> ## Documentation Index
> Fetch the complete documentation index at: https://veryfront.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign

> Send documents for e-signature and track DocuSign envelopes, recipients, and signed documents

## At a glance

* **Availability**: Experimental ([how to enable](/cloud/integrations)).
* **Auth**: OAuth 2.0.
* **Connection**: A user authorizes the connection in the provider's consent screen.
* **Scopes**: `signature`.
* **Optional scopes**: `extended`.
* **Docs**: [https://developers.docusign.com/platform/auth/authcode/](https://developers.docusign.com/platform/auth/authcode/)

## Credentials

Set these per environment. See [Connect an integration](/cloud/integrations).

With a managed OAuth app, Connect works without these variables; set them to use your own OAuth app instead.

| Variable                 | Required | Description                                                                                                                    |
| ------------------------ | -------- | ------------------------------------------------------------------------------------------------------------------------------ |
| `DOCUSIGN_CLIENT_ID`     | Yes      | DocuSign integration key (OAuth client ID) from Apps and Keys [Docs](https://developers.docusign.com/platform/auth/authcode/). |
| `DOCUSIGN_CLIENT_SECRET` | Yes      | DocuSign OAuth secret key generated for the integration key [Docs](https://developers.docusign.com/platform/auth/authcode/).   |

## Setup

1. **Create a free developer account**: Sign up at [https://developers.docusign.com](https://developers.docusign.com) (free developer sandbox). Developer accounts authenticate via [https://account-d.docusign.com](https://account-d.docusign.com) and use the demo API host [https://demo.docusign.net](https://demo.docusign.net); production uses [https://account.docusign.com](https://account.docusign.com) and your account's own base host. This connector is configured for production - for sandbox testing, swap the auth URLs to account-d.docusign.com.
2. **Create an app and integration key**: In the developer account, open Settings (Admin), then Apps and Keys, and create a new app. Copy the integration key (this is DOCUSIGN\_CLIENT\_ID), generate a secret key (DOCUSIGN\_CLIENT\_SECRET), and add your redirect URI ending in /oauth/callback/docusign.
3. **Find your account server and account ID**: After connecting, call GET [https://account.docusign.com/oauth/userinfo](https://account.docusign.com/oauth/userinfo) (or account-d.docusign.com for developer accounts) with your access token. The response lists your accounts, each with an account\_id (GUID) and a base\_uri such as [https://na3.docusign.net](https://na3.docusign.net). Use the base\_uri host as the accountServer parameter (e.g. na3.docusign.net, or demo.docusign.net for developer accounts) and account\_id as accountId. Admins can also see the API Account ID under Settings, then Apps and Keys.
4. **Verify access**: Run the List Envelopes tool with your accountServer, accountId, and a from\_date such as the first day of last month.
5. **Go live for production**: Apps built in the developer sandbox must pass DocuSign's go-live review before they can use production accounts. Until then, keep using the developer environment.

* The eSignature REST base URL is account-specific: https\://\{base\_uri host}/restapi/v2.1/accounts/\{accountId}/.... - both values come from /oauth/userinfo
* The signature scope covers sending and tracking envelopes; the optional extended scope lets refresh tokens be renewed beyond 30 days
* List Envelopes requires from\_date (or specific envelope IDs); Download Envelope Documents returns raw PDF bytes

Provider API reference: [https://developers.docusign.com/docs/esign-rest-api/reference/](https://developers.docusign.com/docs/esign-rest-api/reference/)

## Tools

| Tool                        | Access | Description                                                                                                                                                       |
| --------------------------- | ------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Get User Info               | Read   | Get the connected user's accounts from the OAuth userinfo endpoint - the source of the accountServer (base\_uri host) and accountId values every other tool needs |
| List Envelopes              | Read   | List envelope status changes in an account to track what is sent, delivered, or completed                                                                         |
| Get Envelope                | Read   | Get the status and details of a single envelope by ID                                                                                                             |
| List Envelope Recipients    | Read   | List the recipients of an envelope and their signing status                                                                                                       |
| Create and Send Envelope    | Write  | Create an envelope with documents and recipients and send it for signature                                                                                        |
| Resend Envelope             | Write  | Resend the signing request email to an in-progress envelope's pending recipients, e.g. to chase outstanding signers                                               |
| List Templates              | Read   | List the reusable envelope templates in an account, e.g. to find a template before sending from it                                                                |
| Download Envelope Documents | Read   | Download all documents of an envelope as a single combined PDF                                                                                                    |

## Example prompts

* List my recent DocuSign envelopes and summarize which are completed, awaiting signature, declined, or voided.
* Send a document I provide for signature via DocuSign to a recipient I specify, then confirm the envelope was sent.
* Find DocuSign envelopes still awaiting signature, list who has not signed yet, and draft follow-up messages.
