Results for “docusign.com”

DocuSign — upload a document as a draft envelope

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.

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.

DocuSign — list envelopes

List the envelopes (documents sent for signature) on the signed-in DocuSign account's Agreements page — the last 6 months, first page: each envelope's id, subject, status, sender, and created / sent / completed / last-modified dates — plus the account's folders (Drafts, Inbox, Sent, Deleted…) with their item counts. Read-only; signed out is a clear error. An account with no envelopes returns an empty list.

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. When the browser is signed out, the run fails with a signed-out error that asks to sign in to DocuSign. Only a sign-in that persists in the browser ("keep me signed in") is visible to runs.