DocuSign Connection

Connects your agent to DocuSign for electronic signature management. Track envelope status, check recipient signing progress, list templates, and monitor document completion. Write operations (send envelope, void) require confirmation.

Authentication

OAuth2 authorization code flow.

• client_id — DocuSign integration key (client ID)
• client_secret — DocuSign secret key
• account_id — DocuSign account ID
• base_url — API base URL (demo or production)

Endpoints

Envelopes

• GET /v2.1/accounts/{accountId}/envelopes — List envelopes with status and date filters
• GET /v2.1/accounts/{accountId}/envelopes/{envelopeId} — Get envelope detail
• POST /v2.1/accounts/{accountId}/envelopes — Send envelope from template (confirmation)
• PUT /v2.1/accounts/{accountId}/envelopes/{envelopeId} — Void envelope (confirmation)

Recipients

• GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients — Get recipient signing status
• POST /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients — Add recipient (confirmation)

Documents

• GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents — List documents in envelope
• GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId} — Download document

Templates

• GET /v2.1/accounts/{accountId}/templates — List available templates
• GET /v2.1/accounts/{accountId}/templates/{templateId} — Get template detail with fields

Rules

• Rate limit: 1,000 requests/hour per account
• Sending and voiding envelopes always require confirmation
• The agent tracks time-to-sign and flags stale envelopes (unsigned >48 hours)
• All envelope actions logged to audit trail