Tools

Update Template

Update an existing document template's settings such as name, subject, message, reminders, signing order, and expiration. Only provide the fields you want to change.

Get Current User

Retrieve the user, role, account, and workspace associated with the connected API key.

Get Document

Retrieve a document and all its associated data including recipients, status, fields, and metadata. Use this to check the current state of a signing request.

Update Document Recipients

Update a recipient's name or email on a sent document before they start signing. Existing values are retained when updating only one detail.

Get Template

Retrieve a document template and its configuration including placeholders, fields, and settings. Use this to inspect a template before creating documents from it.

Delete Document

Permanently delete a document from SignWell. This removes the document and all associated data.

Create Document from Template

Create a new document for signing based on a pre-built template. Fill in recipient details and template field values dynamically. The document can be sent immediately or saved as a draft.

Create Template

Create a reusable document template with predefined fields and placeholder recipients. Templates can then be used to generate documents quickly with recipient-specific data.

Delete Template

Permanently delete a document template from SignWell. This removes the template and its configuration but does not affect documents already created from it.

Create Document

Create a new document for electronic signing by uploading files and defining recipients. Supports configuring signing fields, signing order, embedded signing, reminders, and more. The document can be created as a draft or sent immediately to recipients.

Send Reminder

Send a signing reminder to all recipients who have not yet completed signing a document. Useful for nudging recipients on pending signature requests.

Get Completed Pdf

Download the completed, fully-signed document PDF with its audit page. The document must be completed before the PDF is available.

Send Document

Send a draft document to its recipients for signing. Use this to finalize and deliver a document that was created with draft mode enabled.