DocuSign Component
Use the DocuSign component to manage signature collection and document distribution.
Component key: docusign
Description
DocuSign provides intuitive solutions for sending and collecting signatures on documents. Use the DocuSign component to manage signature collection and document distribution.
Use the DocuSign component to send, sign, track, and manage the signature process.
API Documentation: DocuSign API Reference
Connections
OAuth 2.0
Docusign requires a Developer Account to create applications for integrations. Create an acccount at Developers.docusign.com for more information.
To Create an App for Docusign for your Developer Account:
- Login to your DocuSign Developer Account
- Click on your profile icon in the top right hand corner and select My Apps & Keys
- Select Add App and Integration Key to create a new application
- Note your Integration Key and under the Secret Keys section select Add Secret Key and copy your generated secret key
- In Additional settings under Redirect URI’s enter https://oauth2.prismatic.io/callback as the value
- Save the App and enter the Integration Key and Secret Key values into the designated fields of your integration’s connection configuration.
The DocuSign Oauth connection requires you to add an Authorization Header with a combination of your integration and secret keys concatenated by a colon character, converted into base64, and prefixed with the word Basic.
If your integration key is
7c2b8d7e-xxxx-xxxx-xxxx-cda8a50dd73f
and the secret key is
d7014634-xxxx-xxxx-xxxx-6842b7aa8861,
You may use the following Base64 Encoder. In the first box enter in the format of <integration key>:<secret key>
'example: 7c2b8d7e-xxxx-xxxx-xxxx-cda8a50dd73f:d7014634-xxxx-xxxx-xxxx-6842b7aa8861' and select the ENCODE button.
The encoded results will appear below 'example: NWMyYjhkN2.....hODg2MQ=='
Enter the Authorization Header value in your connection configuration as Basic <encoded results>
example: Basic NWMyYjhkN2.....hODg2MQ==
You may also get the base64 value in a JavaScript console with the following method call:
btoa('7c2b8d7e-xxxx-xxxx-xxxx-cda8a50dd73f:d7014634-xxxx-xxxx-xxxx-6842b7aa8861')
This method call results in a new authorization header value: NWMyYjhkN2.....hODg2MQ==
.
The final header value will be Basic NWMyYjhkN2.....hODg2MQ==
.
Input | Default | Notes |
---|---|---|
Authorize URL string / Required authorizeUrl | https://account-d.docusign.com/oauth/auth | The OAuth 2.0 Authorization URL for the API |
Integration Key string / Required clientId | Integration Identifier of your app for the API | |
Secret Key password / Required clientSecret | Secret Key of your app for the API | |
Authorization Header string / Required Key Value List headers | You must supply an Authorization header to get a token. Key input value should be 'Authorization' and Headers value should be 'Basic <base64 encoded integration_key:secret_key>' | |
Scopes string / Required Hidden Field scopes | signature | |
Token URL string / Required tokenUrl | https://account-d.docusign.com/oauth/token | The OAuth 2.0 Token URL for the API |
Use Live Environment boolean useLiveEnvironment | Use the live DocuSign API environment |
Triggers
Account Level Trigger
Get notified when an event occurs at the account. | key: accountTrigger
Input | Notes |
---|---|
Connection connection / Required connection | |
Connect Key string / Required connectKey | This key is used to create the HMAC hash that DocuSign will send along with the message. Check https://developers.docusign.com/platform/webhooks/connect/setting-up-hmac/ for instructions on how to generate a key. |
Webhook Event string / Required Value List webhookEvents |
Data Sources
Select Folder
Select a Folder. | key: folders | type: picklist
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Count string count | The maximum number of results to return. | 10 | |
Include string include | A comma-separated list of folder types to include in the response. Valid values are: envelope_folders, template_folders and shared_template_folders. | envelope_folders | |
Include Items boolean includeItems | Indicates whether folder items are included in the response. If this parameter is omitted, the default is false. | ||
Start Position string startPosition | The zero-based index of the result from which to start returning results. | 30 | |
Sub Folder Depth string subFolderDepth | If missing or any value other than -1, the returned list contains only the top-level folders. A value of -1 returns the complete folder hierarchy. | 1 | |
User Filter string userFilter | Narrows down the resulting folder list by the following values: all, owned_by_me and shared_with_me. | all |
Select Template
Select a Template. | key: templates | type: picklist
Input | Notes |
---|---|
Connection connection / Required connection |
Actions
Create Account
Creates a new DocuSign account. | key: createAccount
Input | Notes | Example |
---|---|---|
Account Name string accountName | The account name for the new account. | My Account Name |
Address 1 string address1 | The first line of the address. Maximum length: 100 characters. | 123 Main St |
Address 2 string address2 | The second line of the address. Maximum length: 100 characters. | Suite 100 |
City string city | The city associated with the address. Maximum length: 40 characters. | San Francisco |
Company string company | The name of the user's company. | Prismatic |
Connection connection / Required connection | ||
Country string country | The country associated with the address. Maximum length: 50 characters. | |
Distributor Code string distributorCode | The Distributor Code that you received from DocuSign. | DEVCENTER_DEMO_APRIL2013 |
Distributor Password string distributorPassword | The password for the Distributor Code. | |
Email string email | The user's email address. | example@email.com |
Fax string fax | The fax number associated with the account. | 555-555-5555 |
First Name string firstName | The user's first name. Maximum Length: 50 characters. | John |
Included Seats string includedSeats | The number of seats (users) included in the plan. | |
Job Title string jobTitle | The user's job title. | Software Engineer |
Last Name string lastName | The user's last name. Maximum Length: 50 characters. | Smith |
Middle Name string middleName | The user's middle name. Maximum Length: 50 characters. | Jacob |
Phone string phone | The phone number associated with the account. | 555-555-5555 |
Plan ID string planId | DocuSign's ID for the account plan. | |
Postal Code string postalCode | The postal code associated with the address. Maximum length: 20 characters. | 94105 |
Referral Code string referralCode | ||
Referrer Name string referrerName | The name of the referrer. | |
State string state | The state or province associated with the address. Maximum length: 40 characters. | California |
Suffix Name string suffixName | The suffix for the user's name. Maximum Length: 50 characters. | Jr |
User Name string userName | The name of the user. | John Smith |
Create Account Signature
Adds or updates one or more account stamps. | key: createAccountSignature
Input | Default | Notes |
---|---|---|
Connection connection / Required connection | ||
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/accounts/accountsignatures/createaccountsignatures/ |
Create Bulk Send List
This method creates a bulk send list that you can use to send an envelope to up to 1,000 recipients at once. | key: createBulkSendList
Input | Default | Notes |
---|---|---|
Connection connection / Required connection | ||
JSON Input code jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/bulkenvelopes/bulksend/createbulksendlist/ |
Create Contact
This method adds multiple contacts into a contacts list. | key: createContact
Input | Default | Notes |
---|---|---|
Connection connection / Required connection | ||
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/users/contacts/create/ |
Create Envelope
Creates and sends an envelope or creates a draft envelope. | key: createEnvelope
Input | Default | Notes |
---|---|---|
Change Routing Order boolean changeRoutingOrder | When true, users can define the routing order of recipients while sending documents for signature. | |
Connection connection / Required connection | ||
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/ | |
Merge Roles On Draft boolean mergeRolesOnDraft | When true, template roles will be merged, and empty recipients will be removed. This parameter applies when you create a draft envelope with multiple templates. |
Create Template
Creates one or more template definitions, using a multipart request for each template. | key: createTemplate
Input | Default | Notes |
---|---|---|
Connection connection / Required connection | ||
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/create/ |
Create Webhook
Create a new webhook (Account Level). | key: createWebhook
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Include HMAC boolean includeHMAC | When set to true, the HMAC hash is included in the message along with the API request. | ||
URL To Publish To string / Required urlToPublishTo | The URL that DocuSign will publish events to. | https://www.example.com | |
Webhook Event string / Required Value List webhookEvents | |||
Connect (Webhook) Configuration Name string / Required webhookName | A name for the configuration. | My Webhook |
Delete Account
Closes the specified account. | key: deleteAccount
Input | Notes | Example |
---|---|---|
Account ID string / Required accountId | The external account number (int) or account ID GUID. | 23233123 |
Connection connection / Required connection |
Delete Account Signature
Deletes a stamp specified by signatureId. | key: deleteAccountSignature
Input | Notes | Example |
---|---|---|
Account ID string / Required accountId | The external account number (int) or account ID GUID. | 23233123 |
Connection connection / Required connection | ||
Signature ID string / Required signatureId |
Delete All Instanced Webhooks
Delete all webhooks that point to a flow in this instance. | key: deleteAllInstancedWebhooks
Input | Notes |
---|---|
Connection connection / Required connection |
Delete Bulk Send List
This method deletes a bulk send list. | key: deleteBulkSendList
Input | Notes |
---|---|
Bulk Send List ID string / Required bulkSendListId | The GUID of the bulk send list. This property is created after you post a new bulk send list. |
Connection connection / Required connection |
Delete Contact
This method deletes a contact associated with an account. | key: deleteContact
Input | Notes |
---|---|
Connection connection / Required connection | |
Contact ID string / Required contactId | The ID of a contact person in the account's address book. |
Delete Envelope Document
Deletes one or more documents from an existing envelope that has not yet been completed. | key: deleteEnvelopeDocument
Input | Notes | Example |
---|---|---|
Connection connection / Required connection | ||
Document IDs string / Required Value List documentIds | A list of document IDs to delete. | 1 |
Envelope ID string / Required envelopeId | The envelope's GUID. | d6f6a764-1021-43df-b8db-06c5477dd28a |
Delete Template Document
This method deletes one or more documents from an existing template. | key: deleteTemplateDocument
Input | Notes | Example |
---|---|---|
Connection connection / Required connection | ||
Document IDs string / Required Value List documentIds | A list of document IDs to delete. | 1 |
Template ID string / Required templateId | The ID of the template. | d6f6a764-1021-43df-b8db-06c5477dd28a |
Delete User
Closes one or more users in the account, preventing them from accessing account features. | key: deleteUser
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Delete string deleteParam | A list of groups to remove the user from. A comma-separated list of the following: Groups, PermissionSet or SigningGroupsEmail. | Groups | |
User IDs string / Required Value List userIds | A list of user IDs to delete. | a1b5f946-2351-4380-b24e-297e8c708a67 |
Delete Webhook
Delete a single webhook. | key: deleteWebhook
Input | Notes | Example |
---|---|---|
Connect ID string / Required connectId | The ID of the custom Connect (Webhook) configuration to delete. | 10486941 |
Connection connection / Required connection |
Get Account
Retrieves the account information for the specified account. | key: getAccount
Input | Notes | Example |
---|---|---|
Account ID string / Required accountId | The external account number (int) or account ID GUID. | 23233123 |
Connection connection / Required connection |
Get Account Signature
Returns information about the specified stamp. | key: getAccountSignature
Input | Notes |
---|---|
Connection connection / Required connection | |
Signature ID string / Required signatureId |
Get Account Signature Image
Returns the image for an account stamp. | key: getAccountSignatureImage
Input | Notes |
---|---|
Connection connection / Required connection | |
Image Type string / Required imageType | Specificies the type of image. |
Signature ID string / Required signatureId |
Get Bulk Send Batches
Returns a summary of bulk send batches. | key: getBulkSendBatches
Input | Notes |
---|---|
Connection connection / Required connection |
Get Bulk Send List
This method returns all of the details associated with a specific bulk send list that belongs to the current user. | key: getBulkSendList
Input | Notes |
---|---|
Bulk Send List ID string / Required bulkSendListId | The GUID of the bulk send list. This property is created after you post a new bulk send list. |
Connection connection / Required connection |
Get Bulk Send Lists
This method returns a list of bulk send lists belonging to the current user, as well as basic information about each list. | key: getBulkSendLists
Input | Notes |
---|---|
Connection connection / Required connection |
Get Bulk Send Status
Gets the general status of a specific bulk send batch. | key: getBulkSendBatchStatus
Input | Notes | Example |
---|---|---|
Bulk Send Batch ID string / Required bulkSendBatchId | The batch ID. | d6f6a764-1021-43df-b8db-06c5477dd28a |
Connection connection / Required connection |
Get Contact
This method returns one or more contacts associated with a DocuSign account. | key: getContact
Input | Notes | Example |
---|---|---|
Cloud Provider string cloudProvider | The cloud provider from which to retrieve the contacts. Valid values are: rooms or docusignCore. | rooms |
Connection connection / Required connection | ||
Contact ID string / Required contactId | The ID of a contact person in the account's address book. |
Get Envelope
Retrieves the overall status for the specified envelope. | key: getEnvelope
Input | Default | Notes | Example |
---|---|---|---|
Advanced Update boolean advancedUpdate | |||
Connection connection / Required connection | |||
Envelope ID string / Required envelopeId | The envelope's GUID. | d6f6a764-1021-43df-b8db-06c5477dd28a | |
Include string include | Specifies additional information about the envelope to return. Enter a comma-separated list, such as tabs,recipients. | envelope_folders |
Get Envelope Document
Retrieves a single document or all documents from an envelope. | key: getEnvelopeDocument
Input | Default | Notes | Example |
---|---|---|---|
Certificate boolean certificate | When true, the certificate of completion is included in the combined PDF file. | ||
Connection connection / Required connection | |||
Document ID string / Required documentId | The ID of the document to retrieve. | 1 | |
Documents By User ID boolean documentsByUserid | When true, allows recipients to get documents by their user id. | ||
Encrypt boolean encrypt | When true, the PDF bytes returned in the response are encrypted for all the key managers configured on your DocuSign account. | ||
Envelope ID string / Required envelopeId | The envelope's GUID. | d6f6a764-1021-43df-b8db-06c5477dd28a | |
Language string language | Specifies the language for the Certificate of Completion in the response. The supported languages are: Chinese Simplified (zh_CN), Chinese Traditional (zh_TW), Dutch (nl), English US (en), French (fr), German (de), Italian (it), Japanese (ja), Korean (ko), Portuguese (pt), Portuguese (Brazil) (pt_BR), Russian (ru), Spanish (es). | en | |
Recipient ID string recipientId | Allows the sender to retrieve the documents as one of the recipients that they control. The documents_by_userid parameter must be set to false for this to work. | 3842784d-ef49-43e0-8c9c-714812a90ddd | |
Shared User ID string sharedUserId | The ID of a shared user that you want to impersonate in order to retrieve their view of the list of documents. | 3842784d-ef49-43e0-8c9c-714812a90ddd | |
Show Changes boolean showChanges | When true, any changed fields for the returned PDF are highlighted in yellow and optional signatures or initials outlined in red. The account must have the Highlight Data Changes feature enabled. | ||
Watermark boolean watermark | When true, the account has the watermark feature enabled, and the envelope is not complete, then the watermark for the account is added to the PDF documents. This option can remove the watermark. |
Get Recipient Signature
Retrieves signature information for a signer or sign-in-person recipient. | key: getRecipientSignature
Input | Notes | Example |
---|---|---|
Connection connection / Required connection | ||
Envelope ID string / Required envelopeId | The envelope's GUID. | d6f6a764-1021-43df-b8db-06c5477dd28a |
Recipient ID string / Required recipientId | A local reference used to map recipients to other objects, such as specific document tabs. A recipientId must be either an integer or a GUID, and the recipientId must be unique within an envelope. | 3842784d-ef49-43e0-8c9c-714812a90ddd |
Get Recipient Signature Image
Retrieves the specified user signature image. | key: getRecipientSignatureImage
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Envelope ID string / Required envelopeId | The envelope's GUID. | d6f6a764-1021-43df-b8db-06c5477dd28a | |
Include Chrome boolean includeChrome | When true, the response includes the chromed version of the signature image. | ||
Recipient ID string / Required recipientId | A local reference used to map recipients to other objects, such as specific document tabs. A recipientId must be either an integer or a GUID, and the recipientId must be unique within an envelope. | 3842784d-ef49-43e0-8c9c-714812a90ddd |
Get Template
Retrieves the definition of the specified template. | key: getTemplate
Input | Notes | Example |
---|---|---|
Connection connection / Required connection | ||
Template ID string / Required templateId | The ID of the template. | d6f6a764-1021-43df-b8db-06c5477dd28a |
Get Template Document
This method retrieves one or more PDF documents from the template that you specify. | key: getTemplateDocument
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Document ID string / Required documentId | The ID of the document to retrieve. | 1 | |
Encrypt boolean encrypt | When true, the PDF bytes returned in the response are encrypted for all the key managers configured on your DocuSign account. | ||
File Type string fileType | |||
Show Changes boolean showChanges | When true, any document fields that a recipient changed are highlighted in yellow in the returned PDF document, and optional signatures or initials are outlined in red. | ||
Template ID string / Required templateId | The ID of the template. | d6f6a764-1021-43df-b8db-06c5477dd28a |
Get User
Retrieves the user information for the specified user. | key: getUser
Input | Notes | Example |
---|---|---|
Connection connection / Required connection | ||
User ID string / Required userId | The ID of the user to access. | a1b5f946-2351-4380-b24e-297e8c708a67 |
Get Webhook
Retrieve a single webhook. | key: getWebhook
Input | Notes | Example |
---|---|---|
Connect ID string / Required connectId | The ID of the custom Connect (Webhook) configuration being accessed. | 10486941 |
Connection connection / Required connection |
List Account Settings
Retrieves the account settings information for the specified account. | key: listAccountSettings
Input | Notes | Example |
---|---|---|
Account ID string / Required accountId | The external account number (int) or account ID GUID. | 23233123 |
Connection connection / Required connection |
List Envelope Documents
Retrieves a list of documents associated with the specified envelope. | key: listEnvelopeDocuments
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Documents By User ID boolean documentsByUserid | When true, allows recipients to get documents by their user id. | ||
Envelope ID string / Required envelopeId | The envelope's GUID. | d6f6a764-1021-43df-b8db-06c5477dd28a | |
Include Metadata boolean includeMetadata | When true, the response includes metadata that indicates which properties the sender can edit. | ||
Include Tabs boolean includeTabs | When true, information about the tabs, including prefill tabs, associated with the documents are included in the response. | ||
Recipient ID string recipientId | Allows the sender to retrieve the documents as one of the recipients that they control. The documents_by_userid parameter must be set to false for this to work. | 3842784d-ef49-43e0-8c9c-714812a90ddd | |
Shared User ID string sharedUserId | The ID of a shared user that you want to impersonate in order to retrieve their view of the list of documents. | 3842784d-ef49-43e0-8c9c-714812a90ddd |
List Folder Items
Gets information about items in the specified folder. | key: listFolderItems
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Folder ID string / Required folderId | The ID of the folder. | d6f6a764-1021-43df-b8db-06c5477dd28a | |
Include Items boolean includeItems | Indicates whether folder items are included in the response. If this parameter is omitted, the default is false. |
List Folders
Returns a list of the account's folders. | key: listFolders
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Count string count | The maximum number of results to return. | 10 | |
Include string include | A comma-separated list of folder types to include in the response. Valid values are: envelope_folders, template_folders and shared_template_folders. | envelope_folders | |
Include Items boolean includeItems | Indicates whether folder items are included in the response. If this parameter is omitted, the default is false. | ||
Start Position string startPosition | The zero-based index of the result from which to start returning results. | 30 | |
Sub Folder Depth string subFolderDepth | If missing or any value other than -1, the returned list contains only the top-level folders. A value of -1 returns the complete folder hierarchy. | 1 | |
User Filter string userFilter | Narrows down the resulting folder list by the following values: all, owned_by_me and shared_with_me. | all |
List Template Documents
Retrieves a list of documents associated with the specified template. | key: listTemplateDocuments
Input | Notes | Example |
---|---|---|
Connection connection / Required connection | ||
Template ID string / Required templateId | The ID of the template. | d6f6a764-1021-43df-b8db-06c5477dd28a |
List Templates
Retrieves the list of templates for the specified account. | key: listTemplates
Input | Notes |
---|---|
Connection connection / Required connection |
List Webhooks
Retrieve all webhooks. | key: listWebhooks
Input | Notes |
---|---|
Connection connection / Required connection |
Raw Request
Send raw HTTP request to DocuSign. | key: rawRequest
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Data string data | The HTTP body payload to send to the URL. | {"exampleKey": "Example Data"} | |
Debug Request boolean debugRequest | false | Enabling this flag will log out the current request. | |
File Data string Key Value List fileData | File Data to be sent as a multipart form upload. | [{key: "example.txt", value: "My File Contents"}] | |
File Data File Names string Key Value List fileDataFileNames | File names to apply to the file data inputs. Keys must match the file data keys above. | ||
Form Data string Key Value List formData | The Form Data to be sent as a multipart form upload. | [{"key": "Example Key", "value": new Buffer("Hello World")}] | |
Header string Key Value List headers | A list of headers to send with the request. | User-Agent: curl/7.64.1 | |
Max Retry Count string maxRetries | 0 | The maximum number of retries to attempt. Specify 0 for no retries. | |
Method string / Required method | The HTTP method to use. | ||
Query Parameter string Key Value List queryParams | A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2. | ||
Response Type string / Required responseType | json | The type of data you expect in the response. You can request json, text, or binary data. | |
Retry On All Errors boolean retryAllErrors | false | If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors. | |
Retry Delay (ms) string retryDelayMS | 0 | The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled. | |
Timeout string timeout | The maximum time that a client will await a response to its request | 2000 | |
URL string / Required url | Input the path only (/ACCOUNT_ID/folders), The base URL is already included (https://account.docusign.com for live environment or https://account-d.docusign.com for development). For example, to connect to https://account.docusign.com/ACCOUNT_ID/folders, only /ACCOUNT_ID/folders is entered in this field. | /ACCOUNT_ID/folders | |
Use Exponential Backoff boolean useExponentialBackoff | false | Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored. |
Update Account Signature
Updates an account stamp specified by the signatureId query parameter. | key: updateAccountSignature
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Date Area Height string dateAreaHeight | The height of the rectangle. | ||
Date Area Width string dateAreaWidth | The width of the rectangle. | ||
Date Area X string dateAreaX | The X axis position of the top-left corner. | ||
Date Area Y string dateAreaY | The Y axis position of the top-left corner. | ||
Disallow User Resize Stamp boolean disallowUserResizeStamp | When set to true, prevents the user from resizing the stamp. | ||
External ID string externalID | Optionally specify an external identifier for the user's signature. | ||
Image Type string imageType | Specificies the type of image. | ||
Is Default boolean isDefault | Boolean that specifies whether the signature is the default signature for the user. | ||
NRDS ID string nrdsId | The National Association of Realtors (NAR) membership ID for a user who is a realtor. | 123456789 | |
NRDS Last Name string nrdsLastName | The last name of the user who is a realtor. | Smith | |
Phonetic Name string phoneticName | The phonetic spelling of the signatureName. | ||
Signature Font string signatureFont | The font type to use for the signature if the signature is not drawn. | ||
Signature Groups code signatureGroups | A JSON array of signature groups. | ||
Signature ID string signatureId | Specifies the signature ID associated with the signature name. | ||
Signature ID string / Required signatureIdPath | Signature ID to update. | ||
Signature Initials string signatureInitials | Specifies the user's signature in initials format. | JS | |
Signature Name string signatureName | Specifies the user's signature name. | John Smith | |
Signature Type string signatureType | The type of signature. Check this link for more information: https://support.docusign.com/s/document-item?language=en_US&bundleId=xcm1643837555908&topicId=url1578456563691.html | Electronic Signature | |
Signature Users code signatureUsers | JSON array of users associated with the signature. | ||
Stamp Format string stampFormat | NameHanko refers to the stamp that displays only the name of the signer. On the other hand, NameDateHanko refers to the stamp that displays both the name and date. | ||
Stamp Size MM string stampSizeMM | The size of the stamp in millimeters. | 10 |
Update Account Signature Image
Sets a signature image, initials, or stamp. | key: updateAccountSignatureImage
Input | Notes |
---|---|
Connection connection / Required connection | |
Image Type string / Required imageType | Specificies the type of image. |
Signature ID string / Required signatureId | The ID of the account stamp. |
Update Bulk Send List
This method replaces the definition of an existing bulk send list. | key: updateBulkSendList
Input | Default | Notes |
---|---|---|
Bulk Send List ID string / Required bulkSendListId | The GUID of the bulk send list. This property is created after you post a new bulk send list. | |
Connection connection / Required connection | ||
JSON Input code jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/bulkenvelopes/bulksend/updatebulksendlist/ |
Update Contact
This method updates one or more contacts associated with an account. | key: updateContact
Input | Default | Notes |
---|---|---|
Connection connection / Required connection | ||
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/users/contacts/update/ |
Update Envelope
This method enables you to make changes to an envelope. | key: updateEnvelope
Input | Default | Notes | Example |
---|---|---|---|
Advanced Update boolean advancedUpdate | When true, allows the caller to update recipients, tabs, custom fields, notification, email settings and other envelope attributes. | ||
Connection connection / Required connection | |||
Envelope ID string / Required envelopeId | The envelope's GUID. | d6f6a764-1021-43df-b8db-06c5477dd28a | |
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/update/ | ||
Resend Envelope boolean resendEnvelope | When true, sends the specified envelope again. |
Update Envelope Document
Adds or replaces a document in an existing draft or in-process envelope. | key: updateEnvelopeDocument
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Document ID string / Required documentId | The unique ID of the document within the envelope. | 1 | |
Document Name string / Required documentName | newDocument | The name of the document. | newDocument |
Envelope ID string / Required envelopeId | The envelope's GUID. | d6f6a764-1021-43df-b8db-06c5477dd28a | |
PDF data data / Required pdfBuffer | This must refer to a buffer containing the raw bytes of a PDF. |
Update Template
Updates an existing template. | key: updateTemplate
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/templates/templates/update/ | ||
Template ID string / Required templateId | The ID of the template. | d6f6a764-1021-43df-b8db-06c5477dd28a |
Update Template Document
This methods updates an existing template document. | key: updateTemplateDocument
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
Document ID string / Required documentId | The ID of the document to retrieve. | 1 | |
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocuments/update/ | ||
Template ID string / Required templateId | The ID of the template. | d6f6a764-1021-43df-b8db-06c5477dd28a |
Update User
To update user information for a specific user, submit a Users object with updated field values in the request body of this operation. | key: updateUser
Input | Default | Notes | Example |
---|---|---|---|
Connection connection / Required connection | |||
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/users/users/update/ | ||
User ID string / Required userId | The ID of the user to access. | a1b5f946-2351-4380-b24e-297e8c708a67 |
Update Webhook
Update an existing webhook. | key: updateWebhook
Input | Default | Notes |
---|---|---|
Connection connection / Required connection | ||
JSON Input code / Required jsonInput | For extra fields, see https://developers.docusign.com/docs/esign-rest-api/reference/connect/connectconfigurations/update/ |