DocuSign
for LuumenAI
Check envelopes and templates, then add signers or attachments with approval
Connect DocuSign and Luumen can look at how an envelope will reach its recipients before anything goes out. Preview documents as recipients will see them, generate signing and sender view links, and export brand settings. Changes to envelopes, contacts, signing groups, and account users run as previewed steps you approve. Auth is OAuth2.
The DocuSign toolbox
335 tools: 157 read, 178 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadCreate 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.
- ReadCreate Document Responsive HTML PreviewCreates a responsive HTML preview for a specific document in an envelope.
- ReadCreate Preview of Responsive HTMLCreates a preview of the responsive HTML version of a specific template document in DocuSign.
- ReadCreate Preview of Responsive HTML in EnvelopeCreates 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…
- ReadCreate Recipient Manual Review LinkCreates a URL for manually reviewing a recipient's identity in DocuSign.
- ReadCreaterecipientpreviewforenvelopeCreates a URL for previewing the recipient's view of a draft envelope or template.
- ReadCreate Recipient View URLCreates a URL for embedding the DocuSign recipient view UI within an application, allowing users to sign documents directly in the app.
- ReadCreate sender view url for envelopeCreates a URL for the sender view of a DocuSign envelope, enabling the embedding of DocuSign UI within an external application.
- ReadCreate template recipient preview urlGenerate a preview URL showing how a template will appear to recipients.
- ReadCreate Template Responsive HTML PreviewCreates a preview of the responsive HTML versions of all documents associated with a DocuSign template.
- ReadCreateurlfortemplateeditviewCreates a URL for embedding the DocuSign Template Edit view within an application.
- ReadExportbrandtoxmlfileExports a DocuSign brand's configuration as an XML string.
- ReadFetch Recipient Names For EmailRetrieves a list of all names associated with a specified email address in DocuSign.
- ReadGenerateeditviewurlforenvelopeGenerates a URL for accessing and editing an existing envelope within the DocuSign UI, allowing for embedded editing functionality in external applications.
- ReadGenerateenvelopecorrectionurlGenerates a URL that allows embedding the envelope correction view of the DocuSign UI within an application.
- ReadGenerate Recipient Shared View URLGenerates a URL for embedding the DocuSign recipient view of a shared envelope in your application.
- ReadGet account billing charges listRetrieves a detailed list of recurring and usage charges for a specified DocuSign account.
- ReadGet account password rulesRetrieves the current password rules and security settings for a specified DocuSign account.
- ReadGet account stamp imageRetrieves the image file for a specific account stamp, signature, or initials in DocuSign.
- ReadGet Agent User AuthorizationsReturns the authorizations for which the specified user is the agent user.
- ReadGet bcc email archive configurationsRetrieves a list of BCC (Blind Carbon Copy) email archive configurations associated with a specified DocuSign account.
- ReadGet BCC Email Archive HistoryRetrieves the history of changes made to a specific BCC email archive configuration for a DocuSign account.
- ReadGet brand logo by typeRetrieves a specific logo used in a brand for a DocuSign account.
- ReadGet brands information for groupRetrieves detailed brand information associated with a specific group within a DocuSign account.
- ReadGet bulk send batch statusGet the status and progress of a DocuSign bulk send batch operation.
- ReadGet bulk send lists informationRetrieves a list of Bulk Send Lists belonging to the current user in a specified DocuSign account.
- ReadGet docusign account contactsRetrieves detailed information about a specific contact from a DocuSign account's address book.
- ReadGet Downgrade Plan Info For AccountRetrieves detailed billing information related to a downgrade request for a specific DocuSign account.
- ReadGet Electronic Disclosure for RecipientRetrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) for a specific envelope recipient in DocuSign.
- ReadGetelectronicrecordandsignaturedisclosureRetrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with a specific DocuSign account.
- ReadGetenoteintegrationsettingsRetrieves the eNote integration settings for a specified DocuSign account.
- ReadGet EnvelopeGets the status and basic information about an envelope from DocuSign.
- ReadGet Envelope DocGen Form FieldsRetrieves document generation form fields from an envelope's documents.
- ReadGet Envelope Document FieldsRetrieves custom document fields from a specific document within a DocuSign envelope.
- ReadGet envelope lock informationRetrieves general information about an envelope lock in DocuSign.
- ReadGet Envelope Notification DefaultsRetrieves the default email notification settings for envelopes at the account level.
- ReadGetenvelopeworkflowdefinitionRetrieves the workflow definition for a specified envelope in DocuSign.
- ReadGetenvelopeworkflowdelayedroutingdefinitionRetrieves the delayed routing rules for a specific workflow step within a DocuSign envelope.
- ReadGetgroupsinformationforaccountRetrieves detailed information about groups associated with a specific DocuSign account.
- ReadGetlistofaccountpermissionprofilesThis endpoint retrieves a comprehensive list of permission profiles associated with a specified DocuSign account.
- ReadGet members of a signing groupRetrieves the list of members in a specified DocuSign Signing Group.
- ReadGet notary journalsRetrieve notary journal entries for the current user.
- ReadGet Notary Jurisdiction ObjectRetrieves detailed information about a specific notary jurisdiction for the authenticated user.
- ReadGet Notary User SettingsRetrieves notary settings and configuration for the currently authenticated user.
- ReadGet Original HTML Definition for TemplateRetrieves the original HTML definition for a specified DocuSign template.
- ReadGetpageimagefromenvelopeRetrieves an image of a specific page from a document within a DocuSign envelope.
- ReadGet PDF Transcript of Envelope CommentsRetrieves a PDF transcript containing all comments added by senders and recipients to documents within a specific envelope in a DocuSign account.
- ReadGet Permission Profile for AccountThis endpoint retrieves detailed information about a specific permission profile in a DocuSign account.
- ReadGet powerform sendersRetrieves a list of users who have sent PowerForms within a specified DocuSign account.
- ReadGet Recipient Document VisibilityRetrieves document visibility settings for a specific recipient within a DocuSign envelope.
- ReadGet request logging log fileDownloads the complete log file for a specific API request from DocuSign's Diagnostics service.
- ReadGet Request LogsRetrieves a list of API request log entries as a JSON object.
- ReadGet Request Log SettingsRetrieve current API request logging settings for the authenticated user.
- ReadGet Resource InformationRetrieves the base resources available for the DocuSign eSignature REST API.
- ReadGet Service InformationGets the current version and other information about the DocuSign eSignature REST API.
- ReadGet signature information for recipientRetrieves signature information for a specific recipient in a DocuSign envelope.
- ReadGet signing group informationRetrieves detailed information about a specific signing group in a DocuSign account.
- ReadGet specific brand resource fileRetrieves a specific branding resource file (XML format) for customizing DocuSign experiences.
- ReadGetspecifiedaccountstampinfoRetrieves detailed information about a specific account stamp (signature) in DocuSign.
- ReadGetsupportedlanguagesforrecipientsRetrieves a comprehensive list of supported languages that can be set for individual recipients when creating a DocuSign envelope.
- ReadGettabsettingsforaccountRetrieves the current tab settings and functionality enabled for a specific DocuSign account.
- ReadGet TemplateGets a template definition from the specified account.
- ReadGet template delayed routing rulesRetrieves the delayed routing rules for a specific workflow step within a DocuSign template.
- ReadGet Template Document HTML DefinitionRetrieves the HTML definition for a specific document within a DocuSign template.
- ReadGet template lock informationRetrieves lock information for a DocuSign template.
- ReadGet template notification informationRetrieves the envelope notification, reminders, and expiration information for an existing template in DocuSign.
- ReadGet template recipient document visibilityRetrieves document visibility settings for a specific recipient in a DocuSign template.
- ReadGet template scheduled sending settingsRetrieves the scheduled sending settings for a specified DocuSign template.
- ReadGet templates for envelope documentRetrieves the templates associated with a specific document within a DocuSign envelope.
- ReadGet templates used in envelopeThis endpoint retrieves a list of server-side templates used in a specific DocuSign envelope.
- ReadGet unsupported file types listRetrieves the list of file types (extensions and MIME types) that DocuSign does not support for upload.
- ReadGet URL for Embedding DocuSign UIGenerate a URL to embed the DocuSign console view within your application.
- ReadGet user authorization detailsRetrieves detailed information about a specific user authorization in DocuSign.
- ReadGetuserauthorizationsforprincipalRetrieves user authorizations for a specified principal user within a DocuSign account.
- ReadGet user cloud storage provider configurationRetrieves the cloud storage provider configuration for a specific cloud storage service (identified by serviceId) for a user within a DocuSign account.
- ReadGet user information by idRetrieves detailed information about a specific user within a DocuSign account.
- ReadGet users in groupRetrieves a paginated list of users belonging to a specific group within a DocuSign account.
- ReadGet Watermark Details for AccountRetrieves and previews the watermark details for a specific DocuSign account.
- ReadGet Workflow Step for EnvelopeRetrieves detailed information about a specific workflow step for a DocuSign envelope.
- ReadGet workspace fileRetrieves a binary version of a file from a DocuSign workspace.
- ReadGet workspace folder contentsRetrieves the contents of a specific workspace folder in DocuSign, including sub-folders and files.
- ReadGet Account TemplatesGets the definition of a template or templates in the specified account.
- ReadList billing invoicesRetrieves a list of billing invoices for a specified DocuSign account.
- ReadList brands for accountRetrieves a comprehensive list of brands associated with a DocuSign account, including default brand profiles.
- ReadListbulksendbatchsummariesRetrieves a summary of bulk send batches for a DocuSign account.
- ReadListcloudstorageitemsRetrieves a list of items (files and folders) from a specific folder in a cloud storage provider integrated with DocuSign.
- ReadList Account Custom FieldsRetrieves all account-level custom fields defined for a DocuSign account.
- ReadList Envelope Attachments By Envelope IdRetrieves a list of envelope attachments associated with a specified envelope in DocuSign.
- ReadGet OAuth User InfoRetrieve authenticated user's account information from DocuSign OAuth.
- ReadList past due invoicesRetrieves a list of past due invoices for a specified DocuSign account and indicates if payment can be made through the REST API.
- ReadListpaymentgatewayaccountsinfoRetrieves a list of all payment gateway accounts associated with a specific DocuSign account, along with detailed information about each account.
- ReadList registered notary jurisdictionsRetrieves a paginated list of registered notary jurisdictions for the current user, who must be a notary.
- ReadListsignatureprovidersforaccountRetrieves a list of signature providers available for a specified DocuSign account.
- ReadList users for accountRetrieves a list of users for a specified DocuSign account.
- ReadListworkspacefilepagesRetrieves a workspace file as rasterized pages from a DocuSign workspace.
- ReadList workspacesRetrieves a list of DocuSign workspaces and their associated information for a specified account.
- ReadRetrieve Account Billing PlanRetrieves detailed billing plan information for a specified DocuSign account.
- ReadRetrieveaccountbrandinformationRetrieves detailed information about a specific brand associated with a DocuSign account.
- ReadRetrieve Account Envelope Purge ConfigRetrieves the current envelope purge configuration for a specified DocuSign account.
- ReadRetrieve Account Favorite TemplatesRetrieves the list of favorite templates for a DocuSign account.
- ReadRetrieveaccountinformationforspecifiedaccountRetrieves comprehensive information for a specified DocuSign account, including account details, billing information, plan specifics, and optionally detailed account settings.
- ReadRetrieve Account Provisioning InfoRetrieves the account provisioning information for a DocuSign account.
- ReadRetrieve Account Seal ProvidersRetrieves electronic seal providers (eSeals) available for a DocuSign account.
- ReadRetrieveaccountsettingsinformationRetrieves the comprehensive account settings information for a specified DocuSign account.
- ReadRetrieveaccountsigninggroupsRetrieves a comprehensive list of all signing groups within a specified DocuSign account.
- ReadRetrieveaccountverificationworkflowsRetrieves a list of Identity Verification workflows available for a DocuSign account.
- ReadRetrieveallaccounttabsRetrieves a comprehensive list of all tabs associated with a specified DocuSign account.
- ReadRetrieveavailableaccountstampsRetrieves a list of stamps available in a DocuSign account.
- ReadRetrieve billing invoiceRetrieves a specific billing invoice for a DocuSign account, providing detailed information about charges and payment details.
- ReadRetrieve billing payment infoRetrieves detailed information for a specific billing payment in a DocuSign account.
- ReadRetrieve chunked upload metadataRetrieves metadata for a specific chunked upload in DocuSign.
- ReadRetrieve cloud storage provider configurationRetrieves the list of cloud storage providers enabled for a specific user in a DocuSign account, along with their configuration information.
- ReadRetrieveconnectconfigurationdetailsRetrieves detailed information for a specific DocuSign Connect configuration.
- ReadRetrieveconnectconfigurationsRetrieves all Docusign Custom Connect definitions for a specified account.
- ReadRetrieve connect failure logsRetrieves the Connect failure log information for a specified DocuSign account.
- ReadRetrieve connect log entryRetrieves a specific Connect log entry for a DocuSign account.
- ReadRetrieve connect logsRetrieves the 100 most recent Connect log entries for a specified DocuSign account.
- ReadRetrieve Connect OAuth ConfigurationRetrieves the Connect OAuth configuration for a specified DocuSign account.
- ReadRetrieve Credit Card InfoThis endpoint retrieves detailed credit card information associated with a specific DocuSign account.
- ReadRetrieve custom fields for envelopeRetrieves custom field metadata for a specified envelope.
- ReadRetrievecustomfieldsfortemplateThis endpoint retrieves the custom document fields for an existing template document in DocuSign.
- ReadRetrievecustomtabinformationRetrieves detailed information about a specific custom tab associated with a DocuSign account.
- ReadRetrievecustomusersettingsRetrieves a list of custom user settings for a single user in DocuSign.
- ReadRetrieve default disclosure for envelopeRetrieves the default HTML-formatted Electronic Record and Signature Disclosure (ERSD) for a specified envelope in DocuSign.
- ReadRetrieve Envelope AttachmentDownloads a developer-only envelope attachment file from a DocuSign envelope.
- ReadRetrieve Envelope Audit EventsRetrieves the audit events for a specified envelope in DocuSign.
- ReadRetrieveenvelopedocumentsRetrieves one or more documents from a DocuSign envelope.
- ReadRetrieve Envelope Email OverridesRetrieves custom email settings for a specific DocuSign envelope.
- ReadRetrieve Envelope Document HTML DefinitionRetrieves the original HTML definition used to generate the responsive HTML for a specific document within an envelope in a DocuSign account.
- ReadRetrieve Envelope Notification DetailsRetrieves the notification, reminder, and expiration settings for an existing envelope in DocuSign.
- ReadRetrieveitemsincloudstoragefolderRetrieves a list of items (files and folders) from a specified folder in an integrated cloud storage provider.
- ReadRetrievelistofbillingplansRetrieves a comprehensive list of billing plans associated with a distributor in the DocuSign system.
- ReadRetrieve payment information listRetrieves a list of payment information for a specific DocuSign account.
- ReadRetrieve pdf from specified templateRetrieves one or more PDF documents from a specified DocuSign template.
- ReadRetrievepowerformdataentriesThis endpoint retrieves data entries for a specific PowerForm within a DocuSign account.
- ReadRetrievepropertiesaboutworkspaceRetrieves detailed properties and information about a specific DocuSign workspace.
- ReadRetrieveshareditemstatusforusersRetrieves shared item status for one or more users and types of items within a DocuSign account.
- ReadRetrieve signer signature image informationRetrieves the specified user's signature image from a DocuSign envelope.
- ReadRetrievetemplatecustomfieldsRetrieves the custom document field information from an existing template in DocuSign.
- ReadRetrieve Template Document Page ImagesRetrieves and returns images of pages from a specified template document in DocuSign.
- ReadRetrieve template page imageRetrieves a specific page image from a template document for display purposes.
- ReadRetrieve user account settingsRetrieves a comprehensive list of account settings and email notification preferences for a specified user within a DocuSign account.
- ReadRetrieve user initials image for envelopesRetrieves the initials image that a recipient used when signing a DocuSign envelope.
- ReadRetrieve User Profile ImageRetrieves the user profile picture for a specified user within a DocuSign account.
- ReadRetrieve user profile informationThis endpoint retrieves comprehensive user profile information for a specified user within a DocuSign account.
- ReadRetrieve user signature definitionsThis endpoint retrieves the signature definitions for a specified user within a DocuSign account.
- ReadRetrieveusersignatureimageRetrieves a specified user's signature or initials image from DocuSign.
- ReadRetrieve user signature informationThis endpoint retrieves the detailed structure and information of a single user signature within a DocuSign account.
- ReadRetrieveworkflowstepfortemplateRetrieves detailed information about a specific workflow step for a DocuSign template.
- ReadReturn all connect service usersRetrieves all users from the configured Connect service for a specific DocuSign account and Connect configuration.
- ReadReturn Brand Resource Metadata For AccountRetrieves metadata about the branding resources associated with a specific DocuSign account and brand.
- ReadReturn Envelope Tab Data For Existing EnvelopeRetrieves detailed form data from a DocuSign envelope, including the current values of form fields, recipient information, and envelope status.
- ReadGet Envelope Scheduled Sending RulesGet the scheduled sending configuration for a DocuSign envelope.
- ReadReturns document page images based on inputRetrieves images of document pages from a specific envelope in a DocuSign account.
- ReadReturn Template Workflow DefinitionRetrieves the workflow definition for a specified DocuSign template.
- ReadReturn users from connect serviceRetrieves users associated with a specific DocuSign Connect configuration.
- ReadUpdate Account Watermark PreviewUpdates and previews watermark settings for a DocuSign account before applying them.
- WriteAdd contacts to contacts listAdds multiple contacts to a user's contacts list in DocuSign. Approval by default
- WriteAdd 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. Approval by default
- WriteAdd envelope attachmentsAdds one or more envelope attachments to a draft or in-process envelope in DocuSign. Approval by default
- WriteAdd existing brand to groupThis endpoint adds one or more existing brands to a specified group in DocuSign. Approval by default
- WriteAdd file to workspaceThis endpoint adds a file to a specific folder within a DocuSign workspace. Approval by default
- WriteAdd members to signing groupThis endpoint adds one or more new members to a specified signing group within a DocuSign account. Approval by default
- WriteAdd 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. Approval by default
- WriteAddorupdateaccountstampsAdd or update account-level stamps (Japanese Hanko-style stamps) in DocuSign. Approval by default
- WriteAdd or update user custom settingsAdds or updates custom user settings for a specified DocuSign user. Approval by default
- WriteAddorupdateusersignatureThis endpoint allows you to add or update a user's signature in DocuSign. Approval by default
- WriteAdd part to chunked uploadAdds a chunk or part to an existing chunked upload in DocuSign. Approval by default
- WriteAdd step to envelope workflowThis endpoint adds a new step to an existing envelope's workflow in DocuSign. Approval by default
- WriteAdd templates to document in envelopeThis endpoint adds pre-configured templates to a specific document within an existing envelope in DocuSign. Approval by default
- WriteAdd templates to envelopeThis endpoint adds templates to an existing DocuSign envelope. Approval by default
- WriteAdd user signature and initials imagesAdd or update a user's signature and initials images in DocuSign. Approval by default
- WriteAdd users to existing groupAdds one or more existing DocuSign users to an existing group within a specified account. Approval by default
- WriteApply 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. Approval by default
- WriteChangeusersinaccountThis endpoint allows you to update information for one or more users within a DocuSign account. Approval by default
- WriteCloseusersinaccountCloses one or more users in a DocuSign account, preventing them from accessing account features without permanently deleting them. Approval by default
- WriteCommit 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. Approval by default
- WriteConfigure 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. Approval by default
- WriteCreate account custom fieldCreates a new custom field at the account level in DocuSign, making it available for all new envelopes associated with the account. Approval by default
- WriteCreate a collaborative workspaceCreates a new collaborative workspace in DocuSign for document management and team collaboration. Approval by default
- WriteCreate BCC Email Archive ConfigurationCreates a BCC email archive configuration for a DocuSign account, enabling automatic archiving of DocuSign-generated emails. Approval by default
- WriteCreate 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. Approval by default
- WriteCreate bulk send requestInitiates a bulk send process in DocuSign to send a single template or envelope to multiple recipients in a single batch operation. Approval by default
- WriteCreate connect configuration for accountThis endpoint creates a custom Connect configuration for a specified DocuSign account, enabling webhook notifications for envelope and recipient events. Approval by default
- WriteCreate custom document fields in envelopeCreates custom document fields in an existing envelope document within DocuSign. Approval by default
- WriteCreate custom fields for envelopeThis endpoint allows you to create or update custom fields for a specific DocuSign envelope. Approval by default
- WriteCreate custom fields in template documentCreates custom document fields in an existing template document within DocuSign. Approval by default
- WriteCreatecustomtabwithpropertiesCreates a custom tab with pre-defined properties for use in DocuSign envelopes. Approval by default
- WriteCreate Envelope From TemplateCreates a signing envelope from a pre-existing DocuSign template. Approval by default
- WriteCreategroupsforaccountCreates one or more groups for a specified DocuSign account. Approval by default
- WriteCreateidproofresourcetokenforrecipientGenerates a 2-minute resource token to access recipient identity verification data via DocuSign's ID Evidence API. Approval by default
- WriteCreatenewaccountpermissionprofileThis endpoint creates a new permission profile for a DocuSign account, defining specific sets of permissions for user groups. Approval by default
- WriteCreate Notary JurisdictionRegisters a notary jurisdiction for the current DocuSign user, enabling electronic notarizations for a specific U.S. Approval by default
- WriteCreateorupdateuserauthorizationsCreates or updates user authorizations in DocuSign, allowing an agent user to perform actions on behalf of a principal user. Approval by default
- WriteCreate signing groupCreates one or more signing groups in a DocuSign account. Approval by default
- WriteCreate Template Custom FieldsCreates custom fields on a DocuSign template to capture additional metadata. Approval by default
- WriteCreate Template Workflow StepAdds a new workflow step to an existing DocuSign template. Approval by default
- WriteCreate User Authorization For Agent UserCreates a user authorization in DocuSign, enabling an agent user to perform specific actions on behalf of a principal user within the same account. Approval by default
- WriteDelete account brandThis endpoint deletes a specific brand from a DocuSign account. Approval by default
- WriteDelete account custom fieldDeletes an existing account custom field from a DocuSign account. Approval by default
- WriteDelete account permission profileThis endpoint deletes a specific permission profile from a DocuSign account. Approval by default
- WriteDelete account stampDeletes a specific account stamp (signature) from a DocuSign account. Approval by default
- WriteDelete bcc email archive configurationThis endpoint deletes a BCC (Blind Carbon Copy) email archive configuration from a specified DocuSign account. Approval by default
- WriteDelete Brand from GroupThis endpoint allows users to delete one or more brands from a specified group within a DocuSign account. Approval by default
- WriteDelete Brand Logo By TypeThis endpoint deletes a specific logo from an account brand in DocuSign. Approval by default
- WriteDelete brand profilesThis endpoint allows you to delete one or more brand profiles from a DocuSign account. Approval by default
- WriteDelete chunked uploadDeletes a chunked upload that has been committed but not yet consumed in the DocuSign system. Approval by default
- WriteDelete connect configurationDeletes a specified DocuSign Connect configuration from the given account. Approval by default
- WriteDelete connect failure log entryDeletes one or all Connect failure log entries for a specified DocuSign account. Approval by default
- WriteDelete Connect Log EntriesDeletes Connect log entries for a DocuSign account. Approval by default
- WriteDelete connect oauth configurationDeletes the Connect OAuth configuration for a specified DocuSign account. Approval by default
- WriteDelete contact from accountDeletes a specific contact from a DocuSign account. Approval by default
- WriteDelete custom document fieldsDeletes custom document fields from an existing envelope document in DocuSign. Approval by default
- WriteDeletecustomdocumentfieldsfromtemplateDeletes specified custom document fields from an existing template document in DocuSign. Approval by default
- WriteDelete custom fields in templateDeletes specified custom fields from a DocuSign template. Approval by default
- WriteDelete custom tab informationDeletes a specified custom tab from a DocuSign account. Approval by default
- WriteDelete custom user settingsDeletes specified custom user settings for a DocuSign user by their names. Approval by default
- WriteDelete Delayed Routing Rule For Envelope StepThis endpoint deletes the delayed routing object for a specific envelope's workflow step in DocuSign. Approval by default
- WriteDelete delayed routing rules for templateDeletes the delayed routing rules for a specific template workflow step in DocuSign. Approval by default
- WriteDelete draft envelope attachmentsDeletes one or more envelope attachments from a draft envelope in DocuSign. Approval by default
- WriteDelete eNote ConfigurationDeletes an existing eNote configuration associated with a specific DocuSign account. Approval by default
- WriteDelete Envelope Custom FieldsThis endpoint deletes envelope custom fields for draft and in-process envelopes in DocuSign. Approval by default
- WriteDelete Envelope Email SettingsDeletes all existing email override settings for a specific envelope in DocuSign. Approval by default
- WriteDelete Envelope LockDeletes the lock from a specified envelope, allowing it to be modified again. Approval by default
- WriteDelete envelope scheduled sending rulesDeletes the scheduled sending rules for a specific envelope's workflow in DocuSign. Approval by default
- WriteDelete envelope transfer ruleDeletes a specific envelope transfer rule from a DocuSign account. Approval by default
- WriteDelete envelope workflow definitionThis endpoint deletes the workflow definition for a specified envelope in DocuSign. Approval by default
- WriteDelete envelope workflow stepDeletes a specific workflow step from an envelope in DocuSign. Approval by default
- WriteDelete existing workspace logicallyMarks a DocuSign workspace as deleted by changing its status to "status_deleted". Approval by default
- WriteDelete members from signing groupRemoves one or more members from a specified DocuSign signing group. Approval by default
- WriteDeletemultiplecontactsfromaccountDeletes multiple contacts associated with a specific DocuSign account. Approval by default
- WriteDelete notary jurisdictionDeletes a specified notary jurisdiction from the DocuSign system. Approval by default
- WriteDelete one or more signing groupsDeletes one or more signing groups from a specified DocuSign account. Approval by default
- WriteDelete page from document in envelopeDeletes a specific page from a document within a DocuSign envelope. Approval by default
- WriteDelete page from template documentDeletes a specific page from a document within a DocuSign template. Approval by default
- WriteDelete powerform by idThis endpoint deletes a specific PowerForm identified by its unique ID within a DocuSign account. Approval by default
- WriteDelete request log filesDeletes all request log files for the authenticated user in DocuSign. Approval by default
- WriteDelete scheduled sending rulesDeletes all scheduled sending rules associated with a specific DocuSign template's workflow. Approval by default
- WriteDelete signature for captive recipientsDeletes the signature for one or more captive (embedded) recipients in DocuSign. Approval by default
- WriteDelete specific connect log entryDeletes a specified entry or all entries from the DocuSign Connect log for a given account. Approval by default
- WriteDelete specified accountDeletes (closes) a specified DocuSign account. Approval by default
- WriteDelete stamp image for accountThis endpoint deletes a specific stamp image associated with an account signature in DocuSign. Approval by default
- WriteDeletetemplatefromenvelopedocumentDeletes a template from a document within an envelope. Approval by default
- WriteDelete template lockDeletes the lock from a specified DocuSign template, releasing it for editing by others. Approval by default
- WriteDelete template workflow stepDeletes a specific workflow step from a template's workflow definition in DocuSign. Approval by default
- WriteDeleteuserauthforcloudstorageprovidersThis endpoint deletes the user authentication information for one or more cloud storage providers associated with a specific DocuSign user account. Approval by default
- WriteDelete user authorizationDeletes a specific user authorization within the DocuSign system. Approval by default
- WriteDeleteuserauthorizationsThe DeleteUserAuthorizations endpoint is used to remove one or more user authorizations for a specified principal user within a DocuSign account. Approval by default
- WriteDelete user cloud storage authenticationThis endpoint deletes the user authentication information for a specified cloud storage provider in DocuSign. Approval by default
- WriteDeleteusergroupDeletes one or more existing user groups from a specified DocuSign account. Approval by default
- WriteDelete user initials or signature imageThis endpoint deletes a specified initials image or signature image for a user in DocuSign. Approval by default
- WriteDelete user profile imageDeletes the profile image of a specified user within a DocuSign account. Approval by default
- WriteDelete users from groupDeletes one or more users from a specified group within a DocuSign account. Approval by default
- WriteDelete workflow definition for templateDeletes the workflow definition associated with a specific template in DocuSign. Approval by default
- WriteDelete workspace files or foldersThis endpoint allows for the deletion of one or more files or sub-folders from a DocuSign workspace folder or root. Approval by default
- WriteInitiate new chunked uploadInitiates a new chunked upload in DocuSign by sending the first part of the content. Approval by default
- WriteLock an envelope for editingThis endpoint locks an envelope for editing, preventing other users or recipients from changing it. Approval by default
- WriteLock Template for EditingLocks a specified DocuSign template for editing to prevent concurrent modifications. Approval by default
- WriteModify Account Notification SettingsUpdates the default email notification settings for envelope senders and signers in a DocuSign account. Approval by default
- WriteModify tab settings for accountThis endpoint modifies the tab types and tab functionality that are enabled for a DocuSign account. Approval by default
- WritePost payment to invoicePosts a payment to past due invoices for a DocuSign account. Approval by default
- WritePurchase additional envelopesThis endpoint completes the purchase of additional envelopes for a DocuSign account through an internal workflow interaction with an envelope vendor. Approval by default
- WriteQueue downgrade billing plan requestQueues a downgrade request for a DocuSign account's billing plan. Approval by default
- WriteRegistercurrentuserasnotaryThis endpoint registers the current user as a notary in DocuSign, enabling remote online notarization capabilities. Approval by default
- WriteRemove bulk send listThis endpoint deletes a specific bulk send list from a DocuSign account. Approval by default
- WriteRemovegroupsharingpermissionsfortemplateRemoves sharing permissions for specified member groups from a DocuSign template. Approval by default
- WriteRemove Templates From FavoritesRemoves one or more templates from an account's list of favorite templates in DocuSign. Approval by default
- WriteRemove user signature informationRemoves the signature information for a specific user in DocuSign. Approval by default
- WriteRepublish connect data for envelopeRepublishes Connect information for a specified envelope in DocuSign. Approval by default
- WriteRepublish connect info for envelopesRepublishes Connect webhook information for multiple DocuSign envelopes. Approval by default
- WriteRevokeenvelopecorrectionurlThis endpoint revokes the correction view URL for a specific envelope in DocuSign, effectively disabling the ability to make further corrections to the envelope. Approval by default
- WriteRotate page image for envelopeThis endpoint rotates a page image within a specific document of an envelope in DocuSign. Approval by default
- WriteRotate Template Page ImageRotates a page image within a DocuSign template for display purposes. Approval by default
- WriteSend EnvelopeSends a draft envelope by updating its status to 'sent'. Approval by default
- WriteSet envelope purge config for accountConfigures automatic envelope purge settings for a DocuSign account. Approval by default
- WriteSet initials image for accountless signerThis endpoint allows you to update the initials image for a signer who does not have a DocuSign account within a specific envelope. Approval by default
- WriteSet shared access for users and templatesThis endpoint sets shared access for users and templates in DocuSign. Approval by default
- WriteSet signature image for no account signerThis endpoint updates the signature image for an accountless signer in a DocuSign envelope. Approval by default
- WriteSet templates as account favoritesThis endpoint allows users to set one or more templates as account favorites in DocuSign. Approval by default
- WriteSet up connect oauth configurationSets up Connect OAuth configuration for a specified DocuSign account using a custom authorization server. Approval by default
- WriteSet User Signature ImageSets or updates a user's signature image, initials, or stamp in their DocuSign account. Approval by default
- WriteSubmit batch historical envelopes to webhookThis endpoint submits a batch of existing envelopes to a specified webhook for historical publishing. Approval by default
- WriteToggle api request loggingThis endpoint enables or disables API request logging for troubleshooting purposes in DocuSign. Approval by default
- WriteUpdateaccountbrandsettingsThe UpdateAccountBrandSettings endpoint modifies or replaces an existing brand configuration for a DocuSign account. Approval by default
- WriteUpdateaccountcustomfieldThis endpoint updates an existing account custom field in DocuSign. Approval by default
- WriteUpdate account password rulesThis endpoint updates the password rules for a DocuSign account. Approval by default
- WriteUpdateaccountsettingsUpdates various settings for a specified DocuSign account. Approval by default
- WriteUpdate account stamp by idThis endpoint allows you to update an existing account stamp (signature) in DocuSign. Approval by default
- WriteUpdateaccountstampsUpdate existing account stamps (signatures) in a DocuSign account. Approval by default
- WriteUpdate account watermark informationThis endpoint updates the watermark settings for a specified DocuSign account. Approval by default
- WriteUpdate billing plan for accountUpdates billing plan information, address, and payment details for a DocuSign account. Approval by default
- WriteUpdate Bulk Send Batch NameUpdates the name of an existing DocuSign bulk send batch. Approval by default
- WriteUpdate connect oauth configurationThis endpoint updates an existing Connect OAuth Configuration for a DocuSign account. Approval by default
- WriteUpdate contacts informationThis endpoint updates one or more contacts associated with a DocuSign account. Approval by default
- WriteUpdate custom fields in envelope documentThis endpoint allows you to update existing custom document fields in a specific document within an envelope in DocuSign. Approval by default
- WriteUpdate custom tab information for accountThis endpoint updates the information for a custom tab associated with a specific DocuSign account. Approval by default
- WriteUpdatedocumentvisibilityrecipientsUpdates document visibility settings for multiple recipients in a DocuSign envelope. Approval by default
- WriteUpdate docusign connect configurationThis endpoint updates an existing DocuSign Connect configuration for a specified account. Approval by default
- WriteUpdate electronic record disclosureUpdates the Electronic Record and Signature Disclosure (ERSD) for a DocuSign account. Approval by default
- WriteUpdateenoteintegrationconfigUpdates the eNote integration configuration for a specific DocuSign account. Approval by default
- WriteUpdate envelope attachmentUpdates an existing attachment for a draft or in-process envelope in DocuSign. Approval by default
- WriteUpdate envelope custom fieldsThis endpoint allows users to update custom fields for draft and in-process envelopes in DocuSign. Approval by default
- WriteUpdateenvelopedelayedroutingrulesUpdates the delayed routing rules for a specific workflow step in a DocuSign envelope. Approval by default
- WriteUpdate Envelope DocGen Form FieldsThis method dynamically generates an envelope's documents by populating its sender fields. Approval by default
- WriteUpdateenvelopeemailsettingsUpdates the existing email override settings for a specified envelope in DocuSign. Approval by default
- WriteUpdate envelope notification settingsUpdates the notification settings for a specific DocuSign envelope, including reminders and expirations. Approval by default
- WriteUpdate envelope scheduled sending rulesUpdates the scheduled sending rules for an envelope's workflow in DocuSign. Approval by default
- WriteUpdate envelope workflow definitionUpdates the workflow definition for a specified envelope in DocuSign. Approval by default
- WriteUpdate envelope workflow stepUpdates a specific workflow step for a DocuSign envelope, allowing for customization of envelope processing, including delayed routing and conditional recipients. Approval by default
- WriteUpdate group informationUpdates group information for one or more user groups in a DocuSign account. Approval by default
- WriteUpdatelockforenvelopeUpdates lock settings for an already-locked envelope in DocuSign to extend duration or modify the locking application identifier. Approval by default
- WriteUpdate notary jurisdiction infoUpdates the jurisdiction information for a notary in the DocuSign system. Approval by default
- WriteUpdatepermissionprofilesettingsThis endpoint updates an existing account permission profile in DocuSign. Approval by default
- WriteUpdaterecipientdocumentvisibilityThis endpoint updates the document visibility settings for a specific recipient within a DocuSign envelope. Approval by default
- WriteUpdate signing group detailsUpdates the details of a specified signing group within a DocuSign account, including the group name, email, and member information. Approval by default
- WriteUpdatesigninggroupnamesUpdates the names of one or more existing signing groups in DocuSign. Approval by default
- WriteUpdate template custom fieldsUpdates the custom fields in a DocuSign template. Approval by default
- WriteUpdate Template Delayed Routing RulesThis endpoint updates the scheduled sending rules for a specific workflow step in a DocuSign template. Approval by default
- WriteUpdate template document custom fieldsThis endpoint updates existing custom document fields in a specific document within a DocuSign template. Approval by default
- WriteUpdate Template Doc VisibilityThis endpoint updates document visibility settings for one or more recipients in a DocuSign template. Approval by default
- WriteUpdate template lock informationThis endpoint allows you to update the lock information for an already locked template in DocuSign. Approval by default
- WriteUpdate template notification settingsThis endpoint updates the notification structure for an existing DocuSign template. Approval by default
- WriteUpdate Template Recipient Document VisibilityUpdates document visibility settings for a specific recipient in a DocuSign template. Approval by default
- WriteUpdatetemplatescheduledsendingrulesUpdates the scheduled sending rules for a DocuSign template, controlling when envelopes created from this template are automatically sent. Approval by default
- WriteUpdatetemplateworkflowdefinitionUpdates the workflow definition for a specified template in DocuSign, allowing for customization of the document signing process. Approval by default
- WriteUpdate user account settingsThis endpoint updates the account settings and email notification types for a specified user in DocuSign. Approval by default
- WriteUpdate User Authorization DatesUpdates the start and/or end dates for a specified user authorization in DocuSign. Approval by default
- WriteUpdate user information for specified userThe User_PutUser endpoint allows updating user information for a specified user within a DocuSign account. Approval by default
- WriteUpdateusernotaryinformationThe UpdateUserNotaryInformation endpoint modifies a notary's profile and settings in DocuSign. Approval by default
- WriteUpdate user profile imageUpdates the user's profile image in DocuSign by uploading a new image file. Approval by default
- WriteUpdateuserprofileinformationUpdates a user's profile in DocuSign, including personal details, privacy settings, and user ID card information. Approval by default
- WriteUpdate user signature by idUpdates or creates a user's signature and initials for a specified DocuSign account. Approval by default
- WriteUpdate workflow step for templateThis endpoint updates a specified workflow step for a DocuSign template. Approval by default
- WriteUpdateworkspaceinformationUpdates information about a specific DocuSign workspace. Approval by default
- WriteUpdate workspace item metadataUpdates the metadata for a specific file in a DocuSign workspace. Approval by default
One prompt, start to finish
What a governed DocuSign run looks like inside Luumen.
Questions
How does LuumenAI connect to DocuSign?
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in DocuSign on its own?
Read actions answer immediately. Anything that writes — add contacts to contacts list, add email overrides to envelope, add envelope attachments, add existing brand to group, and more — is shown as a plan and requires approval by default, including the 64 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to DocuSign — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
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