DocuSign
Available Tools
List all documents in an envelope with document IDs and metadata.
Download a specific document as base64 PDF. Use ‘combined’ for all docs, ‘certificate’ for signing cert.
Download all documents as combined PDF or ZIP archive. Returns base64 content.
Add a document to a draft envelope. Document must be base64 encoded. Only works on draft envelopes (status=‘created’).
Delete a document from a draft envelope. Only works on draft envelopes (status=‘created’).
List envelopes with date/status/folder filters. Use from_date for recent envelopes.
Get envelope details including status, recipients, and documents.
Create envelope from documents or template. Set status=‘sent’ to send immediately.
Send a draft envelope to recipients. Changes status from ‘created’ to ‘sent’.
Resend email notifications to pending recipients who haven’t signed yet. Only works for ‘sent’ or ‘delivered’ envelopes.
Void an in-progress envelope with a reason. Only ‘sent’ or ‘delivered’ envelopes can be voided. Cannot void completed, voided, or draft envelopes.
Get audit trail/history showing all events for an envelope.
Get filled form/tab data from a completed or in-progress envelope. Returns all field values entered by recipients.
List envelope recipients with signing status. Includes signers, CC, and certified delivery.
Update recipient email/name to correct errors. Use resend_envelope=true to notify after update. Only works for ‘created’, ‘sent’, or ‘delivered’ envelopes.
Create embedded signing URL for a recipient. Envelope must be ‘sent’ status (not draft). Requires clientUserId to match envelope.
Delete a recipient from an envelope. Only works on draft envelopes (status=‘created’).
List available templates with optional search and folder filters.
Create a new template with documents and recipient roles for reusable envelope configurations.
Delete a template by moving it to the recycle bin. Templates are retained for 24 hours before permanent deletion.
Get template details including roles, documents, and tabs configuration.