DocuSign Tools
DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically
Use DocuSign Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call DocuSign Tools. Choose from 335 supported Actions. Review each execution in Audit.
Connect DocuSign Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Document File ManagementPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Docusign Add Contacts To Contacts ListAdds multiple contacts to a user's contacts list in DocuSign. This endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. It's particularly useful for populating…
- Docusign Add Email Overrides To EnvelopeAdds or modifies email override settings for a specific DocuSign envelope, allowing customization of the reply-to email address and name, as well as BCC email addresses for archiving purposes. This endpoint should be used when you need to change email settings for an individual…
- Docusign Add Envelope AttachmentsAdds one or more envelope attachments to a draft or in-process envelope in DocuSign. This endpoint allows developers to include additional files with an envelope that are not converted to PDF and are only accessible through the API. It's useful for attaching supporting documents…
- Docusign Add Existing Brand To GroupThis endpoint adds one or more existing brands to a specified group in DocuSign. It allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. The endpoint should be used when there's a need to update the brands a…
- Docusign Add File To WorkspaceThis endpoint adds a file to a specific folder within a DocuSign workspace. It allows users to upload and organize files in their DocuSign account, enabling better document management and collaboration. The method should be used when integrating file upload functionality with Do…
- Docusign Add Members To Signing GroupThis endpoint adds one or more new members to a specified signing group within a DocuSign account. Signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on behalf of the group. This tool should be used when you nee…
- Docusign Add New Users To A Specified AccountThis endpoint adds new users to a specified DocuSign account, allowing bulk creation of up to 500 users in a single call. It's ideal for quickly setting up multiple users with customized permissions and settings. The endpoint requires at least a username and email for each user,…
- Docusign Add Or Update Account StampsAdd or update account-level stamps (Japanese Hanko-style stamps) in DocuSign. Stamps are pre-configured signature images that can be applied to documents. This action supports creating new stamps or updating existing ones by including the signatureId. **Common use cases:** - Cre…
- Docusign Add Or Update User Custom SettingsAdds or updates custom user settings for a specified DocuSign user. This endpoint allows for flexible storage and retrieval of user-specific information that can be used in your own system, separate from standard DocuSign account settings. It supports grouping of settings using…
- Docusign Add Or Update User SignatureThis endpoint allows you to add or update a user's signature in DocuSign. It provides comprehensive management of signature properties, including the signature image, font, initials, and stamp details. Use this endpoint when you need to create a new signature for a user or modif…
- Docusign Add Part To Chunked UploadAdds a chunk or part to an existing chunked upload in DocuSign. This endpoint is used for uploading large files in smaller pieces, allowing for documents that exceed standard file size limits. It should be used after initiating a new chunked upload and uploading the first part.…
- Docusign Add Step To Envelope WorkflowThis endpoint adds a new step to an existing envelope's workflow in DocuSign. It allows for the configuration of complex workflow rules, including delayed routing, conditional recipients, and specific actions based on envelope status or recipient actions. Use this endpoint when…
- Docusign Add Templates To Document In EnvelopeThis endpoint adds pre-configured templates to a specific document within an existing envelope in DocuSign. It allows you to apply standardized content, such as tabs and anchor text, from templates to documents, streamlining the process of preparing documents for signature. Use…
- Docusign Add Templates To EnvelopeThis endpoint adds templates to an existing DocuSign envelope. It's used to apply pre-defined document templates, including content and settings, to standardize workflows. The operation can affect existing recipients based on the 'preserve_template_recipient' parameter. It's sui…
- Docusign Add User Signature And Initials ImagesAdd or update a user's signature and initials images in DocuSign. This action creates default signature images based on the user's name and a DocuSign font style. When using JSON content type (as this action does), DocuSign automatically generates signature images based on the s…
- Docusign Add Users To Existing GroupAdds one or more existing DocuSign users to an existing group within a specified account. This endpoint is used to manage group memberships by adding users to a predefined group. It requires the account ID and group ID as path parameters, and accepts a list of user information i…
- Docusign Apply Action To Bulk Send EnvelopesThis endpoint allows users to apply specific actions (resend, correct, or void) to all envelopes within a specified DocuSign bulk send batch. It's designed for managing large-scale document signing processes efficiently, enabling users to update the status or take action on mult…
- Docusign Change Users In AccountThis endpoint allows you to update information for one or more users within a DocuSign account. It is used to modify various user attributes such as personal information, settings, permissions, and notification preferences. The endpoint is particularly useful for account adminis…
- Docusign Close Users In AccountCloses one or more users in a DocuSign account, preventing them from accessing account features without permanently deleting them. This endpoint is useful for temporarily disabling user access, such as when an employee is on leave or has changed roles. It allows for easy re-acti…
- Docusign Commit Chunked Upload For EnvelopesThis endpoint commits a chunked upload in DocuSign, finalizing the upload process and preparing the uploaded content for use in other API calls. It should be used after all parts of a large document have been uploaded using the chunked upload method. The endpoint performs integr…
- Docusign Configure Cloud Storage Redirect UrlConfigures the OAuth redirect URL for one or more cloud storage providers (Box, Dropbox, GoogleDrive, SkyDrive/OneDrive, Salesforce) for a specific user in DocuSign. This action sets up the authentication flow between DocuSign and cloud storage services by specifying where users…
- Docusign Create A Collaborative WorkspaceCreates a new collaborative workspace in DocuSign for document management and team collaboration. A workspace provides a centralized area for file sharing and collaborative work on agreements. Use this when setting up a new project or team workspace. The creator becomes the work…
- Docusign Create Account Custom FieldCreates a new custom field at the account level in DocuSign, making it available for all new envelopes associated with the account. This endpoint enables account administrators to define custom fields for enhanced envelope management and grouping. The created custom field can be…
- Docusign Create Bcc Email Archive ConfigurationCreates a BCC email archive configuration for a DocuSign account, enabling automatic archiving of DocuSign-generated emails. This endpoint allows you to set up a BCC email address that will receive copies of all DocuSign notifications for the specified account. It's particularly…
- Docusign Create Brand Profiles For AccountCreates a new brand profile for a DocuSign account to customize the signing and sending experience with your organization's visual identity and branding elements. This action allows you to define brand properties such as company name, brand languages, colors for UI elements (but…
- Docusign Create Bulk Send RequestInitiates a bulk send process in DocuSign to send a single template or envelope to multiple recipients in a single batch operation. This is ideal for large-scale document distribution scenarios such as sending contracts to numerous clients or company-wide notices. **Prerequisite…
- Docusign Create Bulk Send Test RequestThis endpoint creates a Bulk Send Test Request to validate the compatibility between a bulk send list and an envelope or template for DocuSign's bulk sending feature. It performs comprehensive checks on envelope state, recipients, tabs, and custom fields to ensure a successful b…
- Docusign Create Connect Configuration For AccountThis endpoint creates a custom Connect configuration for a specified DocuSign account, enabling webhook notifications for envelope and recipient events. It allows users to set up real-time updates for eSignature workflows without the need for polling. The configuration can be cu…
- Docusign Create Custom Document Fields In EnvelopeCreates custom document fields in an existing envelope document within DocuSign. This endpoint allows you to add metadata to specific documents in an envelope, which can be used for tracking, sorting, and reporting purposes. It's particularly useful when you need to associate ad…
- +306 Actions
Provider sources
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