Built by Metorial, the integration platform for agentic AI.
Combine multiple templates into a single unified template containing all documents and fields from the source templates.
Create a new document template from a PDF, DOCX, or HTML source. For **PDF** and **DOCX**: provide document files as base64-encoded strings or downloadable URLs. PDF templates support text field tags like `{{Field Name;role=Signer1;type=date}}` or pixel-coordinate field definitions. For **HTML**: provide raw HTML content with field tags like `<text-field>`, `<signature-field>`, etc.
Create a signature request (submission) from an existing template and send it to one or more submitters for signing. Email invitations default to enabled; pass sendEmail=false to suppress them. Auto-signing with completed=true is irreversible. Supports sequential or parallel signing order, field pre-filling, expiration dates, custom email messaging, 2FA, and auto-signing.
List signature requests (submissions). Filter by template, status, submitter details, or folder. Returns submission metadata and submitter statuses.
Create a one-off signature request directly from a PDF document without needing a pre-existing template. Email invitations default to enabled; pass sendEmail=false to suppress them. The PDF can use text tags like `{{Field Name;role=Signer1;type=date}}` to define fillable fields, or fields can be specified with pixel coordinates.
List submitters (signers) across submissions. Filter by submission, completion date range, external ID, or search query. Returns submitter details including status, filled values, and signed documents.
List document templates from your DocuSeal account. Filter by name, folder, external ID, or archived status. Returns template summaries; use get_template for fields, roles and documents. Supports pagination for large result sets.
Retrieve detailed information about a specific submitter (signer) including their status, filled field values, signed document download URLs, and submission event history.
Update a submitter's details, pre-fill or modify field values, mark as completed for auto-signing, or re-send notification emails/SMS. Can also change email, name, phone, and configure 2FA requirements.
Retrieve detailed information about a specific submission including all submitters, their statuses, filled field values, signed document URLs, and the audit log. Optionally download merged available PDFs; these are previews until signing completes. Retrieval may generate retained files.
Retrieve detailed information about a specific document template including its fields, submitter roles, documents, and configuration. Useful for inspecting a template before creating a submission.
Archive a submission, removing it from active listings while preserving the data.
Create an independent copy of an existing document template. The cloned template can be given a new name, placed in a different folder, and assigned a custom external ID.
Archive a document template, removing it from active use while preserving its submission history.
Update an existing document template's name, folder, external ID, or submitter roles.
Rename a submission, change or remove its expiration, or archive and restore it. Archival retains documents and history; expiration restricts signing availability and does not undo completed signatures.
Download available PDFs for an exact submission, optionally merged. Pending submissions return previews; completed submissions return completed documents. Retrieval can generate and retain previews. The total download limit is 64 MiB.