What you can do with Docusign
Every task in plain language. Pick one, and we can help you get access.
519 things you can do
Docusign
DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature, the world's.
18 multi-step recipesRecipes: multi-step jobs
Build a Draft Envelope and SendCreate a draft envelope, attach a recipient, and send it.Bulk Send From Template
Fan out template-based envelopes to multiple recipients.Correct Recipient Email and Resend
Correct a recipient's email on a sent envelope and resend it.Create Template and Send Envelope
Create a template, then send an envelope from it.Download Completed Documents
Download the combined signed PDF of a completed envelope.Draft Envelope Sender View
Create a draft envelope and generate an embedded sender view URL.Embedded Signing View
Send an envelope to an embedded signer and generate the signing URL.Find Template and Send
Look up a template by name and send an envelope from it.Inspect Recipient Tabs
Resolve a recipient and read the tabs assigned to them.List Sent Envelopes and Check Status
List envelopes by date and status, then detail the first match.Multi-Signer Sequential Routing
Send to two sequential signers and poll recipients to completion.Prefill Text Tabs and Send
Prefill a recipient's text tab on a draft envelope and send it.Resend Envelope to Pending Recipients
Resend an envelope only when recipients are still pending.Send Envelope With Custom Fields
Send an envelope with custom fields and read them back.Send Envelope and Track Status
Send a single-signer envelope and poll until it reaches a terminal status.Send From Template and Poll
Send an envelope from a template by binding a role, then poll to completion.Update Template Recipients
Update a template recipient's default name and email and verify it.Void Envelope If Not Completed
Void an in-flight envelope, leaving completed envelopes untouched.
Consent & Preferences
Create a new clickwrap agreementBulk delete clickwraps in an accountTransfer a clickwrap to a different ownerDelete one clickwrap and all its versionsPublish a new version of a clickwrapBulk delete versions of a clickwrapUpdate a clickwrap version by version IDDelete a clickwrap version by version IDUpdate a clickwrap version by version numberDelete a clickwrap version by version numberCheck the Click API version and buildList the clickwraps in an accountGet a single clickwrap's detailsCheck whether a user agreed to a clickwrapGet one user's clickwrap agreement recordDownload the PDF of a completed clickwrap agreementList users' responses to a clickwrapGet a clickwrap version by its version IDList responses to a clickwrap version by IDGet a clickwrap version by its version numberList responses to a clickwrap version by numberContract Management
Create an envelope from a template or documentsUpdate an envelope's subject or messageCreate and send an envelope (v2)Send, void or purge an envelopeDelete a page from an envelope documentRotate a page image in an envelopeSet reminders and expiration on an envelopeSet initials image for an accountless signerSet signature image for an accountless signerAdd documents to an existing envelopeRemove documents from a draft envelopeAdd or replace one document in a draft envelopeEdit recipients on an envelopeAdd new recipients to an envelopeDelete recipients from an envelopeSearch envelopes by date, status or textGet an envelope's details (unversioned path)Get envelope status changesGet the status of one envelope (v2)Get an envelope's audit trailGet page images for an envelope documentGet one page image from an envelopeGet an envelope's reminder and expiration settingsGet a recipient's initials imageGet a signer's signature informationGet a signer's signature imageGet status for a list of envelope IDsList envelope documents (unversioned endpoint)Download an envelope document (unversioned endpoint)List an envelope's documents with optional sizesDownload a document, combined PDF or certificateList an envelope's recipients and their statusIdentity & Access Management
Update users' profile informationClose a user's account membershipsCreate a new user in the organizationActivate a user's membershipDelete a user's login identitiesAdd a user to a specific accountCreate a DS groupDelete a DS groupAdd users to a DS groupRemove users from a DS groupAssign a user to product permission profilesCreate or update a multi-product userCreate a permission profileUpdate a permission profileDelete a permission profileAdd users to a groupRemove users from a groupRename groups or change their permission profileCreate user groupsDelete user groupsChange users' email addresses in an organizationBulk-update several users in an accountAdd new users to an accountClose several user records in an accountUpdate a user's profile informationRemove a user from a company accountUpload a user's profile pictureRemove a user's profile pictureUpdate a user's settings and notificationsInvite a new user to a company accountResend an invitation to a pending userAdd a user to an officeRemove a user from an officeAdd a user to a regionRemove a user from a regionLock a user's accountUnlock a user's accountUpdate an account's password rulesList an account's permission profiles from the orgList an account's groups from the orgLook up recently modified usersList DS groups in an accountGet details of a DS groupList the members of a DS groupList products and permission profiles for an accountGet a user's permission profile per productList an organization's identity providersList permission profilesGet one permission profileList users in a groupList user groups in an accountList the users in an organizationList the users in an accountGet one user's detailsGet a user's profile pictureGet a user's settings and notification preferencesGet an account's password rulesGet password rules for my membership accountPlan & Entitlement Design
Change an account's billing plan or payment detailsPurchase additional envelopes (internal use)Get an account's current billing planGet the credit card on fileList available billing plansGet details of a specific billing planTenant Provisioning & Lifecycle
Create one or more new eSignature accountsClose an accountReset signatures for captive recipientsUpdate account-wide settingsSet shared access for users or templatesGet an account's informationList recurring and usage charges for an accountFind recipient names linked to an emailGet account-wide settingsSee who shares envelopes or templatesList languages available for recipientsList file types that cannot be uploadedGet account provisioning informationGet the result of an account settings exportWebhook & Event Subscription Management
Update a Connect webhook configurationCreate a Connect webhook configurationDelete a Connect configurationRepublish Connect events for one envelopeRepublish Connect events for many envelopesDelete a Connect failure log entryClear the entire Connect logDelete one Connect log entryList Connect webhook configurationsGet one Connect configurationList users covered by a Connect configurationList Connect delivery failuresList Connect log entriesGet one Connect log entryOther things you can do
Add documents to a templateRemove documents from a templateAdd or replace one document in a templateSet document visibility for one envelope recipientSet document visibility for all envelope recipientsClear all API request logsTurn API request logging on or offUpload a template's bulk recipient listDelete a template's bulk recipient listAdd several attachments to an envelopeDelete attachments from a draft envelopeAdd or replace a single envelope attachmentUpdate existing envelope custom fieldsAdd custom fields to an envelopeDelete custom fields from an envelopeChange an envelope's existing email overridesAdd email overrides to an envelopeRemove all email overrides from an envelopeApply templates to an envelope documentRemove a template from an envelope documentAdd templates to an envelopeEdit the e-signature disclosure for a languageLink a social account to a userUnlink a social account from a userUpdate existing recipients on a templateAdd new recipients to a templateRemove several recipients from a templateRemove one recipient from a templateBulk import new users from CSVBulk update existing users from CSVBulk close user accountsClose external membershipsDelete a user import requestCreate a company roleUpdate a company roleDelete a company roleApply a task list template to a roomDelete a task list from a roomExtend or change a template lockLock a template for editingRelease a template lockDelete files or folders from a workspaceUpload a file to a workspace folderUpdate a workspace file's metadataReplace contacts in the address bookImport new contactsDelete several contactsDelete a single contactUpdate custom fields on a templateAdd custom fields to a templateDelete custom fields from a templateCancel a running workflow instanceExtend or change an envelope lockLock an envelope for editingRelease an envelope lockUpdate custom fields on an envelope documentAdd custom fields to an envelope documentRemove custom fields from an envelope documentCreate an eSignature envelope from room documentsUpdate a room's details field valuesAdd a library form to a roomInvite someone to a room by emailChange a room member's side or roleRevoke a user's access to a roomRestore a user's access to a roomCreate a new roomDelete a roomAdd a base64 document to a roomUpload a file to a room as multipartChange a room's pictureCreate an account custom fieldUpdate an account custom fieldDelete an account custom fieldChange a user's passwordRevoke a legacy OAuth tokenCreate a legacy OAuth tokenUpdate the eNote eOriginal integrationRemove the eNote eOriginal integrationAssign brands to a groupRemove brands from a groupUpdate custom fields on a template documentAdd custom fields to a template documentRemove custom fields from a template documentStart an external form fill sessionRename several signing groupsCreate signing groupsDelete signing groupsUpdate a signing group's name or membersUpdate a recipient's existing tabsAdd tabs for a recipientDelete a recipient's tabsPermanently delete a room documentGrant a user access to a room documentGenerate a Connect HMAC secretDelete a Connect HMAC secretBulk-import new users into one accountBulk-update existing users in one accountStart a chunked uploadCommit a chunked uploadDelete a chunked uploadAdd a part to a chunked uploadUpdate a recipient's tabs in a draft envelopeUpdate a template recipient's tabsAdd tabs for a template recipientDelete tabs from a template recipientCreate a workflow definitionUpdate a workflow definitionDelete a workflow definitionPublish or unpublish a workflow definitionRequest an account settings exportDelete an account settings exportChange the account's tab settingsTrigger a new workflow instanceCreate an officeDelete an officeCorrect recipients on a draft or sent envelopeAdd recipients to an envelopeRemove several recipients from an envelopeRemove one recipient from an envelopeGet an embedded signing URL for a recipientGet an embedded sender URL (unversioned)Get a URL to correct an envelopeRevoke an envelope correction view URLGet a URL to the envelope edit viewGet a v2 embedded recipient signing URLGet a v2 embedded sender URLGet a shared recipient view URLGet a URL to the account consoleCreate a region in RoomsDelete a Rooms regionSet document visibility for one template recipientSet document visibility for all template recipientsCreate a form groupRename a form groupDelete a form groupRemove a form from a form groupAdd a form to a form groupGive an office access to a form groupRevoke an office's access to a form groupStart a bulk account settings importDelete an account settings import requestCreate a brand profileDelete several brand profiles at onceUpdate a brand profileDelete one brand profileUpload a brand logoRemove a brand logoUpload a brand resource fileCreate a PowerForm from a templateDelete several PowerForms at onceUpdate an existing PowerFormDelete a single PowerFormCreate a workspaceUpdate a workspaceDelete a workspaceGet a URL to edit a template in the UIMove envelopes to another folderCreate a reusable envelope templateRename or edit a templateDelete a templateUpdate recipients on a templateCreate a template via the v2 APIUpdate a template via the v2 APIShare a template with a member groupStop sharing a template with a groupDelete a page from a template documentRotate a page in a template documentSet reminders and expirations on a templateAdd or update a user's custom settingsDelete a user's custom settingsAdd members to a signing groupRemove members from a signing groupCreate a custom tabUpdate a custom tabDelete a custom tabSet redirect URLs for cloud storage providersDisconnect a user from several storage providersDisconnect a user from one storage providerUpdate a user's profileRequest a user list exportDelete a user list export requestChange the account watermarkAdd or update a user's signatures in bulkAdd signature and initials images for a userChange a signature's font, name or initialsRemove a user's signatureUpload a new signature or initials imageDelete a signature or initials imageList valid currencies for listings and offersList valid task statusesGet details about a Rooms formList the documents in a templateDownload a template document as PDFDownload an envelope's comments transcriptSee which envelope documents a recipient can viewGet tabs on one page of a template documentGet tabs on a template documentList API request log entriesGet a single API request log entryCheck API request logging settingsGet a template's bulk recipient listGet responsive HTML definitions for a template documentList task list templatesList seller decision types for offersList an envelope's attachmentsRetrieve one envelope attachmentGet custom fields on an envelopeGet an envelope's email overridesList templates applied to an envelope documentList templates used in an envelopePreview one document as responsive HTMLGet the account's e-signature disclosureGet the disclosure for a specific languageStream customer event data from a datasetList a user's linked social accountsList identity verification options for an accountList time zones for officesList form libraries I can accessList forms in a form libraryList the recipients on a templateList user import requestsCheck a user import request's statusDownload a user import's CSV resultsList form provider associationsList valid transaction contact sidesList company rolesGet a company role and its permissionsPreview a template document as responsive HTMLList a room's task listsCheck a template's lockList the contents of a workspace folderDownload a workspace fileRender a workspace file as page imagesGet tabs on one page of an envelope documentGet tabs on an envelope documentList folders in a roomGet a single contactList assignable eSignature permission profilesGet responsive HTML definitions for an envelope documentGet custom fields on a templateList configuration instances of a workflowList instances of a deployed workflowGet details of a workflow instanceCheck whether an envelope is lockedGet custom fields on an envelope documentGet a room's details field valuesList the people in a roomList rooms I can viewGet details of a single roomShowing 400 of 501. 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