Built by Metorial, the integration platform for agentic AI.
List and search reusable document templates. Filter by template type, creator, labels, or brand. Returns paginated results with template metadata.
List and search documents with filtering by status, sender, recipients, labels, and date range. Returns paginated results with document metadata including status, signer details, and timestamps.
Download a signed document PDF or its tamper-proof audit trail. Use "document" for the signed PDF or "auditLog" for the audit trail.
Create and send a document for signature based on an existing template. Map template roles to actual signers and optionally customize title, message, branding, and reminder settings.
Revoke a document in progress, send a reminder to pending signers, or delete a document. Delete moves the document to Trash unless deletePermanently is true. Specify exactly one action to perform.
List users in the organization with optional search. Returns paginated results with user details including name, email, role, and team assignment.
List all available brands in the account. Brands contain logo, color, and legal settings that can be applied to documents and templates.
Retrieve detailed information about a specific template including its roles, form fields, sender details, and configuration.
Retrieve detailed information about a specific document including its status, signer details, form field values, sender information, and activity history.
Send a document for electronic signature to one or more recipients. Provide file URLs pointing to PDFs or other supported document formats, along with signer details. The document is processed asynchronously — you will receive a document ID immediately, but actual delivery is confirmed via webhooks.
Generate an embedded signing link for a specific signer on a document. The link can be used to embed the signing experience in an iFrame or popup window within your application.
Find saved contacts by name or email so you can select recipients for signature requests.
Extend the signing deadline for an existing document and optionally update its expiry warning.