DocuSign — upload a document as a draft envelope
Automatically upload a document as a draft envelope on docusign.com. Upload a document to DocuSign as a new draft envelope on the signed-in account and return the envelope id, the document's id and name, and its page count. It only creates the draft: no recipients are added and nothing is sent. Signed out is a clear error.
Input
document requiredThe file to upload: PDF, Word, Excel, PowerPoint, image, text, etc.
documentName requiredFile name shown in DocuSign, with extension (e.g. "contract.pdf"). The extension tells DocuSign the file type.
Output
status requireddocument requiredaccountId requiredenvelopeId requireddraftUrl optionalFAQ
DocuSign — delete a draft envelope
Delete a draft envelope from the signed-in DocuSign account by its envelope id. The draft moves to Deleted Items. Only unsent drafts from the last 6 months shown on the first page of Drafts can be deleted, and a dry run opens the confirmation without deleting. Signed out is a clear error.
DocuSign whoami (signed-in account)
Report which DocuSign account this browser is signed in as: the user id, email, name, admin flag and permission profile, the current account's number, id and name, its regional DocuSign server, and every account the user belongs to. Being signed out is reported as a normal answer (loggedIn false), not an error. Only a sign-in that persists in the browser ("keep me signed in") is visible to runs.
DocuSign — place signature fields on a draft
Find where signatures and dates belong across every page of a DocuSign draft's document and place Sign Here and Date Signed fields there. Each spot is matched to the party who fills it (Client, Provider, Witness…), so a person who signs several times gets all of their spots; give signers a role to match explicitly. The draft is saved, never sent, and a dry run only reports the spots it found. Signed out is a clear error.
