Query structured spec data via REST or MCP. Get exactly what your agent needs.
https://www.docusign.net/restapi
/v2.1/accounts/{accountId}/brands
This method returns details about all of the brands associated with an account,
including the default brand profiles.
Either or both of the following settings must be enabled for the account to use this method:
canSelfBrandSigncanSelfBrandSend| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| exclude_distributor_brand | query | optional | string | When true, excludes distributor brand information from the response set. |
| include_logos | query | optional | string | When true, returns the logos associated with the brand. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/brands
/v2.1/accounts/{accountId}/brands/{brandId}
This method returns details about an account brand.
Note: Branding for either signing or sending must be enabled for the account (canSelfBrandSend , canSelfBrandSign, or both of these account settings must be true).
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| brandId | path | required | string | The ID of the brand. |
| include_external_references | query | optional | string | When true, the landing pages and links associated with the brand are included in the response. |
| include_logos | query | optional | string | When true, the URIs for the logos associated with the brand are included in the response. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/brands/{brandId}
/v2.1/accounts/{accountId}/brands/{brandId}/file
This method exports information about a brand to an XML file.
Note: Branding for either signing or sending must be enabled for the account (canSelfBrandSend , canSelfBrandSign, or both of these account settings must be true).
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| brandId | path | required | string | The ID of the brand. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/brands/{brandId}/file
/v2.1/accounts/{accountId}/brands/{brandId}/logos/{logoType}
This method returns a specific logo that is used in a brand.
Note: Branding for either signing or sending must be enabled for the account (canSelfBrandSend , canSelfBrandSign, or both of these account settings must be true).
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| brandId | path | required | string | The ID of the brand. |
| logoType | path | required | string | The type of logo. Valid values are:
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/brands/{brandId}/logos/{logoType}
/v2.1/accounts/{accountId}/brands/{brandId}/resources
This method returns metadata about the branding resources that are associated with an account.
Note: Branding for either signing or sending must be enabled for the account (canSelfBrandSend , canSelfBrandSign, or both of these account settings must be true).
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| brandId | path | required | string | The ID of the brand. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/brands/{brandId}/resources
/v2.1/accounts/{accountId}/brands/{brandId}/resources/{resourceContentType}
This method returns a specific branding resource file.
A brand uses a set of brand resource files to control the sending, signing, email message, and captive (embedded) signing experiences. You can modify the default email messages and formats in these files and upload them to your brand to customize the user experience.
Important: When you upload a modified resource file, only the elements that differ from the master resource file are saved as your resource file. Similarly, when you download your resource files, only the modified elements are included in the file.
Note: Branding for either signing or sending must be enabled for the account (canSelfBrandSend , canSelfBrandSign, or both of these account settings must be true).
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| brandId | path | required | string | The ID of the brand. |
| resourceContentType | path | required | string | The type of brand resource file to return. Valid values are:
|
| langcode | query | optional | string | The ISO 3166-1 alpha-2 codes for the languages that the brand supports. |
| return_master | query | optional | string | Specifies which resource file data to return. When true, only the master resource file is returned. When false, only the elements that you modified are returned. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/brands/{brandId}/resources/{resourceContentType}
/v2.1/accounts/{accountId}/consumer_disclosure
Retrieves the default, HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with the account.
This is the default ERSD disclosure that DocuSign provides for the convenience of U.S.-based customers only. This default disclosure is only valid for transactions between U.S.-based parties.
To set the language of the disclosure that you want to retrieve, use the optional langCode query parameter.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| langCode | query | optional | string | The code for the signer language version of the disclosure that you want to retrieve. The following languages are supported:
Additionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/consumer_disclosure
/v2.1/accounts/{accountId}/consumer_disclosure/{langCode}
Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with the account.
To set the language of the disclosure that you want to retrieve, use the optional langCode query parameter.
Note: The text of the default disclosure is always in English, but if you are using a custom disclosure and have created versions of it in different signer languages, you can use the langCode parameter to specify the signer language version that you want to retrieve.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| langCode | path | required | string | The code for the signer language version of the disclosure that you want to retrieve. The following languages are supported:
Additionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/consumer_disclosure/{langCode}
/v2.1/accounts/{accountId}/custom_fields
This method returns a list of the envelope and document custom fields associated with an account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/custom_fields
/v2.1/accounts/{accountId}/settings/password_rules
This method retrieves the password rules for an account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/settings/password_rules
/v2.1/current_user/password_rules
Successful response.
Error encountered.
GET /v2.1/current_user/password_rules
/v2.1/accounts/{accountId}/permission_profiles
This method returns a list of permission profiles that are associated with an account.
Example:
{
"permissionProfiles": [
{
"permissionProfileId": "1665536",
"permissionProfileName": "Account Administrator",
"modifiedDateTime": "2018-03-26T03:54:40.4470000Z",
"modifiedByUsername": ""
},
{
"permissionProfileId": "1665537",
"permissionProfileName": "DocuSign Sender",
"modifiedDateTime": "2018-03-26T03:54:40.4470000Z",
"modifiedByUsername": ""
},
{
"permissionProfileId": "1665538",
"permissionProfileName": "DocuSign Viewer",
"modifiedDateTime": "2016-06-02T01:53:15.6830000Z",
"modifiedByUsername": ""
},
{
"permissionProfileId": "10325926",
"permissionProfileName": "DS Manage Company Member Accounts",
"modifiedDateTime": "2020-05-15T00:28:36.8230000Z",
"modifiedByUsername": "Nat Irving"
}
]
}
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| include | query | optional | string | A comma-separated list of additional properties to return in the response. Valid values are:
Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/permission_profiles
/v2.1/accounts/{accountId}/permission_profiles/{permissionProfileId}
This method returns information about a specific permission profile that is associated with an account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| permissionProfileId | path | required | string | The ID of the permission profile. Use AccountPermissionProfiles: list You can also download a CSV file of all permission profiles |
| include | query | optional | string | A comma-separated list of additional properties to return in the response. The only valid value for this request is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/permission_profiles/{permissionProfileId}
/v2.1/accounts/{accountId}/seals
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/seals
/v2.1/accounts/{accountId}/signatureProviders
Returns a list of signature providers that the specified account can use.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/signatureProviders
/v2.1/accounts/{accountId}/signatures
Returns a list of stamps available in the account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| stamp_format | query | optional | string | The format of the stamp to return. Valid values:
|
| stamp_name | query | optional | string | The name associated with the stamps to return. This value can be a Japanese surname (up to 5 characters) or a purchase order ID. |
| stamp_type | query | optional | string | The type of the stamps to return. Valid values:
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/signatures
/v2.1/accounts/{accountId}/signatures/{signatureId}
Returns information about the specified stamp.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| signatureId | path | required | string | The ID of the account stamp. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/signatures/{signatureId}
/v2.1/accounts/{accountId}/signatures/{signatureId}/{imageType}
Returns the image for an account stamp.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| imageType | path | required | string | Specificies the type of image. Valid values:
|
| signatureId | path | required | string | The ID of the account stamp. |
| include_chrome | query | optional | string | When true, the chrome (or frame containing the added line and identifier) is included with the signature image. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/signatures/{signatureId}/{imageType}
/v2.1/accounts/{accountId}/settings/tabs
This method returns information about the tab types and tab functionality that is currently enabled for an account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/settings/tabs
/v2.1/accounts/{accountId}/watermark
Enables you to preview a watermark specified by the request.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/watermark
/v2.1/accounts/provisioning
Retrieves the account provisioning information for the account.
Successful response.
Error encountered.
GET /v2.1/accounts/provisioning
/v2.1/accounts/{accountId}
Retrieves the account information for the specified account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| include_account_settings | query | optional | string | When true, includes account settings in the response. The default value is false. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}
/v2.1/accounts/{accountId}/billing_charges
Retrieves the list of recurring and usage charges for the account. This can be used to determine the charge structure and usage of charge plan items.
Privileges required: account administrator
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| include_charges | query | optional | string | Specifies which billing charges to return.
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/billing_charges
/v2.1/accounts/{accountId}/recipient_names
Retrieves a list of all of the names associated with the email address that you pass in. This list can include variants of a single recipient’s name that are used for signing, as well as the names of multiple different recipients.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| query | optional | string | (Required) The email address for which you want to retrieve recipient names. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/recipient_names
/v2.1/accounts/{accountId}/settings
Retrieves the account settings information for the specified account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/settings
/v2.1/accounts/{accountId}/settings/envelope_purge_configuration
An envelope purge configuration enables account administrators to permanently remove documents and their field data from completed and voided envelopes after a specified retention period (retentionDays). This method retrieves the current envelope purge configuration for your account.
Note: To use this method, you must be an account administrator.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/settings/envelope_purge_configuration
/v2.1/accounts/{accountId}/settings/notification_defaults
This method returns the default settings for the email notifications that signers and senders receive about envelopes.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/settings/notification_defaults
/v2.1/accounts/{accountId}/shared_access
Retrieves shared item status for one or more users and types of items.
Users with account administration privileges can retrieve shared access information for all account users. Users without account administrator privileges can only retrieve shared access information for themselves, and the returned information is limited to retrieving the status of the members of the account that are sharing their folders to the user. This is equivalent to setting the shared parameter to shared_from.
Note: This endpoint returns the shared status for the legacy Shared Envelopes feature. To use the new Shared Access feature, use the Authorizations resource.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| count | query | optional | string | The maximum number of results to return. Use Default: |
| envelopes_not_shared_user_status | query | optional | string | This query parameter works in conjunction with
|
| folder_ids | query | optional | string | A comma-separated list of folder IDs for which to return shared item information. If |
| item_type | query | optional | string | Specifies the type of shared item being requested. Valid values:
|
| search_text | query | optional | string | Filter user names based on the specified string. The wild-card ‘*’ (asterisk) can be used in the string. |
| shared | query | optional | string | A comma-separated list of sharing filters that specifies which users appear in the response.
If the current user does not have administrative privileges, only the |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
| user_ids | query | optional | string | A comma-separated list of user IDs for whom the shared item information is being requested. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/shared_access
/v2.1/accounts/{accountId}/supported_languages
Retrieves a list of supported languages that you can set for an individual recipient when creating an envelope, as well as their simple type enumeration values. These are the languages that you can set for the standard email format and signing view for each recipient.
For example, in the recipient’s email notification, this setting affects elements such as the standard introductory text describing the request to sign. It also determines the language used for buttons and tabs in both the email notification and the signing experience.
Note: Setting a language for a recipient affects only the DocuSign standard text. Any custom text that you enter for the emailBody and emailSubject of the notification is not translated, and appears exactly as you enter it.
For more information, see Set Recipient Language and Specify Custom Email Messages.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/supported_languages
/v2.1/accounts/{accountId}/unsupported_file_types
Retrieves a list of file types (mime-types and file-extensions) that are not supported for upload through the DocuSign system.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/unsupported_file_types
/v2.1/accounts/{accountId}/users/{userId}/authorization/{authorizationId}
Returns the details for the user authorization specified by the authorizationId.
To call this endpoint, you must be an account administrator or you must be the principal user for the specified authorization.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| authorizationId | path | required | string | The ID of the user authorization. |
| userId | path | required | string | The ID of the principal user. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/authorization/{authorizationId}
/v2.1/accounts/{accountId}/users/{userId}/authorizations
Returns the user authorizations for which the user specified by userId is the principal user.
To call this endpoint, you must be an account administrator or you must be the specified principal user.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| userId | path | required | string | The ID of the principal user. |
| active_only | query | optional | string | When true, return only active authorizations. The default value is true. |
| count | query | optional | string | The maximum number of results to return. |
| email_substring | query | optional | string | Filters returned user records by full email address or a substring of email address. |
| include_closed_users | query | optional | string | When true, returns active and scheduled authorizations of closed users. The default value is true. This value is only applied when |
| permissions | query | optional | string | Filters results by authorization permission. Valid values:
|
| start_position | query | optional | string | The position within the total result set from which to start returning values. The value thumbnail may be used to return the page image. |
| user_name_substring | query | optional | string | Filters results based on a full or partial user name. Note: When you enter a partial user name, you do not use a wildcard character. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/authorizations
/v2.1/accounts/{accountId}/users/{userId}/authorizations/agent
Returns the user authorizations for which the user specified by userId is the agent user.
If the calling user is an account administrator, the full results will be returned. Otherwise, only authorizations for which the calling user is the principal user will be returned.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| userId | path | required | string | The user who is acting as the agent. |
| active_only | query | optional | string | When true, only active users are returned. The default value is false. |
| count | query | optional | string | The maximum number of results to return. |
| email_substring | query | optional | string | Filters returned user records by full email address or a substring of email address. |
| include_closed_users | query | optional | string | When true, returns active and scheduled authorizations of closed users. The default value is true. This value is only applied when |
| permissions | query | optional | string | — |
| start_position | query | optional | string | The position within the total result set from which to start returning values. The value thumbnail may be used to return the page image. |
| user_name_substring | query | optional | string | Filters results based on a full or partial user name. Note: When you enter a partial user name, you do not use a wildcard character. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/authorizations/agent
/v2.1/accounts/{accountId}/settings/bcc_email_archives
This method retrieves all of the BCC email archive configurations associated with an account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| count | query | optional | string | The maximum number of results to return. Use |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/settings/bcc_email_archives
/v2.1/accounts/{accountId}/settings/bcc_email_archives/{bccEmailArchiveId}
This method returns a specific BCC email archive configuration for an account, as well as the history of changes to the email address.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| bccEmailArchiveId | path | required | string | The ID of the BCC email archive configuration. |
| count | query | optional | string | The maximum number of results to return. Use |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/settings/bcc_email_archives/{bccEmailArchiveId}
/v2.1/accounts/{accountId}/billing_plan
Retrieves the billing plan information for the specified account, including the current billing plan, successor plans, billing address, and billing credit card.
By default the successor plan and credit card information is included in the response. You can exclude this information from the response by adding the appropriate optional query string and setting it to false.
Response
The response returns the billing plan information, including the currency code, for the plan. The billingPlan and succesorPlans property values are the same as those shown in the Billing: getBillingPlan reference. the billingAddress and creditCardInformation property values are the same as those shown in the Billing: updatePlan reference.
Note: When credit card number information displays, a mask is applied to the response so that only the last 4 digits of the card number are visible.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| include_credit_card_information | query | optional | string | When true, payment information including credit card information will show in the return. |
| include_downgrade_information | query | optional | string | — |
| include_metadata | query | optional | string | When true, the |
| include_successor_plans | query | optional | string | When true, excludes successor information from the response. |
| include_tax_exempt_id | query | optional | string | — |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/billing_plan
/v2.1/accounts/{accountId}/billing_plan/credit_card
This method returns information about a credit card associated with an account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/billing_plan/credit_card
/v2.1/accounts/{accountId}/billing_plan/downgrade
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/billing_plan/downgrade
/v2.1/billing_plans
Retrieves a list of the billing plans associated with a distributor.
Successful response.
Error encountered.
GET /v2.1/billing_plans
/v2.1/billing_plans/{billingPlanId}
Retrieves the billing plan details for the specified billing plan ID.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| billingPlanId | path | required | string | The ID of the billing plan being accessed. |
Successful response.
Error encountered.
GET /v2.1/billing_plans/{billingPlanId}
/v2.1/accounts/{accountId}/bulk_send_batch
Returns a summary of bulk send batches.
Use the batch_ids query parameter to narrow the list of batches.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| batch_ids | query | optional | string | A comma-separated list of batch IDs to query. |
| count | query | optional | string | The maximum number of results to return. Use Valid values: |
| from_date | query | optional | string | The start date for a date range in UTC DateTime format. Note: If this property is null, no date filtering is applied. |
| search_text | query | optional | string | Use this parameter to search for specific text. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
| status | query | optional | string | The kind of results to collect. Must be one of:
|
| to_date | query | optional | string | The end of a search date range in UTC DateTime format. When you use this parameter, only templates created up to this date and time are returned. Note: If this property is null, the value defaults to the current date. |
| user_id | query | optional | string | — |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/bulk_send_batch
/v2.1/accounts/{accountId}/bulk_send_batch/{bulkSendBatchId}
Gets the general status of a specific bulk send batch such as:
The bulkErrors property of the response object contains more information about the errors.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| bulkSendBatchId | path | required | string | The batch ID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/bulk_send_batch/{bulkSendBatchId}
/v2.1/accounts/{accountId}/bulk_send_batch/{bulkSendBatchId}/envelopes
This method returns a list of envelopes in a specified bulk batch. Use the query parameters to filter and sort the envelopes by different attributes.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| bulkSendBatchId | path | required | string | The batch ID. |
| count | query | optional | string | The maximum number of results to return. Use Valid values: |
| include | query | optional | string | When |
| order | query | optional | string | The order in which to sort the results. Valid values are:
|
| order_by | query | optional | string | The envelope attribute used to sort the results. Valid values are:
|
| search_text | query | optional | string | Use this parameter to search for specific text. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
| status | query | optional | string | Comma-separated list of envelope statuses. Note that Use the value |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/bulk_send_batch/{bulkSendBatchId}/envelopes
/v2.1/accounts/{accountId}/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.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/bulk_send_lists
/v2.1/accounts/{accountId}/bulk_send_lists/{bulkSendListId}
This method returns all of the details associated with a specific bulk send list that belongs to the current user.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| bulkSendListId | path | required | string | The GUID of the bulk send list. This property is created after you post a new bulk send list. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/bulk_send_lists/{bulkSendListId}
/v2.1/accounts/{accountId}/chunked_uploads/{chunkedUploadId}
Returns the details (but not the content) about a chunked upload.
Note: You cannot obtain details about a chunked upload that has expired, been deleted, or consumed by other actions.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| chunkedUploadId | path | required | string | The ID of the chunked upload. |
| include | query | optional | string | (Optional) This parameter enables you to include additional attribute data in the response. The valid value for this method is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/chunked_uploads/{chunkedUploadId}
/v2.1/accounts/{accountId}/users/{userId}/cloud_storage/{serviceId}/folders
Retrieves a list of all the items in a specified folder from the specified cloud storage provider.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| serviceId | path | required | string | The ID of the service to access. Valid values are the service name (“Box”) or the numerical serviceId (“4136”). |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
| cloud_storage_folder_path | query | optional | string | A comma separated list of folder IDs included in the request. |
| count | query | optional | string | The maximum number of results to return. Use Default: |
| order | query | optional | string | The order in which to sort the results. Valid values are:
|
| order_by | query | optional | string | The file attribute to use to sort the results. Valid values are:
|
| search_text | query | optional | string | Use this parameter to search for specific text. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/cloud_storage/{serviceId}/folders
/v2.1/accounts/{accountId}/users/{userId}/cloud_storage/{serviceId}/folders/{folderId}
Retrieves a list of the user’s items from the specified cloud storage provider.
To limit the scope of the items returned, provide a comma-separated list of folder IDs in the request.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| folderId | path | required | string | The ID of the folder. |
| serviceId | path | required | string | The ID of the service to access. Valid values are the service name (“Box”) or the numerical serviceId (“4136”). |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
| cloud_storage_folder_path | query | optional | string | The file path to a cloud storage folder. |
| cloud_storage_folderid_plain | query | optional | string | A plain-text folder ID that you can use as an alternative to the existing folder id. This property is mainly used for rooms. Enter multiple folder IDs as a comma-separated list. |
| count | query | optional | string | The maximum number of results to return. Use Default: |
| order | query | optional | string | The order in which to sort the results. Valid values are:
|
| order_by | query | optional | string | The file attribute to use to sort the results. Valid values are:
|
| search_text | query | optional | string | Use this parameter to search for specific text. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/cloud_storage/{serviceId}/folders/{folderId}
/v2.1/accounts/{accountId}/users/{userId}/cloud_storage
Retrieves the list of cloud storage providers enabled for the account and the configuration information for the user.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
| redirectUrl | query | optional | string | The URL the user is redirected to after the cloud storage provider authenticates the user. Using this will append the redirectUrl to the authenticationUrl. The redirectUrl is restricted to URLs in the docusign.com or docusign.net domains. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/cloud_storage
/v2.1/accounts/{accountId}/users/{userId}/cloud_storage/{serviceId}
Retrieves the list of cloud storage providers enabled for the account and the configuration information for the user.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| serviceId | path | required | string | The ID of the service to access. Valid values are the service name (“Box”) or the numerical serviceId (“4136”). |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
| redirectUrl | query | optional | string | The URL the user is redirected to after the cloud storage provider authenticates the user. Using this will append the redirectUrl to the authenticationUrl. The redirectUrl is restricted to URLs in the docusign.com or docusign.net domains. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/cloud_storage/{serviceId}
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/comments/transcript
Retrieves a PDF file containing all of the comments that senders and recipients have added to the documents in an envelope.
The response body of this method is the PDF file as a byte
stream.
Note: Comments are disabled by default. To use the comments feature, an account administrator must enable comments on the account (in the accountSettingsInformation object, set the enableSigningExtensionComments property to true).
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| encoding | query | optional | string | (Optional) The encoding to use for the file. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/comments/transcript
/v2.1/accounts/{accountId}/connect
Retrieves all the DocuSign Custom Connect definitions for the specified account.
Note: To use this function, you must be an account administrator and Connect must be enabled on your account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/connect
/v2.1/accounts/{accountId}/connect/oauth
Gets the Connect OAuth configuration for the specified account.
Note: To use this function, you must be an account administrator and Connect must be enabled on your account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/connect/oauth
/v2.1/accounts/{accountId}/connect/{connectId}
Retrieves the information for the specified DocuSign Connect configuration.
Note: To use this function, you must be an account administrator and Connect must be enabled on your account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| connectId | path | required | string | The ID of the custom Connect configuration being accessed. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/connect/{connectId}
/v2.1/accounts/{accountId}/connect/{connectId}/all/users
Returns all users from the configured Connect service.
Note: To use this function, you must be an account administrator and Connect must be enabled on your account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| connectId | path | required | string | The ID of the custom Connect configuration being accessed. |
| count | query | optional | string | The maximum number of results to return. |
| domain_users_only | query | optional | string | — |
| email_substring | query | optional | string | Filters returned user records by full email address or a substring of email address. |
| start_position | query | optional | string | The position within the total result set from which to start returning values. The value thumbnail may be used to return the page image. |
| status | query | optional | string | The status of the item. |
| user_name_substring | query | optional | string | Filters results based on a full or partial user name. Note: When you enter a partial user name, you do not use a wildcard character. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/connect/{connectId}/all/users
/v2.1/accounts/{accountId}/connect/{connectId}/users
Returns users from the configured Connect service.
Note: To use this function, you must be an account administrator and Connect must be enabled on your account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| connectId | path | required | string | The ID of the custom Connect configuration being accessed. |
| count | query | optional | string | The maximum number of results to return. Use |
| email_substring | query | optional | string | Filters returned user records by full email address or a substring of email address. |
| list_included_users | query | optional | string | — |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
| status | query | optional | string | Filters the results by user status.
|
| user_name_substring | query | optional | string | Filters results based on a full or partial user name. Note: When you enter a partial user name, you do not use a wildcard character. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/connect/{connectId}/users
/v2.1/accounts/{accountId}/connect/failures
Retrieves the Connect failure log information. You can use this log to determine which envelopes failed to post, in order to create a republish request.
Note: To use this function, you must be an account administrator and Connect must be enabled on your account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| from_date | query | optional | string | The start date for a date range in UTC DateTime format. Note: If this property is null, no date filtering is applied. |
| to_date | query | optional | string | The end of a search date range in UTC DateTime format. When you use this parameter, only templates created up to this date and time are returned. Note: If this property is null, the value defaults to the current date. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/connect/failures
/v2.1/accounts/{accountId}/connect/logs
Retrieves a list of the 100 most recent Connect log entries for your account.
The enableLog setting in the Connect configuration must be set to true to enable logging. Log entries are deleted after 15 days.
Note: To use this function, you must be an account administrator and Connect must be enabled on your account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| from_date | query | optional | string | The start date for a date range in UTC DateTime format. Note: If this property is null, no date filtering is applied. |
| to_date | query | optional | string | The end of a search date range in UTC DateTime format. When you use this parameter, only templates created up to this date and time are returned. Note: If this property is null, the value defaults to the current date. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/connect/logs
/v2.1/accounts/{accountId}/connect/logs/{logId}
Retrieves the specified Connect log entry for your account.
The enableLog setting in the Connect configuration must be set to true to enable logging.
If logging is not enabled, then no log entries are recorded.
Note: To use this function, you must be an account administrator and Connect must be enabled on your account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| logId | path | required | string | The ID of the Connect log entry. |
| additional_info | query | optional | string | When true, the response includes the |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/connect/logs/{logId}
/v2.1/accounts/{accountId}/contacts/{contactId}
This method returns one or more contacts
associated with a DocuSign account. You can also
retrieve contacts from connected cloud storage providers by using the
cloud_provider query parameter. By default,
contacts are retrieved from the DocuSign account’s
default address book.
To return a specific contact, use the contactId
query parameter. To return all contacts associated
with an account, omit this parameter.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| contactId | path | required | string | The ID of a contact person in the account’s address book. Note: To return all contacts, omit this parameter. It is not required. |
| cloud_provider | query | optional | string | (Optional) The cloud provider from which to retrieve the contacts. Valid values are:
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/contacts/{contactId}
/v2.1/accounts/{accountId}/tab_definitions
Retrieves a list of all tabs associated with the account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| custom_tab_only | query | optional | string | When true, only custom tabs are returned in the response. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/tab_definitions
/v2.1/accounts/{accountId}/tab_definitions/{customTabId}
Retrieves information about the requested custom tab on the specified account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| customTabId | path | required | string | The DocuSign-generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/tab_definitions/{customTabId}
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/docGenFormFields
Given an envelopeId this method
returns the form fields found in
that envelope’s documents.
The response for envelope that has one document
with form fields would look like this:
{
"docGenFormFields": [
{
"documentId": "2dc54cf5-xxxx-xxxx-xxxx-05132a2dd889",
"docGenFormFieldList": [
{
"label": "Candidate_Name",
"type": "TextBox",
"required": "True",
"name": "Candidate_Name"
},
{
"label": "Job_Title",
"type": "TextBox",
"required": "True",
"name": "Job_Title"
},
{
"label": "Manager_Name",
"type": "TextBox",
"required": "True",
"name": "Manager_Name"
},
{
"label": "Start_Date",
"type": "TextBox",
"required": "True",
"name": "Start_Date"
},
{
"label": "Salary",
"type": "TextBox",
"required": "True",
"name": "Salary"
}
],
"docGenDocumentStatus": "created"
}
]
}
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/docGenFormFields
/v2.1/accounts/{accountId}/settings/enote_configuration
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/settings/enote_configuration
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/attachments
Returns a list of envelope attachments associated with a specified envelope.
It's easy to confuse envelope attachments, which are developer-only files associated with an envelope, with signer attachments. To get a list of user-visible attachments, use [EnvelopeDocuments: get](https://raw.githubusercontent.com). To learn about the different types of attachments, see [Attachments](https://raw.githubusercontent.com) in the concept guide.| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/attachments
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/attachments/{attachmentId}
Retrieves an envelope attachment from an envelope.
It's easy to confuse envelope attachments, which are developer-only files associated with an envelope, with signer attachments. To learn about the different types of attachments, see [Attachments](https://raw.githubusercontent.com) in the concept guide.| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| attachmentId | path | required | string | The unique identifier for the attachment. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/attachments/{attachmentId}
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/consumer_disclosure
Retrieves the default, HTML-formatted Electronic Record and Signature Disclosure (ERSD) for the envelope that you specify.
This is the default ERSD disclosure that DocuSign provides for the convenience of U.S.-based customers only. This default disclosure is only valid for transactions between U.S.-based parties.
To set the language of the disclosure that you want to retrieve, use the optional langCode query parameter.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| recipientId | path | required | string | A local reference used to map A For example, many envelopes assign the first recipient |
| langCode | query | optional | string | (Optional) The code for the signer language version of the disclosure that you want to retrieve. The following languages are supported:
Additionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/consumer_disclosure
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/consumer_disclosure/{langCode}
Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) for the envelope recipient that you specify. This disclosure might differ from the account-level disclosure, based on the signing brand applied to the envelope and the recipient’s language settings.
To set the language of the disclosure that you want to retrieve, specify the langCode as either a path or query parameter.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| langCode | path | required | string | (Optional) The code for the signer language version of the disclosure that you want to retrieve, as a path parameter. The following languages are supported:
Additionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to |
| recipientId | path | required | string | A local reference used to map A For example, many envelopes assign the first recipient |
| langCode | query | optional | string | (Optional) The code for the signer language version of the disclosure that you want to retrieve, as a query parameter. The following languages are supported:
Additionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/consumer_disclosure/{langCode}
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/custom_fields
Retrieves the custom field information for the specified envelope. You can use these fields in the envelopes for your account to record information about the envelope, help search for envelopes, and track information. The envelope custom fields are shown in the Envelope Settings section when a user is creating an envelope in the DocuSign member console. The envelope custom fields are not seen by the envelope recipients.
There are two types of envelope custom fields, text, and list. A text custom field lets the sender enter the value for the field. With a list custom field, the sender selects the value of the field from a pre-made list.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/custom_fields
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/fields
Retrieves the custom document field information from an existing envelope document.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/fields
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/html_definitions
Retrieves the HTML definition used to generate a dynamically sized responsive document.
If the document was not created as a signable HTML document, this endpoint will return a 200-OK response and an empty JSON body.
Note: The documentId query parameter is a GUID value, not an integer document ID. If an invalid document ID is provided, this endpoint will return a 200-OK response and an empty JSON body.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The GUID of the document. Example: c671747c-xxxx-xxxx-xxxx-4a4a48e23744 |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/html_definitions
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages/{pageNumber}/tabs
Returns the tabs from the page specified by pageNumber of the document specified by documentId in the
envelope specified by envelopeId.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| pageNumber | path | required | string | The page number being accessed. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages/{pageNumber}/tabs
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/tabs
Returns the tabs on the document specified by documentId in the
envelope specified by envelopeId.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| include_metadata | query | optional | string | When true, the response includes metadata indicating which properties are editable. |
| page_numbers | query | optional | string | Filters for tabs that occur on the pages that you specify. Enter as a comma-separated list of page GUIDs. Example: Note: You can only enter individual page numbers, and not a page range. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/tabs
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/document_visibility
This method returns information about document visibility for a recipient.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| recipientId | path | required | string | A local reference used to map A For example, many envelopes assign the first recipient |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/document_visibility
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents
Retrieves a list of documents associated with the specified envelope.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| documents_by_userid | query | optional | string | When true, allows recipients to get documents by their user id. For example, if a user is included in two different routing orders with different visibilities, using this parameter returns all of the documents from both routing orders. |
| include_docgen_formfields | query | optional | string | Reserved for DocuSign. |
| include_metadata | query | optional | string | When true, the response includes metadata that indicates which properties the sender can edit. |
| include_tabs | query | optional | string | When true, information about the tabs, including prefill tabs, associated with the documents are included in the response. |
| recipient_id | query | optional | string | Allows the sender to retrieve the documents as one of the recipients that they control. The |
| shared_user_id | query | optional | string | The ID of a shared user that you want to impersonate in order to |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}
Retrieves a single document or all documents from an envelope.
To retrieve a single document, provide the ID of the document in the documentId path parameter.
Alternatively, by setting the documentId parameter to special keyword values,
you can retrieve all the documents (as a combined PDF, portfolio PDF, or ZIP archive)
or just the certificate of completion. See the documentId description for how to retrieve each format.
The response body of this method
is a file. If you request multiple documents,
the result is a ZIP archive
that contains all of the documents.
In all other cases, the response is a PDF
file or PDF portfolio.
You can get the file name and document ID from the response’s Content-Disposition header:
Content-Disposition: file; filename="NDA.pdf"; documentid="1
By default, the response is the PDF file
as a byte stream.
For example a request/response in curl looks like this:
$ curl --request GET 'https://demo.docusign.net/restapi/v2/accounts/0cdb3ff3-xxxx-xxxx-xxxx-e43af011006d/envelopes/ea4cc25b-xxxx-xxxx-xxxx-a67a0a2a4f6c/documents/1/' \
--header 'Authorization: Bearer eyJ...bqg'
HTTP/1.1 200 OK
Content-Length: 167539
Content-Type: application/pdf
. . .
Content-Disposition: file; filename="Lorem_Ipsum.pdf"; documentid="1"
Date: Tue, 23 Aug 2022 01:13:15 GMT
%PDF-1.4
%˚¸˝˛
6 0 obj
<</Length 14>>stream
. . .
By using the Content-Transfer-Encoding
header in the request, you can obtain the PDF file
encoded in base64. The same curl request with
the base64 header would look like this:
$ curl --request GET 'https://demo.docusign.net/restapi/v2/accounts/0cdb3ff3-xxxx-xxxx-xxxx-e43af011006d/envelopes/ea4cc25b-xxxx-xxxx-xxxx-a67a0a2a4f6c/documents/1/' \
--header 'Authorization: Bearer eyJ...bqg' \
--header 'Content-Transfer-Encoding: base64'
HTTP/1.1 200 OK
Content-Length: 223384
Content-Type: application/pdf
. . .
Content-Disposition: file; filename="Lorem_Ipsum.pdf"; documentid="1"
Content-Transfer-Encoding: base64
Date: Tue, 23 Aug 2022 01:12:30 GMT
JVBERi0xLjQKJfv8/f4KNiAwIG9iago8PC9MZW. . .==
(In an actual curl request you would use the --output switch to
save the byte stream into a file.)
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The ID of the document to retrieve. Alternatively, you can use one of the following special keywords:
|
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| certificate | query | optional | string | Used only when the When true, the certificate of completion is included in the combined PDF file. |
| documents_by_userid | query | optional | string | When true, allows recipients to get documents by their user id. For example, if a user is included in two different routing orders with different visibilities, using this parameter returns all of the documents from both routing orders. |
| encoding | query | optional | string | Reserved for DocuSign. |
| encrypt | query | optional | string | When true, the PDF bytes returned in the response are encrypted for all the key managers configured on your DocuSign account. You can decrypt the documents by using the Key Manager DecryptDocument API method. For more information about Key Manager, see the DocuSign Security Appliance Installation Guide that your organization received from DocuSign. |
| language | query | optional | string | 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). |
| recipient_id | query | optional | string | Allows the sender to retrieve the documents as one of the recipients that they control. The |
| shared_user_id | query | optional | string | The ID of a shared user that you want to impersonate in order to |
| show_changes | query | optional | string | 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 | query | optional | string | 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. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/email_settings
Retrieves the email override settings for the specified envelope.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/email_settings
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/form_data
This method downloads the envelope and tab data (also called form data) from any in-process, completed, or canceled envelope that you sent or that is shared with you. Recipients who are also full administrators on an account can view form data for any envelopes that another user on the account has sent to them.
Note: To use this feature, the Sending Setting “Allow sender to download form data” must be enabled for the account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/form_data
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/html_definitions
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/html_definitions
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/lock
Retrieves general information about an envelope lock.
The user requesting the information must be the same user
who locked the envelope.
You can use this method to recover the lock information,
including the lockToken,
for a locked envelope.
The X-DocuSign-Edit header is included in the response.
See EnvelopeLocks: create
for a description of the X-DocuSign-Edit header.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/lock
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs
Retrieves information about the tabs associated
with a recipient. You can make a single API call
to get all the tab values and information from a
given, completed envelope in addition to draft
ones. Tab values can be retrieved by using the
EnvelopeRecipients:list method
with query parameter include_tabs set to true.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| recipientId | path | required | string | A local reference used to map A For example, many envelopes assign the first recipient |
| include_anchor_tab_locations | query | optional | string | When true, all tabs with anchor tab properties are included in the response. The default value is false. |
| include_metadata | query | optional | string | When true, the response includes metadata indicating which properties are editable. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients
Retrieves the status of all recipients in a single envelope and identifies the current recipient in the routing list. This method can also be used to retrieve the tab values.
The currentRoutingOrder property of the response contains the routingOrder value of the current recipient indicating that the envelope has been sent to the recipient, but the recipient has not completed their actions.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| include_anchor_tab_locations | query | optional | string | When true and |
| include_extended | query | optional | string | When true, the extended properties are included in the response. |
| include_metadata | query | optional | string | Boolean value that specifies whether to include metadata associated with the recipients (for envelopes only, not templates). |
| include_tabs | query | optional | string | When true, the tab information associated with the recipient is included in the response. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates
Retrieves the templates associated with a document in the specified envelope.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| include | query | optional | string | A comma-separated list that limits the results.
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/templates
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/templates
This returns a list of the server-side templates, their name and ID, used in an envelope.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| include | query | optional | string | The possible value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/templates
/v2.1/accounts/{accountId}/envelopes/transfer_rules
This method retrieves a list of envelope transfer rules associated with an account.
Note: Only Administrators can create and use envelope transfer rules. In addition, to use envelope transfer rules, the Transfer Custody feature must be enabled for your account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| count | query | optional | string | The maximum number of results to return. Use |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/transfer_rules
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/workflow
Returns the workflow definition for the envelope specified by envelopeId. If the envelope does not have a workflow object, this method returns a 404.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/workflow
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/workflow/scheduledSending
Given a template and a workflow step, returns the scheduled sending rules for that workflow step.
Note: If the workflow step does not have a scheduled sending object, this method returns a 404.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/workflow/scheduledSending
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/workflow/steps/{workflowStepId}
Returns a workflow step specified by workflowStepId for an envelope specified by envelopeId.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| workflowStepId | path | required | string | The ID of the workflow step. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/workflow/steps/{workflowStepId}
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/workflow/steps/{workflowStepId}/delayedRouting
Given an envelope and a workflow step, returns the delayed routing rules for that workflow step.
Note: If the workflow step does not have a delayed routing object, this method returns a 404.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| workflowStepId | path | required | string | The ID of the workflow step. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/workflow/steps/{workflowStepId}/delayedRouting
/v2.1/accounts/{accountId}/templates/{templateId}/workflow
Returns the workflow definition for the template specified by templateId. If the template does not have a workflow object, this method returns a 404.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/workflow
/v2.1/accounts/{accountId}/templates/{templateId}/workflow/scheduledSending
Given a template specified by templateId, returns the scheduled sending rules for that template’s workflow object.
Note: If the template’s workflow does not have a scheduled sending object, this method returns a 404.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/workflow/scheduledSending
/v2.1/accounts/{accountId}/templates/{templateId}/workflow/steps/{workflowStepId}
Returns a workflow step specified by workflowStepId for a template specified by templateId.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
| workflowStepId | path | required | string | The ID of the workflow step. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/workflow/steps/{workflowStepId}
/v2.1/accounts/{accountId}/templates/{templateId}/workflow/steps/{workflowStepId}/delayedRouting
Given a template and a workflow step, returns the delayed routing rules for that workflow step.
Note: If the workflow step does not have a delayed routing object, this method returns a 404.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
| workflowStepId | path | required | string | The ID of the workflow step. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/workflow/steps/{workflowStepId}/delayedRouting
/v2.1/accounts/{accountId}/envelopes
This method lets you
search for envelopes
in your accounts.
A large set of filters let you narrow the scope of your search
by date,
by envelope ID,
or by status codes.
Your request must include one or more of the following parameters:
from_dateenvelope_idstransaction_idsTo avoid unnecessary database queries, the DocuSign
signature platform first checks requests to ensure that the
filter set supplied does not result in a zero-size response
before querying the database.
For example, for a request with a from_to_status of
delivered and a current status of created,sent,
DocuSign will always return an empty list.
This is because the request translates to: find the
envelopes that were delivered between the from_date and
to_date dates that have a current status of created or
sent. Since an envelope that has been delivered can
never have a status of created or sent, a zero-size
response would be generated.
In this case, DocuSign does not query the database
and returns an empty list immediately.
Getting envelope status using transaction_ids is useful
for offline signing situations where it can be used
determine if an envelope was created or not. It can be used
for the cases where a network connection was lost, before
the envelope status could be returned.
The following table shows the valid current envelope
statuses (status parameter) for the different status
qualifiers (from_to_status parameter) in the request. If
the status and status qualifiers in the API request do not
contain any of the values shown in the Valid Current
Statuses column, then an empty list is returned.
Client applications should check that the statuses (status
parameter) they are requesting make sense for a given
from_to_status parameter value.
| Status Qualifier ( from_to_status) |
Effective Status Qualifier | Valid Current Statuses |
|---|---|---|
| any (changed) | StatusChanged | any, created, sent, delivered, signed, completed, declined, voided, deleted |
| created | Created | any, created, sent, delivered, signed, completed, declined, voided, deleted |
| sent | Sent | any, sent, delivered, signed, completed, declined, voided, deleted |
| delivered | StatusChanged | any, delivered, signed, completed, declined, voided, deleted |
| signed | StatusChanged | any, signed, completed, declined, voided, deleted |
| completed | Completed | any, completed, declined, voided, deleted |
| declined | StatusChanged | any, declined, voided, deleted |
| timedout always return zero results |
StatusChanged | any, voided, deleted |
| voided | Voided | any, voided, deleted |
| deleted | StatusChanged | any, deleted |
In some cases, a request for a specific envelope status will
include envelopes with additional statuses. For example, in
a request with a from_date of 2017-01-01, a to_date of
2017-01-07 and the status qualifier (from_to_status) set
to delivered, the response set might contain envelopes
that were created during that time period, but not delivered
during the time period. As a workaround, check the envelope
status values in the result set as needed.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| ac_status | query | optional | string | Specifies the Authoritative Copy Status for the envelopes. Valid values: Unknown, Original, Transferred, AuthoritativeCopy, AuthoritativeCopyExportPending, AuthoritativeCopyExported, DepositPending, Deposited, DepositedEO, or DepositFailed. |
| block | query | optional | string | Reserved for DocuSign. |
| cdse_mode | query | optional | string | Reserved for DocuSign. |
| continuation_token | query | optional | string | Reserved for DocuSign. |
| count | query | optional | string | The maximum number of results to return. Use |
| custom_field | query | optional | string | Optional. Specifies an envelope custom field name and value searched for in the envelopes. Format: Example: If you have an envelope custom field named “Region” and you want to search for all envelopes where the value is “West” you would use set this parameter to |
| query | optional | string | Limit results to envelopes
|
|
| envelope_ids | query | optional | string | Comma separated list of |
| exclude | query | optional | string | Excludes information from the response. Enter as a comma-separated list (e.g.,
|
| folder_ids | query | optional | string | Returns the envelopes from specific folders. Enter as a comma-separated list of either valid folder Guids or the following values:
|
| folder_types | query | optional | string | A comma-separated list of folder types you want to retrieve envelopes from. Valid values are:
|
| from_date | query | optional | string | Specifies the date and time Although you can use any date format For example, the following dates and times refer to the same instant:
|
| from_to_status | query | optional | string | This is the status type checked for in the Possible values are: Voided, Changed, Created, Deleted, Sent, Delivered, Signed, Completed, Declined, TimedOut and Processing. |
| include | query | optional | string | Specifies additional information to return about the envelopes.
|
| include_purge_information | query | optional | string | When true, information about envelopes that have been deleted is included in the response. |
| intersecting_folder_ids | query | optional | string | A comma-separated list of folders that you want want to get envelopes from. Valid values are:
|
| last_queried_date | query | optional | string | Returns envelopes that were modified prior to the specified date and time. Example: |
| order | query | optional | string | Returns envelopes in either ascending ( |
| order_by | query | optional | string | Sorts results according to a specific property. Valid values are:
|
| powerformids | query | optional | string | A comma-separated list of |
| query_budget | query | optional | string | The time in seconds that the query should run before returning data. |
| requester_date_format | query | optional | string | — |
| search_mode | query | optional | string | — |
| search_text | query | optional | string | Free text search criteria that you can use to filter the list of envelopes that is returned. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
| status | query | optional | string | A comma-separated list of current envelope statuses to included in the response. Possible values are:
The |
| to_date | query | optional | string | Specifies the date and time Although you can use any date format For example, the following dates and times refer to the same instant:
|
| transaction_ids | query | optional | string | If included in the query string, this is a comma separated list of envelope If included in the Note:
|
| user_filter | query | optional | string | Returns envelopes where the current user is the recipient, the sender, or the recipient only. (For example,
|
| user_id | query | optional | string | The ID of the user who created the envelopes to be retrieved. Note that an account can have multiple users, and any user with account access can retrieve envelopes by user_id from the account. |
| user_name | query | optional | string | Limit results to envelopes
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes
/v2.1/accounts/{accountId}/envelopes/{envelopeId}
Retrieves the overall status for the specified envelope.
To get the status of a list of envelopes, use
Envelope: listStatusChanges.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| advanced_update | query | optional | string | When true, envelope information can be added or modified. |
| include | query | optional | string | Specifies additional information about the envelope to return. Enter a comma-separated list, such as
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/audit_events
Gets the envelope audit events for the specified envelope.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/audit_events
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages
Returns images of the pages in a document for display based on the parameters that you specify.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| count | query | optional | string | The maximum number of results to return. |
| dpi | query | optional | string | The number of dots per inch (DPI) for the resulting images. Valid values are 1-310 DPI. The default value is 94. |
| max_height | query | optional | string | Sets the maximum height of the returned images in pixels. |
| max_width | query | optional | string | Sets the maximum width of the returned images in pixels. |
| nocache | query | optional | string | When true, using cache is disabled and image information is retrieved from a database. True is the default value. |
| show_changes | query | optional | string | When true, changes display in the user interface. |
| start_position | query | optional | string | The position within the total result set from which to start returning values. The value thumbnail may be used to return the page image. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages/{pageNumber}/page_image
Returns an image of a page in a document for display.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| pageNumber | path | required | string | The page number being accessed. |
| dpi | query | optional | string | Sets the dots per inch (DPI) for the returned image. |
| max_height | query | optional | string | Sets the maximum height for the page image in pixels. The DPI is recalculated based on this setting. |
| max_width | query | optional | string | Sets the maximum width for the page image in pixels. The DPI is recalculated based on this setting. |
| show_changes | query | optional | string | When true, changes display in the user interface. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages/{pageNumber}/page_image
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/notification
Retrieves the envelope notification, reminders and expirations, information for an existing envelope.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/notification
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/initials_image
Retrieves the initials image for the specified user. The image is returned in the same format as it was uploaded. In the request you can specify if the chrome (the added line and identifier around the initial image) is returned with the image.
The userId specified in the endpoint must match the authenticated user’s user ID and the user must be a member of the account.
The signatureIdOrName parameter accepts signature ID or signature name. DocuSign recommends you use signature ID (signatureId), since some names contain characters that do not properly URL encode. If you use the user name, it is likely that the name includes spaces and you might need to URL encode the name before using it in the endpoint.
For example: “Bob Smith” to “Bob%20Smith”
Older envelopes might only contain chromed images. If getting the non-chromed image fails, try getting the chromed image.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| recipientId | path | required | string | A local reference used to map A For example, many envelopes assign the first recipient |
| include_chrome | query | optional | string | The added line and identifier around the initial image. Note: Older envelopes might only have chromed images. If getting the non-chromed image fails, try getting the chromed image. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/initials_image
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/signature
Retrieves signature information for a signer or sign-in-person recipient.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| recipientId | path | required | string | A local reference used to map A For example, many envelopes assign the first recipient |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/signature
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/signature_image
Retrieves the specified user signature image. The image is returned in the same format as uploaded. In the request you can specify if the chrome (the added line and identifier around the initial image) is returned with the image.
The userId specified in the endpoint must match the authenticated user’s user ID and the user must be a member of the account.
The signatureIdOrName parameter accepts signature ID or signature name. DocuSign recommends you use signature ID (signatureId), since some names contain characters that don’t properly URL encode. If you use the user name, it is likely that the name includes spaces and you might need to URL encode the name before using it in the endpoint.
For example: “Bob Smith” to “Bob%20Smith”
Older envelopes might only have chromed images. If getting the non-chromed image fails, try getting the chromed image.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
| recipientId | path | required | string | A local reference used to map A For example, many envelopes assign the first recipient |
| include_chrome | query | optional | string | When true, the response includes the chromed version of the signature image. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/signature_image
/v2.1/accounts/{accountId}/favorite_templates
Retrieves the list of favorite templates for the account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/favorite_templates
/v2.1/accounts/{accountId}/folders
Returns a list of the account’s folders.
Use the include query parameter to specify the kinds of folders to return.
By default, only the first level of subfolders is shown.
Set the sub_folder_depth query parameter to -1 to return the entire folder hierarchy.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| count | query | optional | string | The maximum number of results to return. |
| include | query | optional | string | A comma-separated list of folder types to include in the response.
|
| include_items | query | optional | string | Indicates whether folder items are included in the response. If this parameter is omitted, the default is false. |
| start_position | query | optional | string | The zero-based index of the The default value is |
| sub_folder_depth | query | optional | string | If missing or any value other than |
| template | query | optional | string | This parameter is deprecated as of version 2.1. Use |
| user_filter | query | optional | string | Narrows down the resulting folder list by the following values:
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/folders
/v2.1/accounts/{accountId}/folders/{folderId}
Gets information about items in the specified folder.
To include a list of the items in the folder, set the include_items query parameter to true.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| folderId | path | required | string | The ID of the folder. |
| from_date | query | optional | string | Reserved for DocuSign. |
| include_items | query | optional | string | Indicates whether folder items are included in the response. If this parameter is omitted, the default is false. |
| owner_email | query | optional | string | Reserved for DocuSign. |
| owner_name | query | optional | string | Reserved for DocuSign. |
| search_text | query | optional | string | Reserved for DocuSign. |
| start_position | query | optional | string | Reserved for DocuSign. |
| status | query | optional | string | Reserved for DocuSign. |
| to_date | query | optional | string | Reserved for DocuSign. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/folders/{folderId}
/v2.1/accounts/{accountId}/search_folders/{searchFolderId}
Retrieves a list of items that match the criteria specified in the query.
If the user ID of the user making the call is the
same as the user ID for any returned recipient,
then the userId property is added to the returned
information for those recipients.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| searchFolderId | path | required | string | Specifies the envelope group that is searched by the request. These are logical groupings, not actual folder names. Valid values are: drafts, awaiting_my_signature, completed, out_for_signature. |
| all | query | optional | string | Specifies that all envelopes that match the criteria are returned. |
| count | query | optional | string | The maximum number of results to return. Use Valid values: |
| from_date | query | optional | string | Specifies the start of the date range to return. If no value is provided, the default search is the previous 30 days. |
| include_recipients | query | optional | string | When true, the recipient information is returned in the response. |
| order | query | optional | string | Specifies the order in which the list is returned. Valid values are: |
| order_by | query | optional | string | Specifies the property used to sort the list. Valid values are: |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
| to_date | query | optional | string | Specifies the end of the date range to return. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/search_folders/{searchFolderId}
/v2.1/accounts/{accountId}/groups/{groupId}/brands
This method returns information about the brands associated with a group.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| groupId | path | required | string | The ID of the group. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/groups/{groupId}/brands
/v2.1/accounts/{accountId}/groups/{groupId}/users
Retrieves a list of users in a group.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| groupId | path | required | string | The ID of the group being accessed. |
| count | query | optional | string | The maximum number of results to return. Use Valid values: |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/groups/{groupId}/users
/v2.1/accounts/{accountId}/groups
Gets information about groups associated with the account.
To get the users in a group: 1. Use this endpoint to get the group ID. 2. Use [listGroupUsers](https://raw.githubusercontent.com) to get the list of users.| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| count | query | optional | string | The maximum number of results to return. Use Valid values: |
| group_type | query | optional | string | The type of group to return. Valid values:
|
| include_usercount | query | optional | string | When true, every group returned in the response includes a |
| search_text | query | optional | string | Filters the results of a GET request based on the text that you specify. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/groups
/v2.1/accounts/{accountId}/identity_verification
This method returns a list of Identity Verification workflows that are available to an account.
Note: To use this method, you must either be an account administrator or a sender.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| identity_verification_workflow_status | query | optional | string | Filters the workflows returned according to status. Valid values:
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/identity_verification
/v2.1/accounts/{accountId}/billing_invoices
Retrieves a list of invoices for the account. If the from date or to date queries are not specified, the response returns invoices for the last 365 days.
Privileges required: account administrator
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| from_date | query | optional | string | Specifies the date/time of the earliest invoice in the account to retrieve. |
| to_date | query | optional | string | Specifies the date/time of the latest invoice in the account to retrieve. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/billing_invoices
/v2.1/accounts/{accountId}/billing_invoices/{invoiceId}
Retrieves the specified invoice.
Note: If the pdfAvailable property in the response is set to true, you can download a PDF version of the invoice. To download the PDF, make the call again and change the value of the Accept property in the header to Accept: application/pdf.
Privileges required: account administrator
The response returns a list of charges and information about the charges. Quantities are usually shown as ‘unlimited’ or an integer. Amounts are shown in the currency set for the account.
Response
The following table provides a description of the different chargeName property values. The information will grow as more chargeable items are added to the system.
| chargeName | Description |
|---|---|
| id_check | ID Check Charge |
| in_person_signing | In Person Signing charge |
| envelopes Included | Sent Envelopes for the account |
| age_verify | Age verification check |
| ofac | OFAC Check |
| id_confirm | ID confirmation check |
| student_authentication | STAN PIN authentication check |
| wet_sign_fax | Pages for returning signed documents by fax |
| attachment_fax | Pages for returning attachments by fax |
| phone_authentication | Phone authentication charge |
| powerforms | PowerForm envelopes sent |
| signer_payments | Payment processing charge |
| outbound_fax | Send by fax charge |
| bulk_recipient_envelopes | Bulk Recipient Envelopes sent |
| sms_authentications | SMS authentication charge |
| saml_authentications | SAML authentication charge |
| express_signer_certificate | DocuSign Express Certificate charge |
| personal_signer_certificate | Personal Signer Certificate charge |
| safe_certificate | SAFE BioPharma Signer Certificate charge |
| seats | Included active seats charge |
| open_trust_certificate | OpenTrust Signer Certificate charge |
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| invoiceId | path | required | string | The ID of the invoice. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/billing_invoices/{invoiceId}
/v2.1/accounts/{accountId}/billing_invoices_past_due
Returns a list past due invoices for the account and notes if payment can be made through the REST API.
Privileges Required: account administrator
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/billing_invoices_past_due
/v2.1/current_user/notary
Gets settings for a notary user.
The current user must be a notary.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| include_jurisdictions | query | optional | string | When true, the response will include a |
Successful response.
Error encountered.
GET /v2.1/current_user/notary
/v2.1/current_user/notary/journals
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| count | query | optional | string | The maximum number of results to return. |
| search_text | query | optional | string | Use this parameter to search for specific text. |
| start_position | query | optional | string | The position within the total result set from which to start returning values. The value thumbnail may be used to return the page image. |
Successful response.
Error encountered.
GET /v2.1/current_user/notary/journals
/v2.1/current_user/notary/jurisdictions
Returns a list of jurisdictions that the notary is registered in.
The current user must be a notary.
Successful response.
Error encountered.
GET /v2.1/current_user/notary/jurisdictions
/v2.1/current_user/notary/jurisdictions/{jurisdictionId}
Gets a jurisdiction object for the current user. The following restrictions apply:
jurisdictionId must be a jurisdiction that the notary is registered for.| Name | In | Required | Type | Description |
|---|---|---|---|---|
| jurisdictionId | path | required | string | The ID of the jurisdiction.
|
Successful response.
Error encountered.
GET /v2.1/current_user/notary/jurisdictions/{jurisdictionId}
/v2.1/accounts/{accountId}/payment_gateway_accounts
This method returns a list of payment gateway accounts and basic information about them.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/payment_gateway_accounts
/v2.1/accounts/{accountId}/billing_payments
Retrieves a list containing information about one or more payments. If the from date or to date queries are not used, the response returns payment information for the last 365 days.
Privileges required: account administrator
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| from_date | query | optional | string | Specifies the date/time of the earliest payment in the account to retrieve. |
| to_date | query | optional | string | Specifies the date/time of the latest payment in the account to retrieve. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/billing_payments
/v2.1/accounts/{accountId}/billing_payments/{paymentId}
Retrieves the information for a specified payment.
Privileges required: account administrator
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| paymentId | path | required | string | The ID of the payment. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/billing_payments/{paymentId}
/v2.1/accounts/{accountId}/powerforms/{powerFormId}/form_data
This method enables Powerform Administrators or the sender of a PowerForm to download the data that recipients have entered into a PowerForm.
You specify the format in which you want to retrieve the data in the Accept header. This header accepts the following values:
application/json: JSON formatapplication/xml: XML formattext/csv: Comma-separated value (CSV) formatNote: Only PowerForm Administrators or the PowerForm Sender can download the data associated with a PowerForm.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| powerFormId | path | required | string | The ID of the PowerForm. |
| data_layout | query | optional | string | The layout in which to return the PowerForm data. Valid values are:
|
| from_date | query | optional | string | The start date for a date range in UTC DateTime format. Note: If this property is null, no date filtering is applied. |
| to_date | query | optional | string | The end date of a date range in UTC DateTime format. The default value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/powerforms/{powerFormId}/form_data
/v2.1/accounts/{accountId}/powerforms
This method returns a list of PowerForms that are available to the user.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| from_date | query | optional | string | The start date for a date range. Note: If no value is provided, no date filtering is applied. |
| order | query | optional | string | The order in which to sort the results. Valid values are:
|
| order_by | query | optional | string | The file attribute to use to sort the results. Valid values are:
|
| search_fields | query | optional | string | A comma-separated list of additional properties to include in a search.
|
| search_text | query | optional | string | Use this parameter to search for specific text. |
| to_date | query | optional | string | The end date for a date range. Note: If no value is provided, this property defaults to the current date. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/powerforms
/v2.1/accounts/{accountId}/powerforms/senders
This method returns a list of users who have sent PowerForms.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| start_position | query | optional | string | The position within the total result set from which to start returning values. The value thumbnail may be used to return the page image. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/powerforms/senders
/v2.1/accounts/{accountId}/powerforms/{powerFormId}
This method returns detailed information about a specific PowerForm.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| powerFormId | path | required | string | The ID of the PowerForm. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/powerforms/{powerFormId}
/v2.1/diagnostics/request_logs
Retrieves a list of log entries as a JSON or XML object or as a zip file containing the entries.
If the Accept header is set to application/zip, the response is a zip file containing individual text files, each representing an API request.
If the Accept header is set to application/json or application/xml, the response returns list of log entries in either JSON or XML. An example JSON response body is shown below.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| encoding | query | optional | string | Reserved for DocuSign. |
Successful response.
Error encountered.
GET /v2.1/diagnostics/request_logs
/v2.1/diagnostics/request_logs/{requestLogId}
Retrieves information for a single log entry.
Request
The requestLogId property can be retrieved by getting the list of log entries. The Content-Transfer-Encoding header can be set to base64 to retrieve the API request/response as base 64 string. Otherwise the bytes of the request/response are returned.
Response
If the Content-Transfer-Encoding header was set to base64, the log is returned as a base64 string.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| requestLogId | path | required | string | The ID of the log entry. |
Successful response.
Error encountered.
GET /v2.1/diagnostics/request_logs/{requestLogId}
/v2.1/diagnostics/settings
Retrieves the current API request logging setting for the user and remaining log entries.
Response
The response includes the current API request logging setting for the user, along with the maximum log entries and remaining log entries.
Successful response.
Error encountered.
GET /v2.1/diagnostics/settings
/v2.1
Retrieves the base resources available for the eSignature REST API.
You do not need an integrator key to view the REST API versions and resources.
Successful response.
Error encountered.
GET /v2.1
/service_information
Retrieves the available REST API versions.
DocuSign Production system: https://www.docusign.net/restapi/service_information
DocuSign Demo system: https://demo.docusign.net/restapi/service_information
You do not need an integration key to view the REST API versions and resources.
Successful response.
Error encountered.
GET /service_information
/v2.1/accounts/{accountId}/signing_groups/{signingGroupId}/users
Retrieves the list of members in the specified Signing Group.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| signingGroupId | path | required | string | The ID of the signing group. Note: When you send an envelope to a signing group, |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/signing_groups/{signingGroupId}/users
/v2.1/accounts/{accountId}/signing_groups
Retrieves a list of all signing groups in the specified account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| group_type | query | optional | string | Filters by the type of signing group. Valid values:
|
| include_users | query | optional | string | When true, the response includes the signing group members. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/signing_groups
/v2.1/accounts/{accountId}/signing_groups/{signingGroupId}
Retrieves information, including group member information, for the specified signing group.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| signingGroupId | path | required | string | The ID of the signing group. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/signing_groups/{signingGroupId}
/v2.1/accounts/{accountId}/envelopes/{envelopeId}/tabs_blob
This endpoint has been deprecated.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| envelopeId | path | required | string | The envelope’s GUID. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/tabs_blob
/v2.1/accounts/{accountId}/templates/{templateId}/custom_fields
Retrieves the custom document field information from an existing template.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/custom_fields
/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/fields
This method retrieves the custom document fields for an existing template document.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/fields
/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/html_definitions
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/html_definitions
/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/tabs
Returns the tabs from the page specified by pageNumber of the document specified by documentId in the
template specified by templateId.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| pageNumber | path | required | string | The page number being accessed. |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/tabs
/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/tabs
Returns the tabs on the document specified by documentId in the
template specified by templateId.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| templateId | path | required | string | The ID of the template. |
| page_numbers | query | optional | string | Filters for tabs that occur on the pages that you specify. Enter as a comma-separated list of page Guids. Example: |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/tabs
/v2.1/accounts/{accountId}/templates/{templateId}/recipients/{recipientId}/document_visibility
This method returns information about document visibility for a template recipient.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| recipientId | path | required | string | A local reference used to map A For example, many envelopes assign the first recipient |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/recipients/{recipientId}/document_visibility
/v2.1/accounts/{accountId}/templates/{templateId}/documents
Retrieves a list of documents associated with the specified template.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
| include_tabs | query | optional | string | Reserved for DocuSign. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/documents
/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}
This method retrieves one or more PDF documents from the template that you specify.
You can specify the ID of the document to retrieve, or pass in the value combined to retrieve all documents in the template as a single PDF file.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| templateId | path | required | string | The ID of the template. |
| encrypt | query | optional | string | When true, the PDF bytes returned in the response are encrypted for all the key managers configured on your DocuSign account. You can decrypt the documents by using the Key Manager DecryptDocument API method. For more information about Key Manager, see the DocuSign Security Appliance Installation Guide that your organization received from DocuSign. |
| file_type | query | optional | string | — |
| show_changes | query | optional | string | 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. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}
/v2.1/accounts/{accountId}/templates/{templateId}/html_definitions
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/html_definitions
/v2.1/accounts/{accountId}/templates/{templateId}/lock
Retrieves general information about a template lock.
The user requesting the information must be the same user
who locked the template.
You can use this method to recover the lock information,
including the lockToken,
for a locked template.
The X-DocuSign-Edit header is included in the response.
See
TemplateLocks: create
for a description of the X-DocuSign-Edit header.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/lock
/v2.1/accounts/{accountId}/templates/{templateId}/recipients/{recipientId}/tabs
Gets the tabs information for a signer or sign-in-person recipient in a template.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| recipientId | path | required | string | A local reference used to map A For example, many envelopes assign the first recipient |
| templateId | path | required | string | The ID of the template. |
| include_anchor_tab_locations | query | optional | string | When true, all tabs with anchor tab properties are included in the response. The default value is false. |
| include_metadata | query | optional | string | When true, the response includes metadata indicating which properties are editable. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/recipients/{recipientId}/tabs
/v2.1/accounts/{accountId}/templates/{templateId}/recipients
Retrieves the information for all recipients in the specified template.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
| include_anchor_tab_locations | query | optional | string | When true and |
| include_extended | query | optional | string | When true, the extended properties are included in the response. |
| include_tabs | query | optional | string | When true, the tab information associated with the recipient is included in the response. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/recipients
/v2.1/accounts/{accountId}/templates
Retrieves the list of templates for the specified account. The request can be limited to a specific folder.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| count | query | optional | string | The maximum number of results to return. Use |
| created_from_date | query | optional | string | Lists templates created on or after this date. |
| created_to_date | query | optional | string | Lists templates modified before this date. |
| folder_ids | query | optional | string | A comma-separated list of folder ID GUIDs. |
| folder_types | query | optional | string | The type of folder to return templates for. Possible values are:
|
| from_date | query | optional | string | Start of the search date range. Only returns templates created on or after this date/time. If no value is specified, there is no limit on the earliest date created. |
| include | query | optional | string | A comma-separated list
|
| is_deleted_template_only | query | optional | string | When true, retrieves templates that have been permanently deleted. The default is false. Note: After you delete a template, you can see it in the |
| is_download | query | optional | string | When true, downloads the templates listed in The The default is false. Note: This parameter only works when you specify a list of templates in the |
| modified_from_date | query | optional | string | Lists templates modified on or after this date. |
| modified_to_date | query | optional | string | Lists templates modified before this date. |
| order | query | optional | string | Specifies the sort order of the search results.
|
| order_by | query | optional | string | Specifies how the search results are listed.
|
| search_fields | query | optional | string | A comma-separated list of additional template properties to search.
|
| search_text | query | optional | string | The text to use to search the names of templates. Limit: 48 characters. |
| shared_by_me | query | optional | string | When true, the response only includes templates shared by the user. When false, the response only returns template not shared by the user. If not specified, templates are returned whether or not they have been shared by the user. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
| template_ids | query | optional | string | A comma-separated list of template IDs to download. This value is valid only when |
| to_date | query | optional | string | The end of a search date range in UTC DateTime format. When you use this parameter, only templates created up to this date and time are returned. Note: If this property is null, the value defaults to the current date. |
| used_from_date | query | optional | string | Start of the search date range. Only returns templates used or edited on or after this date/time. If no value is specified, there is no limit on the earliest date used. |
| used_to_date | query | optional | string | End of the search date range. Only returns templates used or edited up to this date/time. If no value is provided, this defaults to the current date. |
| user_filter | query | optional | string | Filters the templates in the response. Valid values are:
|
| user_id | query | optional | string | The ID of the user. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates
/v2.1/accounts/{accountId}/templates/{templateId}
Retrieves the definition of the specified template.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
| include | query | optional | string | A comma-separated list
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}
/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages
Returns images of the pages in a template document for display based on the parameters that you specify.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | (Required) The external account number (int) or account ID GUID. |
| documentId | path | required | string | (Required) The ID of the document. |
| templateId | path | required | string | (Required) The ID of the template. |
| count | query | optional | string | The maximum number of results to return. |
| dpi | query | optional | string | The number of dots per inch (DPI) for the resulting images. Valid values are 1-310 DPI. The default value is 94. |
| max_height | query | optional | string | Sets the maximum height of the returned images in pixels. |
| max_width | query | optional | string | Sets the maximum width of the returned images in pixels. |
| nocache | query | optional | string | When true, using cache is disabled and image information is retrieved from a database. True is the default value. |
| show_changes | query | optional | string | When true, changes display in the user interface. |
| start_position | query | optional | string | The position within the total result set from which to start returning values. The value thumbnail may be used to return the page image. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages
/v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/page_image
Retrieves a page image for display from the specified template.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| documentId | path | required | string | The unique ID of the document within the envelope. Unlike other IDs in the eSignature API, Tab objects have a |
| pageNumber | path | required | string | The page number being accessed. |
| templateId | path | required | string | The ID of the template. |
| dpi | query | optional | string | The number of dots per inch (DPI) for the resulting images. Valid values are 1-310 DPI. The default value is 94. |
| max_height | query | optional | string | Sets the maximum height of the returned images in pixels. |
| max_width | query | optional | string | Sets the maximum width of the returned images in pixels. |
| show_changes | query | optional | string | — |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/documents/{documentId}/pages/{pageNumber}/page_image
/v2.1/accounts/{accountId}/templates/{templateId}/notification
Retrieves the envelope notification, reminders and expirations, information for an existing template.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| templateId | path | required | string | The ID of the template. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/templates/{templateId}/notification
/v2.1/accounts/{accountId}/users/{userId}/custom_settings
Retrieves a list of custom user settings for a single user.
Custom settings provide a flexible way to store and retrieve
custom user information that can be used in your own system.
Note: Custom user settings are not the same as user account
settings.
If the custom user settings you want to retrieve are grouped, you
must include the X-DocuSign-User-Settings-Key header
in the request:
X-DocuSign-User-Settings-Key:group_name
Where the group_name is your designated name for the group of
customer user settings.
If the X-DocuSign-User-Settings-Key header is not included, only the custom
user settings that were added without a group are retrieved.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/custom_settings
/v2.1/accounts/{accountId}/users/{userId}/profile
Retrieves the user profile information, the privacy settings and personal information (address, phone number, etc.) for the specified user.
The userId parameter specified in the endpoint must match the authenticated user’s user ID and the user must be a member of the specified account.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/profile
/v2.1/accounts/{accountId}/users/{userId}/signatures
This method retrieves the signature definitions for the user that you specify.
The userId parameter specified in the endpoint must match the authenticated user’s user ID, and the user must be a member of the account.
The signatureId parameter accepts a signature ID or a signature name. DocuSign recommends you use signature ID (signatureId), since some names contain characters that do not properly encode into a URL. If you use the user name, it is likely that the name includes spaces. In that case, URL encode the name before using it in the endpoint.
For example, encode “Bob Smith” as “Bob%20Smith”.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
| stamp_type | query | optional | string | The type of stamps to return. Valid values are:
|
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/signatures
/v2.1/accounts/{accountId}/users/{userId}/signatures/{signatureId}
Retrieves the structure of a single signature with a known signature name.
The userId specified in the endpoint must match the authenticated user’s user ID and the user must be a member of the account.
The signatureId parameter accepts a signature ID or a signature name. DocuSign recommends you use signature ID (signatureId), since some names contain characters that do not properly encode into a URL. If you use the user name, it is likely that the name includes spaces. In that case, URL encode the name before using it in the endpoint.
For example encode “Bob Smith” as “Bob%20Smith”.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| signatureId | path | required | string | The ID of the account stamp. |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/signatures/{signatureId}
/v2.1/accounts/{accountId}/users/{userId}/signatures/{signatureId}/{imageType}
Retrieves the specified initials image or signature image for the specified user. The image is returned in the same format in which it was uploaded. In the request you can specify if the chrome (the added line and identifier around the initial image) is returned with the image.
The userId property specified in the endpoint must match the authenticated user’s user ID and the user must be a member of the account.
The signatureId parameter accepts a signature ID or a signature name. DocuSign recommends you use signature ID (signatureId), since some names contain characters that do not properly encode into a URL. If you use the user name, it is likely that the name includes spaces. In that case, URL encode the name before using it in the endpoint.
For example encode “Bob Smith” as “Bob%20Smith”.
Note: Older envelopes might only have chromed images. If getting the non-chromed image fails, try getting the chromed image.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| imageType | path | required | string | Specificies the type of image. Valid values:
|
| signatureId | path | required | string | The ID of the account stamp. |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
| include_chrome | query | optional | string | When true, the chrome (or frame containing the added line and identifier) is included with the signature image. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/signatures/{signatureId}/{imageType}
/v2.1/accounts/{accountId}/users
Retrieves the list of users for the specified account.
The response returns the list of users for the account, with information about the result set. If the additional_info query is added to the endpoint and set to true, full user information is returned for each user.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | (Required) The external account number (int) or account ID GUID. |
| additional_info | query | optional | string | When true, the custom settings information is returned for each user in the account. If this parameter is omitted, the default behavior is false. |
| alternate_admins_only | query | optional | string | — |
| count | query | optional | string | The maximum number of results to return. Use Valid values: |
| domain_users_only | query | optional | string | — |
| query | optional | string | Filters results based on the email address associated with the user that you want to return. Note: You can use either this parameter or the |
|
| email_substring | query | optional | string | Filters results based on a fragment of an email address. For example, you could enter Note: You do not use a wildcard character with this parameter. You can use either this parameter or the |
| group_id | query | optional | string | Filters results based on one or more group IDs. |
| include_usersettings_for_csv | query | optional | string | When true, the response includes the |
| login_status | query | optional | string | When true, the response includes the login status of each user. |
| not_group_id | query | optional | string | Return user records excluding the specified group IDs. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
| status | query | optional | string | Filters results by user account status.
|
| user_name_substring | query | optional | string | Filters the user records returned by the user name or a sub-string of user name. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users
/v2.1/accounts/{accountId}/users/{userId}
Retrieves the user information for the specified user. For example:
{
"userName": "Tania Morales",
"userId": "6b67a1ee-xxxx-xxxx-xxxx-385763624163",
"userType": "CompanyUser",
"isAdmin": "False",
"isNAREnabled": "false",
"userStatus": "Active",
"uri": "/users/6b67a1ee-xxxx-xxxx-xxxx-385763624163",
"email": "examplename42@orobia.net",
"createdDateTime": "2019-04-01T22:11:56.4570000Z",
"userAddedToAccountDateTime": "0001-01-01T08:00:00.0000000Z",
"firstName": "Tania",
"lastName": "Morales",
"jobTitle": "",
"company": "Company",
"permissionProfileId": "12345678",
"permissionProfileName": "DocuSign Viewer",
"userSettings": {. . .},
"sendActivationOnInvalidLogin": "false",
"enableConnectForUser": "false",
"groupList": [. . .],
"workAddress": {. . .},
"homeAddress": {. . .},
"signatureImageUri": "/users/6b67a1ee-xxxx-xxxx-xxxx-385763624163/signatures/0304c47b-xxxx-xxxx-xxxx-c9673963bb50/signature_image",
"initialsImageUri": "/users/6b67a1ee-xxxx-xxxx-xxxx-385763624163/signatures/0304c47b-xxxx-xxxx-xxxx-c9673963bb50/initials_image",
"defaultAccountId": "f636f297-xxxx-xxxx-xxxx-8e7a14715950"
}
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
| additional_info | query | optional | string | Setting this parameter has no effect in this operation. |
| query | optional | string | Setting this parameter has no effect in this operation. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}
/v2.1/accounts/{accountId}/users/{userId}/profile/image
Retrieves the user profile picture for the specified user.
The userId path parameter must match the authenticated user’s user ID,
and the user must be a member of the specified account.
| Return value | Meaning |
|---|---|
200 OK |
The response contains the profile image in the same format as it was uploaded. |
404 Not found |
The user does not have a profile image. |
400 Bad request |
There was an error in the request. The response has more information. |
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
| encoding | query | optional | string | Reserved for DocuSign. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/profile/image
/v2.1/accounts/{accountId}/users/{userId}/settings
Retrieves a list of the account settings and email
notification information for the specified user.
The response returns the account setting
name/value information and the email notification
settings for the specified user. For more
information, see
Users:create.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| userId | path | required | string | The ID of the user to access. Note: Users can only access their own information. A user, even one with Admin rights, cannot access another user’s settings. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/users/{userId}/settings
/v2.1/accounts/{accountId}/workspaces/{workspaceId}/folders/{folderId}
This method returns the contents of a workspace folder, which can include sub-folders and files.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| folderId | path | required | string | The ID of the folder. |
| workspaceId | path | required | string | The ID of the workspace. |
| count | query | optional | string | The maximum number of results to return. Use |
| include_files | query | optional | string | When true, the response includes file information (in addition to folder information). The default is false. |
| include_sub_folders | query | optional | string | When true, the response includes information about the sub-folders of the current folder. The default is false. |
| include_thumbnails | query | optional | string | When true, the response returns thumbnails. The default is false. |
| include_user_detail | query | optional | string | When true, the response includes extended details about the user. The default is false. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
| workspace_user_id | query | optional | string | If set, the response only includes results associated with the |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/workspaces/{workspaceId}/folders/{folderId}
/v2.1/accounts/{accountId}/workspaces/{workspaceId}/folders/{folderId}/files/{fileId}
This method returns a binary version of a file in a workspace.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| fileId | path | required | string | The ID of the file. |
| folderId | path | required | string | The ID of the folder. |
| workspaceId | path | required | string | The ID of the workspace. |
| is_download | query | optional | string | When true, the |
| pdf_version | query | optional | string | When true the file is returned in PDF format. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/workspaces/{workspaceId}/folders/{folderId}/files/{fileId}
/v2.1/accounts/{accountId}/workspaces/{workspaceId}/folders/{folderId}/files/{fileId}/pages
This method returns a workspace file as rasterized pages.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| fileId | path | required | string | The ID of the file. |
| folderId | path | required | string | The ID of the folder. |
| workspaceId | path | required | string | The ID of the workspace. |
| count | query | optional | string | The maximum number of results to return. Use |
| dpi | query | optional | string | The number of dots per inch (DPI) for the resulting images. Valid values are 1-310 DPI. The default value is 94. |
| max_height | query | optional | string | Sets the maximum height of the returned images in pixels. |
| max_width | query | optional | string | Sets the maximum width of the returned images in pixels. |
| start_position | query | optional | string | The zero-based index of the Use with The default value is |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/workspaces/{workspaceId}/folders/{folderId}/files/{fileId}/pages
/v2.1/accounts/{accountId}/workspaces
Gets information about the Workspaces that have been created.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/workspaces
/v2.1/accounts/{accountId}/workspaces/{workspaceId}
Retrieves properties about a workspace given a unique workspaceId.
| Name | In | Required | Type | Description |
|---|---|---|---|---|
| accountId | path | required | string | The external account number (int) or account ID GUID. |
| workspaceId | path | required | string | The ID of the workspace. |
Successful response.
Error encountered.
GET /v2.1/accounts/{accountId}/workspaces/{workspaceId}
AccountBrands
{
"type": "object",
"properties": {
"brands": {
"type": "array",
"items": {
"$ref": "#/components/schemas/brand"
},
"description": "A list of brands."
},
"senderBrandIdDefault": {
"type": "string",
"description": "The brand that envelope senders see when a brand is not explicitly set."
},
"recipientBrandIdDefault": {
"type": "string",
"description": "The brand that envelope recipients see when a brand is not explicitly set."
}
},
"x-ds-order": "10",
"description": "The AccountBrands resource enables you to use account-level brands to customize the styles and text that recipients see.",
"x-ms-summary": "The AccountBrands resource enables you to use account-level brands to customize the styles and text that recipients see.",
"x-ds-category": "Accounts",
"x-ds-definition-name": "brandsResponse"
}
AccountConsumerDisclosures
{
"type": "object",
"properties": {
"pdfId": {
"type": "string",
"description": "**Deprecated.** \n\nThe `pdfId` property in the consumer_disclosure PUT request is deprecated. For security reasons going forward, any value provided in the request packet must be ignored. "
},
"custom": {
"type": "string",
"description": "When **true,** indicates that the consumer disclosure is a custom disclosure. The default is **false.**"
},
"useBrand": {
"type": "string",
"description": "When **true,** specifies that the company name in the signing brand is used for the disclosure. Whenever an envelope is sent from the account that uses a signing brand with a specified company name, that value is used in email notifications and in the signing experience. \n\nWhen **false** (default), or if the signing brand does not specify a company name, the account name is used instead.\n\n**Note:** This substitution only works if you use the default legal disclosure or if you apply the `companyName` to the merge fields in a custom ERSD. "
},
"esignText": {
"type": "string",
"description": "The template for the Electronic Record and Signature Disclosure, which contains placeholders for information such as the `companyName`. It also includes the HTML tags used for formatting.\n\n**Note:** If you are switching to or updating a custom disclosure, you can edit both the text and the HTML formatting."
},
"changeEmail": {
"type": "string",
"description": "If the customer needs to change their email address, this is the email address to which they should the change request.\n\nMaximum length: 100 characters."
},
"companyName": {
"type": "string",
"description": "Specifies the company name used in the disclosure. The default value is the account name.\n\nHowever, if your account uses signing brands that specify a company name, you can substitute the brand's company name by setting the `useBrand` property to **true.** Whenever an envelope is sent from the account that uses a signing brand with a specified `companyName`, that value is used in email notifications and in the signing experience.\n\n**Note:** This substitution only works if you use the default legal disclosure or if you apply the `companyName` to the merge fields in a custom ERSD. You must also set the value of the `useBrand` property to **true.**"
},
"enableEsign": {
"type": "string",
"description": "When **true** (default), indicates that eSign is enabled."
},
"companyPhone": {
"type": "string",
"description": "The phone number of the company associated with the consumer disclosure, as a free-formatted string."
},
"languageCode": {
"type": "string",
"description": "The code for the language version of the disclosure. The following languages are supported:\n\n- Arabic (`ar`)\n- Bulgarian (`bg`)\n- Czech (`cs`)\n- Chinese Simplified (`zh_CN`)\n- Chinese Traditional (`zh_TW`)\n- Croatian (`hr`)\n- Danish (`da`)\n- Dutch (`nl`)\n- English US (`en`)\n- English UK (`en_GB`)\n- Estonian (`et`)\n- Farsi (`fa`)\n- Finnish (`fi`)\n- French (`fr`)\n- French Canadian (`fr_CA`)\n- German (`de`)\n- Greek (`el`)\n- Hebrew (`he`)\n- Hindi (`hi`)\n- Hungarian (`hu`)\n- Bahasa Indonesian (`id`)\n- Italian (`it`)\n- Japanese (`ja`)\n- Korean (`ko`)\n- Latvian (`lv`)\n- Lithuanian (`lt`)\n- Bahasa Melayu (`ms`)\n- Norwegian (`no`)\n- Polish (`pl`)\n- Portuguese (`pt`)\n- Portuguese Brazil (`pt_BR`)\n- Romanian (`ro`)\n- Russian (`ru`)\n- Serbian (`sr`)\n- Slovak (`sk`)\n- Slovenian (`sl`)\n- Spanish (`es`)\n- Spanish Latin America (`es_MX`)\n- Swedish (`sv`)\n- Thai (`th`)\n- Turkish (`tr`)\n- Ukrainian (`uk`) \n- Vietnamese (`vi`)\n\nAdditionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to `browser`."
},
"withdrawCity": {
"type": "string",
"description": "Contains the city of the postal address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 50 characters. "
},
"withdrawEmail": {
"type": "string",
"description": "Contains the email address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 100 characters. "
},
"withdrawOther": {
"type": "string",
"description": "Contains any other information needed to withdraw consent.\n\nMaximum length: 255 characters.\n\nExample:\n\n`We do not need any other information from you to withdraw consent.`"
},
"withdrawPhone": {
"type": "string",
"description": "Contains the phone number that a customer can call to register consent withdrawal notification as a free-formatted string.\n\nMaximum length: 20 characters. "
},
"withdrawState": {
"type": "string",
"description": "Contains the state of the postal address to which a customer can send a consent withdrawal notification.\n\nExample: `PA`"
},
"accountEsignId": {
"type": "string",
"description": "The GUID of the account associated with the consumer disclosure."
},
"esignAgreement": {
"type": "string",
"description": "The final, assembled text of the Electronic Record and Signature Disclosure that includes the appropriate `companyName` and other specifics. It also includes the HTML tags used for formatting."
},
"withdrawByMail": {
"type": "string",
"description": "When **true,** indicates that the customer can withdraw consent by postal mail. The default is **false.**"
},
"allowCDWithdraw": {
"type": "string",
"description": "When **true,** indicates that the customer can withdraw their consent to the consumer disclosure when they decline to sign documents. If these recipients sign documents sent to them from your account in the future, they will be required to agree to the terms in the disclosure. The default value is **false.**\n**Note:** Only Admin users can change this setting."
},
"copyCostPerPage": {
"type": "string",
"description": "The cost per page if the customer requests paper copies.\n\nExample: \n\n`0.0000`"
},
"withdrawByEmail": {
"type": "string",
"description": "When **true** (default), indicates that the customer can withdraw consent by email."
},
"withdrawByPhone": {
"type": "string",
"description": "When **true,** indicates that the customer can withdraw consent by phone. The default is **false.**"
},
"changeEmailOther": {
"type": "string",
"description": "Other information about the requirements for the user to change their email address.\n\nMaximum length: 255 characters.\n\nExample: \n\n`We do not require any other information from you to change your email address.`"
},
"copyRequestEmail": {
"type": "string",
"description": "The email address to which the customer should send a request for copies of a document.\n\nMaximum length: 100 characters."
},
"mustAgreeToEsign": {
"type": "string",
"description": "When **true,** the recipient must agree to the consumer disclosure. The value of this property is read-only. It is calculated based on the account setting `consumerDisclosureFrequency` and the user's actions."
},
"withdrawPostalCode": {
"type": "string",
"description": "Contains the postal code of the postal address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 20 characters. "
},
"withdrawAddressLine1": {
"type": "string",
"description": "Contains the first address line of the postal address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 100 characters. "
},
"withdrawAddressLine2": {
"type": "string",
"description": "Contains the second address line of the postal address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 100 characters. "
},
"withdrawConsequences": {
"type": "string",
"description": "Text indicating the consequences of withdrawing consent.\n\nMaximum length: 255 characters."
},
"allowCDWithdrawMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"copyFeeCollectionMethod": {
"type": "string",
"description": "Specifies the fee collection method for cases in which the customer requires paper copies of the document.\n\nMaximum length: 255 characters.\n\nExample: \n\n`We will bill you for any fees at that time, if any.`"
},
"useConsumerDisclosureWithinAccount": {
"type": "string",
"description": "When **true,** specifies that recipients in the same account as the sender must agree to eSign an Electronic Record and Signature Disclosure Statement."
},
"useConsumerDisclosureWithinAccountMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
}
},
"x-ds-order": "20",
"description": "Details about account consumer disclosures.",
"x-ms-summary": "Details about account consumer disclosures.",
"x-ds-category": "Accounts",
"x-ds-definition-name": "consumerDisclosure"
}
AccountCustomFields
{
"type": "object",
"properties": {
"listCustomFields": {
"type": "array",
"items": {
"$ref": "#/components/schemas/listCustomField"
},
"description": "An array of list custom fields."
},
"textCustomFields": {
"type": "array",
"items": {
"$ref": "#/components/schemas/textCustomField"
},
"description": "An array of text custom fields."
}
},
"x-ds-order": "30",
"description": "An `accountCustomField` is an envelope custom field that you set at the account level.\nApplying custom fields enables account administrators to group and manage envelopes.\n",
"x-ms-summary": "An `accountCustomField` is an envelope custom field that you set at the account level.\nApplying custom fields enables account administrators to group and manage envelopes.\n",
"x-ds-category": "Accounts",
"x-ds-definition-name": "customFields"
}
AccountPasswordRules
{
"type": "object",
"properties": {
"expirePassword": {
"type": "string",
"description": "When **true,** passwords expire. The default value is `false`."
},
"questionsRequired": {
"type": "string",
"description": "The number of security questions required to confirm the user’s identity before the user can reset their password. The default value is `0`."
},
"expirePasswordDays": {
"type": "string",
"description": "The number of days before passwords expire. To use this property, the `expirePassword` property must be set to **true.**"
},
"lockoutDurationType": {
"type": "string",
"description": "The interval associated with the user lockout after a failed login attempt.\n\nPossible values are:\n\n- `minutes` (default)\n- `hours`\n- `days`"
},
"passwordIncludeDigit": {
"type": "string",
"description": "When **true,** passwords must include a digit. The default value is `false`."
},
"passwordStrengthType": {
"type": "string",
"description": "The type of password strength. Possible values are:\n\n- `basic`: The minimum password length is 6 characters with no other password requirements.\n- `medium`: The minimum password length is 7 characters. Passwords must also have one uppercase letter, one lowercase letter, and one number or special character.\n- `strong`: The minimum password length is 9 characters. Passwords must also have one uppercase letter, one lowercase letter, one number, and one special character.\n- `custom`: This option enables you to customize password requirements, including the following properties:\n\n - `minimumPasswordLength`\n - `minimumPasswordAgeDays`\n - `passwordIncludeDigit`\n - `passwordIncludeDigitOrSpecialCharacter`\n - `passwordIncludeLowerCase`\n - `passwordIncludeSpecialCharacter`\n - `passwordIncludeUpperCase`\n - `questionsRequired`"
},
"minimumPasswordLength": {
"type": "string",
"description": "The minimum number of characters in the password. This value must be a number between `6` and `15`. The default value is `6`."
},
"lockoutDurationMinutes": {
"type": "string",
"description": "The number of minutes a user is locked out of the system after three failed login attempts. The default value is `2`."
},
"minimumPasswordAgeDays": {
"type": "string",
"description": "The minimum number of days after a password is set before it can be changed. This value can be `0` or more days. The default value is `0`."
},
"passwordIncludeLowerCase": {
"type": "string",
"description": "When **true,** passwords must include a lowercase letter. The default value is `false`."
},
"passwordIncludeUpperCase": {
"type": "string",
"description": "When **true,** passwords must include an uppercase letter. The default value is `false`."
},
"questionsRequiredMetadata": {
"$ref": "#/components/schemas/accountPasswordQuestionsRequired"
},
"expirePasswordDaysMetadata": {
"$ref": "#/components/schemas/accountPasswordExpirePasswordDays"
},
"lockoutDurationTypeMetadata": {
"$ref": "#/components/schemas/accountPasswordLockoutDurationType"
},
"passwordStrengthTypeMetadata": {
"$ref": "#/components/schemas/accountPasswordStrengthType"
},
"minimumPasswordLengthMetadata": {
"$ref": "#/components/schemas/accountMinimumPasswordLength"
},
"lockoutDurationMinutesMetadata": {
"$ref": "#/components/schemas/accountPasswordLockoutDurationMinutes"
},
"minimumPasswordAgeDaysMetadata": {
"$ref": "#/components/schemas/accountPasswordMinimumPasswordAgeDays"
},
"passwordIncludeSpecialCharacter": {
"type": "string",
"description": "When **true,** passwords must include a special character. The default value is `false`.\n\n**Note:** Passwords cannot include angle brackets (`<` `>`) or spaces."
},
"passwordIncludeDigitOrSpecialCharacter": {
"type": "string",
"description": "When **true,** passwords must include either a digit or a special character. The default value is `false`.\n\n**Note:** Passwords cannot include angle brackets (`<` `>`) or spaces."
}
},
"x-ds-order": "190",
"description": "Contains details about the password rules for an account.",
"x-ms-summary": "Contains details about the password rules for an account.",
"x-ds-category": "Accounts",
"x-ds-definition-name": "accountPasswordRules"
}
AccountPermissionProfiles
{
"type": "object",
"properties": {
"users": {
"type": "array",
"items": {
"$ref": "#/components/schemas/userInformation"
},
"description": "A list of user objects containing information about the users who are associated with the account permission profile."
},
"settings": {
"$ref": "#/components/schemas/accountRoleSettings"
},
"userCount": {
"type": "string",
"description": "The total number of users in the group associated with the account permission profile."
},
"modifiedDateTime": {
"type": "string",
"description": "The date and time when the permission profile was last modified."
},
"modifiedByUsername": {
"type": "string",
"description": "The username of the user who last modified the permission profile."
},
"permissionProfileId": {
"type": "string",
"description": "The ID of the permission profile.\n\nUse [AccountPermissionProfiles: list](https://raw.githubusercontent.com)\nto get a list of permission profiles and their IDs.\n\nYou can also download a CSV file of all permission profiles\nand their IDs from the **Settings > Permission Profiles** page\nof your eSignature account page.\n"
},
"permissionProfileName": {
"type": "string",
"description": "The name of the account permission profile. \n\nExample: `Account Administrator`"
}
},
"x-ds-order": "70",
"description": "The AccountPermissionProfiles resource provides methods that allow you to manage permission profiles for groups of account users.",
"x-ms-summary": "The AccountPermissionProfiles resource provides methods that allow you to manage permission profiles for groups of account users.",
"x-ds-category": "Accounts",
"x-ds-definition-name": "permissionProfile"
}
AccountSealProviders
{
"type": "object",
"properties": {
"seals": {
"type": "array",
"items": {
"$ref": "#/components/schemas/sealIdentifier"
},
"description": "A list of electronic seals to apply to documents."
}
},
"x-ds-order": "10",
"description": "",
"x-ms-summary": "",
"x-ds-category": "Accounts",
"x-ds-definition-name": "accountSeals"
}
AccountSignatureProviders
{
"type": "object",
"properties": {
"signatureProviders": {
"type": "array",
"items": {
"$ref": "#/components/schemas/accountSignatureProvider"
},
"description": "Names of electronic or digital signature providers that can be used."
}
},
"x-ds-order": "30",
"description": "This resource provides information on the Standards Based Signature providers that have been provisioned for an account.\n",
"x-ms-summary": "This resource provides information on the Standards Based Signature providers that have been provisioned for an account.\n",
"x-ds-category": "Accounts",
"x-ds-definition-name": "accountSignatureProviders"
}
AccountSignatures
{
"type": "object",
"properties": {
"nrdsId": {
"type": "string",
"description": "The National Association of Realtors (NAR) membership ID for a user who is a realtor."
},
"status": {
"type": "string",
"description": "Indicates the envelope status. Valid values are:\n\n* sent - The envelope is sent to the recipients. \n* created - The envelope is saved as a draft and can be modified and sent later."
},
"imageType": {
"type": "string",
"description": "Specificies the type of image. Valid values:\n\n- `stamp_image`\n- `signature_image`\n- `initials_image`"
},
"isDefault": {
"type": "string",
"description": "Boolean that specifies whether the signature is the default signature for the user."
},
"stampType": {
"type": "string",
"description": "The type of stamp. Valid values are:\n\n- `signature`: A signature image. This is the default value.\n- `stamp`: A stamp image.\n- null"
},
"externalID": {
"type": "string",
"description": "Optionally specify an external identifier for the user's signature."
},
"nrdsStatus": {
"type": "string",
"description": "The realtor's NAR membership status. The value `active` verifies that the user is a current NAR member. Valid values are:\n\n- `Active`\n- `Inactive`\n- `Terminate`\n- `Provisional`\n- `Deceased`\n- `Suspend`\n- `Unknown`"
},
"customField": {
"type": "string",
"description": ""
},
"imageBase64": {
"type": "string",
"description": ""
},
"signatureId": {
"type": "string",
"description": "Specifies the signature ID associated with the signature name. You can use the signature ID in the URI in place of the signature name, and the value stored in the `signatureName` property in the body is used. This allows the use of special characters (such as \"&\", \"<\", \">\") in a the signature name. Note that with each update to signatures, the returned signature ID might change, so the caller will need to trigger off the signature name to get the new signature ID."
},
"stampFormat": {
"type": "string",
"description": "The format of a stamp. Valid values are:\n\n- `NameHanko`: The stamp represents only the signer's name.\n- `NameDateHanko`: The stamp represents the signer's name and the date. "
},
"stampSizeMM": {
"type": "string",
"description": "The physical height of the stamp image (in millimeters) that the stamp vendor recommends for displaying the image in PDF documents."
},
"errorDetails": {
"$ref": "#/components/schemas/errorDetails"
},
"nrdsLastName": {
"type": "string",
"description": "The realtor's last name."
},
"phoneticName": {
"type": "string",
"description": "The phonetic spelling of the `signatureName`."
},
"signatureFont": {
"type": "string",
"description": "The font type to use for the signature if the signature is not drawn. The following font styles are supported. The quotes are to indicate that these values are strings, not `enums`.\n\n- `\"1_DocuSign\"`\n- `\"2_DocuSign\"`\n- `\"3_DocuSign\"`\n- `\"4_DocuSign\"`\n- `\"5_DocuSign\"`\n- `\"6_DocuSign\"`\n- `\"7_DocuSign\"`\n- `\"8_DocuSign\"`\n- `\"Mistral\"`\n- `\"Rage Italic\"`\n"
},
"signatureName": {
"type": "string",
"description": "Specifies the user's signature name."
},
"signatureType": {
"type": "string",
"description": "Specifies the type of signature."
},
"stampImageUri": {
"type": "string",
"description": "The URI for retrieving the image of the user's stamp."
},
"signatureUsers": {
"type": "array",
"items": {
"$ref": "#/components/schemas/signatureUser"
},
"description": ""
},
"adoptedDateTime": {
"type": "string",
"description": "The UTC date and time when the user adopted the signature."
},
"createdDateTime": {
"type": "string",
"description": "The UTC DateTime when the item was created."
},
"signatureGroups": {
"type": "array",
"items": {
"$ref": "#/components/schemas/signatureGroup"
},
"description": ""
},
"signatureRights": {
"type": "string",
"description": "The rights that the user has to the signature. Valid values are:\n\n- `none`\n- `read`\n- `admin`"
},
"initialsImageUri": {
"type": "string",
"description": "The URI for retrieving the image of the user's initials."
},
"signatureImageUri": {
"type": "string",
"description": "An endpoint URI that you can use to retrieve the user's signature image."
},
"signatureInitials": {
"type": "string",
"description": "Specifies the user's signature in initials format."
},
"initials150ImageId": {
"type": "string",
"description": "The ID of the user's initials image."
},
"dateStampProperties": {
"$ref": "#/components/schemas/dateStampProperties"
},
"signature150ImageId": {
"type": "string",
"description": "The ID of the user's signature image."
},
"lastModifiedDateTime": {
"type": "string",
"description": "The date and time that the item was last modified."
},
"disallowUserResizeStamp": {
"type": "string",
"description": "When **true,** users may not resize the stamp."
}
},
"x-ds-order": "40",
"description": "AccountSignatures represent stamps used to sign documents.",
"x-ms-summary": "AccountSignatures represent stamps used to sign documents.",
"x-ds-category": "Accounts",
"x-ds-definition-name": "accountSignature"
}
AccountSignaturesGetAccountSignatureImageResponse
{
"type": "string",
"format": "binary"
}
AccountTabSettings
{
"type": "object",
"properties": {
"allowTabOrder": {
"type": "string",
"description": "When **true,** account users can set a tab order for the signing process.\n\n**Note:** Only Admin users can change this setting."
},
"drawTabsEnabled": {
"type": "string",
"description": ""
},
"listTabsEnabled": {
"type": "string",
"description": "When **true,** list tabs are enabled."
},
"noteTabsEnabled": {
"type": "string",
"description": "When **true,** note tabs are enabled."
},
"tabScaleEnabled": {
"type": "string",
"description": "Reserved for DocuSign."
},
"textTabsEnabled": {
"type": "string",
"description": "When **true,** text tabs are enabled."
},
"drawTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"listTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"noteTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"radioTabsEnabled": {
"type": "string",
"description": "When **true,** radio button tabs are enabled."
},
"tabScaleMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"textTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"radioTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"tabLockingEnabled": {
"type": "string",
"description": "When **true,** tab locking is enabled.\n\n**Note:** Only Admin users can change this setting.\n"
},
"prefillTabsEnabled": {
"type": "string",
"description": ""
},
"tabLocationEnabled": {
"type": "string",
"description": "Reserved for DocuSign."
},
"tabLockingMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"checkboxTabsEnabled": {
"type": "string",
"description": "When **true,** checkbox tabs are enabled."
},
"prefillTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"tabDataLabelEnabled": {
"type": "string",
"description": "When **true,** [data\nlabels](https://support.docusign.com/en/videos/Data-Labels) are enabled.\n\n**Note:** Only Admin users can change this setting.\n"
},
"tabLocationMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"checkBoxTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"dataFieldSizeEnabled": {
"type": "string",
"description": "When **true,** setting character limits for input fields is enabled."
},
"numericalTabsEnabled": {
"type": "string",
"description": ""
},
"tabDataLabelMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"allowTabOrderMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"dataFieldRegexEnabled": {
"type": "string",
"description": "When **true,** regular expressions are enabled for tabs that contain data fields."
},
"dataFieldSizeMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"numericalTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"dataFieldRegexMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"calculatedFieldsEnabled": {
"type": "string",
"description": "When **true,** [calculated fields](https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=crs1578456361259.html) are enabled for tabs."
},
"savingCustomTabsEnabled": {
"type": "string",
"description": "When **true,** saving custom tabs is enabled."
},
"sharedCustomTabsEnabled": {
"type": "string",
"description": "When **true,** shared custom tabs are enabled."
},
"calculatedFieldsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"savingCustomTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"sharedCustomTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"tabTextFormattingEnabled": {
"type": "string",
"description": "When **true,** text formatting (such as font type, font size,\nfont color, bold, italic, and underline) is enabled for tabs that\nsupport formatting.\n\n**Note:** Only Admin users can change this setting.\n"
},
"approveDeclineTabsEnabled": {
"type": "string",
"description": "When **true,** approve and decline tabs are enabled."
},
"firstLastEmailTabsEnabled": {
"type": "string",
"description": "Reserved for DocuSign."
},
"tabTextFormattingMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"approveDeclineTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"firstLastEmailTabsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"senderToChangeTabAssignmentsEnabled": {
"type": "string",
"description": "Reserved for DocuSign."
},
"senderToChangeTabAssignmentsMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
}
},
"x-ds-order": "100",
"description": "Tab settings determine the tab types and tab functionality that are enabled for an account.",
"x-ms-summary": "Tab settings determine the tab types and tab functionality that are enabled for an account.",
"x-ds-category": "Accounts",
"x-ds-definition-name": "tabAccountSettings"
}
AccountWatermarks
{
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "A unique ID for the Salesforce object."
},
"font": {
"type": "string",
"description": "The font to be used for the tab value. Supported fonts include:\n\n- Default\n- Arial\n- ArialNarrow\n- Calibri\n- CourierNew\n- Garamond\n- Georgia\n- Helvetica\n- LucidaConsole\n- MSGothic\n- MSMincho\n- OCR-A\n- Tahoma\n- TimesNewRoman\n- Trebuchet\n- Verdana\n"
},
"enabled": {
"type": "string",
"description": ""
},
"fontSize": {
"type": "string",
"description": "The font size used for the information in the tab. Possible values are:\n\n- Size7\n- Size8\n- Size9\n- Size10\n- Size11\n- Size12\n- Size14\n- Size16\n- Size18\n- Size20\n- Size22\n- Size24\n- Size26\n- Size28\n- Size36\n- Size48\n- Size72"
},
"fontColor": {
"type": "string",
"description": "The font color to use for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
},
"imageBase64": {
"type": "string",
"description": ""
},
"displayAngle": {
"type": "string",
"description": ""
},
"transparency": {
"type": "string",
"description": ""
},
"watermarkText": {
"type": "string",
"description": ""
}
},
"x-ds-order": "200",
"description": "",
"x-ms-summary": "",
"x-ds-category": "Accounts",
"x-ds-definition-name": "watermark"
}
Accounts
{
"type": "object",
"properties": {
"brands": {
"$ref": "#/components/schemas/AccountBrands"
},
"planName": {
"type": "string",
"description": "The name of the billing plan used for the account.\n\nExamples: \n\n- `Personal - Annual`\n- `Unlimited Envelope Subscription - Annual Billing`"
},
"dssValues": {
"type": "object",
"description": "",
"additionalProperties": {
"type": "string"
}
},
"canUpgrade": {
"type": "string",
"description": "When **true,** specifies that you can upgrade the account through the API. For GET methods, you must set the `include_metadata` query parameter to **true** for this property to appear in the response."
},
"seatsInUse": {
"type": "string",
"description": "The number of users currently active on the account."
},
"accountName": {
"type": "string",
"description": "The name on the account."
},
"createdDate": {
"type": "string",
"description": "The creation date of the account in UTC timedate format."
},
"isDowngrade": {
"type": "string",
"description": "When **true,** the account has been downgraded from a premium account type. Otherwise **false.**"
},
"planEndDate": {
"type": "string",
"description": "The date that the current plan will end."
},
"currencyCode": {
"type": "string",
"description": "The [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code.\n"
},
"seatsAllowed": {
"type": "string",
"description": "The number of active users the account can have at one time."
},
"accountIdGuid": {
"type": "string",
"description": "The GUID associated with the account ID."
},
"currentPlanId": {
"type": "string",
"description": "ID of the plan used to create this account."
},
"paymentMethod": {
"type": "string",
"description": "The payment method used for the billing plan. Valid values are:\n\n- `NotSupported`\n- `CreditCard`\n- `PurchaseOrder`\n- `Premium`\n- `Freemium`\n- `FreeTrial`\n- `AppStore`\n- `DigitalExternal`\n- `DirectDebit`"
},
"planStartDate": {
"type": "string",
"description": "The date that the Account started using the current plan."
},
"billingProfile": {
"type": "string",
"description": "The type of billing method on the account. Valid values are: \n\n- `direct`\n- `web`"
},
"suspensionDate": {
"type": "string",
"description": "The date on which the account was suspended."
},
"accountSettings": {
"$ref": "#/components/schemas/accountSettingsInformation"
},
"distributorCode": {
"type": "string",
"description": "The code that identifies the billing plan groups and plans for the new account."
},
"recipientDomains": {
"type": "array",
"items": {
"$ref": "#/components/schemas/recipientDomain"
},
"description": ""
},
"suspensionStatus": {
"type": "string",
"description": "Indicates whether the account is currently suspended."
},
"connectPermission": {
"type": "string",
"description": ""
},
"envelopeUnitPrice": {
"type": "string",
"description": "The price of sending an envelope, represented in the account's local currency."
},
"externalAccountId": {
"type": "string",
"description": "The Account ID displayed on the user's Account page."
},
"status21CFRPart11": {
"type": "string",
"description": "The status of the account content per (Title 21 CFR Part 11)[https://www.fda.gov/regulatory-information/search-fda-guidance-documents/part-11-electronic-records-electronic-signatures-scope-and-application]. This regulation defines the criteria under which electronic records and electronic signatures are considered trustworthy."
},
"docuSignLandingUrl": {
"type": "string",
"description": "URL of the landing page used to create the account."
},
"planClassification": {
"type": "string",
"description": "Identifies the type of plan. Examples include:\n\n- `business`\n- `corporate`\n- `enterprise` \n- `free`"
},
"displayApplianceUrl": {
"type": "string",
"description": ""
},
"useDisplayAppliance": {
"type": "boolean",
"description": ""
},
"billingPeriodEndDate": {
"type": "string",
"description": "The billing period end date in UTC timedate format."
},
"allowTransactionRooms": {
"type": "string",
"description": "When **true,** the transaction rooms feature exposed through the Workspaces API is enabled."
},
"billingPeriodStartDate": {
"type": "string",
"description": "The billing period start date in UTC timedate format."
},
"envelopeSendingBlocked": {
"type": "string",
"description": "When **true,** the ability to send envelopes is blocked. When **false,** envelopes can be sent."
},
"displayApplianceStartUrl": {
"type": "string",
"description": ""
},
"billingPeriodDaysRemaining": {
"type": "string",
"description": "Number of days remaining in the current billing period."
},
"billingPeriodEnvelopesSent": {
"type": "string",
"description": "The number of envelopes that have been sent in the current billing period."
},
"billingPeriodEnvelopesAllowed": {
"type": "string",
"description": "The number of envelopes that can be sent in the current billing period (can be unlimited)."
},
"forgottenPasswordQuestionsCount": {
"type": "string",
"description": " A complex element that contains up to four Question/Answer pairs for forgotten password information for a user."
}
},
"x-ds-order": "1",
"description": "Account management",
"x-ms-summary": "Account management",
"x-ds-category": "Accounts",
"x-ds-definition-name": "accountInformation"
}
ApiRequestLogGetRequestLogResponse
{
"type": "string",
"format": "binary"
}
AttachmentsGetAttachmentResponse
{
"type": "string",
"format": "binary"
}
Authorizations
{
"type": "object",
"properties": {
"created": {
"type": "string",
"description": "The UTC DateTime when the workspace user authorization was created."
},
"endDate": {
"type": "string",
"description": ""
},
"modified": {
"type": "string",
"description": ""
},
"agentUser": {
"$ref": "#/components/schemas/authorizationUser"
},
"createdBy": {
"type": "string",
"description": ""
},
"startDate": {
"type": "string",
"description": ""
},
"modifiedBy": {
"type": "string",
"description": "The user ID (GUID) of the user who last modified this user record. This property is read-only."
},
"permission": {
"type": "string",
"description": ""
},
"principalUser": {
"$ref": "#/components/schemas/authorizationUser"
},
"authorizationId": {
"type": "string",
"description": ""
}
},
"x-ds-order": "100",
"description": "Authorizations allow you to share access between users on an account.",
"x-ms-summary": "Authorizations allow you to share access between users on an account.",
"x-ds-category": "Accounts",
"x-ds-definition-name": "userAuthorization"
}
BCCEmailArchive
{
"type": "object",
"properties": {
"nextUri": {
"type": "string",
"description": "The URI for the next chunk of records based on the search request. It is `null` if this is the last set of results for the search. "
},
"endPosition": {
"type": "string",
"description": "The last index position in the result set. "
},
"previousUri": {
"type": "string",
"description": "The URI for the prior chunk of records based on the search request. It is `null` if this is the first set of results for the search. "
},
"totalSetSize": {
"type": "string",
"description": "The total number of items in the result set. This value is always greater than or equal to the value of `resultSetSize`."
},
"resultSetSize": {
"type": "string",
"description": "The number of results in this response. Because you can filter which entries are included in the response, this value is always less than or equal to the `totalSetSize`."
},
"startPosition": {
"type": "string",
"description": "The starting index position of the current result set."
},
"bccEmailArchiveHistory": {
"type": "array",
"items": {
"$ref": "#/components/schemas/bccEmailArchiveHistory"
},
"description": "A list of changes to the BCC email archive configuration."
}
},
"x-ds-order": "120",
"description": "The `EmailArchive` resource provides methods for managing your email archive configuration, which consists of the BCC email address or addresses that you want to use to archive DocuSign emails. Each account can use up to five BCC email addresses for archiving purposes.\n",
"x-ms-summary": "The `EmailArchive` resource provides methods for managing your email archive configuration, which consists of the BCC email address or addresses that you want to use to archive DocuSign emails. Each account can use up to five BCC email addresses for archiving purposes.\n",
"x-ds-category": "EmailArchive",
"x-ds-definition-name": "bccEmailArchiveHistoryList"
}
BillingPlans
{
"type": "object",
"properties": {
"billingPlan": {
"$ref": "#/components/schemas/accountBillingPlan"
},
"taxExemptId": {
"type": "string",
"description": ""
},
"paymentMethod": {
"type": "string",
"description": "The payment method used for the billing plan. Valid values are:\n\n- `NotSupported`\n- `CreditCard`\n- `PurchaseOrder`\n- `Premium`\n- `Freemium`\n- `FreeTrial`\n- `AppStore`\n- `DigitalExternal`\n- `DirectDebit`"
},
"billingAddress": {
"$ref": "#/components/schemas/accountAddress"
},
"successorPlans": {
"type": "array",
"items": {
"$ref": "#/components/schemas/billingPlan"
},
"description": "A list of billing plans that the current billing plan can be rolled into."
},
"entityInformation": {
"$ref": "#/components/schemas/billingEntityInformationResponse"
},
"referralInformation": {
"$ref": "#/components/schemas/referralInformation"
},
"creditCardInformation": {
"$ref": "#/components/schemas/creditCardInformation"
},
"downgradePlanInformation": {
"$ref": "#/components/schemas/downgradePlanUpdateResponse"
},
"downgradeRequestInformation": {
"$ref": "#/components/schemas/downgradeRequestInformation"
},
"paymentProcessorInformation": {
"$ref": "#/components/schemas/paymentProcessorInformation"
},
"directDebitProcessorInformation": {
"$ref": "#/components/schemas/directDebitProcessorInformation"
},
"billingAddressIsCreditCardAddress": {
"type": "string",
"description": "When **true,** the credit card address information is the same as that returned as the billing address. If false, then the billing address is considered a billing contact address, and the credit card address can be different."
}
},
"x-ds-order": "10",
"description": "Billing plans",
"x-ms-summary": "Billing plans",
"x-ds-category": "Billing",
"x-ds-definition-name": "accountBillingPlanResponse"
}
BrandLogoGetBrandLogoResponse
{
"type": "string",
"format": "binary"
}
BrandLogoPutBrandLogoRequest
{
"type": "string",
"format": "binary"
}
BrandResourcesPutBrandResourcesRequest
{
"type": "object",
"required": [
"file.xml"
],
"properties": {
"file.xml": {
"type": "string",
"format": "binary",
"description": "Brand resource XML file."
}
}
}
BulkSend
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "The name of the bulk send list."
},
"listId": {
"type": "string",
"description": "The GUID of the bulk send list. This property is created after you post a new bulk send list."
},
"bulkCopies": {
"type": "array",
"items": {
"$ref": "#/components/schemas/bulkSendingCopy"
},
"description": "An array of `bulkCopy` objects. Each object represents an instance or copy of an envelope and contains details such as the recipient, custom fields, tabs, and other information."
}
},
"x-ds-order": "120",
"description": "The bulk send list resource provides methods that enable you to create and manage bulk sending lists, which you can use to send multiple copies of an envelope in a single batch. \n\n**Note:** The Bulk Send feature is only available on Business Pro and Enterprise Pro plans.",
"x-ms-summary": "The bulk send list resource provides methods that enable you to create and manage bulk sending lists, which you can use to send multiple copies of an envelope in a single batch. \n\n**Note:** The Bulk Send feature is only available on Business Pro and Enterprise Pro plans.",
"x-ds-category": "BulkEnvelopes",
"x-ds-definition-name": "bulkSendingList"
}
ChunkedUploads
{
"type": "object",
"properties": {
"checksum": {
"type": "string",
"description": "A 64-byte, Secure Hash Algorithm 256 (SHA256) checksum that the caller computes across the entirety of the original content that has been uploaded to the chunked upload. DocuSign compares this value to its own computation. If the two values are not equal, the original content and received content are not the same and the commit action is refused."
},
"committed": {
"type": "string",
"description": "When **true,** the chunked upload has been committed. A committed chunked upload can no longer receive any additional parts and is ready for use within other API requests. "
},
"totalSize": {
"type": "string",
"description": "The total size of the parts of the chunked upload.\n\n**Note:** When a chunked upload is used as an envelope document, it is subject to the PDF size limit (25 MB) and page count limit that apply to all envelope documents."
},
"maxTotalSize": {
"type": "string",
"description": "The maximum total size allowed for a chunked upload. This value is configured per DocuSign environment, account, or integrator. The default value is 50 MB."
},
"chunkedUploadId": {
"type": "string",
"description": "The ID of the chunked upload. "
},
"chunkedUploadUri": {
"type": "string",
"description": "The URI that you use to reference the chunked upload in other API requests, such as envelope document and envelope attachment requests. "
},
"chunkedUploadParts": {
"type": "array",
"items": {
"$ref": "#/components/schemas/chunkedUploadPart"
},
"description": "A list of the parts that compose the chunked upload, including their byte sizes. The list must be contiguous before you can commit the chunked upload."
},
"expirationDateTime": {
"type": "string",
"description": "The UTC time at which the chunked upload expires and is no longer addressable. \n\n**Note:** The length of time before expiration is configurable, and begins when you initiate the chunked upload. You must fully upload and use a chunked upload within this time. The default value for this duration is 20 minutes."
},
"maxChunkedUploadParts": {
"type": "string",
"description": "The maximum number of parts allowed for a chunked upload. This value is configurable per DocuSign environment, account, or integrator. The default value is 128. The maximum possible value is 256. \n"
}
},
"x-ds-order": "150",
"description": "The ChunkedUploads resource provides methods to complete integrity checks, and to add, commit, retrieve, initiate and delete chunked uploads.",
"x-ms-summary": "The ChunkedUploads resource provides methods to complete integrity checks, and to add, commit, retrieve, initiate and delete chunked uploads.",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "chunkedUploadResponse"
}
CloudStorage
{
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "A unique ID for the Salesforce object."
},
"name": {
"type": "string",
"description": "The name of the cloud storage item."
},
"items": {
"type": "array",
"items": {
"$ref": "#/components/schemas/externalFile"
},
"description": "A list of objects that contain information about a file or folder in cloud storage."
},
"nextUri": {
"type": "string",
"description": "The URI for the next chunk of records based on the search request. It is `null` if this is the last set of results for the search. "
},
"endPosition": {
"type": "string",
"description": "The last index position in the result set. "
},
"previousUri": {
"type": "string",
"description": "The URI for the prior chunk of records based on the search request. It is `null` if this is the first set of results for the search. "
},
"errorDetails": {
"$ref": "#/components/schemas/externalDocServiceErrorDetails"
},
"totalSetSize": {
"type": "string",
"description": "The total number of items in the result set. This value is always greater than or equal to the value of `resultSetSize`."
},
"resultSetSize": {
"type": "string",
"description": "The number of results in this response. Because you can filter which entries are included in the response, this value is always less than or equal to the `totalSetSize`."
},
"startPosition": {
"type": "string",
"description": "The starting index position of the current result set."
}
},
"x-ds-order": "10",
"description": "Cloud storage",
"x-ms-summary": "Cloud storage",
"x-ds-category": "CloudStorage",
"x-ds-definition-name": "externalFolder"
}
CloudStorageProviders
{
"type": "object",
"properties": {
"storageProviders": {
"type": "array",
"items": {
"$ref": "#/components/schemas/cloudStorageProvider"
},
"description": "An Array containing the storage providers associated with the user."
}
},
"x-ds-order": "20",
"description": "The CloudStorageProviders resource provides methods that allow you to manage the cloud storage providers associate with an account.",
"x-ms-summary": "The CloudStorageProviders resource provides methods that allow you to manage the cloud storage providers associate with an account.",
"x-ds-category": "CloudStorage",
"x-ds-definition-name": "cloudStorageProviders"
}
Comments
{
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "A unique ID for the Salesforce object."
},
"hmac": {
"type": "string",
"description": "Reserved for DocuSign."
},
"read": {
"type": "boolean",
"description": "Indicates if the comment has been read by the target recipient of the comment."
},
"text": {
"type": "string",
"description": "Specifies the text that is shown in the dropdown list. "
},
"tabId": {
"type": "string",
"description": "The unique identifier for the tab."
},
"subject": {
"type": "string",
"description": ""
},
"mentions": {
"type": "array",
"items": {
"type": "string"
},
"description": "An array of userIds that are mentioned directly in the body of a comment."
},
"threadId": {
"type": "string",
"description": "The unique identifier for the comment thread."
},
"timestamp": {
"type": "string",
"description": ""
},
"visibleTo": {
"type": "array",
"items": {
"type": "string"
},
"description": ""
},
"envelopeId": {
"type": "string",
"description": "The envelope ID of the envelope status that failed to post."
},
"sentByEmail": {
"type": "string",
"description": ""
},
"sentByUserId": {
"type": "string",
"description": ""
},
"sentByImageId": {
"type": "string",
"description": "Reserved for DocuSign."
},
"sentByFullName": {
"type": "string",
"description": ""
},
"sentByInitials": {
"type": "string",
"description": ""
},
"signingGroupId": {
"type": "string",
"description": "The ID of the [signing group](https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=zgn1578456447934.html).\n"
},
"signingGroupName": {
"type": "string",
"description": "Optional. The name of the signing group. \n\nMaximum Length: 100 characters. "
},
"sentByRecipientId": {
"type": "string",
"description": ""
},
"threadOriginatorId": {
"type": "string",
"description": "The userId of the user who created the thread."
},
"timeStampFormatted": {
"type": "string",
"description": ""
}
},
"x-ds-order": "160",
"description": "Details about envelope comments.",
"x-ms-summary": "Details about envelope comments.",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "comment"
}
CommentsGetCommentsTranscriptResponse
{
"type": "string",
"format": "binary"
}
ConnectConfigurations
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "The name of the Connect configuration. The name helps identify the configuration in the list."
},
"events": {
"type": "array",
"items": {
"type": "string"
},
"description": "A comma-separated list of envelope-level event statuses that will trigger Connect to send updates to the endpoint specified in the `urlToPublishTo` property.\n\nSet this property when you are using the [JSON SIM event model](https://raw.githubusercontent.com). If you are instead using any of [the legacy event message formats](https://raw.githubusercontent.com), set either the `envelopeEvents` property or the `recipientEvents` property.\n\nThe [possible event statuses](/platform/webhooks/connect/improved-json-sim-event-model/#eventreference) are:\n\n* `envelope-created`\n* `envelope-sent`\n* `envelope-resent`\n* `envelope-delivered`\n* `envelope-completed`\n* `envelope-declined`\n* `envelope-voided`\n* `recipient-authenticationfailed`\n* `recipient-autoresponded`\n* `recipient-declined`\n* `recipient-delivered`\n* `recipient-completed`\n* `recipient-sent`\n* `recipient-resent`\n* `template-created`\n* `template-modified`\n* `template-deleted`\n* `envelope-corrected`\n* `envelope-purge`\n* `envelope-deleted`\n* `envelope-discard`\n* `recipient-reassign`\n* `recipient-delegate`\n* `recipient-finish-later`\n* `click-agreed`\n* `click-declined`\n"
},
"userIds": {
"type": "array",
"items": {
"type": "string"
},
"description": "A comma-separated list of user IDs. This sets the users associated with the tracked envelope and recipient events. When a tracked event occurs for a set user, the a notification message is sent to your Connect listener.\n\nBy default, the users will be included in the configuration. If you want to exclude the users, set the `allUsersExcept` property to **true.**\n\n**Note:** If `allUsers` is set to `false`, then you must provide a list of user IDs."
},
"allUsers": {
"type": "string",
"description": "When **true,** the tracked envelope and recipient events for all users, including users that are added a later time, are sent through Connect. The default value is **false.**\n\n**Note:** If this property is **false,** make sure you set the `userIds` property to a non-empty array of user IDs."
},
"groupIds": {
"type": "array",
"items": {
"type": "string"
},
"description": ""
},
"password": {
"type": "string",
"description": "The user's encrypted password hash."
},
"userName": {
"type": "string",
"description": "The name of the user."
},
"connectId": {
"type": "string",
"description": "The DocuSign-generated ID for the Connect configuration. This property is read-only."
},
"enableLog": {
"type": "string",
"description": "When **true,** Connect logging is turned on. DocuSign recommends that you enable this functionality to help troubleshoot any issues. \n\nYou can have a maximum of 100 active logs in your account. You can view the entries in active logs in the **Logs** tab in the Connect console."
},
"eventData": {
"$ref": "#/components/schemas/connectEventData"
},
"sfObjects": {
"type": "array",
"items": {
"$ref": "#/components/schemas/connectSalesforceObject"
},
"description": "An array of Salesforce objects."
},
"disabledBy": {
"type": "string",
"description": ""
},
"includeHMAC": {
"type": "string",
"description": "When **true,** a Hash-based Message Authentication Code (HMAC) signature is included in messages sent through Connect.\nFor more information, see [Using HMAC Security with DocuSign Connect](https://raw.githubusercontent.com)."
},
"deliveryMode": {
"type": "string",
"description": ""
},
"includeOAuth": {
"type": "string",
"description": ""
},
"soapNamespace": {
"type": "string",
"description": "The namespace of the SOAP interface.\n\n**Note:** If `useSoapInterface` is set to **true,** you must set this value."
},
"allUsersExcept": {
"type": "string",
"description": "This flag allows you to toggle between including and excluding specified users from the configuration. When **false,** the users corresponding to the IDs in `userIds` will be included in the configuration. Conversely, when **true,** the users will be excluded from the configuration. The default value is **false.**"
},
"envelopeEvents": {
"type": "array",
"items": {
"type": "string"
},
"description": "An array of strings that lists envelope-related events to track through Connect. The possible event values are: \n\n- `sent`: An envelope has the status `sent` in the following scenarios:\n - When the envelope has been sent to recipients.\n - When using remote signing, this event is triggered when the email notification with a link to the documents is sent to at least one recipient.\n - When using embedded signing, this event is triggered when the link is ready for the recipient to sign the envelope.\n\n An envelope remains in this state until all recipients have viewed or taken action on the envelope.\n\n- `delivered`: This status is triggered when all recipients have opened the envelope, selected the **Continue** button in the interface, and viewed the documents.\n- `completed`: This status is triggered when all recipients have completed their assigned actions on an envelope.\n- `declined`: This status is triggered when a recipient has declined to sign the envelope.\n- `voided`: The voided status indicates that the sender has voided the envelope.\n\n**Note:** In previous versions of the API, this value was a single comma-separated string.\n"
},
"senderOverride": {
"type": "string",
"description": ""
},
"urlToPublishTo": {
"type": "string",
"description": "The endpoint to which Connect should send webhook notification messages via an HTTPS POST request. The URL must start with `https`. The customer's web server must use an SSL/TLS certificate whose CA is in the Microsoft list of trusted CAs. Self-signed certificates are not acceptable, but you can use free certificates from Let's Encrypt.\n\nThe maximum length of this property is 4096 bytes."
},
"recipientEvents": {
"type": "array",
"items": {
"type": "string"
},
"description": "An array of strings that lists of recipient-related events that trigger a notification\nto your webhook Connect listener. The possible event values are:\n\n- `sent`: If a recipient type is set to receive an email notification to take action on an envelope, the recipient status is set to `sent` upon delivery of the email.\n- `delivered`: The recipient has viewed the documents in the envelope. This recipient status does not indicate email delivery of the documents in the envelope.\n- `completed`: The recipient has completed their assigned actions on an envelope.\n- `declined`: The recipient has declined to sign a document in the envelope.\n- `authenticationfailed`: At least one signer has failed the authentication check on the document. If this occurs, you have two options:\n - Send a reminder to the recipients, which provides the signer with another chance to access and pass the authentication.\n - Correct the document and modify the authentication setting.\n- `autoresponded`: The recipient's email system sent back an automatic response. This status is only used when **Send-on-behalf-of** is turned off for the account.\n\n**Note:** In previous versions of the API, this value was a single comma-separated string.\n"
},
"externalFolderId": {
"type": "string",
"description": "The ID of an external folder."
},
"includeDocuments": {
"type": "string",
"description": "When **true,**\nConnect attaches the envelope documents\nto the payloads of your event notification messages.\n\n**Note:** Consider resources and scaling when adding documents\nto your event payloads. Documents attached to these messages\nare sent as base64 strings,\nwhich are larger than binary document data.\nThis can significantly increase your payload size,\nopening up windows for failure.\nIf you include documents,\nyou must build your application to scale in these situations."
},
"requireMutualTls": {
"type": "string",
"description": "When **true,** [Mutual TLS](https://raw.githubusercontent.com) authentication is enabled."
},
"useSoapInterface": {
"type": "string",
"description": "When **true,** indicates that the `urlToPublishTo` property contains a SOAP endpoint."
},
"configurationType": {
"type": "string",
"description": "If you are using merge fields, this property specifies the type of the merge field. The only supported value is `salesforce`."
},
"integratorManaged": {
"type": "string",
"description": ""
},
"salesforceAuthcode": {
"type": "string",
"description": ""
},
"externalFolderLabel": {
"type": "string",
"description": "The label for an external folder."
},
"allowEnvelopePublish": {
"type": "string",
"description": "When **true,** data is sent to the `urlToPublishTo` web address. The default value for this property is **false,** which will stop sending data while maintaining the Connect configuration information."
},
"salesforceApiVersion": {
"type": "string",
"description": "The version of the Salesforce API that you are using."
},
"includeCertSoapHeader": {
"type": "string",
"description": "When **true,** a certificate for a SOAP header is included in messages sent through Connect."
},
"includeDocumentFields": {
"type": "string",
"description": "When **true,** the Document Fields associated with the envelope's documents are included in the notification messages. Document Fields are optional custom name-value pairs added to documents using the API. "
},
"salesforceCallBackUrl": {
"type": "string",
"description": ""
},
"senderSelectableItems": {
"type": "array",
"items": {
"type": "string"
},
"description": "This property sets the items that are available for selection when adding or editing Connect objects. "
},
"allowSalesforcePublish": {
"type": "string",
"description": "When **true,** DocuSign sends data to the designated Salesforce account through Connect. The default value is **true.**"
},
"requiresAcknowledgement": {
"type": "string",
"description": "When **true,** event delivery acknowledgements are enabled for your Connect configuration.\n\nDocuSign Connect awaits a valid 200 response from your application acknowledging that it received a message. If you do not acknowledge receiving an event notification message within 100 seconds, DocuSign treats the message as a failure and places it into a failure queue. It is imperative that you acknowledge successful receipt of Connect events as they occur by sending a 200 event back.\n\n#### When **true** and Send Individual Messages (SIM) mode is activated\n\nIf the HTTP status response to a notification message is not in the range of 200-299,\nthen the message delivery failed, and the configuration is marked as down.\n\nThe message will be queued and retried once per day.\nWhile a Connect configuration is marked down, subsequent notifications will not be tried. Instead they will be immediately queued with the reason `Pending`.\nWhen a message succeeds, all queued messages for the configuration will be tried immediately, in order.\n\nThere is a maximum of ten retries. Alternately, you can use **Republish Connect Information** to manually republish the notification.\n\n#### When **true** and SIM mode is not activated\n\nIf the HTTP Status response to a notification message is not in the range of 200-299, then the message delivery failed, and the message is queued.\n\nThe message will be retried after at least a day the next time a subsequent message is successfully sent to this configuration (subscription). Subsequent notifications will be tried when they occur.\nThere is a maximum of ten retries. Alternately, you can use **Republish Connect Information** to manually republish the notification.\n\n#### When **false**\n\nWhen `requiresAcknowledgement` is set to **false** and you do not acknowledge receiving an event notification message within 100 seconds, DocuSign treats the message as a failure and determines that the server is unavailable. It does not retry to send the notification message, and you must handle the failure manually.\n\n"
},
"includeEnvelopeVoidReason": {
"type": "string",
"description": "When **true,** Connect will include the voidedReason for voided envelopes."
},
"includeTimeZoneInformation": {
"type": "string",
"description": "When **true,** Connect will include the envelope time zone information."
},
"includeCertificateOfCompletion": {
"type": "string",
"description": "When **true,** the Connect Service includes the Certificate of Completion with completed envelopes. "
},
"signMessageWithX509Certificate": {
"type": "string",
"description": "When **true,** Mutual TLS will be enabled for notifications. Mutual TLS must be initiated by the listener (the customer's web server) during the TLS handshake protocol. "
},
"includeSenderAccountasCustomField": {
"type": "string",
"description": "When **true,** Connect will include the sender account as Custom Field in the data."
},
"salesforceDocumentsAsContentFiles": {
"type": "string",
"description": "When **true,** DocuSign can use documents in your Salesforce account for sending and signing."
}
},
"x-ds-order": "10",
"description": "Contains information about a DocuSign Connect configuration.",
"x-ms-summary": "Contains information about a DocuSign Connect configuration.",
"x-ds-category": "Connect",
"x-ds-definition-name": "connectCustomConfiguration"
}
ConnectEvents
{
"type": "object",
"properties": {
"logs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/connectLog"
},
"description": "A list of Connect general logs."
},
"type": {
"type": "string",
"description": "The type of this tab. Values are:\n\n- `Approve`\n- `CheckBox`\n- `Company`\n- `Date`\n- `DateSigned`\n- `Decline`\n- `Email`\n- `EmailAddress`\n- `EnvelopeId`\n- `FirstName`\n- `Formula`\n- `FullName`\n- `InitialHere`\n- `InitialHereOptional`\n- `LastName`\n- `List`\n- `Note`\n- `Number`\n- `Radio`\n- `SignerAttachment`\n- `SignHere`\n- `SignHereOptional`\n- `Ssn`\n- `Text`\n- `Title`\n- `Zip5`\n- `Zip5Dash4`\n"
},
"failures": {
"type": "array",
"items": {
"$ref": "#/components/schemas/connectLog"
},
"description": "A list of Connect failure logs."
},
"totalRecords": {
"type": "string",
"description": "The count of records in the log list."
}
},
"x-ds-order": "20",
"description": "Connect event logging information. This object contains sections for regular Connect logs and for Connect failures. ",
"x-ms-summary": "Connect event logging information. This object contains sections for regular Connect logs and for Connect failures. ",
"x-ds-category": "Connect",
"x-ds-definition-name": "connectLogs"
}
ConnectSecret
{
"type": "object",
"properties": {
"logs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/connectLog"
},
"description": "A list of Connect general logs."
},
"type": {
"type": "string",
"description": "The type of this tab. Values are:\n\n- `Approve`\n- `CheckBox`\n- `Company`\n- `Date`\n- `DateSigned`\n- `Decline`\n- `Email`\n- `EmailAddress`\n- `EnvelopeId`\n- `FirstName`\n- `Formula`\n- `FullName`\n- `InitialHere`\n- `InitialHereOptional`\n- `LastName`\n- `List`\n- `Note`\n- `Number`\n- `Radio`\n- `SignerAttachment`\n- `SignHere`\n- `SignHereOptional`\n- `Ssn`\n- `Text`\n- `Title`\n- `Zip5`\n- `Zip5Dash4`\n"
},
"failures": {
"type": "array",
"items": {
"$ref": "#/components/schemas/connectLog"
},
"description": "A list of Connect failure logs."
},
"totalRecords": {
"type": "string",
"description": "The count of records in the log list."
}
},
"x-ds-order": "50",
"description": "",
"x-ms-summary": "",
"x-ds-category": "Connect",
"x-ds-definition-name": "connectLogs"
}
Contacts
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "The name of the contact."
},
"emails": {
"type": "array",
"items": {
"type": "string"
},
"description": "The email address or addresses associated with the contact."
},
"shared": {
"type": "string",
"description": "When **true,** the contact is shared. For more information, see [Shared Contacts](https://support.docusign.com/s/document-item?bundleId=jux1643235969954&topicId=twh1578456324503.html).\n\n**Note:** The phone numbers associated with shared contacts do not display to users other than the user who added the contact. Additionally, in the following scenarios, the phone number of a shared contact does not populate automatically for anyone other than the user who added the contact:\n\n- Sending an envelope by using SMS\n- Using phone authentication\n\nYou must ask the user who added the contact for the phone number and then manually enter it into the authentication box."
},
"isOwner": {
"type": "boolean",
"description": "When **true,** the current user is the owner of the contact."
},
"contactId": {
"type": "string",
"description": "The ID of a contact person in the account's address book."
},
"contactUri": {
"type": "string",
"description": "The URI for retrieving information about the contact."
},
"errorDetails": {
"$ref": "#/components/schemas/errorDetails"
},
"organization": {
"type": "string",
"description": "The name of the contact's organization."
},
"signingGroup": {
"type": "string",
"description": "If the contact belongs to a signing group, this property contains the `signingGroupId`."
},
"cloudProvider": {
"type": "string",
"description": "The cloud service that provided the contact. Valid values are:\n\n- `rooms`\n- `docusignCore` (default)\n\n<!-- Future:\n\n- `Box`\n- `GoogleDrive`\n- `Dropbox`\n- `SalesForce`\n- `SkyDrive`\n\n-->"
},
"roomContactType": {
"type": "string",
"description": ""
},
"signingGroupName": {
"type": "string",
"description": "The name of the signing group that the contact belongs to."
},
"contactPhoneNumbers": {
"type": "array",
"items": {
"$ref": "#/components/schemas/contactPhoneNumber"
},
"description": "A list of the contact's phone numbers.\n\n**Note:** The phone numbers associated with shared contacts do not display to users other than the user who added the contact. Additionally, in the following scenarios, the phone number of a shared contact does not populate automatically for anyone other than the user who added the contact:\n\n- Sending an envelope by using SMS\n- Using phone authentication\n\nYou must ask the user who added the contact for the phone number and then manually enter it into the authentication box."
},
"notaryContactDetails": {
"$ref": "#/components/schemas/notaryContactDetails"
},
"cloudProviderContainerId": {
"type": "string",
"description": "The ID of the container at the cloud provider. For example, this might be the room ID for a DocuSign Transaction Room."
}
},
"x-ds-order": "50",
"description": "The `Contacts` resource enables you to manage the contact in an account's address book.",
"x-ms-summary": "The `Contacts` resource enables you to manage the contact in an account's address book.",
"x-ds-category": "Users",
"x-ds-definition-name": "contact"
}
CustomTabs
{
"type": "object",
"properties": {
"bold": {
"type": "string",
"description": "When **true,** the information in the tab is bold."
},
"font": {
"type": "string",
"description": "The font to be used for the tab value. Supported fonts include:\n\n- Default\n- Arial\n- ArialNarrow\n- Calibri\n- CourierNew\n- Garamond\n- Georgia\n- Helvetica\n- LucidaConsole\n- MSGothic\n- MSMincho\n- OCR-A\n- Tahoma\n- TimesNewRoman\n- Trebuchet\n- Verdana\n"
},
"name": {
"type": "string",
"description": "The name of the custom tab."
},
"type": {
"type": "string",
"description": "The type of this tab. Values are:\n\n- `Approve`\n- `CheckBox`\n- `Company`\n- `Date`\n- `DateSigned`\n- `Decline`\n- `Email`\n- `EmailAddress`\n- `EnvelopeId`\n- `FirstName`\n- `Formula`\n- `FullName`\n- `InitialHere`\n- `InitialHereOptional`\n- `LastName`\n- `List`\n- `Note`\n- `Number`\n- `Radio`\n- `SignerAttachment`\n- `SignHere`\n- `SignHereOptional`\n- `Ssn`\n- `Text`\n- `Title`\n- `Zip5`\n- `Zip5Dash4`"
},
"items": {
"type": "array",
"items": {
"type": "string"
},
"description": "If the tab is a list, this represents the values that are possible for the tab."
},
"width": {
"type": "string",
"description": "The width of the tab in pixels.\nMust be an integer."
},
"anchor": {
"type": "string",
"description": "An optional string that is used to auto-match tabs to strings located in the documents of an envelope."
},
"height": {
"type": "string",
"description": "The height of the tab in pixels.\nMust be an integer."
},
"italic": {
"type": "string",
"description": "When **true,** the information in the tab is italic."
},
"locked": {
"type": "string",
"description": "When **true,** the signer cannot change the data of the custom tab."
},
"shared": {
"type": "string",
"description": "When **true,** this custom tab is shared."
},
"editable": {
"type": "string",
"description": "When **true,** the custom tab is editable. Otherwise the custom tab cannot be modified."
},
"fontSize": {
"type": "string",
"description": "The font size used for the information in the tab. Possible values are:\n\n- Size7\n- Size8\n- Size9\n- Size10\n- Size11\n- Size12\n- Size14\n- Size16\n- Size18\n- Size20\n- Size22\n- Size24\n- Size26\n- Size28\n- Size36\n- Size48\n- Size72"
},
"required": {
"type": "string",
"description": "When **true,** the signer is required to fill out this tab."
},
"selected": {
"type": "string",
"description": "When **true,** the radio button is selected."
},
"tabLabel": {
"type": "string",
"description": "The label associated with the tab. This value may be an empty string.\nIf no value is provided, the tab type is used as the value.\n\nMaximum Length: 500 characters.\n"
},
"fontColor": {
"type": "string",
"description": "The font color to use for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
},
"stampType": {
"type": "string",
"description": "The type of stamp. Valid values are:\n\n- `signature`: A signature image. This is the default value.\n- `stamp`: A stamp image.\n- null"
},
"underline": {
"type": "string",
"description": "When **true,** the information in the tab is underlined."
},
"mergeField": {
"$ref": "#/components/schemas/mergeField"
},
"requireAll": {
"type": "string",
"description": "When **true** and shared is true, information must be entered in this field to complete the envelope. "
},
"scaleValue": {
"type": "string",
"description": "Sets the size of the tab. This field accepts values from `0.5` to `1.0`, where `1.0` represents full size and `0.5` is 50% of full size."
},
"anchorUnits": {
"type": "string",
"description": "Specifies units of the `anchorXOffset` and `anchorYOffset`. Valid units are:\n\n- `pixels` (default)\n- `inches`\n- `mms`\n- `cms`\n"
},
"customTabId": {
"type": "string",
"description": "The DocuSign-generated custom tab ID for the custom tab to be applied. This property can only be used when adding new tabs for a recipient. When used, the new tab inherits all of the custom tab properties."
},
"initialValue": {
"type": "string",
"description": "The original value of the tab."
},
"lastModified": {
"type": "string",
"description": "The UTC DateTime this object was last modified. This is in ISO 8601 format."
},
"localePolicy": {
"$ref": "#/components/schemas/localePolicyTab"
},
"anchorXOffset": {
"type": "string",
"description": "Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.\n"
},
"anchorYOffset": {
"type": "string",
"description": "Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.\n"
},
"collaborative": {
"type": "string",
"description": ""
},
"maximumLength": {
"type": "string",
"description": "The maximum number of entry characters supported by the custom tab."
},
"numericalValue": {
"type": "string",
"description": ""
},
"validationType": {
"type": "string",
"description": "Specifies how numerical data is validated. Valid values:\n\n- `number`\n- `currency`\n"
},
"createdByUserId": {
"type": "string",
"description": "The userId of the DocuSign user who created this object."
},
"disableAutoSize": {
"type": "string",
"description": "When **true,** disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes."
},
"includedInEmail": {
"type": "string",
"description": "When **true,** the tab is included in e-mails related to the envelope on which it exists. This applies to only specific tabs."
},
"paymentItemCode": {
"type": "string",
"description": "If the custom tab is for a payment request, this is the external code for the item associated with the charge. For example, this might be your product id.\n\nExample: `SHAK1`\n\nMaximum Length: 100 characters."
},
"paymentItemName": {
"type": "string",
"description": "If the custom tab is for a payment request, this is the name of the item associated with the charge.\n\nMaximum Length: 100 characters.\n\nExample: `Hamlet`"
},
"maxNumericalValue": {
"type": "string",
"description": ""
},
"minNumericalValue": {
"type": "string",
"description": ""
},
"stampTypeMetadata": {
"$ref": "#/components/schemas/propertyMetadata"
},
"validationMessage": {
"type": "string",
"description": "The message displayed if the custom tab fails input validation (either custom of embedded)."
},
"validationPattern": {
"type": "string",
"description": "A regular expression used to validate input for the tab."
},
"anchorCaseSensitive": {
"type": "string",
"description": "This property controls how [anchor tabs][AnchorTabs] are placed. When **true,** the text string in a document must match the case of the `anchorString` property for an anchor tab to be created. The default value is **false.**\n\nFor example, when set to **true,** if the anchor string is `DocuSign`, then `DocuSign` will match but `Docusign`, `docusign`, `DoCuSiGn`, etc. will not match. When **false,** `DocuSign`, `Docusign`, `docusign`, `DoCuSiGn`, etc. will all match.\n\nThis functionality uses the following rules:\n\n- Unless punctuation is specified in the `anchorString`, this functionality ignores punctuation and the following characters:\n\n $~><|^+=\n\n For example, the `anchorString` `water` will match on the string `Fetch a pail of water.`\n\n- Strings embedded in other strings are ignored during the matching process.\n\n- In words that have dashes, the parts separated by dashes are treated as distinct words.\n\n Example: If the anchor string is `forget`, then an anchor tab is placed on the `forget` in `forget-me-not`, even when `anchorMatchWholeWord` is set to **true.**\n\n- Letters with accent marks are treated as distinct characters from their unaccented counterparts.\n\n- For single-character anchor strings, if the two characters appear right next to each other in the document, a single anchor tab is placed for both of them.\n\n Example: If the anchor string is `i`, then only one anchor tab is placed in `skiing`.\n\n- Unlike punctuation, numbers are not ignored when finding anchor words.\n\n Example: If the anchor string is `cat`, then `-cat-` is matched but `1cat2` is not when `anchorMatchWholeWord` is set to **true** (its default value).\n\n**Note:** You can only specify the value of this property in POST requests.\n\n[AnchorTabs]: /docs/esign-rest-api/esign101/concepts/tabs/auto-place/"
},
"signatureProviderId": {
"type": "string",
"description": "Reserved for DocuSign."
},
"anchorMatchWholeWord": {
"type": "string",
"description": "When **true,** the text string in a document must match the value of the `anchorString` property in its entirety for an [anchor tab][AnchorTab] to be created. The default value is **false.**\n\nFor example, when set to **true,** if the input is `man` then `man` will match but `manpower`, `fireman`, and `penmanship` will not. When **false,** if the input is `man` then `man`, `manpower`, `fireman`, and `penmanship` will all match.\n\nThis functionality uses the following rules:\n\n- Unless punctuation is specified in the `anchorString`, this functionality ignores punctuation and the following characters:\n\n $~><|^+=\n\n For example, the `anchorString` `water` will match on the string `Fetch a pail of water.`\n\n- Strings embedded in other strings are ignored during the matching process.\n\n- In words that have dashes, the parts separated by dashes are treated as distinct words.\n\n Example: If the anchor string is `forget`, then an anchor tab is placed on the `forget` in `forget-me-not`, even when `anchorMatchWholeWord` is set to **true.**\n\n- Letters with accent marks are treated as distinct characters from their unaccented counterparts.\n\n- For single-character anchor strings, if the two characters appear right next to each other in the document, a single anchor tab is placed for both of them.\n\n Example: If the anchor string is `i`, then only one anchor tab is placed in `skiing`.\n\n- Unlike punctuation, numbers are not ignored when finding anchor words.\n\n Example: If the anchor string is `cat`, then `-cat-` is matched but `1cat2` is not when `anchorMatchWholeWord` is set to **true** (its default value).\n\n\n**Note:** You can only specify the value of this property in POST requests.\n\n[AnchorTab]: /docs/esign-rest-api/esign101/concepts/tabs/auto-place/\n"
},
"createdByDisplayName": {
"type": "string",
"description": "The user name of the DocuSign user who created this object."
},
"lastModifiedByUserId": {
"type": "string",
"description": "The userId of the DocuSign user who last modified this object."
},
"concealValueOnDocument": {
"type": "string",
"description": "When **true,** the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.\n\nWhen an envelope is completed the information is only available to the sender through the Form Data link in the DocuSign Console. The information on the downloaded document remains masked by asterisks.\n\nThis setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes."
},
"paymentItemDescription": {
"type": "string",
"description": "If the custom tab is for a payment request, this is the description of the item associated with the charge.\n\nExample: `The Danish play by Shakespeare`\n\nMaximum Length: 100 characters."
},
"anchorIgnoreIfNotPresent": {
"type": "string",
"description": "When **true,** this tab is ignored if the `anchorString` is not found in the document."
},
"anchorHorizontalAlignment": {
"type": "string",
"description": "This property controls how [anchor tabs][AnchorTabs] are aligned in relation to the anchor text. Possible values are :\n\n- `left`: Aligns the left side of the tab with the beginning of the first character of the matching anchor word. This is the default value.\n- `right`: Aligns the tab’s left side with the last character of the matching anchor word.\n\n**Note:** You can only specify the value of this property in POST requests.\n\n[AnchorTabs]: /docs/esign-rest-api/esign101/concepts/tabs/auto-place/\n"
},
"lastModifiedByDisplayName": {
"type": "string",
"description": "The User Name of the DocuSign user who last modified this object."
},
"requireInitialOnSharedChange": {
"type": "string",
"description": "Optional element for field markup. When **true,** the signer is required to initial when they modify a shared field."
}
},
"x-ds-order": "10",
"description": "Custom tabs",
"x-ms-summary": "Custom tabs",
"x-ds-category": "CustomTabs",
"x-ds-definition-name": "tabMetadata"
}
DocumentGeneration
{
"type": "object",
"properties": {
"errorDetails": {
"$ref": "#/components/schemas/errorDetails"
},
"docGenFormFields": {
"type": "array",
"items": {
"$ref": "#/components/schemas/docGenFormFields"
},
"description": ""
}
},
"x-ds-order": "100",
"description": "Document Generation for eSignature allows you to\ndynamically generate\ndocuments from a Word template to send for\nsignature within the eSignature sending workflow.",
"x-ms-summary": "Document Generation for eSignature allows you to\ndynamically generate\ndocuments from a Word template to send for\nsignature within the eSignature sending workflow.",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "docGenFormFieldResponse"
}
DocumentResponsiveHtml
{
"type": "object",
"properties": {
"htmlDefinitions": {
"type": "array",
"items": {
"$ref": "#/components/schemas/documentHtmlDefinitionOriginal"
},
"description": "Holds the properties that define how to generate the responsive-formatted HTML for the document."
}
},
"x-ds-order": "100",
"description": "",
"x-ms-summary": "",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "documentHtmlDefinitionOriginals"
}
DocumentResponsiveHtmlPreview
{
"type": "object",
"properties": {
"htmlDefinitions": {
"type": "array",
"items": {
"type": "string"
},
"description": "Holds the properties that define how to generate the responsive-formatted HTML for the document."
}
},
"x-ds-order": "230",
"description": "This resource is used to create a responsive preview of a specific document.",
"x-ms-summary": "This resource is used to create a responsive preview of a specific document.",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "documentHtmlDefinitions"
}
DocumentsGetDocumentResponse
{
"type": "string",
"format": "binary"
}
DocumentsGetTemplateDocumentResponse
{
"type": "string",
"format": "binary"
}
DocumentsPutDocumentRequest
{
"type": "string",
"format": "binary"
}
ENoteConfigurations
{
"type": "object",
"properties": {
"apiKey": {
"type": "string",
"description": ""
},
"password": {
"type": "string",
"description": "The user's encrypted password hash."
},
"userName": {
"type": "string",
"description": "The name of the user."
},
"organization": {
"type": "string",
"description": ""
},
"eNoteConfigured": {
"type": "string",
"description": ""
},
"connectConfigured": {
"type": "string",
"description": ""
}
},
"x-ds-order": "110",
"description": "",
"x-ms-summary": "",
"x-ds-category": "Accounts",
"x-ds-definition-name": "eNoteConfiguration"
}
EnvelopeAttachments
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "The name of the attachment."
},
"label": {
"type": "string",
"description": "A label for the attachment. Potential values include: \n\n- `guidedForm`: [Guided forms](https://www.docusign.com/products/guided-forms) provide a step-by-step, mobile-ready experience to help signers easily complete long or complex forms.\n- `eventNotifications`: A list of envelope-level event statuses that trigger Connect to send updates to the endpoint specified in the `url` property. "
},
"attachmentId": {
"type": "string",
"description": "The unique identifier for the attachment."
},
"errorDetails": {
"$ref": "#/components/schemas/errorDetails"
},
"accessControl": {
"type": "string",
"description": "Valid values are `sender` and `senderAndAllRecipients`."
},
"attachmentType": {
"type": "string",
"description": "Specifies the type of the attachment for the recipient. Possible values are:\n\n- `.htm`\n- `.xml`"
}
},
"x-ds-order": "60",
"description": "The EnvelopeAttachments resource provides methods that allow you to\nassociate files with an envelope.",
"x-ms-summary": "The EnvelopeAttachments resource provides methods that allow you to\nassociate files with an envelope.",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "envelopeAttachment"
}
EnvelopeConsumerDisclosures
{
"type": "object",
"properties": {
"pdfId": {
"type": "string",
"description": "**Deprecated.** \n\nThe `pdfId` property in the consumer_disclosure PUT request is deprecated. For security reasons going forward, any value provided in the request packet must be ignored. "
},
"custom": {
"type": "string",
"description": "When **true,** indicates that the consumer disclosure is a custom disclosure. The default is **false.**"
},
"useBrand": {
"type": "string",
"description": "When **true,** specifies that the company name in the signing brand is used for the disclosure. Whenever an envelope is sent from the account that uses a signing brand with a specified company name, that value is used in email notifications and in the signing experience. \n\nWhen **false** (default), or if the signing brand does not specify a company name, the account name is used instead.\n\n**Note:** This substitution only works if you use the default legal disclosure or if you apply the `companyName` to the merge fields in a custom ERSD. "
},
"esignText": {
"type": "string",
"description": "The template for the Electronic Record and Signature Disclosure, which contains placeholders for information such as the `companyName`. It also includes the HTML tags used for formatting.\n\n**Note:** If you are switching to or updating a custom disclosure, you can edit both the text and the HTML formatting."
},
"changeEmail": {
"type": "string",
"description": "If the customer needs to change their email address, this is the email address to which they should the change request."
},
"companyName": {
"type": "string",
"description": "Specifies the company name used in the disclosure. The default value is the account name.\n\nHowever, if your account uses signing brands that specify a company name, you can substitute the brand's company name by setting the `useBrand` property to **true.** Whenever an envelope is sent from the account that uses a signing brand with a specified `companyName`, that value is used in email notifications and in the signing experience.\n\n**Note:** This substitution only works if you use the default legal disclosure or if you apply the `companyName` to the merge fields in a custom ERSD. You must also set the value of the `useBrand` property to **true.**\n"
},
"enableEsign": {
"type": "string",
"description": "When **true** (default), indicates that eSign is enabled."
},
"companyPhone": {
"type": "string",
"description": "The phone number of the company associated with the consumer disclosure, as a free-formatted string."
},
"languageCode": {
"type": "string",
"description": "The simple type enumeration for the language to use when displaying the disclosure. The following languages are supported:\n\n- Arabic (`ar`)\n- Bulgarian (`bg`)\n- Czech (`cs`)\n- Chinese Simplified (`zh_CN`)\n- Chinese Traditional (`zh_TW`)\n- Croatian (`hr`)\n- Danish (`da`)\n- Dutch (`nl`)\n- English US (`en`)\n- English UK (`en_GB`)\n- Estonian (`et`)\n- Farsi (`fa`)\n- Finnish (`fi`)\n- French (`fr`)\n- French Canadian (`fr_CA`)\n- German (`de`)\n- Greek (`el`)\n- Hebrew (`he`)\n- Hindi (`hi`)\n- Hungarian (`hu`)\n- Bahasa Indonesian (`id`)\n- Italian (`it`)\n- Japanese (`ja`)\n- Korean (`ko`)\n- Latvian (`lv`)\n- Lithuanian (`lt`)\n- Bahasa Melayu (`ms`)\n- Norwegian (`no`)\n- Polish (`pl`)\n- Portuguese (`pt`)\n- Portuguese Brazil (`pt_BR`)\n- Romanian (`ro`)\n- Russian (`ru`)\n- Serbian (`sr`)\n- Slovak (`sk`)\n- Slovenian (`sl`)\n- Spanish (`es`)\n- Spanish Latin America (`es_MX`)\n- Swedish (`sv`)\n- Thai (`th`)\n- Turkish (`tr`)\n- Ukrainian (`uk`) \n- Vietnamese (`vi`)\n\nAdditionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to `browser`."
},
"withdrawCity": {
"type": "string",
"description": "Contains the city of the postal address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 50 characters. "
},
"withdrawEmail": {
"type": "string",
"description": "Contains the email address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 100 characters. "
},
"withdrawOther": {
"type": "string",
"description": "Contains any other information needed to withdraw consent.\n\nMaximum length: 255 characters.\n\nExample:\n\n`We do not need any other information from you to withdraw consent.`"
},
"withdrawPhone": {
"type": "string",
"description": "Contains the phone number that a customer can call to register consent withdrawal notification as a free-formatted string.\n\nMaximum length: 20 characters. "
},
"withdrawState": {
"type": "string",
"description": "Contains the state of the postal address to which a customer can send a consent withdrawal notification.\n\nExample: `PA`"
},
"accountEsignId": {
"type": "string",
"description": "The GUID of the account associated with the consumer disclosure."
},
"esignAgreement": {
"type": "string",
"description": "The final, assembled text of the Electronic Record and Signature Disclosure that includes the appropriate `companyName` and other specifics. It also includes the HTML tags used for formatting."
},
"withdrawByMail": {
"type": "string",
"description": "When **true,** indicates that the customer can withdraw consent by postal mail. The default is **false.**"
},
"allowCDWithdraw": {
"type": "string",
"description": "When **true,** indicates that the customer can withdraw their consent to the consumer disclosure when they decline to sign documents. If these recipients sign documents sent to them from your account in the future, they will be required to agree to the terms in the disclosure. The default value is **false.**\n**Note:** Only Admin users can change this setting."
},
"copyCostPerPage": {
"type": "string",
"description": "The cost per page if the customer requests paper copies.\n\nExample: \n\n`0.0000`"
},
"withdrawByEmail": {
"type": "string",
"description": "When **true** (default), indicates that the customer can withdraw consent by email."
},
"withdrawByPhone": {
"type": "string",
"description": "When **true,** indicates that the customer can withdraw consent by phone. The default is **false.**"
},
"changeEmailOther": {
"type": "string",
"description": "Other information about the requirements for the user to change their email address.\n\nExample: \n\n`We do not require any other information from you to change your email address.`"
},
"copyRequestEmail": {
"type": "string",
"description": "The email address to which the customer should send a request for copies of a document.\n\nMaximum length: 100 characters."
},
"mustAgreeToEsign": {
"type": "string",
"description": "When **true,** the recipient must agree to the consumer disclosure. The value of this property is read-only. It is calculated based on the account setting `consumerDisclosureFrequency` and the user's actions."
},
"withdrawPostalCode": {
"type": "string",
"description": "Contains the postal code of the postal address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 20 characters. "
},
"withdrawAddressLine1": {
"type": "string",
"description": "Contains the first address line of the postal address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 100 characters. "
},
"withdrawAddressLine2": {
"type": "string",
"description": "Contains the second address line of the postal address to which a customer can send a consent withdrawal notification.\n\nMaximum length: 100 characters. "
},
"withdrawConsequences": {
"type": "string",
"description": "Text indicating the consequences of withdrawing consent.\n\nMaximum length: 255 characters."
},
"allowCDWithdrawMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
},
"copyFeeCollectionMethod": {
"type": "string",
"description": "Specifies the fee collection method for cases in which the customer requires paper copies of the document.\n\nMaximum length: 255 characters.\n\nExample: \n\n`We will bill you for any fees at that time, if any.`"
},
"useConsumerDisclosureWithinAccount": {
"type": "string",
"description": "When **true,** specifies that recipients in the same account as the sender must agree to eSign an Electronic Record and Signature Disclosure Statement."
},
"useConsumerDisclosureWithinAccountMetadata": {
"$ref": "#/components/schemas/settingsMetadata"
}
},
"x-ds-order": "90",
"description": "Details about envelope consumer disclosures.",
"x-ms-summary": "Details about envelope consumer disclosures.",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "consumerDisclosure"
}
EnvelopeCustomFields
{
"type": "object",
"properties": {
"listCustomFields": {
"type": "array",
"items": {
"$ref": "#/components/schemas/listCustomField"
},
"description": "An array of list custom fields."
},
"textCustomFields": {
"type": "array",
"items": {
"$ref": "#/components/schemas/textCustomField"
},
"description": "An array of text custom fields."
}
},
"x-ds-order": "70",
"description": "An envelope custom field enables you to collect custom data about envelopes on a per-envelope basis. You can then use the custom data for sorting, organizing, searching, and other downstream processes. For example, you can use custom fields to copy envelopes or data to multiple areas in Salesforce. eOriginal customers can eVault their documents from the web app on a per-envelope basis by setting an envelope custom field with a name like \"eVault with eOriginal?\" to \"Yes\" or \"No\".\n\nWhen a user creates an envelope, the envelope custom fields display in the **Envelope Settings** section of the DocuSign console. Envelope recipients do not see the envelope custom fields. For more information, see [Envelope Custom Fields](https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=qor1583277385137.html).",
"x-ms-summary": "An envelope custom field enables you to collect custom data about envelopes on a per-envelope basis. You can then use the custom data for sorting, organizing, searching, and other downstream processes. For example, you can use custom fields to copy envelopes or data to multiple areas in Salesforce. eOriginal customers can eVault their documents from the web app on a per-envelope basis by setting an envelope custom field with a name like \"eVault with eOriginal?\" to \"Yes\" or \"No\".\n\nWhen a user creates an envelope, the envelope custom fields display in the **Envelope Settings** section of the DocuSign console. Envelope recipients do not see the envelope custom fields. For more information, see [Envelope Custom Fields](https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=qor1583277385137.html).",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "customFields"
}
EnvelopeDocumentFields
{
"type": "object",
"properties": {
"documentFields": {
"type": "array",
"items": {
"$ref": "#/components/schemas/nameValue"
},
"description": "The array of name/value custom data strings to be added to a document. Custom document field information is returned in the status, but otherwise is not used by DocuSign. The array contains the elements: \n\n* name - A string that can be a maximum of 50 characters. \n* value - A string that can be a maximum of 200 characters.\n\n*IMPORTANT*: If you are using xml, the name/value pair is contained in a nameValue element. \n"
}
},
"x-ds-order": "60",
"description": "Envelope document fields",
"x-ms-summary": "Envelope document fields",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "documentFieldsInformation"
}
EnvelopeDocumentHtmlDefinitions
{
"type": "object",
"properties": {
"htmlDefinitions": {
"type": "array",
"items": {
"$ref": "#/components/schemas/documentHtmlDefinitionOriginal"
},
"description": "Holds the properties that define how to generate the responsive-formatted HTML for the document."
}
},
"x-ds-order": "220",
"description": "",
"x-ms-summary": "",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "documentHtmlDefinitionOriginals"
}
EnvelopeDocumentTabs
{
"type": "object",
"properties": {
"ssnTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/ssn"
},
"description": "A list of\n[SSN tabs][ssn].\n\nAn SSN tab contains a one-line field that enables the recipient to enter a Social Security Number (SSN) with or without\ndashes. It uses the same parameters as a Text tab, with the validation message and pattern set for SSN information. This value can be set.\n\n\n[ssn]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"zipTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/zip"
},
"description": "A list of\n[Zip tabs][zip].\n\nA Zip tab enables the recipient to enter a ZIP code. The ZIP code can be five digits or nine digits ( in ZIP+4 format), and can be entered with or without dashes. It uses the same parameters as a Text tab, with the validation message and pattern set for ZIP code information. This value can be set.\n\n\n[zip]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"dateTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/date"
},
"description": "A list of\n[Date tabs][date].\n\nA Date tab enables the recipient to enter a date. This value can't be set. The tooltip for this tab recommends the date format MM/DD/YYYY, but several other date formats are also accepted. The system retains the format that the recipient enters.\n\n**Note:** If you need to enforce a specific date format, DocuSign recommends that you use a Text tab with a validation pattern and validation message.\n\n\n[date]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"drawTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/draw"
},
"description": "A list of Draw Tabs.\n\nA Draw Tab allows the recipient to add a free-form drawing to the document."
},
"listTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/list"
},
"description": "An array of List tabs.\n\nA List tab enables the recipient to choose from a list of options. You specify the options in the `listItems` property. This value can't be set.\n\nFind descriptions of all tab types in\nthe [EnvelopeRecipientTabs Resource][ert].\n\n[ert]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"noteTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/note"
},
"description": "A list of\n[Note tabs][note].\n\nA Note tab displays additional information to the recipient in the form of a note. This value can be set.\n\n[note]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"textTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/text"
},
"description": "A list of\nText tabs.\n\nA text tab enables the recipient to enter free text. This value can be set.\n\nFind descriptions of all tab types in\nthe [EnvelopeRecipientTabs Resource][ert].\n\n[ert]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"viewTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/view"
},
"description": "A list of\n[View tabs][view].\n\nA View tab is used with an Approve tab to handle supplemental documents. This value can be set.\n\n[view]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"emailTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/email"
},
"description": "A list of\n[Email tabs][email].\n\nAn Email tab enables the recipient to enter an email address.\nThis is a one-line field that checks that a valid email\naddress is entered. It uses the same parameters as a Text\ntab, with the validation message and pattern set for email\ninformation. This value can be set.\n\nWhen getting information that includes\nthis tab type, the original value of the tab when the\nassociated envelope was sent is included in the response.\n\n[email]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"tabGroups": {
"type": "array",
"items": {
"$ref": "#/components/schemas/tabGroup"
},
"description": "An array of `tabGroup` items.\n\nTo associate a tab with a tab group, add the tab group's `groupLabel` to the tab's `tabGroupLabels` array.\n"
},
"titleTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/title"
},
"description": "A list of\n[Title tabs][title].\n\nA Title tab displays the recipient's title. This value can't be set.\n\n\n[title]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"numberTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/number"
},
"description": "A list of Number tabs.\n\nNumber tabs validate that the entered value is a number.\nThey do not support advanced validation or display options.\n\nTo learn more about the different forms of number tabs,\nsee [Number fields](https://raw.githubusercontent.com) in the Concepts guide.\nFor specific information about number tabs\nsee [Features of numberTabs](/docs/esign-rest-api/esign101/concepts/tabs/number-fields/#features-of-numbertabs).\n\n[number]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"approveTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/approve"
},
"description": "A list of\n[Approve tabs][approve].\n\nAn Approve tab enables\nthe recipient to approve documents without\nplacing a signature or initials on the document. If the\nrecipient clicks the tab during the signing process, the\nrecipient is considered to have signed the document. No\ninformation is shown on the document of the approval, but it\nis recorded as a signature in the envelope history.\nThe value of an approve tab can't be set.\n\n[approve]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"companyTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/company"
},
"description": "A list of\n[Company tabs][company].\n\nA Company tab displays a field for the name of the recipient's company. This value can't be set.\n\n[company]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/create/#parameters_company\n"
},
"declineTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/decline"
},
"description": "A list of\n[Decline tabs][decline].\n\nA Decline tab enables the recipient to decline the envelope. If the recipient clicks the tab during the signing process, the envelope is voided. The value of this tab can't be set.\n\n\n[decline]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"formulaTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/formulaTab"
},
"description": "A list of [Formula tabs][formulaTab].\n\nThe value of a Formula tab is calculated from the values of other number or date tabs in the document. When the recipient completes the underlying fields, the Formula tab calculates and displays the result. This value can be set.\n\nThe `formula` property of the tab contains the references to the underlying tabs. To learn more about formulas, see [Calculated Fields][calculatedfields].\n\nIf a Formula tab contains a `paymentDetails` property, the tab is considered a payment item. To learn more about payments, see [Requesting Payments Along with Signatures][paymentguide].\n\n[calculatedfields]: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=crs1578456361259.html\n[paymentguide]: https://support.docusign.com/s/document-item?bundleId=juu1573854950452&topicId=fyw1573854935374.html\n[formulaTab]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"prefillTabs": {
"$ref": "#/components/schemas/prefillTabs"
},
"checkboxTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/checkbox"
},
"description": "A list of\n[Checkbox tabs][checkbox].\n\n\nA Checkbox tab enables the recipient to select a yes/no (on/off) option. This value can be set.\n\n\n[checkbox]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"fullNameTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/fullName"
},
"description": "A list of\n[Full Name tabs][fullName].\n\nA Full Name tab displays the recipient's full name. This value can't be set.\n\n\n[fullName]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"lastNameTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/lastName"
},
"description": "A list of\n[Last Name tabs][lastName].\n\nA Last Name tab displays the recipient's last name. The system automatically populates this field by splitting the name in the recipient information on spaces. This value can't be set.\n\n\n[lastName]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"notarizeTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/notarize"
},
"description": "A list of [Notarize tabs][notarize].\n\nA Notarize tab alerts notary recipients that they must take action on the page. This value can be set.\n\n**Note:** Only one notarize tab can appear on a page.\n\n[notarize]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"signHereTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/signHere"
},
"description": "A list of\n[Sign Here tabs][signHere].\n\nThis type of tab enables the recipient to sign a document. May be optional. This value can't be set.\n\n[signHere]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"firstNameTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/firstName"
},
"description": "A list of\n[First Name tabs][firstName].\n\nA First Name tab displays the recipient's first name. The system automatically populates this field by splitting the name in the recipient information on spaces. This value can't be set.\n\n\n[firstName]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/create/#parameters_firstname\n"
},
"numericalTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/numerical"
},
"description": "A list of numerical tabs.\n\nNumerical tabs provide robust display and validation features, including formatting for different regions and currencies, and minimum and maximum value validation. \n\nTo learn more about the different forms of number tabs,\nsee [Number fields](https://raw.githubusercontent.com) in the Concepts guide.\nFor specific information about numerical tabs\nsee [Features of numericalTabs](/docs/esign-rest-api/esign101/concepts/tabs/number-fields/#features-of-numericaltabs)."
},
"dateSignedTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/dateSigned"
},
"description": "A list of\n[Date Signed tabs][dateSigned].\n\n\nA Date Signed tab displays the date that the recipient signed the document. This value can't be set.\n\n[dateSigned]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"envelopeIdTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/envelopeId"
},
"description": "A list of\n[Envelope ID tabs][envelopeId].\n\nAn Envelope ID tab displays the envelope ID. Recipients cannot enter or change the information in this tab. This value can't be set.\n\n\n[envelopeId]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/create/#response201_envelopeid\n"
},
"notarySealTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/notarySeal"
},
"description": "A list of Notary Seal tabs.\n\nA Notary Seal tab enables the recipient to notarize a document. This tab can only be assigned to a remote notary recipient using [DocuSign Notary][notary].\n\n[notary]: /docs/notary-api/"
},
"radioGroupTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/radioGroup"
},
"description": "A list of [Radio Group tabs][radioGroup].\n\nA Radio Group tab places a group of radio buttons on a document. The `radios` property is used to add and place the radio\nbuttons associated with the group. Only one radio button can be selected in a group. This value can be set.\n\n\n[radioGroup]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"initialHereTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/initialHere"
},
"description": "A list of\n[Initial Here tabs][initialHere].\n\nThis type of tab enables the recipient to initial the document. May be optional. This value can't be set.\n\n[initialHere]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"phoneNumberTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/phoneNumber"
},
"description": "A list of\n[Phone Number tabs][cc].\n\n\nA Phone Number tab enables a recipient to enter a phone number.\n\n**Note:** This tab can only be assigned to a remote notary recipient using [DocuSign Notary][notary].\n\n[cc]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n[notary]: /docs/notary-api/"
},
"emailAddressTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/emailAddress"
},
"description": "A list of\n[Email Address tabs][emailAddress].\n\nAn Email Address tab displays the recipient's email as entered in the recipient information. This value can't be set.\n\n\n[emailAddress]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"smartSectionTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/smartSection"
},
"description": "A list of [Smart Section](https://www.docusign.com/blog/dsdev-deep-dive-responsive-smart-sections) tabs.\n\nSmart Section tabs enhance responsive signing on mobile devices by enabling collapsible sections, page breaks, custom formatting options, and other advanced functionality.\n\n**Note:** Smart Sections are a premium feature. Responsive signing must also be enabled for your account."
},
"commentThreadTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/commentThread"
},
"description": "An array of tabs that represents a collection of comments in a comment thread. For example, if a recipient has questions about the content of a document, they can add a comment to the document and control who else can see the comment. This value can't be set."
},
"commissionStateTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/commissionState"
},
"description": "A list of\n[Commission State tabs][cc].\n\n\nA Commission County tab displays the state in which a notary's commission was granted. This tab can only be assigned to a remote notary recipient using [DocuSign Notary][notary]. The tab's value can be edited by the recipient.\n\n\n[cc]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n[notary]: /docs/notary-api/"
},
"polyLineOverlayTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/polyLineOverlay"
},
"description": "This type of tab enables the recipient to strike through document text. This value can't be set. "
},
"commissionCountyTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/commissionCounty"
},
"description": "A list of\n[Commission County tabs][cc].\n\n\nA Commission County tab displays the county of a notary's commission. This tab can only be assigned to a remote notary recipient using [DocuSign Notary][notary]. The tab's value can be edited by the recipient.\n\n\n[cc]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n[notary]: /docs/notary-api/"
},
"commissionNumberTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/commissionNumber"
},
"description": "A list of\n[Commission Number tabs][tabref].\n\n\nA Commission Number tab displays a notary's commission number. This tab can only be assigned to a remote notary recipient using [DocuSign Notary][notary]. The tab's value can be edited by the recipient.\n\n\n[tabref]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n[notary]: /docs/notary-api/"
},
"signerAttachmentTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/signerAttachment"
},
"description": "A list of\n[Signer Attachment tabs][signerAttachment].\n\nThis type of tab enables the recipient to attach supporting documents to an envelope. This value can't be set.\n\n\n[signerAttachment]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n"
},
"commissionExpirationTabs": {
"type": "array",
"items": {
"$ref": "#/components/schemas/commissionExpiration"
},
"description": "A list of\n[Commission Expiration tabs][tabref].\n\n\nA Commission Expiration tab displays the expiration date of a notary's commission. This tab can only be assigned to a remote notary recipient using [DocuSign Notary][notary]. The tab's value can be edited by the recipient.\n\n\n[tabref]: /docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/\n[notary]: /docs/notary-api/"
}
},
"x-ds-order": "50",
"description": "Document tabs are tabs that are associated with a document rather than with a recipient.",
"x-ms-summary": "Document tabs are tabs that are associated with a document rather than with a recipient.",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "tabs"
}
EnvelopeDocumentVisibility
{
"type": "object",
"properties": {
"documentVisibility": {
"type": "array",
"items": {
"$ref": "#/components/schemas/documentVisibility"
},
"description": "An array of `documentVisibility` objects that specifies which documents are visible to which recipients."
}
},
"x-ds-order": "170",
"description": "Document Visibility enables senders to control the visibility of the documents in an envelope at the recipient level. For example, if the parties associated with a legal proceeding should have access to different documents, the Document Visibility feature enables you to keep all of the documents in the same envelope and set view permissions for the documents by recipient. This functionality is enabled for envelopes and templates. It is not available for PowerForms.\n\n**Note:** Before you use Document Visibility, you should be aware of the following information:\n\n- Document Visibility must be enabled for your account by your DocuSign administrator. \n- A document cannot be hidden from a recipient if the recipient has tabs assigned to them on the document. \n- When the Document Visibility setting hides a document from a recipient, the document also does not appear in the recipient's list of envelopes, documents, or page images.\n- Carbon Copy, Certified Delivery (Needs to Sign), Editor, and Agent recipients can always see all of the documents associated with the envelope or template.\n\nThe Document Visibility feature has multiple settings that specify the options that senders have when sending documents. For more information, see [Use Document Visibility to Control Recipient Access](https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=eui1578456411411.html).",
"x-ms-summary": "Document Visibility enables senders to control the visibility of the documents in an envelope at the recipient level. For example, if the parties associated with a legal proceeding should have access to different documents, the Document Visibility feature enables you to keep all of the documents in the same envelope and set view permissions for the documents by recipient. This functionality is enabled for envelopes and templates. It is not available for PowerForms.\n\n**Note:** Before you use Document Visibility, you should be aware of the following information:\n\n- Document Visibility must be enabled for your account by your DocuSign administrator. \n- A document cannot be hidden from a recipient if the recipient has tabs assigned to them on the document. \n- When the Document Visibility setting hides a document from a recipient, the document also does not appear in the recipient's list of envelopes, documents, or page images.\n- Carbon Copy, Certified Delivery (Needs to Sign), Editor, and Agent recipients can always see all of the documents associated with the envelope or template.\n\nThe Document Visibility feature has multiple settings that specify the options that senders have when sending documents. For more information, see [Use Document Visibility to Control Recipient Access](https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=eui1578456411411.html).",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "documentVisibilityList"
}
EnvelopeDocuments
{
"type": "object",
"properties": {
"envelopeId": {
"type": "string",
"description": "The envelope ID of the envelope status that failed to post."
},
"envelopeDocuments": {
"type": "array",
"items": {
"$ref": "#/components/schemas/envelopeDocument"
},
"description": "An array of document objects."
}
},
"x-ds-order": "40",
"description": "Envelope documents",
"x-ms-summary": "Envelope documents",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "envelopeDocumentsResult"
}
EnvelopeEmailSettings
{
"type": "object",
"properties": {
"bccEmailAddresses": {
"type": "array",
"items": {
"$ref": "#/components/schemas/bccEmailAddress"
},
"description": "An array containing the email address that should receive a copy of all email communications related to an envelope for archiving purposes. Maximum Length: 100 characters.\n\nWhile this property is an array, note that it takes only a single email address.\n\n**Note:** Only users with the `canManageAccount` setting set to **true** can use this option. \n\nDocuSign verifies that the email format is correct, but does not verify that the email address is active. You can use this for archiving purposes. However, using this property overrides the BCC for Email Archive information setting for this envelope. \n\n**Example:** if your account has BCC for Email Archive set up for the email address archive@mycompany.com and you send an envelope using the BCC Email Override to send a BCC email to salesarchive@mycompany.com, then a copy of the envelope is only sent to the salesarchive@mycompany.com email address."
},
"replyEmailNameOverride": {
"type": "string",
"description": "The name to associate with the Reply To email address, instead of the name that is configured at the account level. Maximum Length: 100 characters."
},
"replyEmailAddressOverride": {
"type": "string",
"description": "The Reply To email address to use for email replies, instead of the one that is configured at the account level. DocuSign verifies that the email address is in a correct format, but does not verify that it is active. Maximum Length: 100 characters."
}
},
"x-ds-order": "30",
"description": "Envelope email settings",
"x-ms-summary": "Envelope email settings",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "emailSettings"
}
EnvelopeFormData
{
"type": "object",
"properties": {
"status": {
"type": "string",
"description": "Indicates the envelope status. Valid values are:\n\n* `completed`: The recipients have finished working with the envelope: the documents are signed and all required tabs are filled in.\n* `created`: The envelope is created as a draft. It can be modified and sent later.\n* `declined`: The envelope has been declined by the recipients.\n* `delivered`: The envelope has been delivered to the recipients.\n* `sent`: The envelope will be sent to the recipients after the envelope is created.\n* `signed`: The envelope has been signed by the recipients.\n* `voided`: The envelope is no longer valid and recipients cannot access or sign the envelope.\n"
},
"formData": {
"type": "array",
"items": {
"$ref": "#/components/schemas/formDataItem"
},
"description": "An array of form data objects."
},
"envelopeId": {
"type": "string",
"description": "The ID of the envelope."
},
"emailSubject": {
"type": "string",
"description": "The subject line of the email message that is sent to all recipients.\n\nFor information about adding merge field information to the email subject, see [Template Email Subject Merge Fields](/docs/esign-rest-api/reference/templates/templates/create/#template-email-subject-merge-fields).\n\n**Note:** The subject line is limited to 100 characters, including any merged fields.It is not truncated. It is an error if the text is longer than 100 characters.\n"
},
"sentDateTime": {
"type": "string",
"description": "The UTC DateTime when the envelope was sent. This property is read-only."
},
"prefillFormData": {
"$ref": "#/components/schemas/prefillFormData"
},
"recipientFormData": {
"type": "array",
"items": {
"$ref": "#/components/schemas/recipientFormData"
},
"description": "An array of form data objects that are associated with specific recipients."
}
},
"x-ds-order": "160",
"description": "This object contains the data that recipients have entered into the form fields associated with an envelope.",
"x-ms-summary": "This object contains the data that recipients have entered into the form fields associated with an envelope.",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "envelopeFormData"
}
EnvelopeHtmlDefinitions
{
"type": "object",
"properties": {
"htmlDefinitions": {
"type": "array",
"items": {
"$ref": "#/components/schemas/documentHtmlDefinitionOriginal"
},
"description": "Holds the properties that define how to generate the responsive-formatted HTML for the document."
}
},
"x-ds-order": "240",
"description": "",
"x-ms-summary": "",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "documentHtmlDefinitionOriginals"
}
EnvelopeLocks
{
"type": "object",
"properties": {
"lockType": {
"type": "string",
"description": "The type of lock. Currently `edit` is the only supported type."
},
"lockToken": {
"type": "string",
"description": "A unique identifier provided to the owner of the lock. You must use this token with subsequent calls to prove ownership of the lock."
},
"lockedByApp": {
"type": "string",
"description": "The human-readable name of the application that is locking the envelope or template. This value displays to the user in error messages when lock conflicts occur."
},
"errorDetails": {
"$ref": "#/components/schemas/errorDetails"
},
"lockedByUser": {
"$ref": "#/components/schemas/userInfo"
},
"useScratchPad": {
"type": "string",
"description": "When **true,** a scratchpad is used to edit information.\n "
},
"lockedUntilDateTime": {
"type": "string",
"description": "The date and time that the lock expires."
},
"lockDurationInSeconds": {
"type": "string",
"description": "\nThe number of seconds until the lock expires when there is no activity on the envelope.\n\nThe default value is 300 seconds. The maximum value is 1,800 seconds.\n\nThe lock duration can be extended.\n"
}
},
"x-ds-order": "80",
"description": "Envelope locks let you lock an envelope to prevent any changes while you are updating an envelope.\n",
"x-ms-summary": "Envelope locks let you lock an envelope to prevent any changes while you are updating an envelope.\n",
"x-ds-category": "Envelopes",
"x-ds-definition-name": "lockInformation"
}