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

# DocuSign Plugin

> DocuSign eSignature — manage envelopes, templates, and recipients.

**Plugin ID:** `docusign` | **Auth:** OAuth2 | **Scopes:** `signature`

<Note>
  DocuSign base URIs vary by region (na1, na2, eu, au). After OAuth, call `/oauth/userinfo` to get the correct `baseUri` and `accountId` for the user's account. All tools require these as input parameters.
</Note>

## Tools

### docusign.envelopes.list

**Name:** List Envelopes

List DocuSign envelopes with optional status and date filters.

**Input:**

| Parameter    | Type      | Required | Default | Description                                                                   |
| ------------ | --------- | -------- | ------- | ----------------------------------------------------------------------------- |
| `baseUri`    | `string`  | Yes      | --      | Account base URI from `/oauth/userinfo`                                       |
| `accountId`  | `string`  | Yes      | --      | DocuSign account ID (GUID)                                                    |
| `fromDate`   | `string`  | No       | --      | Start date in ISO-8601 format                                                 |
| `status`     | `string`  | No       | --      | `"created"`, `"sent"`, `"delivered"`, `"completed"`, `"declined"`, `"voided"` |
| `searchText` | `string`  | No       | --      | Search in subject and recipient names                                         |
| `count`      | `integer` | No       | `25`    | Number of results                                                             |

**Output:**

```json theme={null}
{
  "envelopes": [
    { "envelopeId": "abc-123", "status": "completed", "emailSubject": "Term Sheet - Series A", "sentDateTime": "2026-04-01T10:00:00Z", "completedDateTime": "2026-04-02T14:30:00Z", "statusChangedDateTime": "2026-04-02T14:30:00Z" }
  ],
  "resultSetSize": "1"
}
```

***

### docusign.envelopes.get

**Name:** Get Envelope

Get detailed status and metadata for a specific envelope.

**Input:**

| Parameter    | Type     | Required | Description         |
| ------------ | -------- | -------- | ------------------- |
| `baseUri`    | `string` | Yes      | Account base URI    |
| `accountId`  | `string` | Yes      | DocuSign account ID |
| `envelopeId` | `string` | Yes      | Envelope ID         |

**Output:**

```json theme={null}
{ "envelope": { "envelopeId": "abc-123", "status": "completed", "emailSubject": "Term Sheet", "..." : "..." } }
```

***

### docusign.templates.list

**Name:** List Templates

List available DocuSign templates.

**Input:**

| Parameter    | Type      | Required | Default | Description              |
| ------------ | --------- | -------- | ------- | ------------------------ |
| `baseUri`    | `string`  | Yes      | --      | Account base URI         |
| `accountId`  | `string`  | Yes      | --      | DocuSign account ID      |
| `searchText` | `string`  | No       | --      | Filter templates by name |
| `count`      | `integer` | No       | `25`    | Number of results        |

**Output:**

```json theme={null}
{
  "templates": [
    { "templateId": "tmpl-123", "name": "Series A Term Sheet", "description": "Standard term sheet template", "lastModified": "2026-03-15T10:00:00Z" }
  ]
}
```

***

### docusign.templates.get

**Name:** Get Template

Get a DocuSign template definition including recipients and documents.

**Input:**

| Parameter    | Type     | Required | Description         |
| ------------ | -------- | -------- | ------------------- |
| `baseUri`    | `string` | Yes      | Account base URI    |
| `accountId`  | `string` | Yes      | DocuSign account ID |
| `templateId` | `string` | Yes      | Template ID         |

**Output:**

```json theme={null}
{ "template": { "templateId": "tmpl-123", "name": "Series A Term Sheet", "recipients": {}, "documents": [], "..." : "..." } }
```

***

### docusign.envelopes.recipients

**Name:** List Recipients

List recipients and their signing status for an envelope.

**Input:**

| Parameter    | Type     | Required | Description         |
| ------------ | -------- | -------- | ------------------- |
| `baseUri`    | `string` | Yes      | Account base URI    |
| `accountId`  | `string` | Yes      | DocuSign account ID |
| `envelopeId` | `string` | Yes      | Envelope ID         |

**Output:**

```json theme={null}
{
  "signers": [
    { "recipientId": "1", "name": "Jane Founder", "email": "jane@startup.com", "status": "completed", "signedDateTime": "2026-04-02T14:30:00Z" }
  ]
}
```

***

### docusign.envelopes.create

**Name:** Create Envelope | **Destructive:** Yes

Create and optionally send a DocuSign envelope from a template. Requires user approval.

**Input:**

| Parameter       | Type     | Required | Default     | Description                                         |
| --------------- | -------- | -------- | ----------- | --------------------------------------------------- |
| `baseUri`       | `string` | Yes      | --          | Account base URI                                    |
| `accountId`     | `string` | Yes      | --          | DocuSign account ID                                 |
| `templateId`    | `string` | Yes      | --          | Template ID to use                                  |
| `emailSubject`  | `string` | Yes      | --          | Email subject line                                  |
| `templateRoles` | `array`  | Yes      | --          | Recipients mapped to template roles                 |
| `status`        | `string` | No       | `"created"` | `"sent"` to send immediately, `"created"` for draft |

**Output:**

```json theme={null}
{ "envelopeId": "new-abc-123", "status": "sent", "uri": "/envelopes/new-abc-123" }
```

***

### docusign.envelopes.send

**Name:** Send Envelope | **Destructive:** Yes

Send a draft DocuSign envelope. Requires user approval.

**Input:**

| Parameter    | Type     | Required | Description              |
| ------------ | -------- | -------- | ------------------------ |
| `baseUri`    | `string` | Yes      | Account base URI         |
| `accountId`  | `string` | Yes      | DocuSign account ID      |
| `envelopeId` | `string` | Yes      | Envelope ID of the draft |

**Output:**

```json theme={null}
{ "envelopeId": "abc-123", "status": "sent" }
```