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DocuSign
DocuSign
73 actions · 1 auth method
PreviewDocumentsIAM

Authentication

OAuth 2.0

DocuSign uses OAuth 2.0 Authorization Code Grant for authentication. You’ll need to create an app in DocuSign Admin to g…Guides: Connector Profile, Link Account
Actions
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73 actions
Action
Description
Required scopes
Get Account Information
Retrieve account details and settings
List Brands
Get all brands in the account
Get Brand
Get a specific brand by ID
Create Brand
Create a new brand profile
Update Brand
Update an existing brand profile
Delete Brands
Delete one or more brand profiles
List Custom Fields
List envelope custom fields
Add Custom Fields
Add custom fields to envelope
Update Custom Fields
Update envelope custom fields
Delete Custom Fields
Delete envelope custom fields
List Envelope Documents
Get the list of documents in an envelope
Get Envelope Document
Download a specific document from an envelope
Delete Document
Remove document from envelope
Add Documents
Add documents to envelope
Update Document
Replace document content with raw binary PDF
List Envelopes
List envelopes with filtering
Get Envelope
Get envelope details
Move Envelopes To Recyclebin
Move envelopes to recyclebin
Get Form Data
Get envelope form data
Get Notification Settings
Get envelope notification settings
Update Notification Settings
Update envelope notification settings
Update Envelope
Send, void, or modify a draft envelope
Create Envelope
Create and send an envelope for signature
Get Envelope Lock
Get envelope lock information
Create Envelope Lock
Lock an envelope
Update Envelope Lock
Update envelope lock information
Delete Envelope Lock
Delete an envelope lock
List Folders
List account folders
List Groups
Get groups in the account
Create Groups
Create one or more groups in the account
Update Groups
Update one or more groups in the account
Delete Groups
Delete one or more groups from the account
Get Unified Credentials
Get the current DocuSign connection’s unified credentials and identity.
IAM Auth Test
Validate the current DocuSign OAuth token and return the raw, unmapped userinfo JSON (sub, email, name, given_name, fami…
List Unified Groups
List unified groups in DocuSign.
Get Unified Group
Get a unified DocuSign group by ID.
List Unified Organizations
List unified organizations in DocuSign.
Get Unified Organization
Get a unified DocuSign organization by ID.
List Unified Roles
List unified roles in DocuSign.
Get Unified Role
Get a unified DocuSign role by ID.
List Unified Users
List unified users in DocuSign.
Get Unified User
Get a unified DocuSign user by ID.
List Permission Profiles
Get permission profiles in the account
Get Permission Profile
Get a specific permission profile by ID
Create Permission Profile
Create a new permission profile
Update Permission Profile
Update a permission profile
Delete Permission Profile
Delete a permission profile
List Recipients
List envelope recipients
Delete Recipient
Remove recipient from envelope
Create Recipient
Add recipients to envelope
Update Recipient
Update recipients in envelope
List Recipient Tabs
Get all tabs for a recipient
Create Recipient Tabs
Add tabs to a recipient
Update Recipient Tabs
Update tabs on a recipient
Delete Recipient Tabs
Delete tabs from a recipient
List Templates
List account templates
Get Template
Get template details
List Template Recipients
Get template recipients
Create Template
Create a new template
Update Template
Update an existing template
List Template Recipient Tabs
Get all tabs for a recipient in a template
Create Template Recipient Tabs
Add tabs to a recipient in a template
Update Template Recipient Tabs
Update tabs for a recipient in a template
Delete Template Recipient Tabs
Delete tabs from a recipient in a template
List Users
Get a list of users in the account
Get User
Get a specific user by ID
Create User
Create new users in the account
Update User
Update user information
Delete Users
Close one or more users in the account
Get Recipient View URL
Get recipient view URL
Get Sender View URL
Get sender view URL
Get Edit View URL
Get edit view URL
Get Correct View URL
Get correct view URL

Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
https://stackone-logos.com/api/docusign/filled/png

Connector Profile

DocuSign - OAuth 2.0
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
https://stackone-logos.com/api/docusign/filled/png

Link Account

DocuSign - OAuth 2.0
4

Use Actions

Invoke actions using one of the methods below: