Tools

Create Bulk Job

Create a bulk sending job to send multiple documents based on a template. Provide document data as a 2D array (headers + rows) matching the template's CSV structure. Use the "Get Bulk CSV Template" tool to retrieve the expected CSV format. Call list_businesses to discover the businessId.

Send Document

Create and send a document for electronic signature. Supports uploading files via URL, file ID, or base64, adding multiple signers with configurable signing order, placing signature fields on specific pages, and adding CC recipients. Optionally enable embedded signing to get signing URLs for each signer. Call list_businesses to discover the businessId.

List Documents

List documents filtered by status type. Supports pagination and filtering by categories like all documents, action required, waiting for others, completed, drafts, or cancelled. Call list_businesses to discover the businessId.

Get Bulk Job

Get the status and details of a bulk sending job, including document completion counts and the resulting documents. Optionally retrieve the blank CSV template for a given template. Call list_businesses to discover the businessId.

List Businesses

List all businesses associated with the authenticated Eversign account. Returns business IDs, names, and status for selecting a business for API operations.

Get Document

Retrieve detailed information about a specific document by its hash, including status, signers, files, fields, and activity log. Also returns embedded signing URLs if embedded signing is enabled. Call list_businesses to discover the businessId.

Manage Signer

Send a signing reminder to a signer or reassign a document's signing responsibility to a different person. Email notifications are sent automatically for both actions. Call list_businesses to discover the businessId.

List Templates

List available signature templates. Filter by active templates, archived templates, or template drafts. Returns template details including signer roles and merge fields. Call list_businesses to discover the businessId.

Download Document

Prepare a downloadable document PDF. Choose between the original (raw) document or the final signed version. Optionally include the audit trail with the final document. Call list_businesses to discover the businessId.

Create Document from Template

Create and send a new document based on an existing template. Assign real signers to template roles, fill in merge field values, and configure delivery and signing options. Call list_businesses to discover the businessId.

Cancel Document

Cancel an active document, move a document to trash, or permanently delete a cancelled or trashed document. Call list_businesses to discover the businessId.

List Bulk Jobs

Find bulk sending job IDs, template hashes, creation status, and document counts with pagination. Call list_businesses to discover the businessId.

Get Bulk Csv Template

Download the blank CSV structure for a template before preparing create_bulk_job data. Call list_businesses to discover the businessId.

Get Document Audit Log

Retrieve the full event history of a document, including signer details and integrity checksums. Call list_businesses to discover the businessId.