How to connect Docusign to Claude Cowork

Adds multiple contacts to a user's contacts list in DocuSign.

Adds 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.

Adds one or more envelope attachments to a draft or in-process envelope in DocuSign.

This endpoint adds one or more existing brands to a specified group in DocuSign.

This endpoint adds a file to a specific folder within a DocuSign workspace.

This endpoint adds one or more new members to a specified signing group within a DocuSign account.

This endpoint adds new users to a specified DocuSign account, allowing bulk creation of up to 500 users in a single call.

Add or update account-level stamps (Japanese Hanko-style stamps) in DocuSign.

Adds or updates custom user settings for a specified DocuSign user.

This endpoint allows you to add or update a user's signature in DocuSign.

Adds a chunk or part to an existing chunked upload in DocuSign.

This endpoint adds a new step to an existing envelope's workflow in DocuSign.

This endpoint adds pre-configured templates to a specific document within an existing envelope in DocuSign.

This endpoint adds templates to an existing DocuSign envelope.

Add or update a user's signature and initials images in DocuSign.

Adds one or more existing DocuSign users to an existing group within a specified account.

This endpoint allows users to apply specific actions (resend, correct, or void) to all envelopes within a specified DocuSign bulk send batch.

This endpoint allows you to update information for one or more users within a DocuSign account.

Closes one or more users in a DocuSign account, preventing them from accessing account features without permanently deleting them.

This endpoint commits a chunked upload in DocuSign, finalizing the upload process and preparing the uploaded content for use in other API calls.

Configures the OAuth redirect URL for one or more cloud storage providers (Box, Dropbox, GoogleDrive, SkyDrive/OneDrive, Salesforce) for a specific user in DocuSign.

Creates a new custom field at the account level in DocuSign, making it available for all new envelopes associated with the account.

Creates a new collaborative workspace in DocuSign for document management and team collaboration.

Creates a BCC email archive configuration for a DocuSign account, enabling automatic archiving of DocuSign-generated emails.

Creates a new brand profile for a DocuSign account to customize the signing and sending experience with your organization's visual identity and branding elements.

Initiates a bulk send process in DocuSign to send a single template or envelope to multiple recipients in a single batch operation.

This 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.

This endpoint creates a custom Connect configuration for a specified DocuSign account, enabling webhook notifications for envelope and recipient events.

Creates custom document fields in an existing envelope document within DocuSign.

This endpoint allows you to create or update custom fields for a specific DocuSign envelope.

Creates custom document fields in an existing template document within DocuSign.

Creates a custom tab with pre-defined properties for use in DocuSign envelopes.

Creates a responsive HTML preview for a specific document in an envelope.

Creates a signing envelope from a pre-existing DocuSign template.

Creates one or more groups for a specified DocuSign account.

Generates a 2-minute resource token to access recipient identity verification data via DocuSign's ID Evidence API.

This endpoint creates a new permission profile for a DocuSign account, defining specific sets of permissions for user groups.

Registers a notary jurisdiction for the current DocuSign user, enabling electronic notarizations for a specific U.

Creates or updates user authorizations in DocuSign, allowing an agent user to perform actions on behalf of a principal user.

Creates a preview of the responsive HTML version of a specific template document in DocuSign.

Creates a preview of the responsive HTML versions of all documents in an envelope, allowing users to review how PDF documents will appear as responsive HTML across different device types before sending.

Creates a URL for manually reviewing a recipient's identity in DocuSign.

Creates a URL for previewing the recipient's view of a draft envelope or template.

Creates a URL for embedding the DocuSign recipient view UI within an application, allowing users to sign documents directly in the app.

Creates a URL for the sender view of a DocuSign envelope, enabling the embedding of DocuSign UI within an external application.

Creates one or more signing groups in a DocuSign account.

Creates custom fields on a DocuSign template to capture additional metadata.

Generate a preview URL showing how a template will appear to recipients.

Creates a preview of the responsive HTML versions of all documents associated with a DocuSign template.

Adds a new workflow step to an existing DocuSign template.

Creates a URL for embedding the DocuSign Template Edit view within an application.

Creates a user authorization in DocuSign, enabling an agent user to perform specific actions on behalf of a principal user within the same account.

This endpoint deletes a specific brand from a DocuSign account.

Deletes an existing account custom field from a DocuSign account.

This endpoint deletes a specific permission profile from a DocuSign account.

Deletes a specific account stamp (signature) from a DocuSign account.

This endpoint deletes a BCC (Blind Carbon Copy) email archive configuration from a specified DocuSign account.

This endpoint allows users to delete one or more brands from a specified group within a DocuSign account.

This endpoint deletes a specific logo from an account brand in DocuSign.

This endpoint allows you to delete one or more brand profiles from a DocuSign account.

Deletes a chunked upload that has been committed but not yet consumed in the DocuSign system.

Deletes a specified DocuSign Connect configuration from the given account.

Deletes one or all Connect failure log entries for a specified DocuSign account.

Deletes Connect log entries for a DocuSign account.

Deletes the Connect OAuth configuration for a specified DocuSign account.

Deletes a specific contact from a DocuSign account.

Deletes custom document fields from an existing envelope document in DocuSign.

Deletes specified custom document fields from an existing template document in DocuSign.

Deletes specified custom fields from a DocuSign template.

Deletes a specified custom tab from a DocuSign account.

Deletes specified custom user settings for a DocuSign user by their names.

This endpoint deletes the delayed routing object for a specific envelope's workflow step in DocuSign.

Deletes the delayed routing rules for a specific template workflow step in DocuSign.

Deletes one or more envelope attachments from a draft envelope in DocuSign.

Deletes an existing eNote configuration associated with a specific DocuSign account.

This endpoint deletes envelope custom fields for draft and in-process envelopes in DocuSign.

Deletes all existing email override settings for a specific envelope in DocuSign.

Deletes the lock from a specified envelope, allowing it to be modified again.

Deletes the scheduled sending rules for a specific envelope's workflow in DocuSign.

Deletes a specific envelope transfer rule from a DocuSign account.

This endpoint deletes the workflow definition for a specified envelope in DocuSign.

Deletes a specific workflow step from an envelope in DocuSign.

Marks a DocuSign workspace as deleted by changing its status to "status_deleted".

Removes one or more members from a specified DocuSign signing group.

Deletes multiple contacts associated with a specific DocuSign account.

Deletes a specified notary jurisdiction from the DocuSign system.

Deletes one or more signing groups from a specified DocuSign account.

Deletes a specific page from a document within a DocuSign envelope.

Deletes a specific page from a document within a DocuSign template.

This endpoint deletes a specific PowerForm identified by its unique ID within a DocuSign account.

Deletes all request log files for the authenticated user in DocuSign.

Deletes all scheduled sending rules associated with a specific DocuSign template's workflow.

Deletes the signature for one or more captive (embedded) recipients in DocuSign.

Deletes a specified entry or all entries from the DocuSign Connect log for a given account.

Deletes (closes) a specified DocuSign account.

This endpoint deletes a specific stamp image associated with an account signature in DocuSign.

Deletes a template from a document within an envelope.

Deletes the lock from a specified DocuSign template, releasing it for editing by others.

Deletes a specific workflow step from a template's workflow definition in DocuSign.

This endpoint deletes the user authentication information for one or more cloud storage providers associated with a specific DocuSign user account.

Deletes a specific user authorization within the DocuSign system.

The DeleteUserAuthorizations endpoint is used to remove one or more user authorizations for a specified principal user within a DocuSign account.

This endpoint deletes the user authentication information for a specified cloud storage provider in DocuSign.

Deletes one or more existing user groups from a specified DocuSign account.

This endpoint deletes a specified initials image or signature image for a user in DocuSign.

Deletes the profile image of a specified user within a DocuSign account.

Deletes one or more users from a specified group within a DocuSign account.

Deletes the workflow definition associated with a specific template in DocuSign.

This endpoint allows for the deletion of one or more files or sub-folders from a DocuSign workspace folder or root.

Exports a DocuSign brand's configuration as an XML string.

Retrieves a list of all names associated with a specified email address in DocuSign.

Generates a URL for accessing and editing an existing envelope within the DocuSign UI, allowing for embedded editing functionality in external applications.

Generates a URL that allows embedding the envelope correction view of the DocuSign UI within an application.

Generates a URL for embedding the DocuSign recipient view of a shared envelope in your application.

Retrieves a detailed list of recurring and usage charges for a specified DocuSign account.

Retrieves the current password rules and security settings for a specified DocuSign account.

Retrieves the image file for a specific account stamp, signature, or initials in DocuSign.

Returns the authorizations for which the specified user is the agent user.

Retrieves a list of BCC (Blind Carbon Copy) email archive configurations associated with a specified DocuSign account.

Retrieves the history of changes made to a specific BCC email archive configuration for a DocuSign account.

Retrieves a specific logo used in a brand for a DocuSign account.

Retrieves detailed brand information associated with a specific group within a DocuSign account.

Get the status and progress of a DocuSign bulk send batch operation.

Retrieves a list of Bulk Send Lists belonging to the current user in a specified DocuSign account.

Retrieves detailed information about a specific contact from a DocuSign account's address book.

Retrieves detailed billing information related to a downgrade request for a specific DocuSign account.

Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) for a specific envelope recipient in DocuSign.

Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with a specific DocuSign account.

Retrieves the eNote integration settings for a specified DocuSign account.

Gets the status and basic information about an envelope from DocuSign.

Retrieves document generation form fields from an envelope's documents.

Retrieves custom document fields from a specific document within a DocuSign envelope.

Retrieves general information about an envelope lock in DocuSign.

Retrieves the default email notification settings for envelopes at the account level.

Retrieves the workflow definition for a specified envelope in DocuSign.

Retrieves the delayed routing rules for a specific workflow step within a DocuSign envelope.

Retrieves detailed information about groups associated with a specific DocuSign account.

This endpoint retrieves a comprehensive list of permission profiles associated with a specified DocuSign account.

Retrieves the list of members in a specified DocuSign Signing Group.

Tool to retrieve notary journal entries for the current user.

Retrieves detailed information about a specific notary jurisdiction for the authenticated user.

Retrieves notary settings and configuration for the currently authenticated user.

Retrieves the original HTML definition for a specified DocuSign template.

Retrieves an image of a specific page from a document within a DocuSign envelope.

Retrieves a PDF transcript containing all comments added by senders and recipients to documents within a specific envelope in a DocuSign account.

This endpoint retrieves detailed information about a specific permission profile in a DocuSign account.

Retrieves a list of users who have sent PowerForms within a specified DocuSign account.

Retrieves document visibility settings for a specific recipient within a DocuSign envelope.

Downloads the complete log file for a specific API request from DocuSign's Diagnostics service.

Retrieves a list of API request log entries as a JSON object.

Tool to retrieve current API request logging settings for the authenticated user.

Retrieves the base resources available for the DocuSign eSignature REST API.

Gets the current version and other information about the DocuSign eSignature REST API.

Retrieves signature information for a specific recipient in a DocuSign envelope.

Retrieves detailed information about a specific signing group in a DocuSign account.

Retrieves a specific branding resource file (XML format) for customizing DocuSign experiences.

Retrieves detailed information about a specific account stamp (signature) in DocuSign.

Retrieves a comprehensive list of supported languages that can be set for individual recipients when creating a DocuSign envelope.

Retrieves the current tab settings and functionality enabled for a specific DocuSign account.

Gets a template definition from the specified account.

Retrieves the delayed routing rules for a specific workflow step within a DocuSign template.

Retrieves the HTML definition for a specific document within a DocuSign template.

Retrieves lock information for a DocuSign template.

Retrieves the envelope notification, reminders, and expiration information for an existing template in DocuSign.

Retrieves document visibility settings for a specific recipient in a DocuSign template.

Retrieves the scheduled sending settings for a specified DocuSign template.

Retrieves the templates associated with a specific document within a DocuSign envelope.

This endpoint retrieves a list of server-side templates used in a specific DocuSign envelope.

Retrieves the list of file types (extensions and MIME types) that DocuSign does not support for upload.

Generate a URL to embed the DocuSign console view within your application.

Retrieves detailed information about a specific user authorization in DocuSign.

Retrieves user authorizations for a specified principal user within a DocuSign account.

Retrieves the cloud storage provider configuration for a specific cloud storage service (identified by serviceId) for a user within a DocuSign account.

Retrieves detailed information about a specific user within a DocuSign account.

Retrieves a paginated list of users belonging to a specific group within a DocuSign account.

Retrieves and previews the watermark details for a specific DocuSign account.

Retrieves detailed information about a specific workflow step for a DocuSign envelope.

Retrieves a binary version of a file from a DocuSign workspace.

Retrieves the contents of a specific workspace folder in DocuSign, including sub-folders and files.

Initiates a new chunked upload in DocuSign by sending the first part of the content.

Gets the definition of a template or templates in the specified account.

Retrieves a list of billing invoices for a specified DocuSign account.

Retrieves a comprehensive list of brands associated with a DocuSign account, including default brand profiles.

Retrieves a summary of bulk send batches for a DocuSign account.

Retrieves a list of items (files and folders) from a specific folder in a cloud storage provider integrated with DocuSign.

Retrieves all account-level custom fields defined for a DocuSign account.

Retrieves a list of envelope attachments associated with a specified envelope in DocuSign.

Tool to retrieve authenticated user's account information from DocuSign OAuth.

Retrieves a list of past due invoices for a specified DocuSign account and indicates if payment can be made through the REST API.

Retrieves a list of all payment gateway accounts associated with a specific DocuSign account, along with detailed information about each account.

Retrieves a paginated list of registered notary jurisdictions for the current user, who must be a notary.

Retrieves a list of signature providers available for a specified DocuSign account.

Retrieves a list of users for a specified DocuSign account.

Retrieves a workspace file as rasterized pages from a DocuSign workspace.

Retrieves a list of DocuSign workspaces and their associated information for a specified account.

This endpoint locks an envelope for editing, preventing other users or recipients from changing it.

Locks a specified DocuSign template for editing to prevent concurrent modifications.

Updates the default email notification settings for envelope senders and signers in a DocuSign account.

This endpoint modifies the tab types and tab functionality that are enabled for a DocuSign account.

Posts a payment to past due invoices for a DocuSign account.

This endpoint completes the purchase of additional envelopes for a DocuSign account through an internal workflow interaction with an envelope vendor.

Queues a downgrade request for a DocuSign account's billing plan.

This endpoint registers the current user as a notary in DocuSign, enabling remote online notarization capabilities.

This endpoint deletes a specific bulk send list from a DocuSign account.

Removes sharing permissions for specified member groups from a DocuSign template.

Removes one or more templates from an account's list of favorite templates in DocuSign.

Removes the signature information for a specific user in DocuSign.

Republishes Connect information for a specified envelope in DocuSign.

Republishes Connect webhook information for multiple DocuSign envelopes.

Retrieves detailed billing plan information for a specified DocuSign account.

Retrieves detailed information about a specific brand associated with a DocuSign account.

Retrieves the current envelope purge configuration for a specified DocuSign account.

Retrieves the list of favorite templates for a DocuSign account.

Retrieves comprehensive information for a specified DocuSign account, including account details, billing information, plan specifics, and optionally detailed account settings.

Retrieves the account provisioning information for a DocuSign account.

Retrieves electronic seal providers (eSeals) available for a DocuSign account.

Retrieves the comprehensive account settings information for a specified DocuSign account.

Retrieves a comprehensive list of all signing groups within a specified DocuSign account.

Retrieves a list of Identity Verification workflows available for a DocuSign account.

Retrieves a comprehensive list of all tabs associated with a specified DocuSign account.

Retrieves a list of stamps available in a DocuSign account.

Retrieves a specific billing invoice for a DocuSign account, providing detailed information about charges and payment details.

Retrieves detailed information for a specific billing payment in a DocuSign account.

Retrieves metadata for a specific chunked upload in DocuSign.

Retrieves the list of cloud storage providers enabled for a specific user in a DocuSign account, along with their configuration information.

Retrieves detailed information for a specific DocuSign Connect configuration.

Retrieves all Docusign Custom Connect definitions for a specified account.

Retrieves the Connect failure log information for a specified DocuSign account.

Retrieves a specific Connect log entry for a DocuSign account.

Retrieves the 100 most recent Connect log entries for a specified DocuSign account.

Retrieves the Connect OAuth configuration for a specified DocuSign account.

This endpoint retrieves detailed credit card information associated with a specific DocuSign account.

Retrieves custom field metadata for a specified envelope.

This endpoint retrieves the custom document fields for an existing template document in DocuSign.

Retrieves detailed information about a specific custom tab associated with a DocuSign account.

Retrieves a list of custom user settings for a single user in DocuSign.

Retrieves the default HTML-formatted Electronic Record and Signature Disclosure (ERSD) for a specified envelope in DocuSign.

Downloads a developer-only envelope attachment file from a DocuSign envelope.

Retrieves the audit events for a specified envelope in DocuSign.

Retrieves one or more documents from a DocuSign envelope.

Retrieves custom email settings for a specific DocuSign envelope.

Retrieves the original HTML definition used to generate the responsive HTML for a specific document within an envelope in a DocuSign account.

Retrieves the notification, reminder, and expiration settings for an existing envelope in DocuSign.

Retrieves a list of items (files and folders) from a specified folder in an integrated cloud storage provider.

Retrieves a comprehensive list of billing plans associated with a distributor in the DocuSign system.

Retrieves a list of payment information for a specific DocuSign account.

Retrieves one or more PDF documents from a specified DocuSign template.

This endpoint retrieves data entries for a specific PowerForm within a DocuSign account.

Retrieves detailed properties and information about a specific DocuSign workspace.

Retrieves shared item status for one or more users and types of items within a DocuSign account.

Retrieves the specified user's signature image from a DocuSign envelope.

Retrieves the custom document field information from an existing template in DocuSign.

Retrieves and returns images of pages from a specified template document in DocuSign.

Retrieves a specific page image from a template document for display purposes.

Retrieves a comprehensive list of account settings and email notification preferences for a specified user within a DocuSign account.

Retrieves the initials image that a recipient used when signing a DocuSign envelope.

Retrieves the user profile picture for a specified user within a DocuSign account.

This endpoint retrieves comprehensive user profile information for a specified user within a DocuSign account.

This endpoint retrieves the signature definitions for a specified user within a DocuSign account.

Retrieves a specified user's signature or initials image from DocuSign.

This endpoint retrieves the detailed structure and information of a single user signature within a DocuSign account.

Retrieves detailed information about a specific workflow step for a DocuSign template.

Retrieves all users from the configured Connect service for a specific DocuSign account and Connect configuration.

Retrieves metadata about the branding resources associated with a specific DocuSign account and brand.

Retrieves detailed form data from a DocuSign envelope, including the current values of form fields, recipient information, and envelope status.

Get the scheduled sending configuration for a DocuSign envelope.

Retrieves images of document pages from a specific envelope in a DocuSign account.

Retrieves the workflow definition for a specified DocuSign template.

Retrieves users associated with a specific DocuSign Connect configuration.

This endpoint revokes the correction view URL for a specific envelope in DocuSign, effectively disabling the ability to make further corrections to the envelope.

This endpoint rotates a page image within a specific document of an envelope in DocuSign.

Rotates a page image within a DocuSign template for display purposes.

Sends a draft envelope by updating its status to 'sent'.

Configures automatic envelope purge settings for a DocuSign account.

This endpoint allows you to update the initials image for a signer who does not have a DocuSign account within a specific envelope.

This endpoint sets shared access for users and templates in DocuSign.

This endpoint updates the signature image for an accountless signer in a DocuSign envelope.

This endpoint allows users to set one or more templates as account favorites in DocuSign.

Sets up Connect OAuth configuration for a specified DocuSign account using a custom authorization server.

Sets or updates a user's signature image, initials, or stamp in their DocuSign account.

This endpoint submits a batch of existing envelopes to a specified webhook for historical publishing.

This endpoint enables or disables API request logging for troubleshooting purposes in DocuSign.

The UpdateAccountBrandSettings endpoint modifies or replaces an existing brand configuration for a DocuSign account.

This endpoint updates an existing account custom field in DocuSign.

This endpoint updates the password rules for a DocuSign account.

Updates various settings for a specified DocuSign account.

This endpoint allows you to update an existing account stamp (signature) in DocuSign.

Update existing account stamps (signatures) in a DocuSign account.

This endpoint updates the watermark settings for a specified DocuSign account.

Updates and previews watermark settings for a DocuSign account before applying them.

Updates billing plan information, address, and payment details for a DocuSign account.

Updates the name of an existing DocuSign bulk send batch.

This endpoint updates an existing Connect OAuth Configuration for a DocuSign account.

This endpoint updates one or more contacts associated with a DocuSign account.

This endpoint allows you to update existing custom document fields in a specific document within an envelope in DocuSign.

This endpoint updates the information for a custom tab associated with a specific DocuSign account.

Updates document visibility settings for multiple recipients in a DocuSign envelope.

This endpoint updates an existing DocuSign Connect configuration for a specified account.

Updates the Electronic Record and Signature Disclosure (ERSD) for a DocuSign account.

Updates the eNote integration configuration for a specific DocuSign account.

Updates an existing attachment for a draft or in-process envelope in DocuSign.

This endpoint allows users to update custom fields for draft and in-process envelopes in DocuSign.

Updates the delayed routing rules for a specific workflow step in a DocuSign envelope.

This method dynamically generates an envelope's documents by populating its sender fields.

Updates the existing email override settings for a specified envelope in DocuSign.

Updates the notification settings for a specific DocuSign envelope, including reminders and expirations.

Updates the scheduled sending rules for an envelope's workflow in DocuSign.

Updates the workflow definition for a specified envelope in DocuSign.

Updates a specific workflow step for a DocuSign envelope, allowing for customization of envelope processing, including delayed routing and conditional recipients.

Updates group information for one or more user groups in a DocuSign account.

Updates lock settings for an already-locked envelope in DocuSign to extend duration or modify the locking application identifier.

Updates the jurisdiction information for a notary in the DocuSign system.

This endpoint updates an existing account permission profile in DocuSign.

This endpoint updates the document visibility settings for a specific recipient within a DocuSign envelope.

Updates the details of a specified signing group within a DocuSign account, including the group name, email, and member information.

Updates the names of one or more existing signing groups in DocuSign.

Updates the custom fields in a DocuSign template.

This endpoint updates the scheduled sending rules for a specific workflow step in a DocuSign template.

This endpoint updates existing custom document fields in a specific document within a DocuSign template.

This endpoint updates document visibility settings for one or more recipients in a DocuSign template.

This endpoint allows you to update the lock information for an already locked template in DocuSign.

This endpoint updates the notification structure for an existing DocuSign template.

Updates document visibility settings for a specific recipient in a DocuSign template.

Updates the scheduled sending rules for a DocuSign template, controlling when envelopes created from this template are automatically sent.

Updates the workflow definition for a specified template in DocuSign, allowing for customization of the document signing process.

This endpoint updates the account settings and email notification types for a specified user in DocuSign.

Updates the start and/or end dates for a specified user authorization in DocuSign.

The User_PutUser endpoint allows updating user information for a specified user within a DocuSign account.

The UpdateUserNotaryInformation endpoint modifies a notary's profile and settings in DocuSign.

Updates the user's profile image in DocuSign by uploading a new image file.

Updates a user's profile in DocuSign, including personal details, privacy settings, and user ID card information.

Updates or creates a user's signature and initials for a specified DocuSign account.

This endpoint updates a specified workflow step for a DocuSign template.

Updates information about a specific DocuSign workspace.

Updates the metadata for a specific file in a DocuSign workspace.