Built by Metorial, the integration platform for agentic AI.
Permanently delete a document template from SignWell. This removes the template and its configuration but does not affect documents already created from it.
Retrieve a document template and its configuration including placeholders, fields, and settings. Use this to inspect a template before creating documents from it.
Send a draft document to its recipients for signing. Use this to finalize and deliver a document that was created with draft mode enabled.
Create a reusable document template with predefined fields and placeholder recipients. Templates can then be used to generate documents quickly with recipient-specific data.
Download or retrieve the URL for a completed, fully-signed document PDF. The document must have been completed (all recipients signed) before the PDF is available.
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.
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 a signing reminder to all recipients who have not yet completed signing a document. Useful for nudging recipients on pending signature requests.
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.
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.
Update recipient details (name or email) on a pending document. Can be used to correct recipient information before they sign.
Permanently delete a document from SignWell. This removes the document and all associated data.