Built by Metorial, the integration platform for agentic AI.
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.
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.
List documents filtered by status type. Supports pagination and filtering by categories like all documents, action required, waiting for others, completed, drafts, or cancelled.
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.
List all businesses associated with the authenticated Eversign account. Returns business IDs, names, and status for selecting a business for API operations.
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.
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.
List available signature templates. Filter by active templates, archived templates, or template drafts. Returns template details including signer roles and merge fields.
Get a download URL for a document PDF. Choose between the original (raw) document or the final signed version. Optionally include the audit trail with the final document.
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.
Cancel an active document, preventing any further signing. Also supports trashing or permanently deleting documents that are in draft or cancelled state.