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| 1 | +--- |
| 2 | +title: DocuSign |
| 3 | +description: Send documents for e-signature via DocuSign |
| 4 | +--- |
| 5 | + |
| 6 | +import { BlockInfoCard } from "@/components/ui/block-info-card" |
| 7 | + |
| 8 | +<BlockInfoCard |
| 9 | + type="docusign" |
| 10 | + color="#4C00FF" |
| 11 | +/> |
| 12 | + |
| 13 | +{/* MANUAL-CONTENT-START:intro */} |
| 14 | +[DocuSign](https://www.docusign.com) is the world's leading e-signature platform, enabling businesses to send, sign, and manage agreements digitally. With its powerful eSignature REST API, DocuSign supports the full document lifecycle from creation through completion. |
| 15 | + |
| 16 | +With the DocuSign integration in Sim, you can: |
| 17 | + |
| 18 | +- **Send envelopes**: Create and send documents for e-signature with custom recipients and signing tabs |
| 19 | +- **Use templates**: Send envelopes from pre-configured DocuSign templates with role assignments |
| 20 | +- **Track status**: Get envelope details including signing progress, timestamps, and recipient status |
| 21 | +- **List envelopes**: Search and filter envelopes by date range, status, and text |
| 22 | +- **Download documents**: Retrieve signed documents as base64-encoded files |
| 23 | +- **Manage recipients**: View signer and CC recipient details and signing status |
| 24 | +- **Void envelopes**: Cancel in-progress envelopes with a reason |
| 25 | + |
| 26 | +In Sim, the DocuSign integration enables your agents to automate document workflows end-to-end. Agents can generate agreements, send them for signature, monitor completion, and retrieve signed copies—powering contract management, HR onboarding, sales closings, and compliance processes. |
| 27 | +{/* MANUAL-CONTENT-END */} |
| 28 | + |
| 29 | +## Usage Instructions |
| 30 | + |
| 31 | +Create and send envelopes for e-signature, use templates, check signing status, download signed documents, and manage recipients with DocuSign. |
| 32 | + |
| 33 | + |
| 34 | + |
| 35 | +## Tools |
| 36 | + |
| 37 | +### `docusign_send_envelope` |
| 38 | + |
| 39 | +#### Input |
| 40 | + |
| 41 | +| Parameter | Type | Required | Description | |
| 42 | +| --------- | ---- | -------- | ----------- | |
| 43 | + |
| 44 | +#### Output |
| 45 | + |
| 46 | +| Parameter | Type | Description | |
| 47 | +| --------- | ---- | ----------- | |
| 48 | +| `envelopeId` | string | Envelope ID | |
| 49 | +| `status` | string | Envelope or operation status | |
| 50 | +| `envelopes` | json | Array of envelopes | |
| 51 | +| `templates` | json | Array of templates | |
| 52 | +| `signers` | json | Array of signer recipients | |
| 53 | +| `carbonCopies` | json | Array of CC recipients | |
| 54 | +| `base64Content` | string | Base64-encoded document content | |
| 55 | +| `mimeType` | string | Document MIME type | |
| 56 | +| `fileName` | string | Document file name | |
| 57 | +| `emailSubject` | string | Envelope email subject | |
| 58 | +| `totalSetSize` | number | Total matching results | |
| 59 | +| `resultSetSize` | number | Results returned | |
| 60 | + |
| 61 | +### `docusign_create_from_template` |
| 62 | + |
| 63 | +#### Input |
| 64 | + |
| 65 | +| Parameter | Type | Required | Description | |
| 66 | +| --------- | ---- | -------- | ----------- | |
| 67 | + |
| 68 | +#### Output |
| 69 | + |
| 70 | +| Parameter | Type | Description | |
| 71 | +| --------- | ---- | ----------- | |
| 72 | +| `envelopeId` | string | Envelope ID | |
| 73 | +| `status` | string | Envelope or operation status | |
| 74 | +| `envelopes` | json | Array of envelopes | |
| 75 | +| `templates` | json | Array of templates | |
| 76 | +| `signers` | json | Array of signer recipients | |
| 77 | +| `carbonCopies` | json | Array of CC recipients | |
| 78 | +| `base64Content` | string | Base64-encoded document content | |
| 79 | +| `mimeType` | string | Document MIME type | |
| 80 | +| `fileName` | string | Document file name | |
| 81 | +| `emailSubject` | string | Envelope email subject | |
| 82 | +| `totalSetSize` | number | Total matching results | |
| 83 | +| `resultSetSize` | number | Results returned | |
| 84 | + |
| 85 | +### `docusign_get_envelope` |
| 86 | + |
| 87 | +#### Input |
| 88 | + |
| 89 | +| Parameter | Type | Required | Description | |
| 90 | +| --------- | ---- | -------- | ----------- | |
| 91 | + |
| 92 | +#### Output |
| 93 | + |
| 94 | +| Parameter | Type | Description | |
| 95 | +| --------- | ---- | ----------- | |
| 96 | +| `envelopeId` | string | Envelope ID | |
| 97 | +| `status` | string | Envelope or operation status | |
| 98 | +| `envelopes` | json | Array of envelopes | |
| 99 | +| `templates` | json | Array of templates | |
| 100 | +| `signers` | json | Array of signer recipients | |
| 101 | +| `carbonCopies` | json | Array of CC recipients | |
| 102 | +| `base64Content` | string | Base64-encoded document content | |
| 103 | +| `mimeType` | string | Document MIME type | |
| 104 | +| `fileName` | string | Document file name | |
| 105 | +| `emailSubject` | string | Envelope email subject | |
| 106 | +| `totalSetSize` | number | Total matching results | |
| 107 | +| `resultSetSize` | number | Results returned | |
| 108 | + |
| 109 | +### `docusign_list_envelopes` |
| 110 | + |
| 111 | +#### Input |
| 112 | + |
| 113 | +| Parameter | Type | Required | Description | |
| 114 | +| --------- | ---- | -------- | ----------- | |
| 115 | + |
| 116 | +#### Output |
| 117 | + |
| 118 | +| Parameter | Type | Description | |
| 119 | +| --------- | ---- | ----------- | |
| 120 | +| `envelopeId` | string | Envelope ID | |
| 121 | +| `status` | string | Envelope or operation status | |
| 122 | +| `envelopes` | json | Array of envelopes | |
| 123 | +| `templates` | json | Array of templates | |
| 124 | +| `signers` | json | Array of signer recipients | |
| 125 | +| `carbonCopies` | json | Array of CC recipients | |
| 126 | +| `base64Content` | string | Base64-encoded document content | |
| 127 | +| `mimeType` | string | Document MIME type | |
| 128 | +| `fileName` | string | Document file name | |
| 129 | +| `emailSubject` | string | Envelope email subject | |
| 130 | +| `totalSetSize` | number | Total matching results | |
| 131 | +| `resultSetSize` | number | Results returned | |
| 132 | + |
| 133 | +### `docusign_void_envelope` |
| 134 | + |
| 135 | +#### Input |
| 136 | + |
| 137 | +| Parameter | Type | Required | Description | |
| 138 | +| --------- | ---- | -------- | ----------- | |
| 139 | + |
| 140 | +#### Output |
| 141 | + |
| 142 | +| Parameter | Type | Description | |
| 143 | +| --------- | ---- | ----------- | |
| 144 | +| `envelopeId` | string | Envelope ID | |
| 145 | +| `status` | string | Envelope or operation status | |
| 146 | +| `envelopes` | json | Array of envelopes | |
| 147 | +| `templates` | json | Array of templates | |
| 148 | +| `signers` | json | Array of signer recipients | |
| 149 | +| `carbonCopies` | json | Array of CC recipients | |
| 150 | +| `base64Content` | string | Base64-encoded document content | |
| 151 | +| `mimeType` | string | Document MIME type | |
| 152 | +| `fileName` | string | Document file name | |
| 153 | +| `emailSubject` | string | Envelope email subject | |
| 154 | +| `totalSetSize` | number | Total matching results | |
| 155 | +| `resultSetSize` | number | Results returned | |
| 156 | + |
| 157 | +### `docusign_download_document` |
| 158 | + |
| 159 | +#### Input |
| 160 | + |
| 161 | +| Parameter | Type | Required | Description | |
| 162 | +| --------- | ---- | -------- | ----------- | |
| 163 | + |
| 164 | +#### Output |
| 165 | + |
| 166 | +| Parameter | Type | Description | |
| 167 | +| --------- | ---- | ----------- | |
| 168 | +| `envelopeId` | string | Envelope ID | |
| 169 | +| `status` | string | Envelope or operation status | |
| 170 | +| `envelopes` | json | Array of envelopes | |
| 171 | +| `templates` | json | Array of templates | |
| 172 | +| `signers` | json | Array of signer recipients | |
| 173 | +| `carbonCopies` | json | Array of CC recipients | |
| 174 | +| `base64Content` | string | Base64-encoded document content | |
| 175 | +| `mimeType` | string | Document MIME type | |
| 176 | +| `fileName` | string | Document file name | |
| 177 | +| `emailSubject` | string | Envelope email subject | |
| 178 | +| `totalSetSize` | number | Total matching results | |
| 179 | +| `resultSetSize` | number | Results returned | |
| 180 | + |
| 181 | +### `docusign_list_templates` |
| 182 | + |
| 183 | +#### Input |
| 184 | + |
| 185 | +| Parameter | Type | Required | Description | |
| 186 | +| --------- | ---- | -------- | ----------- | |
| 187 | + |
| 188 | +#### Output |
| 189 | + |
| 190 | +| Parameter | Type | Description | |
| 191 | +| --------- | ---- | ----------- | |
| 192 | +| `envelopeId` | string | Envelope ID | |
| 193 | +| `status` | string | Envelope or operation status | |
| 194 | +| `envelopes` | json | Array of envelopes | |
| 195 | +| `templates` | json | Array of templates | |
| 196 | +| `signers` | json | Array of signer recipients | |
| 197 | +| `carbonCopies` | json | Array of CC recipients | |
| 198 | +| `base64Content` | string | Base64-encoded document content | |
| 199 | +| `mimeType` | string | Document MIME type | |
| 200 | +| `fileName` | string | Document file name | |
| 201 | +| `emailSubject` | string | Envelope email subject | |
| 202 | +| `totalSetSize` | number | Total matching results | |
| 203 | +| `resultSetSize` | number | Results returned | |
| 204 | + |
| 205 | +### `docusign_list_recipients` |
| 206 | + |
| 207 | +#### Input |
| 208 | + |
| 209 | +| Parameter | Type | Required | Description | |
| 210 | +| --------- | ---- | -------- | ----------- | |
| 211 | + |
| 212 | +#### Output |
| 213 | + |
| 214 | +| Parameter | Type | Description | |
| 215 | +| --------- | ---- | ----------- | |
| 216 | +| `envelopeId` | string | Envelope ID | |
| 217 | +| `status` | string | Envelope or operation status | |
| 218 | +| `envelopes` | json | Array of envelopes | |
| 219 | +| `templates` | json | Array of templates | |
| 220 | +| `signers` | json | Array of signer recipients | |
| 221 | +| `carbonCopies` | json | Array of CC recipients | |
| 222 | +| `base64Content` | string | Base64-encoded document content | |
| 223 | +| `mimeType` | string | Document MIME type | |
| 224 | +| `fileName` | string | Document file name | |
| 225 | +| `emailSubject` | string | Envelope email subject | |
| 226 | +| `totalSetSize` | number | Total matching results | |
| 227 | +| `resultSetSize` | number | Results returned | |
| 228 | + |
| 229 | + |
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