Lodol Docs

DocuSign

API actions for the DocuSign integration.

DocuSign

Send documents for signature, track envelope status, and manage templates in DocuSign.


Create draft envelope

Prepare a draft envelope with your documents and signers. The draft is not sent yet — use 'Send envelope' when it is ready.

Parameters

ParameterTypeRequiredDescription
email_subjectstringYesThe subject line signers see in the email asking them to sign.
documentsarrayYesThe documents to be signed. Each document needs its file contents as Base64 text, a name, a file extension, and an ID you choose (for example "1").
recipientsobjectYesWho should receive the envelope. Put the people who must sign under 'signers', each with a name, email, and a unique recipient ID you choose (for example "1").

Response

{
  "envelope_id": "abc123-def456-ghi789"
}

Get envelope status

Check where an envelope is in the signing process (for example sent, delivered, or completed).

Parameters

ParameterTypeRequiredDescription
envelope_idstringYesThe ID of the envelope to check.

Response

{
  "status": "completed"
}

List envelopes

List the documents you have sent for signature (DocuSign calls these envelopes), newest first. You can narrow the list by status or start date.

Parameters

ParameterTypeRequiredDescription
statusstringNoOnly show envelopes with this status. Leave blank to include every status.
from_datestringNoOnly show envelopes created on or after this date. Leave blank to show envelopes from the last 90 days.
countnumberNoThe maximum number of envelopes to return (up to 1000).

Response

{
  "envelopes": [
    {
      "emailSubject": "Please sign this document",
      "envelopeId": "abc123-def456-ghi789",
      "status": "sent"
    }
  ]
}

List templates

List the reusable envelope templates in your DocuSign account, optionally filtered by name.

Parameters

ParameterTypeRequiredDescription
search_textstringNoOnly show templates whose name contains this text. Leave blank to list all templates.

Response

{
  "templates": [
    {
      "description": "Standard Non-Disclosure Agreement",
      "name": "NDA Template",
      "templateId": "tmpl-abc123"
    }
  ]
}

Send envelope

Send a draft envelope to its recipients for signature.

Parameters

ParameterTypeRequiredDescription
envelope_idstringYesThe ID of the draft envelope to send.

Response

{
  "status": "sent"
}

Void envelope

Cancel an envelope that has already been sent so it can no longer be signed. You must give a reason.

Parameters

ParameterTypeRequiredDescription
envelope_idstringYesThe ID of the envelope to cancel.
void_reasonstringYesWhy the envelope is being cancelled (shown to recipients, up to 200 characters).

Response

{
  "status": "voided"
}

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