Built by Metorial, the integration platform for agentic AI.
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).
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 are provided).
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.
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.
Downloads a document from a DocuSign envelope as base64-encoded content. Can download individual documents by ID, all documents combined, or list available documents in the envelope.
Retrieves detailed information about a specific DocuSign envelope, including its status, sender, recipients, and documents. Optionally includes recipient details and custom fields.
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.
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.
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.