# Connect DocuSign to Katana and automate your tasks Describe to build Activity reports Fully supported MESA's DocuSign to Katana integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes. [Try MESA for free](/content/pricing/index.html) ★★★★★ 4.9 rating on Shopify App Store Start when... Personalize with built-in tools... Then, do this... Trusted by 1,000+ Shopify merchants ## Why integrate DocuSign with Katana The DocuSign to Katana integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. [Order automation →](/content/solutions/order-automation/index.html) ### Trigger Shopify workflows when a contract is signed in DocuSign When a DocuSign envelope is completed — a wholesale agreement, a B2B contract, a vendor terms acceptance — MESA kicks off the corresponding action in Shopify. Your store operations start the moment a signature is in place without anyone manually bridging the two systems. [Enterprise automation →](/content/solutions/enterprise-automation/index.html) ### Create and send DocuSign envelopes from Shopify order events When a qualifying order comes in — a wholesale account, a high-value B2B purchase, a custom agreement — MESA generates the right DocuSign envelope and routes it to the customer or vendor for signature. Your contract process starts automatically from the moment an order is placed. [Data integration →](/content/solutions/data-integration/index.html) ### Keep Shopify customer records current when DocuSign status changes When a DocuSign envelope is sent, viewed, signed, or declined, MESA updates the corresponding Shopify customer record with the current status. Your team always knows where each agreement stands without checking DocuSign separately. [Order automation →](/content/solutions/order-automation/index.html) ### Keep Katana production orders in sync with Shopify sales When an order is placed in Shopify, MESA creates or updates the corresponding production order in Katana. Your manufacturing queue stays current with demand without anyone manually bridging the two systems. [Inventory management →](/content/solutions/inventory-management/index.html) ### Update Shopify inventory when Katana production is complete When a production run finishes in Katana, MESA updates the available stock in Shopify. Your storefront reflects what's actually ready to sell without a manual sync step between your factory floor and your store. [Data integration →](/content/solutions/data-integration/index.html) ### Log production and materials data where your ops team works When Katana records a production event — a run started, a material consumed, a batch completed — MESA writes the details to Airtable, Google Sheets, or ClickUp. Your operations team has a running view without leaving their tools. ## Build any DocuSign and Katana automation MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running. ###### Current Inventory Material Out of Stock Starts when a material's current stock level is below the optimal level (quantity\_missing\_or\_excess <= 0). ###### Current Inventory Material Updated Starts when a material's current stock level or average cost is updated. ###### Current Inventory Product Out of Stock Starts when a product's current stock level is below the optimal level (quantity\_missing\_or\_excess <= 0). ###### Current Inventory Product Updated Starts when a product's current stock level or average cost is updated. ###### Product Created Starts when a product is created. ###### Product Deleted Starts when a product is deleted. ###### Product Updated Starts when a product is updated. ###### Sales Order Availability Updated Starts when availability or expected date is updated for products or ingredients. ###### Sales Order Created Starts when a sales order is created. ###### Sales Order Deleted Starts when a sales order is deleted. ###### Sales Order Delivered Starts when a new sales order's status is marked as delivered. ###### Sales Order Packed Starts when a new sales order's status is marked as packed. ###### Sales Order Updated Starts when a sales order is updated. ###### Click Agreed Starts when a recipient accepts an Elastic template. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Click Declined Starts when a recipient declines an Elastic template. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Completed Starts when an envelope has been completed by all recipients. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Corrected Starts when an envelope is corrected. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Created Starts when a new envelope is created. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Declined Starts when an envelope has been declined by one of the recipients. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Deleted Starts when an already-sent envelope is deleted. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Delivered Starts when all recipients have opened the envelope through the DocuSign signing website. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Discarded Starts when an envelope in a created or draft state is deleted. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Purged Starts when an envelope is queued to be purged. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Resent Starts when an envelope is resent. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Sent Starts when an email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Voided Starts when an envelope has been voided by the sender or has expired. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Authentication Failed Starts when a recipient fails an authentication check. In cases where a recipient has multiple attempts to pass a check, it means that the recipient failed all the attempts. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Auto Responded Starts when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Completed Starts when the recipient has completed their actions for the envelope, typically (but not always) by signing. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Declined Starts when a recipient declines to sign the document(s) in the envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Delegate Starts when a delegated signer is sent an envelope and after a Delegation rule is in place. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Delivered Starts when a recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Finish Later Starts when a recipient selects finish on an envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Reassigned Starts when an envelope is reassigned by a recipient. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Resent Starts when a recipient selects finish within the web application on an envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Sent Starts when an email notification is sent to the recipient signifying that it is their turn to sign an envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Created Starts when a template is created. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Deleted Starts when a template is deleted. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Modified Starts when a template is modified. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Assign Serial Numbers to Resource Assign serial numbers to a resource. - ID - Transaction ID - Serial Number - Resource Type - Resource ID - Transaction Date - Quantity Change ###### Change Product Operation's Rank Modify the product operations's rank. ###### Create Customer Create a customer. - Name - First Name - Last Name - Company - Email - Phone - Currency - Reference ID - Comment - Discount Rate - Addresses ###### Create Customer Address Add an address to an existing customer. A customer can have one billing address and multiple shipping addresses. If the new address is the first of its type, it is assigned as the default. - Customer ID - Entity Type - First Name - Last Name - Company - Phone - Line 1 - Line 2 - City - State - Zip - Country ###### Create Make-to-Order Manufacturing Order Create a manufacturing order that is linked to a specific sales order row. - Sales Order Row ID - Create Subassemblies ###### Create Manufacturing Order Create a manufacturing order. Manufacturing order recipe and operation rows are created automatically based on the product recipe and operations. - Status - Order No - Variant ID - Location ID - Planned Quantity - Actual Quantity - Order Created Date - Production Deadline Date - Additional Info - Batch Transactions ###### Create Manufacturing Order Operation Row Add an operation row to an existing manufacturing order. Operation rows cannot be added when the manufacturing order status is DONE. - Manufacturing Order ID - Operation ID - Operation Name - Resource ID - Resource Name - Planned Time Per Unit - Cost Per Hour - Status - Assigned Operators ###### Create Manufacturing Order Production Create a manufacturing order production. - Manufacturing Order ID - Completed Quantity - Completed Date - Is Final - Ingredients - Operations - Serial Numbers ###### Create Manufacturing Order Recipe Row Add a recipe row to an existing manufacturing order. Recipe rows cannot be added when the manufacturing order status is DONE. - Manufacturing Order ID - Variant ID - Notes - Planned Quantity Per Unit - Total Actual Quantity - Batch Transactions ###### Create Material Create a material. - Name - Uom - Category Name - Default Supplier ID - Additional Info - Batch Tracked - Purchase Uom - Purchase Uom Conversion Rate - Configs - Variants ###### Create Outsourced Purchase Order Recipe Row Add a recipe row to an existing outsourced purchase order. Recipe rows cannot be added when the order status is RECEIVED. - Purchase Order Row ID - Ingredient Variant ID - Planned Quantity Per Unit - Notes - Batch Transactions ###### Create Product Create a product. - Name - Uom - Category Name - Is Producible - Is Purchasable - Default Supplier ID - Additional Info - Batch Tracked - Serial Tracked - Operations In Sequence - Purchase Uom - Purchase Uom Conversion Rate - Configs - Custom Field Collection ID - Variants ###### Create Product Operations Create one or many new product operation rows for a product. - Keep Current Rows - Rows ###### Create Purchase Order Create a purchase order. /purchase\_orders - Order No - Entity Type - Supplier ID - Currency - Status - Expected Arrival Date - Order Created Date - Location ID - Tracking Location ID - Additional Info - Purchase Order Rows ###### Create Purchase Order Additional Cost Row Add a purchase order additional cost row to an existing group. - Additional Cost ID - Group ID - Tax Rate ID - Price - Distribution Method ###### Create Purchase Order Row Create a purchase order row. - Purchase Order ID - Quantity - Variant ID - Tax Rate ID - Group ID - Price Per Unit - Purchase Uom Conversion Rate - Purchase Uom ###### Create Recipes Create a recipe. - Keep Current Rows - Rows ###### Create Sales Order Create a sales order. - Order No - Customer ID - Sales Order Rows - Tracking Number - Tracking Number URL - Addresses - Order Created Date - Delivery Date - Currency - Location ID - Status - Additional Info - Customer Ref - Ecommerce Order Type - Ecommerce Store Name - Ecommerce Order ID ###### Create Sales Order Address Create a new sales order address. - Sales Order ID - Entity Type - First Name - Last Name - Company - Phone - Line 1 - Line 2 - City - State - Zip - Country ###### Create Sales Order Fulfillment Create a sales order fulfillment. - Sales Order ID - Picked Date - Status - Conversion Rate - Conversion Date - Tracking Number - Tracking URL - Tracking Carrier - Tracking Method - Sales Order Fulfillment Rows ###### Create Sales Order Row Create a sales order row. - Sales Order ID - Quantity - Variant ID - Tax Rate ID - Attributes - Price Per Unit - Total Discount ###### Create Sales Order Shipping Fee & Add it to Sales Order Create a sales order shipping fee and add it to sales order. - Sales Order ID - Description - Amount - Tax Rate ID ###### Create Stock Adjustment Create a stock adjustment. - Stock Adjustment Number - Stock Adjustment Date - Location ID - Reason - Additional Info - Stock Adjustment Rows ###### Create Stock Transfer Create a stock transfer. - Stock Transfer Number - Source Location ID - Target Location ID - Transfer Date - Additional Info - Stock Transfer Rows ###### Create Stocktake Create a stocktake. - Stocktake Number - Location ID - Reason - Additional Info - Created Date - Set Remaining Items As Counted - Stocktake Rows ###### Create Stocktake Row Add one or many new rows for a stocktake. - Stocktake ID - Stocktake Rows ###### Create Supplier Create a supplier. - Name - Currency - Email - Phone - Comment - Addresses ###### Create Supplier Address Create a supplier address. - Supplier ID - Line 1 - Line 2 - City - State - Zip - Country ###### Create Tax Rate Create a tax rate. - Name - Rate ###### Create Variant Create a variant. - Sku - Sales Price - Purchase Price - Product ID - Supplier Item Codes - Internal Barcode - Registered Barcode - Material ID - Config Attributes - Custom Fields ###### Delete Customer Remove a customer. ###### Delete Customer Address Remove a customer's address. ###### Delete Manufacturing Order Remove a manufacturing order. ###### Delete Manufacturing Order Operation Row Remove a manufacturing order operation row. ###### Delete Manufacturing Order Production Remove a manufacturing order production. ###### Delete Manufacturing Order Recipe Row Remove a manufacturing order recipe row. ###### Delete Material Remove a material. ###### Delete Outsourced Purchase Order Recipe Row Remove an outsourced purchase order recipe row. ###### Delete Product Remove a product. ###### Delete Product Operation Row Remove a product operation row. ###### Delete Purchase Order Remove a purchase order. ###### Delete Purchase Order Additional Cost Row Remove a purchase order additional cost row. ###### Delete Purchase Order Row Remove a purchase order row. ###### Delete Recipe Remove a recipe. ###### Delete Recipe Row Remove a recipe row. ###### Delete Sales Order Remove a sales order. ###### Delete Sales Order Address Remove a sales order address. ###### Delete Sales Order Fulfillment Remove a sales order fulfillment. ###### Delete Sales Order Row Remove a sales order row. ###### Delete Stock Adjustment Remove a stock adjustment. ###### Delete Stock Transfer Remove a stock transfer. ###### Delete Stocktake Remove a stocktake. ###### Delete Stocktake Row Remove a stocktake row. ###### Delete Storage Bin Remove a storage bin. ###### Delete Supplier Remove a supplier. ###### Delete Supplier Address Remove a supplier address. ###### Delete Variant Remove a variant. ###### Deletes Shipping Fee & Remove from Attached Sales Order Remove shipping fee and remove it from the attached sales order. ###### Get List of Current Inventory Obtain a list for current inventory. - Variant ID - Location ID - Reorder Point - Average Cost - Value In Stock - Quantity In Stock - Quantity Committed - Quantity Expected - Quantity Missing Or Excess ###### Get List of Custom Fields Collections Obtain a list of custom fields collections. - ID - Name - Updated At - Created At - Deleted At ###### Get List of Customer Addresses Obtain a list of customer addresses you’ve previously created. The customer addresses are returned in sorted order, with the most recent customer addresses appearing first. - ID - Customer ID - Entity Type - Default - First Name - Last Name - Company - Phone - Line 1 - Line 2 - City - State - Zip - Country - Created At - Updated At ###### Get List of Customers Obtain a list of all customers. - ID - Name - First Name - Last Name - Company - Email - Phone - Comment - Currency - Reference ID - Discount Rate - Created At - Updated At - Default Billing ID - Default Shipping ID - Addresses ###### Get List of Inventory Movements Grab a list of inventory movements created by your Katana resources. - ID - Variant ID - Location ID - Resource Type - Resource ID - Caused By Order No - Caused By Resource ID - Movement Date - Quantity Change - Balance After - Value Per Unit - Value In Stock After - Average Cost After - Rank - Created At - Updated At ###### Get List of Locations Obtain a list of locations. - ID - Name - Legal Name - Address ID - Address - Is Primary - Sales Allowed - Manufacturing Allowed - Purchase Allowed - Created At - Updated At - Deleted At ###### Get List of Manufacturing Order Operation Rows Obtain a list of manufacturing order operation rows. - ID - Status - Rank - Manufacturing Order ID - Operation ID - Operation Name - Resource ID - Resource Name - Assigned Operators - Completed By Operators - Active Operator ID - Planned Time Per Unit - Total Actual Time - Planned Cost Per Unit - Total Actual Cost - Cost Per Hour - Group Boundary - Is Status Actionable - Completed At - Created At - Updated At - Deleted At ###### Get List of Manufacturing Order Recipe Rows Obtain a list of manufacturing order recipe rows. - ID - Manufacturing Order ID - Variant ID - Notes - Planned Quantity Per Unit - Total Actual Quantity - Ingredient Availability - Ingredient Expected Date - Batch Transactions - Cost - Created At - Updated At - Deleted At ###### Get List of Manufacturing Orders Obtain a list of manufacturing orders. - ID - Status - Order No - Variant ID - Planned Quantity - Actual Quantity - Batch Transactions - Location ID - Order Created Date - Done Date - Production Deadline Date - Additional Info - Is Linked To Sales Order - Sales Order ID - Sales Order Row ID - Sales Order Delivery Deadline - Ingredient Availability - Total Cost - Total Planned Time - Total Actual Time - Material Cost - Subassemblies Cost - Operations Cost - Created At - Updated At - Deleted At - Serial Numbers ###### Get List of Manufacturing Orders Obtain a list of manufacturing orders. - ID - Manufacturing Order ID - Quantity - Production Date - Created At - Updated At - Deleted At - Ingredients - Operations - Serial Numbers ###### Get List of Materials Obtain a list of materials. - ID - Name - Uom - Category Name - Default Supplier ID - Type - Additional Info - Purchase Uom - Purchase Uom Conversion Rate - Batch Tracked - Variants - Created At - Updated At - Configs ###### Get List of Operators Obtain a list of operators. - ID - Operator Name ###### Get List of Outsourced Purchase Order Recipe Rows Obtain a list of outsourced purchase order recipe rows. - ID - Purchase Order ID - Purchase Order Row ID - Ingredient Variant ID - Planned Quantity Per Unit - Ingredient Availability - Ingredient Expected Date - Notes - Batch Transactions - Cost - Created At - Updated At - Deleted At ###### Get List of Product Operations Obtain a list of product operations. - Product Operation Row ID - Product ID - Product Variant ID - Operation ID - Operation Name - Resource ID - Resource Name - Cost Per Hour - Planned Time Per Unit - Planned Cost Per Unit - Rank - Group Boundary - Created At - Updated At ###### Get List of Products Obtain a list of products. - ID - Name - Uom - Category Name - Is Producible - Default Supplier ID - Is Purchasable - Type - Additional Info - Purchase Uom - Purchase Uom Conversion Rate - Batch Tracked - Serial Tracked - Operations In Sequence - Variants - Created At - Updated At - Configs ###### Get List of Purchase Order Accounting Metadata Obtain a list of purchase order accounting metadata entries. - ID - Integration Type - Bill ID - Created At - Purchase Order ID - Received Items Group ID ###### Get List of Purchase Order Additional Cost Rows Obtain list of purchase order additional cost rows you’ve previously created. - ID - Additional Cost ID - Group ID - Name - Distribution Method - Tax Rate ID - Tax Rate - Price - Price In Base - Currency - Currency Conversion Rate - Currency Conversion Rate Fix Date - Updated At - Created At - Deleted At ###### Get List of Purchase Order Rows Obtain a list of purchase order rows. - ID - Quantity - Variant ID - Tax Rate ID - Price Per Unit - Purchase Uom - Purchase Uom Conversion Rate - Batch Transactions - Total - Total In Base Currency - Conversion Rate - Conversion Date - Received Date - Created At - Updated At ###### Get List of Purchase Orders Obtain a list of purchase orders. - ID - Status - Billing Status - Last Document Status - Order No - Entity Type - Supplier ID - Currency - Expected Arrival Date - Order Created Date - Additional Info - Location ID - Ingredient Availability - Ingredient Expected Date - Tracking Location ID - Total - Total In Base Currency - Purchase Order Rows - Created At - Updated At ###### Get List of Recipes Obtain a list of recipes. - Recipe ID - Recipe Row ID - Product ID - Product Variant ID - Ingredient Variant ID - Quantity - Notes - Created At - Updated At ###### Get List of Sales Order Accounting Metadata Obtain a list of sales order accounting metadata. ###### Get List of Sales Order Addresses Obtain a list of sales order addresses. - ID - Sales Order ID - Entity Type - First Name - Last Name - Company - Phone - Line 1 - Line 2 - City - State - Zip - Country - Created At - Updated At ###### Get List of Sales Order Fulfillments Obtain a list of sales order fulfillments. - ID - Sales Order ID - Picked Date - Status - Conversion Rate - Conversion Date - Tracking Number - Tracking URL - Tracking Carrier - Tracking Method - Sales Order Fulfillment Rows - Serial Numbers - Packer ID - Created At - Updated At ###### Get List of Sales Order Rows Obtain a list of sales order rows. - ID - Quantity - Variant ID - Tax Rate ID - Price Per Unit - Price Per Unit In Base Currency - Total - Total In Base Currency - Attributes - Batch Transactions - Serial Numbers - Linked Manufacturing Order ID - Conversion Rate - Conversion Date - Created At - Updated At ###### Get List of Sales Orders Obtain a list of sales orders. - ID - Customer ID - Order No - Source - Order Created Date - Delivery Date - Picked Date - Location ID - Status - Currency - Conversion Rate - Conversion Date - Invoicing Status - Total - Total In Base Currency - Additional Info - Customer Ref - Sales Order Rows - Ecommerce Order Type - Ecommerce Store Name - Ecommerce Order ID - Product Availability - Product Expected Date - Ingredient Availability - Ingredient Expected Date - Production Status - Created At - Updated At - Tracking Number - Tracking Number URL - Billing Address ID - Shipping Address ID - Addresses ###### Get List of Serial Numbers Obtain a list of serial numbers. - ID - Transaction ID - Serial Number - Resource Type - Resource ID - Transaction Date - Quantity Change ###### Get List of Shipping Fees Obtain a list of shipping fees. - ID - Sales Order ID - Description - Amount - Tax Rate ID ###### Get List of Stock Adjustments Obtain a list of stock adjustments. - ID - Stock Adjustment Date - Location ID - Stock Adjustment Number - Reason - Additional Info - Stock Adjustment Rows - Created At - Updated At ###### Get List of Stock Serial Numbers Obtain a list of serial numbers with in-stock status which references to the linked resources. - ID - Serial Number - In Stock - Transactions ###### Get List of Stock Transfers Obtain a list of stock transfers. - ID - Stock Transfer Number - Source Location ID - Target Location ID - Transfer Date - Additional Info - Stock Transfer Rows - Created At - Updated At ###### Get List of Stocktake Rows Obtain a list of stocktake rows. - ID - Variant ID - Batch ID - Stocktake ID - Notes - In Stock Quantity - Counted Quantity - Discrepancy Quantity - Created At - Updated At - Deleted At ###### Get List of Stocktakes Obtain a list of stocktakes. - ID - Stocktake Number - Location ID - Status - Reason - Additional Info - Stocktake Created Date - Started Date - Completed Date - Status Update In Progress - Set Remaining Items As Counted - Stock Adjustment ID - Created At - Updated At - Deleted At ###### Get List of Storage Bins Obtain a list of storage bins. - ID - Name - Location ID - Updated At - Created At - Deleted At ###### Get List of Supplier Addresses Obtain a list of supplier addresses. - ID - Supplier ID - Line 1 - Line 2 - City - State - Zip - Country - Updated At - Created At ###### Get List of Suppliers Obtain a list of suppliers. - ID - Name - Email - Comment - Created At - Updated At ###### Get List of Tax Rates Obtain a list of tax rates. - ID - Name - Rate - Is Default Sales - Is Default Purchases - Display Name - Created At - Updated At ###### Get List of Variants Obtain a list of variants. - ID - Product ID - Material ID - Sku - Sales Price - Purchase Price - Config Attributes - Type - Created At - Updated At ###### Get List of Variants with Negative Stock Obtain a list of all variants with negative stock. - Variant ID - Location ID - Latest Negative Stock Date - Name - Sku - Category ###### Link Variant Default Storage Bins Link variants with the default storage bins. - ID - Bin Name - Variant ID - Storage Bin ID - Created At - Updated At - Deleted At ###### List All Additional Costs Obtain a list of all additional costs you’ve previously created. - ID - Name - Updated At - Created At - Deleted At ###### Receive Purchase Order Grab all details about a purchase order. ###### Retrieve Current Factory Grab all details about the current factory. - Line 1 - Line 2 - City - State - Zip - Country ###### Retrieve Location Grab all details about a location. - ID - Name - Legal Name - Address ID - Address - Is Primary - Sales Allowed - Manufacturing Allowed - Purchase Allowed - Created At - Updated At - Deleted At ###### Retrieve Manufacturing Order Grab all details about a manufacturing order. - ID - Status - Order No - Variant ID - Planned Quantity - Actual Quantity - Batch Transactions - Location ID - Order Created Date - Done Date - Production Deadline Date - Additional Info - Is Linked To Sales Order - Sales Order ID - Sales Order Row ID - Sales Order Delivery Deadline - Ingredient Availability - Total Cost - Total Planned Time - Total Actual Time - Material Cost - Subassemblies Cost - Operations Cost - Created At - Updated At - Deleted At - Serial Numbers ###### Retrieve Manufacturing Order Operation Row Grab all details about a manufacturing order operation row. - ID - Status - Rank - Manufacturing Order ID - Operation ID - Operation Name - Resource ID - Resource Name - Assigned Operators - Completed By Operators - Active Operator ID - Planned Time Per Unit - Total Actual Time - Planned Cost Per Unit - Total Actual Cost - Cost Per Hour - Group Boundary - Is Status Actionable - Completed At - Created At - Updated At - Deleted At ###### Retrieve Manufacturing Order Production Grab all details about a manufacturing order production. - ID - Manufacturing Order ID - Quantity - Production Date - Created At - Updated At - Deleted At - Ingredients - Operations - Serial Numbers ###### Retrieve Manufacturing Order Recipe Row Grab all details about a manufacturing order recipe row. - ID - Manufacturing Order ID - Variant ID - Notes - Planned Quantity Per Unit - Total Actual Quantity - Ingredient Availability - Ingredient Expected Date - Batch Transactions - Cost - Created At - Updated At - Deleted At ###### Retrieve Material Grab all details about a material. - ID - Name - Uom - Category Name - Default Supplier ID - Type - Additional Info - Purchase Uom - Purchase Uom Conversion Rate - Batch Tracked - Variants - Created At - Updated At - Configs ###### Retrieve Outsourced Purchase Order Recipe Row Grab all details about an outsourced purchase order recipe row. - ID - Purchase Order ID - Purchase Order Row ID - Ingredient Variant ID - Planned Quantity Per Unit - Ingredient Availability - Ingredient Expected Date - Notes - Batch Transactions - Cost - Created At - Updated At - Deleted At ###### Retrieve Product Grab all details about a product. - ID - Name - Uom - Category Name - Is Producible - Default Supplier ID - Is Purchasable - Type - Additional Info - Purchase Uom - Purchase Uom Conversion Rate - Batch Tracked - Serial Tracked - Operations In Sequence - Variants - Created At - Updated At - Configs ###### Retrieve Purchase Order Grab all details about a purchase order. - ID - Status - Billing Status - Last Document Status - Order No - Entity Type - Supplier ID - Currency - Expected Arrival Date - Order Created Date - Additional Info - Location ID - Ingredient Availability - Ingredient Expected Date - Tracking Location ID - Total - Total In Base Currency - Purchase Order Rows - Created At - Updated At ###### Retrieve Purchase Order Additional Cost Row Grab all details about an existing purchase order additional cost row. - ID - Additional Cost ID - Group ID - Name - Distribution Method - Tax Rate ID - Tax Rate - Price - Price In Base - Currency - Currency Conversion Rate - Currency Conversion Rate Fix Date - Updated At - Created At - Deleted At ###### Retrieve Purchase Order Row Grab all details about a purchase order row. - ID - Quantity - Variant ID - Tax Rate ID - Price Per Unit - Purchase Uom - Purchase Uom Conversion Rate - Batch Transactions - Total - Total In Base Currency - Conversion Rate - Conversion Date - Received Date - Created At - Updated At ###### Retrieve Sales Order Grab all details about a sales order. - ID - Customer ID - Order No - Source - Order Created Date - Delivery Date - Picked Date - Location ID - Status - Currency - Conversion Rate - Conversion Date - Invoicing Status - Total - Total In Base Currency - Additional Info - Customer Ref - Sales Order Rows - Ecommerce Order Type - Ecommerce Store Name - Ecommerce Order ID - Product Availability - Product Expected Date - Ingredient Availability - Ingredient Expected Date - Production Status - Created At - Updated At - Tracking Number - Tracking Number URL - Billing Address ID - Shipping Address ID - Addresses ###### Retrieve Sales Order Fulfillment Grab all details about a sales order fulfillment. - ID - Sales Order ID - Picked Date - Status - Conversion Rate - Conversion Date - Tracking Number - Tracking URL - Tracking Carrier - Tracking Method - Sales Order Fulfillment Rows - Serial Numbers - Packer ID - Created At - Updated At ###### Retrieve Sales Order Row Grab all details about a sales order row. - ID - Quantity - Variant ID - Tax Rate ID - Price Per Unit - Price Per Unit In Base Currency - Total - Total In Base Currency - Attributes - Batch Transactions - Serial Numbers - Linked Manufacturing Order ID - Conversion Rate - Conversion Date - Created At - Updated At ###### Retrieve Shipping Fee Grab all details about a shipping fee. - ID - Sales Order ID - Description - Amount - Tax Rate ID ###### Retrieve Variant Grab all details about a variant. - ID - Product ID - Material ID - Sku - Sales Price - Purchase Price - Config Attributes - Type - Created At - Updated At ###### Unassign Serial Numbers from Resource Remove serial numbers from a resource. ###### Unlink Manufacturing Order from Sales Order Row Unlink a manufacturing order from a particular sales order row. ###### Unlink Variant Default Storage Bins Unlink variants from the default storage bins. ###### Update Customer Modify a customer's information. - Name - First Name - Last Name - Company - Email - Phone - Currency - Comment - Discount Rate - Default Shipping ID ###### Update Customer Address Modify a customer's address. - First Name - Last Name - Company - Phone - Line 1 - Line 2 - City - State - Zip - Country ###### Update Manufacturing Order Modify a manufacturing order. - Status - Order No - Variant ID - Location ID - Planned Quantity - Actual Quantity - Order Created Date - Production Deadline Date - Additional Info - Done Date - Batch Transactions ###### Update Manufacturing Order Operation Row Modify a manufacturing order operation row. - Operation ID - Operation Name - Resource ID - Resource Name - Planned Time Per Unit - Total Actual Time - Cost Per Hour - Status - Assigned Operators - Completed By Operators ###### Update Manufacturing Order Production Modify a manufacturing order production. - Production Date ###### Update Manufacturing Order Production Ingredient Update a specified manufacturing order production ingredient. Any fields not provided will be left unchanged. A manufacturing order production ingredient cannot be updated when the manufacturing order status is DONE. - Batch Transactions ###### Update Manufacturing Order Recipe Row Modify a manufacturing order recipe row. - Variant ID - Notes - Planned Quantity Per Unit - Total Actual Quantity - Batch Transactions ###### Update Material Modify a material. - Name - Uom - Category Name - Default Supplier ID - Additional Info - Batch Tracked - Purchase Uom - Purchase Uom Conversion Rate - Configs - Custom Field Collection ID ###### Update Outsourced Purchase Order Recipe Row Modify an outsourced purchase order recipe row. - Ingredient Variant ID - Planned Quantity Per Unit - Notes - Batch Transactions ###### Update Product Modify a product's details. - Name - Uom - Category Name - Is Producible - Is Purchasable - Default Supplier ID - Additional Info - Batch Tracked - Operations In Sequence - Serial Tracked - Purchase Uom - Purchase Uom Conversion Rate - Configs - Custom Field Collection ID ###### Update Product Operation Row Modify a product's operation row. - Operation ID - Operation Name - Resource ID - Resource Name - Cost Per Hour - Planned Time Per Unit ###### Update Purchase Order Modify a purchase order. - Order No - Supplier ID - Currency - Tracking Location ID - Status - Expected Arrival Date - Order Created Date - Location ID - Additional Info ###### Update Purchase Order Additional Cost Row Modify a purchase order's additional cost row. - Additional Cost ID - Tax Rate ID - Price - Distribution Method ###### Update Purchase Order Row Modify a purchase order row. - Quantity - Variant ID - Tax Rate ID - Group ID - Price Per Unit - Purchase Uom Conversion Rate - Purchase Uom - Received Date ###### Update Recipe Row Modify a recipe entry. - Quantity - Notes - Ingredient Variant ID ###### Update Reorder Point Modify the reorder point for a certain location and variant combination. - Location ID - Variant ID - Value ###### Update Sales Order Modify a sales order. - Order No - Customer ID - Order Created Date - Delivery Date - Picked Date - Location ID - Status - Currency - Conversion Rate - Conversion Date - Additional Info - Customer Ref - Tracking Number - Tracking Number URL ###### Update Sales Order Address Modify a sales order's address. - First Name - Last Name - Company - Phone - Line 1 - Line 2 - City - State - Zip - Country ###### Update Sales Order Fulfillment Modify sales order fulfillment's details. - Picked Date - Status - Conversion Rate - Packer ID - Conversion Date - Tracking Number - Tracking URL - Tracking Carrier - Tracking Method ###### Update Sales Order Row Modify a sales order row. - Quantity - Variant ID - Tax Rate ID - Price Per Unit - Total Discount - Batch Transactions - Serial Number Transactions - Attributes ###### Update Shipping Fee Modify a shipping fee. - Description - Amount - Tax Rate ID ###### Update Stock Adjustment Modify a stock adjustment. - Stock Adjustment Number - Stock Adjustment Date - Location ID - Reason - Additional Info ###### Update Stock Transfer Modify a stock transfer. - Stock Transfer Number - Transfer Date - Additional Info ###### Update Stocktake Modify a stocktake. - Stocktake Number - Location ID - Status - Reason - Additional Info - Created Date - Completed Date - Set Remaining Items As Counted ###### Update Stocktake Row Modify stocktake row information. - Variant ID - Batch ID - Notes - Counted Quantity ###### Update Storage Bin Modify a storage bin. - Bin Name ###### Update Supplier Modify a supplier. - Name - Email - Phone - Currency - Comment ###### Update Supplier Address Modify a supplier's address. - Line 1 - Line 2 - City - State - Zip - Country ###### Update Variant Modify a variant. - Sku - Sales Price - Purchase Price - Product ID - Supplier Item Codes - Internal Barcode - Registered Barcode - Material ID - Config Attributes - Custom Fields ###### Add Email Setting Overrides To Envelope Add email settings to change who an email is sent to, and use BCC for email archiving. - Bcc Email Address ID - Email ###### Add New Step To Envelope's Workflow Add a new step to a workflow for an envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Add Or Replace Document in Envelope Appends or replaces a document in an envelope that's being processed or drafted. - 0 ###### Add Templates To Document in Envelope Append templates to an envelope's document. - Document End Page - Document ID - Document Start Page - Error Details - Template ID ###### Add Templates To Envelope Append templates to an envelope. - Document End Page - Document ID - Document Start Page - Error Details - Template ID ###### Adds Attachment To Draft or In-Process Envelope Appends an attachment to draft or in-process envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Adds Multiple Attachments To Draft or In-Process Envelope Appends multiple attachments to a draft or in-process envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Change Status of Envelope Transfer Rule Change the status of an envelope transfer rule between enabled and disabled. - Carbon Copy Original Owner - Enabled - Envelope Transfer Rule ID - Event Type - From Group - From User - Modified Date - Modified User - To Folder - To User ###### Change Status of Multiple Envelope Transfer Rules Change the status of one or more envelope transfer rules to enable/disable them. - End Position - Envelope Transfer Rules - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Create Custom Document Fields in Envelope Document Create custom document fields for envelope document. - Document Fields ###### Create Envelope Custom Fields for Envelope Create an envelope custom field for draft or in-process envelopes. - List Custom Fields - Text Custom Fields ###### Create Envelope Recipient Preview Generate a preview URL for a draft envelope or template to enable the sender to see what the recipients will experience. - Assertion ID - Authentication Instant - Authentication Method - Client U R Ls - Ping Frequency - Ping URL - Recipient ID - Return URL - Security Domain - X Frame Options - X Frame Options Allow From URL ###### Create Envelope Transfer Rule Create an envelope transfer rule. - Carbon Copy Original Owner - Enabled - Envelope Transfer Rule ID - Event Type - From Groups - From Users - Modified Date - Modified User - To Folder - To User ###### Create Link to Page for Manually Reviewing Ids Create an URL for a manual recipient ID review page. ###### Create Preview of Responsive Version of Document Generate a preview of a document's responsive HTML version. - Display Anchor Prefix - Display Anchors - Display Order - Display Page Number - Document Guid - Document ID - Header Label - Max Screen Width - Remove Empty Tags - Show Mobile Optimized Toggle - Source ###### Create Preview of Responsive Versions of all Documents in Envelope Generate a preview of responsive HTML versions of all documents in an envelope before sending. - Display Anchor Prefix - Display Anchors - Display Order - Display Page Number - Document Guid - Document ID - Header Label - Max Screen Width - Remove Empty Tags - Show Mobile Optimized Toggle - Source ###### Create Resource Token for Sender To Request ID Evidence Data Create a token for a sender to provide identification data for a recipient. ###### Creates an envelope Creates and sends an envelope or creates a draft envelope. - Envelope ID - Status - Status Date Time - Uri ###### Delete Custom Document Fields from Envelope Document Remove custom fields from an envelope document. - Error Details - Name - Original Value - Value ###### Delete Delayed Routing Rules for Envelope Workflow Step Remove a delayed routing rule for an envelope's workflow step, but first make sure the delay is not in progress. ###### Delete Email Setting Overrides for Envelope Remove all email override settings for an envelope. - Bcc Email Address ID - Email ###### Delete Envelope Custom Fields for Draft or In-Process Envelope Remove custom fields from drafts or in-process envelopes. - Configuration Type - Error Details - Field ID - List Items - Name - Required - Show - Value ###### Delete Envelope Lock Remove the lock from an envelope while optionally saving or discarding changes made while the lock was active. - Error Code - Message ###### Delete Envelope Transfer Rule Remove an envelope transfer rule if you're an Administrator with the enabled Transfer Custody feature. ###### Delete Page from Document in Envelope Remove a page from a document in an envelope according to its page number. ###### Delete Recipient from Envelope Remove recipient from a draft or sent envelope. - Access Code - Access Code Metadata - Add Access Code To Email - Additional Notifications - Allow System Override For Locked Recipient - Auto Responded Reason - Client User ID - Completed Count - Consent Details List - Custom Fields - Declined Date Time - Declined Reason - Delivered Date Time - Delivery Method Metadata - Document Visibility - Email - Email Metadata - Email Notification - Email Recipient Post Signing U R L - Embedded Recipient Start U R L - Error Details - Excluded Documents - Fax Number Metadata - First Name - First Name Metadata - Full Name Metadata - ID Check Configuration Name - ID Check Configuration Name Metadata - ID Check Information Input - Identity Verification - Inherit Email Notification Configuration - Last Name - Last Name Metadata - Name - Name Metadata - Note - Note Metadata - Phone Number - Recipient Authentication Status - Recipient Feature Metadata - Recipient ID - Recipient ID Guid - Recipient Type - Recipient Type Metadata - Require ID Lookup - Require ID Lookup Metadata - Role Name - Routing Order - Routing Order Metadata - Sent Date Time - Signing Group ID - Signing Group ID Metadata - Signing Group Name - Signing Group Users - Sms Authentication - Social Authentications - Status - Status Code - Suppress Emails - Template Locked - Template Required - Total Tab Count - User ID ###### Delete Scheduled Sending Rules for Envelope's Workflow Remove scheduled sending rules for an envelope's workflow before the countdown begins. ###### Delete Template from Document in Envelope Remove a template from an envelope's document. ###### Delete Workflow Definition for Envelope Remove workflow definition of a specified envelope and cancel scheduled email if any. ###### Delete Workflow Step from Envelope's Workflow Definition Remove a workflow step from an envelope. ###### Deletes Attachment from Draft Envelope Remove attachment from a draft envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Get List of Document Page Images Based on Input Obtain a list of document pages' images based on input. - End Position - Next Uri - Pages - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Get List of Email Setting Overrides for Envelope Obtain a list of email override settings for an envelope. - Bcc Email Address ID - Email ###### Get List of Envelope Tab Data for Envelope Download envelope and tab data from sent or shared envelopes. - Email Subject - Envelope ID - Form Data - Prefill Form Data - Recipient Form Data - Sent Date Time - Status ###### Get List of Envelope Transfer Rules Obtain a list of envelope transfer rules for the associated account (restricted to Administrators and with Transfer Custody feature enabled). - End Position - Envelope Transfer Rules - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Get List of Envelope's Attachments Obtain a list of attachments for an envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Get List of HTML Definitions Used to Generate Dynamically Sized Responsive Documents Obtain a list of definitions used to generate a responsive document, which may be empty if the document ID is invalid. - Document ID - Document ID Guid - HTML Definition ###### Get List of Original HTML Definitions used to generate Responsive HTML for Envelope Obtain a list of original HTML definitions used to generate responsive HTML for an envelope. - Document ID - Document ID Guid - HTML Definition ###### Get List of Scheduled Sending Rules for Envelope's Workflow Definition Obtain a list of scheduled sending rules based on template and workflow step. - Bulk List ID - Resume Date - Rules - Status ###### Get List of Sender Fields found in the Envelope’s Documents Obtain a list of sender fields found in the envelope’s documents. - Doc Gen Document Status - Document ID - Doc Gen Form Field List ###### Get List of Templates Associated With Document in Envelope Obtain a list of associated templates of specified envelope's document. - Document ID - Document Name - Error Details - Name - Template ID - Template Match - Uri ###### Get List of Templates Used in Envelope Obtain a list of names and IDs of server-side templates used in an envelope. - Document ID - Document Name - Error Details - Name - Template ID - Template Match - Uri ###### Get List of Workflow Definitions for Envelope Obtain a list of workflow definitions for a specified envelope. - Current Workflow Step ID - Resume Date - Scheduled Sending - Workflow Status - Workflow Steps ###### Gets List of Documents in Envelope Obtain a list of envelope documents. - Added Recipient Ids - Attachment Tab ID - Authoritative Copy - Authoritative Copy Metadata - Available Document Types - Contains Pdf Form Fields - Display - Display Metadata - Doc Gen Document Status - Doc Gen Errors - Doc Gen Form Fields - Document Fields - Document ID - Document ID Guid - Error Details - Include In Download - Include In Download Metadata - Is Doc Gen Document - Name - Name Metadata - Order - Pages - Signer Must Acknowledge - Signer Must Acknowledge Metadata - Size Bytes - Template Locked - Template Required - Type - Uri - Document URL ###### Gets List of Envelope Audit Events for Envelope Obtain a list of envelope audit events for a specific envelope. - Event Fields ###### Lock Envelope Lock an envelope to prevent changes. - Error Code - Message ###### Retrieve Custom Document Fields from Envelope Document Grab all details about document field information for an envelope document. - Error Details - Name - Original Value - Value ###### Retrieve Custom Field Information for the Specified Envelope Grab all details about a custom field information for an envelope. - Configuration Type - Error Details - Field ID - List Items - Name - Required - Show - Value ###### Retrieve Default Electronic Record & Signature Disclosure for Envelope Grab all details about the default electronic record and signature disclosure for a specified envelope. - Account Esign ID - Allow C D Withdraw - Allow C D Withdraw Metadata - Change Email - Change Email Other - Company Name - Company Phone - Copy Cost Per Page - Copy Fee Collection Method - Copy Request Email - Custom - Enable Esign - Esign Agreement - Esign Text - Language Code - Must Agree To Esign - Pdf ID - Use Brand - Use Consumer Disclosure Within Account - Use Consumer Disclosure Within Account Metadata - Withdraw Address Line1 - Withdraw Address Line2 - Withdraw By Email - Withdraw By Mail - Withdraw By Phone - Withdraw City - Withdraw Consequences - Withdraw Email - Withdraw Other - Withdraw Phone - Withdraw Postal Code - Withdraw State ###### Retrieve Delayed Routing Rules for Envelope's Workflow Step Definition Grab all details about the delayed routing rules for a workflow step. - Resume Date - Rules - Status ###### Retrieve Document from Envelope Grab all details about a single document from an envelope. ###### Retrieve Document Visibility for Recipient Grab all details about a recipient's document visibility information. - Document ID - Error Details - Recipient ID - Rights - Visible ###### Retrieve Electronic Record & Signature Disclosure for Envelope Recipient Grab all details about the recipient-specific electronic record and signature disclosure (ERSD) in HTML format, with the option to specify language. - Account Esign ID - Allow C D Withdraw - Allow C D Withdraw Metadata - Change Email - Change Email Other - Company Name - Company Phone - Copy Cost Per Page - Copy Fee Collection Method - Copy Request Email - Custom - Enable Esign - Esign Agreement - Esign Text - Language Code - Must Agree To Esign - Pdf ID - Use Brand - Use Consumer Disclosure Within Account - Use Consumer Disclosure Within Account Metadata - Withdraw Address Line1 - Withdraw Address Line2 - Withdraw By Email - Withdraw By Mail - Withdraw By Phone - Withdraw City - Withdraw Consequences - Withdraw Email - Withdraw Other - Withdraw Phone - Withdraw Postal Code - Withdraw State ###### Retrieve Envelope Lock Information Grab all details about a locked envelope if the requesting user is the one who locked it. - Error Code - Message ###### Retrieve Envelope Notification Information Grab all details about an existing envelope's notification, reminders, and expirations. - Expire After - Expire Enabled - Expire Warn ###### Retrieve Envelope Status Grab all details about the overall status for a specific envelope. - Allow Comments - Allow Markup - Allow Reassign - Allow View History - Any Signer - Asynchronous - Attachments Uri - Authoritative Copy - Authoritative Copy Default - Auto Navigation - Brand ID - Brand Lock - Certificate Uri - Completed Date Time - Copy Recipient Data - Created Date Time - Custom Fields - Custom Fields Uri - Declined Date Time - Delivered Date Time - Disable Responsive Document - Documents Combined Uri - Documents Uri - Email Blurb - Email Settings - Email Subject - Enable Wet Sign - Enforce Signer Visibility - Envelope Attachments - Envelope Custom Metadata - Envelope Documents - Envelope ID - Envelope ID Stamping - Envelope Metadata - Envelope Uri - Expire After - Expire Date Time - Expire Enabled - External Envelope ID - Folders - Has Comments - Has Form Data Changed - Has Wav File - Initial Sent Date Time - Is21CFRPart11 - Is Dynamic Envelope - Is Signature Provider Envelope - Last Modified Date Time - Lock Information - Message Lock - Notification - Notification Uri - Power Form - Purge Completed Date - Purge Request Date - Purge State - Recipients Lock - Recipients Uri - Sender - Sent Date Time - Signer Can Sign On Mobile - Signing Location - Status - Status Changed Date Time - Status Date Time - Templates Uri - Transaction ID - Use Disclosure - Voided Date Time - Voided Reason - Workflow - Document URL ###### Retrieve Envelope Statuses for Envelopes Grab all envelope statuses for a set of envelopes. - Continuation Token - End Position - Envelopes - Envelope Transaction Statuses - Folders - Last Queried Date Time - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Retrieve Initials Image for User Grab the image of the user's initials. ###### Retrieve Page Image from Envelope for Display Grab all details about an image of document page for display. ###### Retrieve PDF Transcript of All Comments in Envelope Grab a PDF file of all comments added to an envelope's documents. ###### Retrieve Signature Image Information for Signer/Sign-in-Person Recipient Grab user signature image in the same format as uploaded. ###### Retrieve Signature Information for Signer or Sign-in-Person Recipient Grab signer's or sign-in person recipient's signature information. - Adopted Date Time - Created Date Time - Custom Field - Date Stamp Properties - Disallow User Resize Stamp - Error Details - External ID - Image Base64 - Image Type - Initials150 Image ID - Initials Image Uri - Is Default - Last Modified Date Time - Nrds ID - Nrds Last Name - Nrds Status - Phonetic Name - Signature150 Image ID - Signature Font - Signature ID - Signature Image Uri - Signature Initials - Signature Name - Signature Rights - Signature Type - Stamp Format - Stamp Image Uri - Stamp Size M M - Stamp Type - Status ###### Retrieve Specified Workflow Step for Template Grab all details of a specific workflow step for a specified envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Retrieve Status of Recipients for Envelope Grab all details about the status and tab values of all recipients in an envelope, and identify the current recipient in the routing list. - Access Code - Access Code Metadata - Add Access Code To Email - Additional Notifications - Allow System Override For Locked Recipient - Auto Responded Reason - Client User ID - Completed Count - Consent Details List - Custom Fields - Declined Date Time - Declined Reason - Delivered Date Time - Delivery Method Metadata - Document Visibility - Email - Email Metadata - Email Notification - Email Recipient Post Signing U R L - Embedded Recipient Start U R L - Error Details - Excluded Documents - Fax Number Metadata - First Name - First Name Metadata - Full Name Metadata - ID Check Configuration Name - ID Check Configuration Name Metadata - ID Check Information Input - Identity Verification - Inherit Email Notification Configuration - Last Name - Last Name Metadata - Name - Name Metadata - Note - Note Metadata - Phone Number - Recipient Authentication Status - Recipient Feature Metadata - Recipient ID - Recipient ID Guid - Recipient Type - Recipient Type Metadata - Require ID Lookup - Require ID Lookup Metadata - Role Name - Routing Order - Routing Order Metadata - Sent Date Time - Signing Group ID - Signing Group ID Metadata - Signing Group Name - Signing Group Users - Sms Authentication - Social Authentications - Status - Status Code - Suppress Emails - Template Locked - Template Required - Total Tab Count - User ID ###### Retrieve URL to Envelope Correction UI Grab the URL for embedding the envelope correction view of DocuSign's UI. - URL ###### Retrieves a PDF document from the envelope with no CoC. DARRYL ###### Retrieves Attachment from Envelope Grab all details about an attachment from an envelope. ###### Revoke Correction View URL To Envelope UI Revoke the envelope UI correction view URL. ###### Rotate Page Image from Envelope for Display Rotate a page image to display left or right. ###### Search for Specific Sets of Envelopes in Account Search for envelopes in your accounts. - Continuation Token - End Position - Envelopes - Envelope Transaction Statuses - Folders - Last Queried Date Time - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Send, Modify a Draft Envelope, Void In-Process Envelope, or Purge Documents/Envelope Metadata Modify an envelope. - Envelope ID - Error Details - List Custom Field Update Results - Lock Information - Purge State - Recipient Update Results - Text Custom Field Update Results ###### Set Envelope Notifications for Envelope Set notifications for an existing envelope with reminders and expirations either using request or account default settings. - Expire After - Expire Enabled - Expire Warn ###### Set Initials Image for Accountless Signer Update initials image for accountless signer by uploading a gif, png, jpeg or bmp file under 200K in size. The credentials must match the sender and the signer's account must have certain properties set to true. ###### Set Signature Image for Accountless Signer Modify signature image for accountless signer with supported image format and size, requires sender credentials and account settings. ###### Update an Envelope’s Documents by populating its Sender Fields Modify an envelope's documents by populating its sender fields. - Doc Gen Form Fields ###### Update Custom Document Fields in Envelope Document Modify custom document fields in an envelope document. - Document Fields ###### Update Delayed Routing Rules for Envelope's Workflow Step Definition Modify a workflow step definition's delayed routing rules for an envelope. - Resume Date - Rules - Status ###### Update Document Visibility for Recipient Modify a document's visibility for a recipient. - Document Visibility ###### Update Document Visibility for Recipients Modify document visibility for recipients. - Document Visibility ###### Update Email Setting Overrides for Envelope Modify the email override settings for a specific envelope. - Bcc Email Addresses - Reply Email Address Override - Reply Email Name Override ###### Update Envelope Custom Fields in Envelope Modify envelope custom fields names for draft and in-process envelopes. - List Custom Fields - Text Custom Fields ###### Update Envelope Lock Modify lock information for a locked envelope. - Lock Duration In Seconds - Locked By App - Lock Type - Template Password - Use Scratch Pad ###### Update Scheduled Sending Rules for Envelope's Workflow Modify scheduled sending rules for an envelope's workflow. - Bulk List ID - Resume Date - Rules - Status ###### Update Workflow Definition for Envelope Modify the workflow for a specific envelope, including scheduled sending and delayed routing. - Current Workflow Step ID - Resume Date - Scheduled Sending - Workflow Status - Workflow Steps ###### Update Workflow Step for Envelope Modify a specific workflow step for an envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Updates the Recipients for an Envelope Modify the recipients for an envelope. - Combined - Error Details - Recipient ID - Recipient ID Guid [View all](/content/apps/docusign/integrate/katana#/index.html) Not just software—partnership ## Expert support included MESA includes hands-on support from automation experts who know how to get things done. ### Free workflow setup We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week. ### Fast response times Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours. ### Managed services available Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows. ### Real humans, always Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows. ## Integrate DocuSign with Katana today. Enjoy a 7-day free trial. Get your first workflow in minutes. [Try MESA today →](/content/pricing/index.html) MESA AI assistant +× Describe your task... You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.