Connect DocuSign to ShipStation and automate your tasks

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MESA's DocuSign to ShipStation 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.

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Why integrate DocuSign with ShipStation

The DocuSign to ShipStation integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Order automation →

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 →

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 →

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 →

Push every Shopify order to ShipStation the moment it's placed

When an order comes in, MESA sends it to ShipStation with the right shipping method, carrier, and fulfillment rules already applied. Your team picks up a ready-to-ship order, not a configuration task.

Order automation →

Route orders to the right warehouse based on what's in the cart

When an order contains specific products, a wholesale flag, or a regional destination, MESA reads the details and sends it to the correct ShipStation fulfillment location. Every order reaches the right facility without manual sorting.

Customer experience →

Update Shopify the moment ShipStation marks an order shipped

When ShipStation generates a tracking number and marks an order fulfilled, MESA writes the update back to Shopify and triggers any downstream actions — a Klaviyo notification, a customer tag, a loyalty point. Your post-purchase workflow starts the moment fulfillment does.

Build any DocuSign and ShipStation 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.

Customer Created

Starts when a customer account is created.

• Customer ID

• Create Date

• Modify Date

• Name

• Company

• Street1

• Street2

• City

• State

• Postal Code

• Country Code

• Phone

• Email

• Address Verified

• Marketplace Usernames

• Tags

Customer Updated

Starts when a customer is updated.

• Customer ID

• Create Date

• Modify Date

• Name

• Company

• Street1

• Street2

• City

• State

• Postal Code

• Country Code

• Phone

• Email

• Address Verified

• Marketplace Usernames

• Tags

Item Created

Starts when an item is created.

• Order ID

• Order Number

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Order Created

Starts when a new order is created in any status other than Awaiting Payment.

• Order ID

• Order Number

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Order Shipped

Starts when a fulfilled order is shipped.

• Shipment ID

• Order ID

• Order Key

• User ID

• Order Number

• Create Date

• Ship Date

• Shipment Cost

• Insurance Cost

• Tracking Number

• Is Return Label

• Batch Number

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Warehouse ID

• Voided

• Void Date

• Marketplace Notified

• Notify Error Message

• Ship To

• Weight

• Dimensions

• Insurance Options

• Advanced Options

• Shipment Items

• Label Data

• Form Data

Order's Items Shipped

Starts when an item in an order is shipped.

• Shipment ID

• Order ID

• Order Key

• User ID

• Order Number

• Create Date

• Ship Date

• Shipment Cost

• Insurance Cost

• Tracking Number

• Is Return Label

• Batch Number

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Warehouse ID

• Voided

• Void Date

• Marketplace Notified

• Notify Error Message

• Ship To

• Weight

• Dimensions

• Insurance Options

• Advanced Options

• Shipment Items

• Label Data

• Form Data

Product Created

Starts when a new product is created.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Product Updated

Starts when a product is updated.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Shipment Created

Starts when a shipment is created for a recent order.

• Shipment ID

• Order ID

• Order Key

• User ID

• Order Number

• Create Date

• Ship Date

• Shipment Cost

• Insurance Cost

• Tracking Number

• Is Return Label

• Batch Number

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Warehouse ID

• Voided

• Void Date

• Marketplace Notified

• Notify Error Message

• Ship To

• Weight

• Dimensions

• Insurance Options

• Advanced Options

• Shipment Items

• Label Data

• Form Data

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 Funds to Carrier Account

Increase the amount of funds to a carrier's account.

• Name

• Code

• Account Number

• Requires Funded Account

• Balance

Add Tag to Order

Attach a tag to an existing order.

• Success

• Message

Assign User to Order

Add a user to an existing order.

Create Label for Order

Create a shipping label for an order.

• Order ID

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Test Label

Create Label for Shipment

Create a shipping label for a shipment.

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Weight

• Dimensions

• Ship From

• Ship To

• Insurance Options

• International Options

• Advanced Options

• Test Label

Create Order

Create an order.

• Order ID

• Order Number

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Create Ship From Location

Create a ship from location.

• Warehouse Name

• Origin Address

• Return Address

• Is Default

Deactivate Store

Deactivate a specific store.

• Success

• Message

Delete Order

Remove an order.

• Success

• Message

Delete Ship From Location

Delete a ship from location.

• Success

• Message

Get List of Carrier Packages

Obtain a list of packages by carrier code.

• Carrier Code

• Code

• Name

• Domestic

• International

Get List of Carrier Services

Obtain a list of services by carrier code.

• Carrier Code

• Code

• Name

• Domestic

• International

Get List of Customers

Obtain a list of existing customers.

• Customer ID

• Create Date

• Modify Date

• Name

• Company

• Street1

• Street2

• City

• State

• Postal Code

• Country Code

• Phone

• Email

• Address Verified

• Marketplace Usernames

• Tags

Get List of Fulfillments

Obtain a list of fulfillments.

Get List of Marketplaces

Obtain a list of marketplaces that can be integrated with ShipStation.

• Name

• Marketplace ID

• Can Refresh

• Supports Custom Mappings

• Supports Custom Statuses

• Can Confirm Shipments

Get List of Orders

Obtain a list of existing orders.

• Order ID

• Order Number

• Order Key

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Get List of Orders By Tag and Status

Lists all orders that match the specified status and tag.

Get List of Products

Obtain a list of products.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Get List of Products

Obtain a list of products.

Get List of Resource URL IDs

Obtain a list of resource IDs from a resource URL

• ID

Get List of Ship From Locations

Obtain a list of ship from locations.

• Warehouse ID

• Warehouse Name

• Origin Address

• Return Address

• Create Date

• Is Default

• Seller Integration ID

• Ext Inventory Identity

• Register Fedex Meter

Get List of Users

Obtain a list of users.

• User ID

• User Name

• Name

Get Shipments

Obtain a list of shipments.

• Shipment ID

• Order ID

• Order Key

• User ID

• Order Number

• Create Date

• Ship Date

• Shipment Cost

• Insurance Cost

• Tracking Number

• Is Return Label

• Batch Number

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Warehouse ID

• Voided

• Void Date

• Marketplace Notified

• Notify Error Message

• Ship To

• Weight

• Dimensions

• Insurance Options

• Advanced Options

• Shipment Items

• Label Data

• Form Data

Get Shipping Rates

Obtain a list of shipping rates.

• Service Name

• Service Code

• Shipment Cost

• Other Cost

Get Stores

Obtain a list of installed stores on the ShipStation account.

• Store ID

• Store Name

• Marketplace ID

• Marketplace Name

• Account Name

• Email

• Integration URL

• Active

• Company Name

• Phone

• Public Email

• Website

• Refresh Date

• Last Refresh Attempt

• Create Date

• Modify Date

• Auto Refresh

• Status Mappings

Hold Order

Pause an order.

• Success

• Message

List Carriers

Obtain a list of shipping carriers.

• Name

• Code

• Account Number

• Requires Funded Account

• Balance

• Nickname

• Shipping Provider ID

• Primary

Mark Order as Shipped

Classify an order as shipped.

• Order ID

• Order Number

Reactivate Store

Reactivate a specific store.

• Success

• Message

Refresh Store

Initiate a store refresh.

Remove Tag on Order

Delete a tag from an existing order.

• Success

• Message

Restore Order from On Hold

Unpause an order that is currently on hold.

• Success

• Message

Retrieve Carrier

Grab all details about the carrier.

• Name

• Code

• Account Number

• Requires Funded Account

• Balance

• Nickname

• Shipping Provider ID

• Primary

Retrieve Customer

Grab all details about the customer.

• Customer ID

• Create Date

• Modify Date

• Name

• Company

• Street1

• Street2

• City

• State

• Postal Code

• Country Code

• Phone

• Email

• Address Verified

• Marketplace Usernames

• Tags

Retrieve Order

Grab all details about the order.

• Order ID

• Order Number

• Order Key

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Items

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Retrieve Product

Grab all details about the product.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Retrieve Ship From Location

Grab all details about the ship from location.

• Warehouse ID

• Warehouse Name

• Origin Address

• Return Address

• Create Date

• Is Default

• Seller Integration ID

• Ext Inventory Identity

• Register Fedex Meter

Retrieve Store

Grab all details about the store.

• Store ID

• Store Name

• Marketplace ID

• Marketplace Name

• Account Name

• Email

• Integration URL

• Active

• Company Name

• Phone

• Public Email

• Website

• Refresh Date

• Last Refresh Attempt

• Create Date

• Modify Date

• Auto Refresh

• Status Mappings

Retrieve Store Refresh Status

Grab all details about the refresh status of a given store.

Unsassign User from Order

Remove an user from an existing order.

Update Order

Modify an existing order.

• Order ID

• Order Number

• Order Key

• Order Date

• Create Date

• Modify Date

• Payment Date

• Ship By Date

• Order Status

• Customer ID

• Customer Username

• Customer Email

• Bill To

• Ship To

• Order Total

• Amount Paid

• Tax Amount

• Shipping Amount

• Customer Notes

• Internal Notes

• Gift

• Gift Message

• Payment Method

• Requested Shipping Service

• Carrier Code

• Service Code

• Package Code

• Confirmation

• Ship Date

• Hold Until Date

• Weight

• Dimensions

• Insurance Options

• International Options

• Advanced Options

• Tag Ids

• User ID

• Externally Fulfilled

• Externally Fulfilled By

• Label Messages

Update Product

Update a product's details.

• Aliases

• Product ID

• Sku

• Name

• Price

• Default Cost

• Length

• Width

• Height

• Weight Oz

• Internal Notes

• Fulfillment Sku

• Create Date

• Modify Date

• Active

• Product Category

• Product Type

• Warehouse Location

• Default Carrier Code

• Default Service Code

• Default Package Code

• Default Intl Carrier Code

• Default Intl Service Code

• Default Intl Package Code

• Default Confirmation

• Default Intl Confirmation

• Customs Description

• Customs Value

• Customs Tariff No

• Customs Country Code

• No Customs

• Tags

Update Ship From Location

Modify a ship from location's details.

Update Store

Modify a store's details.

Void Shipment Label

Cancel a shipment label.

Add Email Setting Overrides To Envelope

Add email settings to change who an email is sent to, and use BCC for email archiving.

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.

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.

Get List of Envelope Tab Data for Envelope

Download envelope and tab data from sent or shared envelopes.

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).

Get List of Envelope's Attachments

Obtain a list of attachments for an envelope.

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.

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.

Get List of Scheduled Sending Rules for Envelope's Workflow Definition

Obtain a list of scheduled sending rules based on template and workflow step.

Get List of Sender Fields found in the Envelope’s Documents

Obtain a list of sender fields found in the envelope’s documents.

Get List of Templates Associated With Document in Envelope

Obtain a list of associated templates of specified envelope's document.

Get List of Templates Used in Envelope

Obtain a list of names and IDs of server-side templates used in an envelope.

Get List of Workflow Definitions for Envelope

Obtain a list of workflow definitions for a specified envelope.

Gets List of Documents in Envelope

Obtain a list of envelope documents.

Gets List of Envelope Audit Events for Envelope

Obtain a list of envelope audit events for a specific envelope.

Lock Envelope

Lock an envelope to prevent changes.

Retrieve Custom Document Fields from Envelope Document

Grab all details about document field information for an envelope document.

Retrieve Custom Field Information for the Specified Envelope

Grab all details about a custom field information for an envelope.

Retrieve Default Electronic Record & Signature Disclosure for Envelope

Grab all details about the default electronic record and signature disclosure for a specified envelope.

Retrieve Delayed Routing Rules for Envelope's Workflow Step Definition

Grab all details about the delayed routing rules for a workflow step.

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.

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.

Retrieve Envelope Lock Information

Grab all details about a locked envelope if the requesting user is the one who locked it.

Retrieve Envelope Notification Information

Grab all details about an existing envelope's notification, reminders, and expirations.

Retrieve Envelope Status

Grab all details about the overall status for a specific envelope.

Retrieve Envelope Statuses for Envelopes

Grab all envelope statuses for a set of envelopes.

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.

Retrieve Specified Workflow Step for Template

Grab all details of a specific workflow step for a specified envelope.

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.

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.

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.

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.

Update Custom Document Fields in Envelope Document

Modify custom document fields in an envelope document.

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.

Update Document Visibility for Recipients

Modify document visibility for recipients.

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.

Update Envelope Lock

Modify lock information for a locked envelope.

Update Scheduled Sending Rules for Envelope's Workflow

Modify scheduled sending rules for an envelope's workflow.

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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