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# DocuSign

**Authentication:** OAuth. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app.

## Sample use cases

* List envelopes pending signature for over 5 days and resend the email.
* Send the `Q2 Renewal` template to the contacts on this list with their renewal date prefilled.
* Pull every completed envelope in the last 30 days for the audit log.

## Available Tools

#### list\_documents

List all documents in an envelope with document IDs and metadata.

#### get\_document

Download a specific document as base64 PDF. Use 'combined' for all docs, 'certificate' for signing cert.

#### download\_all\_documents

Download all documents as combined PDF or ZIP archive. Returns base64 content.

#### add\_document

Add a document to a draft envelope. Document must be base64 encoded. Only works on draft envelopes (status='created').

#### delete\_document

Delete a document from a draft envelope. Only works on draft envelopes (status='created').

#### list\_envelopes

List envelopes with date/status/folder filters. Use from\_date for recent envelopes.

#### get\_envelope

Get envelope details including status, recipients, and documents.

#### create\_envelope

Create envelope from documents or template. Set status='sent' to send immediately.

#### send\_envelope

Send a draft envelope to recipients. Changes status from 'created' to 'sent'.

#### resend\_envelope

Resend email notifications to pending recipients who haven't signed yet. Only works for 'sent' or 'delivered' envelopes.

#### void\_envelope

Void an in-progress envelope with a reason. Only 'sent' or 'delivered' envelopes can be voided. Cannot void completed, voided, or draft envelopes.

#### get\_envelope\_audit\_events

Get audit trail/history showing all events for an envelope.

#### get\_form\_data

Get filled form/tab data from a completed or in-progress envelope. Returns all field values entered by recipients.

#### list\_recipients

List envelope recipients with signing status. Includes signers, CC, and certified delivery.

#### update\_recipients

Update recipient email/name to correct errors. Use resend\_envelope=true to notify after update. Only works for 'created', 'sent', or 'delivered' envelopes.

#### create\_signing\_url

Create embedded signing URL for a recipient. Envelope must be 'sent' status (not draft). Requires clientUserId to match envelope.

#### delete\_recipient

Delete a recipient from an envelope. Only works on draft envelopes (status='created').

#### list\_templates

List available templates with optional search and folder filters.

#### create\_template

Create a new template with documents and recipient roles for reusable envelope configurations.

#### delete\_template

Delete a template by moving it to the recycle bin. Templates are retained for 24 hours before permanent deletion.

#### get\_template

Get template details including roles, documents, and tabs configuration.