DocuSign Extension

Connect your own DocuSign account via JWT Grant (service integration) by saving your Integration Key, impersonated User ID, and RSA private key, after checking they actually work end-to-end (sign a JWT, exchange for a token, and resolve your account via /oauth/userinfo). If DocuSign reports consent_required, the connection is still saved but flagged -- call get_consent_url next, open it in a browser, log in as that user, and approve once; then this connection starts working automatically on the next call.

Disconnect a DocuSign account: deletes the saved Integration Key/User ID/private key. Nothing in DocuSign itself is changed; envelopes/templates already sent are untouched.

List the connected DocuSign accounts and whether each still needs one-time admin consent.

Build the one-time browser consent URL a DocuSign user must open and approve before JWT Grant will work for them. Needed only once per Integration Key + User ID pair, or again if consent was ever revoked.

Create and send (or save as a draft) a DocuSign envelope from a raw document: uploads the document, attaches signers/CC recipients, and sends the signing request by email.

Create and send (or save as a draft) a DocuSign envelope from an existing template, mapping template roles to real recipients.

List envelopes in this DocuSign account, optionally filtered by status and creation date.

Get full status/details for one DocuSign envelope by id.

Void a DocuSign envelope: cancels it for all recipients who have not yet completed signing, with a stated reason. Cannot be undone.

Resend the signing-request notification email for an envelope to any recipients who have not yet acted.

Correct an in-progress (not yet completed) envelope's subject line and/or email message.

List the documents attached to an envelope (id, name, type), including the Certificate of Completion.

Download one document from a completed/in-progress envelope, base64-encoded ('combined' for the whole envelope as one PDF, or 'certificate' for the Certificate of Completion).

Update recipient details (e.g. fix a mistyped email address) on an in-progress envelope before resending.

Attach signing fields (tabs) -- sign-here, initial-here, date-signed, text, checkbox, etc -- to a recipient on an in-progress envelope.

List the signing fields (tabs) currently attached to one recipient of an envelope.

Get the tamper-evident audit trail (who viewed/signed/declined and when) for one envelope -- proof-of-process evidence for compliance.

Generate a one-time embedded-signing URL for a recipient created with a clientUserId, so they can sign inside your own app/site instead of via email.

List templates available in this DocuSign account.

Get full details for one DocuSign template by id.

List the documents attached to a template (id, name).

Create a reusable DocuSign template from a document, with named signer roles you can map to real people later with create_envelope_from_template.

Permanently delete a DocuSign template. Envelopes already sent from it are unaffected. Cannot be undone.

Create a DocuSign bulk send recipient list -- a named set of people who will each get their own copy of an envelope in one batch operation (e.g. sending the same NDA to 50 new vendors at once).

List saved bulk send recipient lists in this DocuSign account.

Send one envelope built from a template to every recipient in a bulk send list, in a single batch request.

Check the status of a previously started bulk send batch (how many envelopes were sent vs failed).

Create a DocuSign PowerForm from a template: a public self-service signing link you can share (embed on a website, put in a support ticket macro, etc) so recipients fill in and sign without you sending an envelope to each person individually.

List PowerForms (self-service signing links) configured in this DocuSign account.

Delete (deactivate) a DocuSign PowerForm so its public signing link stops accepting new signers.

List folders used to organize envelopes in this DocuSign account (e.g. 'Drafts', 'Sent', 'Completed', and any custom folders).

List envelopes filed inside a specific DocuSign folder.

Move an envelope into a different DocuSign folder.

List users in this DocuSign account (name, email, status -- active/pending/closed).

Add a new user to this DocuSign account -- DocuSign emails them an activation link.

Remove (close) a user's access to this DocuSign account.

List permission/routing groups configured in this DocuSign account.

Create a new permission/routing group in this DocuSign account.

Add one or more existing account users to a permission/routing group.

List permission profiles (roles) available in this DocuSign account -- what a user is allowed to do, e.g. Account Administrator, Sender, Viewer.

List visual brands (logo, colors, custom email/signing text) configured in this DocuSign account.

Apply a saved brand (logo, colors, custom text) to a specific envelope's emails and signing pages.

Create a Docusign Connect webhook configuration: DocuSign will POST envelope/recipient status changes (sent, delivered, completed, declined, voided, etc) to your HTTPS endpoint in near-real-time instead of you polling for status.

List Docusign Connect webhook configurations set up in this DocuSign account.

Update a Docusign Connect webhook configuration's name, URL, or enabled state.

Delete a Docusign Connect webhook configuration.

List Docusign Connect delivery failures (webhook deliveries that failed) for this account, so you can diagnose or retry them.

Retry a single failed Docusign Connect webhook delivery.

Get basic information about the connected DocuSign account: account id, name, plan, and whether the impersonated user is an account administrator.

Get this DocuSign account's billing plan and envelope usage (envelopes sent this period vs allowed).

Get this account's API request logging (diagnostics) settings -- whether Docusign is capturing raw API request/response logs for troubleshooting, and how many are stored.

Search this account's known/past recipients by name or email fragment -- useful for autocompleting who to send an envelope to.

Void several DocuSign envelopes in one call, by explicit envelope ids. Continues past per-item failures and reports which succeeded/failed.

Resend the signing-reminder notification for several DocuSign envelopes in one call. Continues past per-item failures and reports which succeeded/failed.

Scan recent envelopes in this DocuSign account and produce a health report: how many are pending signature, declined, or voided, which look stuck (sent long ago, still not completed), and which have signers whose signing deadline is expiring soon.