowerForms_DeletePowerFormsList | DELETE | This method deletes one or more PowerForms. |
Gets PowerForm senders.PowerForms_GetPowerFormsSenders | GET | This method returns a list of users who have sent PowerForms. |
Returns a list of PowerForms.PowerForms_GetPowerFormsList | GET | This method returns a list of PowerForms that are available to the user. |
Returns a single PowerForm.PowerForms_GetPowerForm | GET | This method returns detailed information about a specific PowerForm. |
Updates an existing PowerForm.PowerForms_PutPowerForm | PUT | This method updates an existing PowerForm. |
PowerFormData1
Returns the data that users entered in a PowerForm.PowerForms_GetPowerFormFormData | GET | This method enables Powerform Administrators or the sender of a PowerForm to download the data that recipients have entered into a PowerForm. |
RequestLog5
Deletes the request log files.APIRequestLog_DeleteRequestLogs | DELETE | Deletes the request log files. |
Enables or disables API request logging for troubleshooting.APIRequestLog_PutRequestLogSettings | PUT | Enables or disables API request logging for troubleshooting. |
Gets a request logging log file.APIRequestLog_GetRequestLog | GET | Retrieves information for a single log entry. |
Gets the API request logging log files.APIRequestLog_GetRequestLogs | GET | Retrieves a list of log entries as a JSON or XML object or as a zip file containing the entries. |
Gets the API request logging settings.APIRequestLog_GetRequestLogSettings | GET | Retrieves the current API request logging setting for the user and remaining log entries. |
Resource1
Lists resources for REST version specifiedServiceInformation_GetResourceInformation | GET | Retrieves the base resources available for the eSignature REST API. |
ResponsiveHtmlPreview1
Creates a preview of the responsive versions of all of theResponsiveHtml_PostResponsiveHtmlPreview | POST | Creates a preview of the responsive, HTML versions of all of the documents in an envelope. |
Service1
Retrieves the available REST API versions.ServiceInformation_GetServiceInformation | GET | Retrieves the available REST API versions. |
SigningGroup6
Creates a signing group.SigningGroups_PostSigningGroups | POST | Creates one or more signing groups. |
Deletes one or more signing groups.SigningGroups_DeleteSigningGroups | DELETE | Deletes one or more signing groups in the specified account. |
Gets a list of the Signing Groups in an account.SigningGroups_GetSigningGroups | GET | Retrieves a list of all signing groups in the specified account. |
Gets information about a signing group.SigningGroups_GetSigningGroup | GET | Retrieves information, including group member information, for the specified signing group. |
Updates a signing group.SigningGroups_PutSigningGroup | PUT | Updates signing group name and member information. |
Updates signing group names.SigningGroups_PutSigningGroups | PUT | Updates the name of one or more existing signing groups. |
SigningGroupUser3
Adds members to a signing group.SigningGroups_PutSigningGroupUsers | PUT | Adds one or more new members to a signing group. |
Deletes one or more members from a signing group.SigningGroups_DeleteSigningGroupUsers | DELETE | Deletes one or more members from the specified signing group. |
Gets a list of members in a Signing Group.SigningGroups_GetSigningGroupUsers | GET | Retrieves the list of members in the specified Signing Group. |
TabsBlob2
Reserved for Docusign.TabsBlob_GetTabsBlob | GET | This endpoint has been deprecated. |
Reserved for Docusign.TabsBlob_PutTabsBlob | PUT | This endpoint has been deprecated. |
Template14
Auto Match templateTemplatesAutoMatch_PutTemplates | PUT | |
Creates one or more templates.Templates_PostTemplates | POST | Creates one or more template definitions, using a multipart request for each template. |
Deletes a page from a document in an template.Pages_DeleteTemplatePage | DELETE | Deletes a page from a document in a template based on the page number. |
Gets a page image from a template for display.Pages_GetTemplatePageImage | GET | Retrieves a page image for display from the specified template. |
Gets a specific template associated with a specified account.Templates_GetTemplate | GET | Retrieves the definition of the specified template. |
Gets template notification information.Notification_GetTemplatesTemplateIdNotification | GET | Retrieves the envelope notification, reminders and expirations, information for an existing template. |
Gets the list of templates.Templates_GetTemplates | GET | Retrieves the list of templates for the specified account. |
Removes a member group's sharing permissions for a template.Templates_DeleteTemplatePart | DELETE | Removes a member group's sharing permissions for a specified template. |
Replace templateTemplates_PutTemplates | PUT | |
Returns document page images based on input.Pages_GetTemplatePageImages | GET | Returns images of the pages in a template document for display based on the parameters that you specify. |
Rotates page image from a template for display.Pages_PutTemplatePageImage | PUT | Rotates page image from a template for display. |
Shares a template with a group.Templates_PutTemplatePart | PUT | Shares a template with the specified members group. |
Updates an existing template.Templates_PutTemplate | PUT | Updates an existing template. |
Updates the notification structure for an existing template.Notification_PutTemplatesTemplateIdNotification | PUT | Updates the notification structure for an existing template. |
TemplateCustomField4
Creates custom document fields in an existing template document.CustomFields_PostTemplateCustomFields | POST | Creates custom document fields in an existing template document. |
Deletes envelope custom fields in a template.CustomFields_DeleteTemplateCustomFields | DELETE | Deletes envelope custom fields in a template. |
Gets the custom document fields from a template.CustomFields_GetTemplateCustomFields | GET | Retrieves the custom document field information from an existing template. |
Updates envelope custom fields in a template.CustomFields_PutTemplateCustomFields | PUT | Updates the custom fields in a template. |
TemplateDocument5
Adds documents to a template document.Documents_PutTemplateDocuments | PUT | Adds one or more documents to an existing template document. |
Deletes documents from a template.Documents_DeleteTemplateDocuments | DELETE | This method deletes one or more documents from an existing template. |
Gets a list of documents associated with a template.Documents_GetTemplateDocuments | GET | Retrieves a list of documents associated with the specified template. |
Gets PDF documents from a template.Documents_GetTemplateDocument | GET | This method retrieves one or more PDF documents from the template that you specify. |
Updates a template document.Documents_PutTemplateDocument | PUT | This methods updates an existing template document. |
TemplateDocumentField4
Creates custom document fields in an existing template document.DocumentFields_PostTemplateDocumentFields | POST | Creates custom document fields in an existing template document. |
Deletes custom document fields from an existing templateDocumentFields_DeleteTemplateDocumentFields | DELETE | Deletes custom document fields from an existing template document. |
Gets the custom document fields for a an existing templateDocumentFields_GetTemplateDocumentFields | GET | This method retrieves the custom document fields for an existing template document. |
Updates existing custom document fields in an existing templateDocumentFields_PutTemplateDocumentFields | PUT | Updates existing custom document fields in an existing template document. |
TemplateDocumentHtmlDefinition1
Gets the Original HTML Definition used to generate theResponsiveHtml_GetTemplateDocumentHtmlDefinitions | GET |
TemplateDocumentResponsiveHtmlPreview1
Creates a preview of the responsive version of a templateResponsiveHtml_PostTemplateDocumentResponsiveHtmlPreview | POST | Creates a preview of the responsive, HTML version of a specific template document. |
TemplateDocumentTab5
Adds tabs to a document in a template.Tabs_PostTemplateDocumentTabs | POST | Adds tabs to the document specified by documentId in the template specified by templateId. |
Deletes tabs from a template.Tabs_DeleteTemplateDocumentTabs | DELETE | Deletes tabs from the document specified by documentId in the template specified by templateId. |
Returns tabs on a template.Tabs_GetTemplateDocumentTabs | GET | Returns the tabs on the document specified by documentId in the template specified by templateId. |
Returns tabs on the specified page.Tabs_GetTemplatePageTabs | GET | Returns the tabs from the page specified by pageNumber of the document specified by documentId in the template specified by templateId. |
Updates the tabs for a template.Tabs_PutTemplateDocumentTabs | PUT | Updates tabs in the document specified by documentId in the template specified by templateId. |
TemplateDocumentVisibility3
Returns document visibility for a template recipientRecipients_GetTemplateRecipientDocumentVisibility | GET | This method returns information about document visibility for a template recipient. |
Updates document visibility for a template recipientRecipients_PutTemplateRecipientDocumentVisibility | PUT | This method updates the document visibility for a template recipient. |
Updates document visibility for template recipientsRecipients_PutTemplateRecipientsDocumentVisibility | PUT | This method updates document visibility for one or more template recipients based on the recipientId and visible values that you include in the request body. |
TemplateHtmlDefinition1
Gets the Original HTML Definition used to generate theResponsiveHtml_GetTemplateHtmlDefinitions | GET |
TemplateLock4
Deletes a template lock.Lock_DeleteTemplateLock | DELETE | Deletes the lock from the specified template. |
Gets template lock information.Lock_GetTemplateLock | GET | Retrieves general information about a template lock. |
Locks a template.Lock_PostTemplateLock | POST | This method locks the specified template and sets the time until the lock expires to prevent other users or recipients from changing the template. |
Updates a template lock.Lock_PutTemplateLock | PUT | Updates the lock information for a locked template. |
TemplateRecipient6
Adds tabs for a recipient.Recipients_PostTemplateRecipients | POST | Adds one or more recipients to a template. |
Creates a template recipient preview.Views_PostTemplateRecipientPreview | POST | This method returns a URL for a template recipient preview in the Docusign UI that you can embed in your application. |
Deletes recipients from a template.Recipients_DeleteTemplateRecipients | DELETE | Deletes one or more recipients from a template. |
Deletes the specified recipient file from a template.Recipients_DeleteTemplateRecipient | DELETE | Deletes the specified recipient file from the specified template. |
Gets recipient information from a template.Recipients_GetTemplateRecipients | GET | Retrieves the information for all recipients in the specified template. |
Updates recipients in a template.Recipients_PutTemplateRecipients | PUT | Updates recipients in a template. |
TemplateRecipientTab4
Adds tabs for a recipient.Recipients_PostTemplateRecipientTabs | POST | Adds one or more tabs for a recipient. |
Deletes the tabs associated with a recipient in a template.Recipients_DeleteTemplateRecipientTabs | DELETE | Deletes one or more tabs associated with a recipient in a template. |
Gets the tabs information for a signer or sign-in-personRecipients_GetTemplateRecipientTabs | GET | Gets the tabs information for a signer or sign-in-person recipient in a template. |
Updates the tabs for a recipient.Recipients_PutTemplateRecipientTabs | PUT | Updates one or more tabs for a recipient in a template. |
TemplateResponsiveHtmlPreview1
Creates a preview of the responsive versions of all of theResponsiveHtml_PostTemplateResponsiveHtmlPreview | POST | Creates a preview of the responsive, HTML versions of all of the documents associated with a template. |
TemplateView1
Gets a URL for a template edit view.Views_PostTemplateEditView | POST | Returns a URL that enables you to embed the Template Edit view of Docusign eSignature. |
User11
Adds new users to the specified account.Users_PostUsers | POST | Adds new users to an account. |
Changes one or more users in the specified account.Users_PutUsers | PUT | This method updates the information about one or more account users. |
Closes one or more users in the account.Users_DeleteUsers | DELETE | Closes one or more users in the account, preventing them from accessing account features. |
Deletes the user profile image for the specified user.UserProfileImage_DeleteUserProfileImage | DELETE | Deletes the user profile image from the specified user's profile. |
Gets the user account settings for a specified user.UserSettings_GetUserSettings | GET | Retrieves a list of the account settings and email notification information for the specified user. |
Gets the user information for a specified user using a userIdUser_GetUser | GET | Retrieves the user information for the specified user. |
Retrieves the list of users for the specified account. You canUsers_GetUsers | GET | Retrieves the list of users for the specified account. |
Retrieves the user profile image for the specified user.UserProfileImage_GetUserProfileImage | GET | Retrieves the user profile picture for the specified user. |
Updates the user account settings for a specified user.UserSettings_PutUserSettings | PUT | Updates the account settings list and email notification types for the specified user. |
Updates the user profile image for a specified user.UserProfileImage_PutUserProfileImage | PUT | Updates the user profile image by uploading an image to the user profile. |
Updates user information for the specified user.User_PutUser | PUT | To update user information for a specific user, submit a Users object with updated field values in the request body of this operation. |
UserCustomSetting3
Adds or updates custom user settings for the specified user.UserCustomSettings_PutCustomSettings | PUT | Adds or updates custom user settings for the specified user. |
Deletes custom user settings for a specified user.UserCustomSettings_DeleteCustomSettings | DELETE | Deletes the specified custom user settings for a single user. |
Retrieves the custom user settings for a specified user.UserCustomSettings_GetCustomSettings | GET | Retrieves a list of custom user settings for a single user. |
UserProfile2
Retrieves the user profile for a specified user.UserProfile_GetProfile | GET | Retrieves the user profile information, the privacy settings and personal information (address, phone number, etc.) for the specified user. |
Updates the user profile information for the specified user.UserProfile_PutProfile | PUT | Updates the user's detail information, profile information, privacy settings, and personal information in the user ID card. |
UserSignature9
Adds user Signature and initials images to a Signature.UserSignatures_PostUserSignatures | POST | Adds a user signature image and/or user initials image to the specified user. |
Adds/updates a user signature.UserSignatures_PutUserSignature | PUT | |
Deletes the user initials image or the user signature image forUserSignatures_DeleteUserSignatureImage | DELETE | Deletes the specified initials image or signature image for the specified user. |
Gets the user signature information for the specified user.UserSignatures_GetUserSignature | GET | Retrieves the structure of a single signature with a known signature name. |
Removes removes signature information for the specified user.UserSignatures_DeleteUserSignature | DELETE | Removes the signature information for the user. |
Retrieves a list of signature definitions for a user.UserSignatures_GetUserSignatures | GET | This method retrieves the signature definitions for the user that you specify. |
Retrieves the user initials image or the user signature imageUserSignatures_GetUserSignatureImage | GET | Retrieves the specified initials image or signature image for the specified user. |
Updates the user signature for a specified user.UserSignatures_PutUserSignatureById | PUT | Creates, or updates, the signature font and initials for the specified user. |
Updates the user signature image or user initials image for the specified userUserSignatures_PutUserSignatureImage | PUT | Updates the user signature image or user initials image for the specified user. |
Workspace5
Create a WorkspaceWorkspace_PostWorkspace | POST | This method creates a new workspace. |
Delete WorkspaceWorkspace_DeleteWorkspace | DELETE | Deletes an existing workspace (logically). |
Get WorkspaceWorkspace_GetWorkspace | GET | Retrieves properties about a workspace given a unique workspaceId. |
List WorkspacesWorkspace_GetWorkspaces | GET | Gets information about the Workspaces that have been created. |
Update WorkspaceWorkspace_PutWorkspace | PUT | Updates information about a specific workspace. |
WorkspaceItem6
Creates a workspace file.WorkspaceFile_PostWorkspaceFiles | POST | This method adds a file to a workspace. |
Deletes files or sub-folders from a workspace.WorkspaceFolder_DeleteWorkspaceItems | DELETE | This method deletes one or more files or sub-folders from a workspace folder or root. |
Gets a workspace fileWorkspaceFile_GetWorkspaceFile | GET | This method returns a binary version of a file in a workspace. |
List File PagesWorkspaceFilePages_GetWorkspaceFilePages | GET | This method returns a workspace file as rasterized pages. |
List workspace folder contentsWorkspaceFolder_GetWorkspaceFolder | GET | This method returns the contents of a workspace folder, which can include sub-folders and files. |
Update workspace file or folder metadataWorkspaceFile_PutWorkspaceFile | PUT | This method updates the metadata for one or more specific files or folders in a workspace. |