DocuSign

Use DocuSign to send envelopes for e-signature, create them from templates, inspect recipients and signing status, and download completed documents. Pending envelopes can be voided with a reason.

OAuth scopes

Sim requests these scopes when someone connects a DocuSign account. For a self-hosted deployment, register your own app with the provider using the settings below. See Integrations and OAuth for setup.

Setting	Value
Redirect URI	`<NEXT_PUBLIC_APP_URL>/api/auth/oauth2/callback/docusign`
Environment variables	`DOCUSIGN_CLIENT_ID`, `DOCUSIGN_CLIENT_SECRET`

Scope	Description
`signature`	Send, track, and manage envelopes with the eSignature API
`extended`	Keep access active by extending the refresh token lifetime

Use the block

Create and send envelopes for e-signature, use templates, check signing status, download signed documents, and manage recipients with DocuSign.

Actions

Send DocuSign Envelope

Create and send a DocuSign envelope with a document for e-signature

Inputs and outputs

Input

Parameter	Type	Required	Description
`emailSubject`	string	Yes	Email subject for the envelope
`emailBody`	string	No	Email body message
`signerEmail`	string	Yes	Email address of the signer
`signerName`	string	Yes	Full name of the signer
`ccEmail`	string	No	Email address of carbon copy recipient
`ccName`	string	No	Full name of carbon copy recipient
`file`	file	No	Document file to send for signature
`status`	string	No	Envelope status: "sent" to send immediately, "created" for draft (default: "sent")

Output

Parameter	Type	Description
`envelopeId`	string	Created envelope ID
`status`	string	Envelope status
`statusDateTime`	string	Status change datetime
`uri`	string	Envelope URI

Send from DocuSign Template

Create and send a DocuSign envelope using a pre-built template

Inputs and outputs

Input

Parameter	Type	Required	Description
`templateId`	string	Yes	DocuSign template ID to use
`emailSubject`	string	No	Override email subject (uses template default if not set)
`emailBody`	string	No	Override email body message
`templateRoles`	string	Yes	JSON array of template roles, e.g. [{"roleName":"Signer","name":"John","email":"john@example.com"}]
`status`	string	No	Envelope status: "sent" to send immediately, "created" for draft (default: "sent")

Output

Parameter	Type	Description
`envelopeId`	string	Created envelope ID
`status`	string	Envelope status
`statusDateTime`	string	Status change datetime
`uri`	string	Envelope URI

Get DocuSign Envelope

Get the details and status of a DocuSign envelope

Inputs and outputs

Input

Parameter	Type	Required	Description
`envelopeId`	string	Yes	The envelope ID to retrieve

Output

Parameter	Type	Description
`envelopeId`	string	Envelope ID
`status`	string	Envelope status (created, sent, delivered, completed, declined, voided)
`emailSubject`	string	Email subject line
`sentDateTime`	string	When the envelope was sent
`completedDateTime`	string	When all recipients completed signing
`createdDateTime`	string	When the envelope was created
`statusChangedDateTime`	string	When the status last changed
`voidedReason`	string	Reason the envelope was voided
`signerCount`	number	Number of signers
`documentCount`	number	Number of documents

List DocuSign Envelopes

List envelopes from your DocuSign account with optional filters

Inputs and outputs

Input

Parameter	Type	Required	Description
`fromDate`	string	No	Start date filter (ISO 8601). Defaults to 30 days ago
`toDate`	string	No	End date filter (ISO 8601)
`envelopeStatus`	string	No	Filter by status: created, sent, delivered, completed, declined, voided
`searchText`	string	No	Search text to filter envelopes
`count`	string	No	Maximum number of envelopes to return (default: 25)

Output

Parameter	Type	Description
`envelopes`	array	Array of DocuSign envelopes
↳ `envelopeId`	string	Unique envelope identifier
↳ `status`	string	Envelope status (created, sent, delivered, completed, declined, voided)
↳ `emailSubject`	string	Email subject line
↳ `sentDateTime`	string	ISO 8601 datetime when envelope was sent
↳ `completedDateTime`	string	ISO 8601 datetime when envelope was completed
↳ `createdDateTime`	string	ISO 8601 datetime when envelope was created
↳ `statusChangedDateTime`	string	ISO 8601 datetime of last status change
`totalSetSize`	number	Total number of matching envelopes
`resultSetSize`	number	Number of envelopes returned in this response

Void DocuSign Envelope

Void (cancel) a sent DocuSign envelope that has not yet been completed

Inputs and outputs

Input

Parameter	Type	Required	Description
`envelopeId`	string	Yes	The envelope ID to void
`voidedReason`	string	Yes	Reason for voiding the envelope

Output

Parameter	Type	Description
`envelopeId`	string	Voided envelope ID
`status`	string	Envelope status (voided)

Download DocuSign Document

Download a signed document from a completed DocuSign envelope

Inputs and outputs

Input

Parameter	Type	Required	Description
`envelopeId`	string	Yes	The envelope ID containing the document
`documentId`	string	No	Specific document ID to download, or "combined" for all documents merged (default: "combined")

Output

Parameter	Type	Description
`file`	file	Stored downloaded document file
`base64Content`	string	Deprecated legacy inline content. New downloads return file.
`mimeType`	string	MIME type of the document
`fileName`	string	Original file name

List DocuSign Templates

List available templates in your DocuSign account

Inputs and outputs

Input

Parameter	Type	Required	Description
`searchText`	string	No	Search text to filter templates by name
`count`	string	No	Maximum number of templates to return

Output

Parameter	Type	Description
`templates`	array	Array of DocuSign templates
↳ `templateId`	string	Template identifier
↳ `name`	string	Template name
↳ `description`	string	Template description
↳ `shared`	boolean	Whether template is shared
↳ `created`	string	ISO 8601 creation date
↳ `lastModified`	string	ISO 8601 last modified date
`totalSetSize`	number	Total number of matching templates
`resultSetSize`	number	Number of templates returned in this response

List DocuSign Recipients

Get the recipient status details for a DocuSign envelope

Inputs and outputs

Input

Parameter	Type	Required	Description
`envelopeId`	string	Yes	The envelope ID to get recipients for

Output

Parameter	Type	Description
`signers`	array	Array of DocuSign recipients
↳ `recipientId`	string	Recipient identifier
↳ `name`	string	Recipient name
↳ `email`	string	Recipient email address
↳ `status`	string	Recipient signing status (sent, delivered, completed, declined)
↳ `signedDateTime`	string	ISO 8601 datetime when recipient signed
↳ `deliveredDateTime`	string	ISO 8601 datetime when delivered to recipient
`carbonCopies`	array	Array of carbon copy recipients
↳ `recipientId`	string	Recipient ID
↳ `name`	string	Recipient name
↳ `email`	string	Recipient email
↳ `status`	string	Recipient status