# Connect DocuSign to Shippo and automate your tasks Describe to build Activity reports Fully supported MESA's DocuSign to Shippo 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 Shippo The DocuSign to Shippo 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. [Fulfillment operations →](/content/solutions/fulfillment-operations/index.html) ### Generate shipping labels the moment a Shopify order is ready When an order is placed or moves to a fulfillment stage in Shopify, MESA creates the corresponding shipment in Shippo with the right carrier, rate, and service level already applied. Your team prints and ships without a manual step between your store and your shipping platform. [Order automation →](/content/solutions/order-automation/index.html) ### Route orders to the right carrier based on what's in the cart When an order contains specific products, a weight threshold, or a regional destination, MESA reads the details and selects the right Shippo carrier and service. Every order ships the right way without someone making that call manually on each one. [Customer experience →](/content/solutions/customer-experience/index.html) ### Update Shopify the moment Shippo generates a tracking number When Shippo creates a label and tracking number, MESA writes it back to the Shopify order and triggers any downstream actions — a Klaviyo notification, a customer tag, a loyalty point. Your post-purchase workflow starts the moment a label is printed. ## Build any DocuSign and Shippo 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. ###### Batch Created Starts when a batch is created. ###### Batch Purchased Starts when a batch is purchased. ###### Track Updated Starts when a track is updated. ###### Transaction Created Starts when a transaction is created. - Object State - Status - Object Created - Object Updated - Object ID - Object Owner - Test - Rate - Tracking Number - Tracking Status - Eta - Tracking URL Provider - Label URL - Commercial Invoice URL - Messages - Order - Metadata - Parcel - Billing ###### Transaction Updated Starts when a transaction is updated. - Object State - Status - Object Created - Object Updated - Object ID - Object Owner - Test - Rate - Tracking Number - Tracking Status - Eta - Tracking URL Provider - Label URL - Commercial Invoice URL - Messages - Order - Metadata - Parcel - Billing ###### 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 ###### Add Shipments to Batch Add shipments to a batch. - Default Carrier Account - Default Servicelevel Token - Label Filetype - Metadata ###### Clear Current Default Parcel Template Clear the currently configured default parcel template for live rates. ###### Create Batch Create a batch. - Default Carrier Account - Default Servicelevel Token - Label Filetype - Metadata ###### Create Carrier Account Create a new carrier account. - Account ID - Active - Carrier - Metadata - Parameters - Test ###### Create Custom Declaration Create a custom declaration. - Aes Itn - B13a Filing Option - B13a Number - Certificate - Certify - Certify Signer - Commercial Invoice - Contents Explanation - Contents Type - Disclaimer - Eel Pfc - Exporter Reference - Importer Reference - Incoterm - Invoice - License - Metadata - Non Delivery Option - Notes ###### Create Customs Item Create a customs item. - Description - Eccn Ear99 - Mass Unit - Metadata - Net Weight - Origin Country - Quantity - Sku Code - Tariff Number - Value Amount - Value Currency ###### Create Manifest Create a new manifest. - Carrier Account - Shipment Date - Transactions ###### Create New Address Create a new address. - City - Company - Country - Email - Is Residential - Metadata - Name - Phone - State - Street1 - Street2 - Street3 - Street No - Zip ###### Create Order Create a new order. - Currency - Notes - Order Number - Order Status - Placed At - Shipping Cost - Shipping Cost Currency - Shipping Method - Subtotal Price - Total Price - Total Tax - Weight - Weight Unit - To Address - Line Items ###### Create Parcel Create a new parcel. - Distance Unit - Extra - Height - Length - Mass Unit - Metadata - Template - Test - Weight - Width ###### Create Pickup Create a pickup. - Carrier Account - Location - Metadata - Requested End Time - Requested Start Time - Transactions ###### Create Refund Create a refund. - Transaction ###### Create Service Group Create a new service group. - Description - Flat Rate - Flat Rate Currency - Free Shipping Threshold Currency - Free Shipping Threshold Min - Name - Rate Adjustment - Service Levels - Type ###### Create Shipment Create a shipment. - Customs Declaration - Extra - Metadata - Shipment Date ###### Create Shipping Label (transaction) based on Rate Create a new transaction and purchase a shipping label for the provided rate. - Label File Type - Metadata - Rate ###### Create User Parcel Template Create a new user parcel template. - Label File Type - Metadata - Rate ###### Delete Service Group Remove a service group. ###### Delete User Parcel Template Remove a user's parcel template. ###### Generate Live Rates Request Initiate a live rates request. - Amount - Amount Local - Currency - Currency Local - Estimated Days - Title ###### Get List of Addresses Obtain a list of addresses. - Next - Previous ###### Get List of Carrier Accounts Obtain a list of carrier accounts. - Next - Previous ###### Get List of Carrier Parcel Templates Obtain a list of carrier parcel templates. - Carrier - Distance Unit - Height - Is Variable Dimensions - Length - Name - Token - Width ###### Get List of Custom Items Obtain a list of custom items. - Next - Previous ###### Get List of Customs Declarations Obtain a list of customs declarations. - Next - Previous ###### Get List of Manifests Obtain a list of manifests. - Next - Previous ###### Get List of Orders Obtain a list of orders. - Next - Previous ###### Get List of Parcels Obtain a list of parcels. - Next - Previous ###### Get List of Service Groups Obtain a list of service groups. - Description - Flat Rate - Flat Rate Currency - Free Shipping Threshold Currency - Free Shipping Threshold Min - Name - Rate Adjustment - Service Levels - Type ###### Get List of Shipment's Rates Obtain a list of shipment's rates. - Next - Previous ###### Get List of Shipments Obtain a list of shipments. - Customs Declaration - Extra - Metadata - Shipment Date ###### Get List of Shipping Labels Obtain a list of shipping labels. - Commercial Invoice URL - Eta - Label URL - Messages - Metadata - Object Created - Object ID - Object Owner - Object State - Object Updated - Qr Code URL - Rate - Status - Test - Tracking Number - Tracking Status - Tracking URL Provider ###### Get List of User Parcel Templates Obtain a list of user parcel templates. - Distance Unit - Height - Length - Name - Weight - Weight Unit - Width ###### Purchase Batch Purchase a batch. - Default Carrier Account - Default Servicelevel Token - Label Filetype - Metadata ###### Register Tracking Webhook Register a tracking webhook. - City - Country - State - Zip ###### Remove Shipments from Batch Remove shipments from a batch. - Default Carrier Account - Default Servicelevel Token - Label Filetype - Metadata ###### Retrieve Address Grab all details about an address. - City - Company - Country - Email - Is Residential - Metadata - Name - Phone - State - Street1 - Street2 - Street3 - Street No - Zip ###### Retrieve and Show Current Default Parcel Template Grab all details and display the currently configured default parcel template for live rates. - Distance Unit - Height - Length - Name - Weight - Weight Unit - Width ###### Retrieve Batch Grab all details about a batch. - Default Carrier Account - Default Servicelevel Token - Label Filetype - Metadata ###### Retrieve Carrier Account Grab all details about a carrier account. - Account ID - Active - Carrier - Parameters ###### Retrieve Carrier Parcel Template Grab all details about a carrier parcel template. - Carrier - Distance Unit - Height - Is Variable Dimensions - Length - Name - Token - Width ###### Retrieve Customs Declaration Grab all details about a custom declaration. - Aes Itn - B13a Filing Option - B13a Number - Certificate - Certify - Certify Signer - Commercial Invoice - Contents Explanation - Contents Type - Disclaimer - Eel Pfc - Exporter Reference - Importer Reference - Incoterm - Invoice - License - Metadata - Non Delivery Option - Notes ###### Retrieve Customs Item Grab all details about a customs item. - Description - Eccn Ear99 - Mass Unit - Metadata - Net Weight - Origin Country - Quantity - Sku Code - Tariff Number - Value Amount - Value Currency ###### Retrieve Manifest Grab all details about a manifest. - Carrier Account - Shipment Date - Transactions ###### Retrieve Order Grab all details about an order. - Currency - Notes - Order Number - Order Status - Placed At - Shipping Cost - Shipping Cost Currency - Shipping Method - Subtotal Price - Total Price - Total Tax - Weight - Weight Unit - To Address - Line Items ###### Retrieve Parcel Grab all details about a parcel. - Distance Unit - Extra - Height - Length - Mass Unit - Metadata - Object Created - Object ID - Object Owner - Object State - Object Updated - Template - Test - Weight - Width ###### Retrieve Rate Grab all details about a rate. - Amount - Amount Local - Arrives By - Attributes - Carrier Account - Currency - Currency Local - Duration Terms - Estimated Days - Messages - Object Created - Object ID - Object Owner - Provider - Provider Image 75 - Provider Image 200 - Servicelevel - Shipment - Test - Zone ###### Retrieve Refund Grab all details about a refund. - Object Created - Object ID - Object Owner - Object Updated - Status - Test - Transaction ###### Retrieve Shipment Grab all details about a shipment. - Customs Declaration - Extra - Metadata - Shipment Date ###### Retrieve Shipment's Rates Grab all details about a shipment's existing rate. - Next - Previous ###### Retrieve Shipment's Tracking Status Grab all details about a shipment's tracking status. - City - Country - State - Zip ###### Retrieve Shipping Label Grab all details about a shipping label. - Commercial Invoice URL - Eta - Label URL - Messages - Metadata - Object Created - Object ID - Object Owner - Object State - Object Updated - Qr Code URL - Rate - Status - Test - Tracking Number - Tracking Status - Tracking URL Provider ###### Retrieve User Parcel Template Grab all details about a user's parcel template. - Distance Unit - Height - Length - Name - Weight - Weight Unit - Width ###### Update Carrier Account Modify a carrier account. - Account ID - Active - Carrier - Parameters ###### Update Default Parcel Template Modify the currently configured default parcel template for live rates - Object ID ###### Update Service Group Modify an existing service group. - Description - Flat Rate - Flat Rate Currency - Free Shipping Threshold Currency - Free Shipping Threshold Min - Name - Rate Adjustment - Service Levels - Type ###### Validate Address Validate an address. - City - Company - Country - Email - Is Residential - Metadata - Name - Phone - State - Street1 - Street2 - Street3 - Street No - Zip ###### 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. ###### 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. ###### 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. ###### 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. ###### 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. ###### Update Workflow Step for Envelope Modify a specific workflow step for an envelope. ###### Updates the Recipients for an Envelope Modify the recipients for an envelope. 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