Built by Metorial, the integration platform for agentic AI.
Retrieves DocuSign audit events for a specific envelope, including envelope lifecycle and recipient activity records used for compliance review.
Retrieves all recipients for a DocuSign envelope, including their status, signing order, and optionally their tab (form field) data. Useful for tracking who has signed and who hasn't.
Creates and sends a DocuSign envelope with documents for electronic signature. Supports inline documents with signers, carbon copy recipients, sequential/parallel signing workflows, and embedded signing. Set **status** to `"sent"` to send immediately or `"created"` to save as a draft.
Retrieves detailed information about a specific DocuSign envelope, including its status, sender, recipients, and documents. Optionally includes recipient details and custom fields.
Searches and lists DocuSign envelopes with flexible filtering by date range, status, text, and more. Returns up to 1000 envelopes per call with pagination support. Use **fromDate** to specify the start of the search window (required unless envelopeIds or transactionIds are provided).
Lists and searches DocuSign templates available in the account. Returns template details including name, description, and recipient roles. Use search to find specific templates by name or keyword.
Voids (cancels) a DocuSign envelope that has been sent but not yet completed. All recipients are notified that the envelope has been voided. A reason must be provided.
Generates a URL for the embedded DocuSign sender view, allowing a user to prepare, tag, and send a draft envelope in your application.
Moves a DocuSign envelope to Deleted Items by moving it from its current folder to the recyclebin folder. Useful for discarding drafts and cleaning up test envelopes.
Generates a URL for embedded signing, allowing a recipient to sign documents directly within your application. The signer must have been created with a **clientUserId** when the envelope was sent. The returned URL is valid for a limited time (typically 5 minutes).
Retrieves the definition of a DocuSign template, including its subject, documents, and placeholder recipient roles for envelope creation.
Creates and sends a DocuSign envelope using a pre-existing template. Assign recipients to template roles and optionally override the email subject, message, and tab values. Use **List Templates** first to find the templateId and available role names.
Downloads a document from a DocuSign envelope as an attachment. Can download individual documents by ID, all documents combined, or list available documents in the envelope.