openapi: 3.0.1
info:
title: DocuSign Admin AccountBrands Envelopes API
description: An API for an organization administrator to manage organizations, accounts and users
termsOfService: https://www.docusign.com/company/terms-and-conditions/developers
contact:
name: DocuSign Developer Center
url: https://developers.docusign.com
email: devcenter@docusign.com
version: v2.1
servers:
- url: https://api.docusign.net/Management
tags:
- name: Envelopes
description: Create, send, and manage envelopes. An envelope is the fundamental unit of a DocuSign transaction, containing the documents to be signed, the recipients who will sign them, and the workflow rules.
externalDocs:
url: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/
paths:
/accounts/{accountId}/envelopes:
post:
operationId: Envelopes_CreateEnvelope
summary: Docusign Create an Envelope
description: Creates and optionally sends an envelope. An envelope is the container for documents, recipients, and the workflow information. You can create an envelope in draft status to allow for further modifications, or send it immediately upon creation.
tags:
- Envelopes
parameters:
- $ref: '#/components/parameters/accountId'
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/EnvelopeDefinition'
responses:
'201':
description: Envelope created successfully.
content:
application/json:
schema:
$ref: '#/components/schemas/EnvelopeSummary'
'400':
$ref: '#/components/responses/BadRequest'
'401':
$ref: '#/components/responses/Unauthorized'
x-microcks-operation:
delay: 0
dispatcher: FALLBACK
get:
operationId: Envelopes_ListEnvelopes
summary: Docusign List Envelopes
description: Returns a list of envelopes that match the specified criteria. Use query parameters to filter by date, status, and other envelope properties.
tags:
- Envelopes
parameters:
- $ref: '#/components/parameters/accountId'
- name: from_date
in: query
description: Start date for the envelope search. Only envelopes created on or after this date are returned. Format is ISO 8601.
schema:
type: string
format: date-time
- name: to_date
in: query
description: End date for the envelope search. Only envelopes created before this date are returned. Format is ISO 8601.
schema:
type: string
format: date-time
- name: status
in: query
description: Filter by envelope status. Valid values include created, sent, delivered, signed, completed, declined, voided, deleted.
schema:
type: string
enum:
- created
- sent
- delivered
- signed
- completed
- declined
- voided
- deleted
- name: from_to_status
in: query
description: The status value checked for in the from_date and to_date range. Default is changed.
schema:
type: string
- name: count
in: query
description: Maximum number of envelopes to return. Default is 100.
schema:
type: integer
default: 100
- name: start_position
in: query
description: Starting index position for the result set.
schema:
type: integer
- name: search_text
in: query
description: Free text search across envelope metadata including recipient names, email addresses, and custom fields.
schema:
type: string
- name: order
in: query
description: Sort order for results. Valid values are asc and desc.
schema:
type: string
enum:
- asc
- desc
- name: order_by
in: query
description: The envelope property to sort by. Valid values include created, completed, last_modified, sent, status_changed.
schema:
type: string
- name: folder_ids
in: query
description: Comma-separated list of folder IDs to search within.
schema:
type: string
- name: include
in: query
description: Comma-separated list of additional information to include. Valid values include custom_fields, documents, attachments, extensions, folders, recipients, powerform.
schema:
type: string
responses:
'200':
description: Successfully retrieved list of envelopes.
content:
application/json:
schema:
$ref: '#/components/schemas/EnvelopesInformation'
'400':
$ref: '#/components/responses/BadRequest'
'401':
$ref: '#/components/responses/Unauthorized'
x-microcks-operation:
delay: 0
dispatcher: FALLBACK
/accounts/{accountId}/envelopes/{envelopeId}:
get:
operationId: Envelopes_GetEnvelope
summary: Docusign Get an Envelope
description: Retrieves the overall status and properties of a single envelope. Returns information about the envelope including its status, sender, recipients, and documents.
tags:
- Envelopes
parameters:
- $ref: '#/components/parameters/accountId'
- $ref: '#/components/parameters/envelopeId'
- name: include
in: query
description: Comma-separated list of additional information to include. Valid values include custom_fields, documents, attachments, extensions, folders, recipients, powerform, tabs.
schema:
type: string
- name: advanced_update
in: query
description: When true, allows sender to update an in-process envelope.
schema:
type: string
responses:
'200':
description: Successfully retrieved the envelope.
content:
application/json:
schema:
$ref: '#/components/schemas/Envelope'
'400':
$ref: '#/components/responses/BadRequest'
'401':
$ref: '#/components/responses/Unauthorized'
'404':
$ref: '#/components/responses/NotFound'
x-microcks-operation:
delay: 0
dispatcher: FALLBACK
put:
operationId: Envelopes_UpdateEnvelope
summary: Docusign Update an Envelope
description: Updates the envelope specified by envelopeId. You can use this method to modify envelope properties such as the email subject and message, resend notifications, void envelopes, and purge documents.
tags:
- Envelopes
parameters:
- $ref: '#/components/parameters/accountId'
- $ref: '#/components/parameters/envelopeId'
- name: resend_envelope
in: query
description: When true, resends the envelope to all recipients who have not yet completed their actions.
schema:
type: string
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/Envelope'
responses:
'200':
description: Envelope updated successfully.
content:
application/json:
schema:
$ref: '#/components/schemas/EnvelopeUpdateSummary'
'400':
$ref: '#/components/responses/BadRequest'
'401':
$ref: '#/components/responses/Unauthorized'
'404':
$ref: '#/components/responses/NotFound'
x-microcks-operation:
delay: 0
dispatcher: FALLBACK
/v2/accounts/{accountId}/envelopes:
get:
tags:
- Envelopes
summary: Docusign Gets status changes for one or more envelopes.
description: "Retrieves a list of envelopes that match your request. \nA large set of optional filters let you filter\nby date,\nby envelope ID,\nor by status codes.\n\nYour request must include one or more of the following parameters:\n\n* `from_date`\n* `envelope_ids`\n* `transaction_ids`\n\n\nGetting envelope status using `transaction_ids` is useful\nfor offline signing situations where it can be used\ndetermine if an envelope was created or not. It can be used\nfor the cases where a network connection was lost, before\nthe envelope status could be returned.\n\nTo avoid unnecessary database queries, the DocuSign\nsignature platform first checks requests to ensure that the\nfilter set supplied does not result in a zero-size response\nbefore querying the database. \n\nFor example, for a request with a `from_to_status` of\n`delivered` and a current `status` of `created,sent`,\nDocuSign will always return an empty list. \nThis is because the request translates to: find the\nenvelopes that were delivered between the `from_date` and\n`to_date` dates that have a current status of `created` or\n`sent`. Since an envelope that has been delivered can\nnever have a status of `created` or `sent`, a zero-size\nresponse would be generated. \nIn this case, DocuSign does not query the database\nand returns an empty list immediately.\n\n\nThe following table shows the valid current envelope\nstatuses (`status` parameter) for the different status\nqualifiers (`from_to_status` parameter) in the request. If\nthe status and status qualifiers in the API request do not\ncontain any of the values shown in the Valid Current\nStatuses column, then an empty list is returned.\n\nClient applications should check that the statuses (`status`\nparameter) they are requesting make sense for a given\n`from_to_status` parameter value.\n\n| Status Qualifier
(`from_to_status`) | Effective Status Qualifier | Valid Current Statuses | \n| :------------------------------------- | :------------------------- | :-------------------------------------------------------------------------- | \n| any (changed) | StatusChanged | any, created, sent, delivered, signed, completed, declined, voided, deleted | \n| created | Created | any, created, sent, delivered, signed, completed, declined, voided, deleted | \n| sent | Sent | any, sent, delivered, signed, completed, declined, voided, deleted | \n| delivered | StatusChanged | any, delivered, signed, completed, declined, voided, deleted | \n| signed | StatusChanged | any, signed, completed, declined, voided, deleted | \n| completed | Completed | any, completed, declined, voided, deleted | \n| declined | StatusChanged | any, declined, voided, deleted | \n| timedout
always return zero results | StatusChanged | any, voided, deleted | \n| voided | Voided | any, voided, deleted | \n| deleted | StatusChanged | any, deleted | \n\n## Extraneous results\n\nIn some cases, a request for a specific envelope status will\ninclude envelopes with additional statuses. For example, in\na request with a `from_date` of 2017-01-01, a `to_date` of\n2017-01-07 and the status qualifier (`from_to_status`) set\nto `delivered`, the response set might contain envelopes\nthat were created during that time period, but not delivered\nduring the time period. As a workaround, check the envelope\nstatus values in the result set as needed. \n"
operationId: Envelopes_GetEnvelopes
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: ac_status
in: query
description: 'Specifies the Authoritative Copy Status for the envelopes. The possible values are: Unknown, Original, Transferred, AuthoritativeCopy, AuthoritativeCopyExportPending, AuthoritativeCopyExported, DepositPending, Deposited, DepositedEO, or DepositFailed.'
schema:
type: string
- name: block
in: query
description: 'Reserved for DocuSign.
'
schema:
type: string
- name: count
in: query
description: 'Optional. Number of items to return. Currently there is no implicit maximum limit of the number of items that can be returned.
'
schema:
type: string
- name: custom_field
in: query
description: "Optional. Specifies a envelope custom field name and value searched for in the envelopes. Format: `custom_envelope_field_name=desired_value`\n\nExample: If you have an envelope custom field named \"Region\" and you want to search for all envelopes where the value is \"West\" you would use set this parameter to `Region=West`. \n \n"
schema:
type: string
- name: email
in: query
description: 'Limit results to envelopes
sent by the account user
with this email address.
`user_name` must be given as well,
and both `email` and `user_name`
must refer to an existing account user.
'
schema:
type: string
- name: envelope_ids
in: query
description: Comma separated list of `envelopeId` values.
schema:
type: string
- name: from_date
in: query
description: 'Specifies the date and time
to start looking for status changes.
This parameter is required
unless `envelopeIds` or `transactionIds`
are set.
Although you can use any date format
supported by the .NET system library''s
[`DateTime.Parse()`][msoft] function,
DocuSign recommends
using [ISO 8601][] format dates
with an explicit time zone offset
If you do not provide
a time zone offset,
the method uses the server''s time zone.
For example, the following dates and times refer to the same instant:
* `2017-05-02T01:44Z`
* `2017-05-01T21:44-04:00`
* `2017-05-01T18:44-07:00`
[msoft]: https://msdn.microsoft.com/en-us/library/system.datetime.parse(v=vs.110).aspx#StringToParse
[ISO 8601]: https://en.wikipedia.org/wiki/ISO_8601'
schema:
type: string
- name: from_to_status
in: query
description: "The status value checked for in the `from_date` to `to_date` time period. \n\nPossible values are: Voided, Changed, Created, Deleted, Sent, Delivered, Signed, Completed, Declined, TimedOut and Processing.\n\nIf `Changed` is specified, then envelopes that changed status during the period will be returned. \n\nFor example, if `Created` is specified, then envelopes created during the period are found. \n\nThe default is `Changed`. "
schema:
type: string
- name: start_position
in: query
description: 'This value is supported and currently has no implicit maximum items.
'
schema:
type: string
- name: status
in: query
description: 'A comma-separated list of current envelope statuses to included in the response. Possible values are:
* completed
* created
* declined
* deleted
* delivered
* processing
* sent
* signed
* timedout
* voided
The `any` value is equivalent to any status.
'
schema:
type: string
- name: to_date
in: query
description: 'Specifies the date and time
to stop looking for status changes.
The default is the current date and time.
Although you can use any date format
supported by the .NET system library''s
[`DateTime.Parse()`][msoft] function,
DocuSign recommends
using [ISO 8601][] format dates
with an explicit time zone offset
If you do not provide
a time zone offset,
the method uses the server''s time zone.
For example, the following dates and times refer to the same instant:
* `2017-05-02T01:44Z`
* `2017-05-01T21:44-04:00`
* `2017-05-01T18:44-07:00`
[msoft]: https://msdn.microsoft.com/en-us/library/system.datetime.parse(v=vs.110).aspx#StringToParse
[ISO 8601]: https://en.wikipedia.org/wiki/ISO_8601
'
schema:
type: string
- name: transaction_ids
in: query
description: 'A comma-separated list of envelope transaction IDs.
Transaction IDs are only valid for seven days.
'
schema:
type: string
- name: user_name
in: query
description: 'Limit results to envelopes
sent by the account user
with this user name.
`email` must be given as well,
and both `email` and `user_name`
must refer to an existing account user.
'
schema:
type: string
responses:
'200':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/envelopesInformation'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: listStatusChanges
x-ds-method: listStatusChanges
x-ds-service: Envelopes
x-ds-in-sdk: true
x-ds-examples:
- description: 'This example shows a how to get information about
envelopes created since January 1, 2016.
The request for this endpoint has no payload.
### Request
```
GET /restapi/v2/accounts/1703061/envelopes?from_date=2016-01-01
```
'
direction: response
format: json
response:
endPosition: '1'
envelopes:
- certificateUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/documents/certificate
customFieldsUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/custom_fields
documentsCombinedUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/documents/combined
documentsUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/documents
envelopeId: 379497bb-cc85-4654-bab9-a8e397f538d0
envelopeUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0
notificationUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/notification
recipientsUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/recipients
status: completed
statusChangedDateTime: 2016-10-04 15:26:28.283000+00:00
templatesUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/templates
- certificateUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/documents/certificate
customFieldsUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/custom_fields
documentsCombinedUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/documents/combined
documentsUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/documents
envelopeId: 4b728be4-4417-45c6-b7e8-d63e23f822b6
envelopeUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6
notificationUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/notification
recipientsUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/recipients
status: sent
statusChangedDateTime: 2016-10-05 01:04:58.777000+00:00
templatesUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/templates
nextUri: ''
previousUri: ''
resultSetSize: '2'
startPosition: '0'
totalSetSize: '2'
style: custom
title: Get Status About Envelopes Since a Specified Date
post:
tags:
- Envelopes
summary: Docusign Creates an envelope.
description: "Creates and sends an envelope or creates a draft envelope.\nEnvelopes are fundamental resources in the DocuSign platform.\n\nWith this method you can:\n\n* Create and send an envelope\n with [documents][], [recipients][], and [tabs][].\n* Create and send an envelope from a template.\n* Create and send an envelope from\n a combination of documents and templates.\n* Create a draft envelope.\n\n\nWhen you use this method\nto create and send an envelope\nin a single request,\nthe following parameters in the request body (an [`envelopeDefinition`][envelopeDefinition]) are required:\n\n| Parameter | Description |\n| :-------- | :---------- |\n| `status` | Set to `sent` to send the envelope to recipients.
Set to `created` (or don't set at all) to save the envelope as a draft. |\n| `emailSubject` | The subject of the email used to send the envelope. |\n| `documents` | The [documents][] to be signed. |\n| `recipients` | The email addresses of the envelope [recipients][]. |\n\n\nThere are many ways to use envelopes.\nYou can create and send an envelope\nwith a single API request,\nor you can use several API requests\nto create, populate, and send envelopes.\n\n\n| See | To learn about |\n| :----------------------- | :--------------------------------------------------------------------------------------------------------------------------------- |\n| [Envelopes][envelopes] | Envelopes, [adding documents][addingdocs], [tracking][], [locking][], [deleting][], [templates][] |\n| [Documents][documents] | Documents, [attachments][], [supplemental documents][supdocs], [authoritative copies][authcopies], [purging][] |\n| [Recipients][recipients] | Recipients, [recipient types][reciptypes], [recipient status][recipstatus] |\n| [Tabs][tabs] | Tabs, [tab types][tabtypes], [anchoring tabs][tabanchor], [auto-populating tabs][tabauto], [custom tabs][tabcustom], [payments][] |\n\n\n[addingdocs]: https://developers.docusign.com/esign-rest-api/guides/concepts/envelopes#adding-documents-to-an-envelope\n[attachments]: https://developers.docusign.com/esign-rest-api/guides/concepts/documents#attachments\n[authcopies]: https://developers.docusign.com/esign-rest-api/guides/concepts/documents#authoritative-copies\n[conoverview]: https://developers.docusign.com/esign-rest-api/guides/concepts/overview\n[deleting]: https://developers.docusign.com/esign-rest-api/guides/concepts/envelopes#deleting-envelopes\n[documents]: https://developers.docusign.com/esign-rest-api/guides/concepts/documents\n[envelopeDefinition]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/create#envelopeDefinition\n[envelopes]: https://developers.docusign.com/esign-rest-api/guides/concepts/envelopes\n[locking]: https://developers.docusign.com/esign-rest-api/guides/concepts/envelopes#locking-envelopes\n[payments]: https://developers.docusign.com/esign-rest-api/guides/concepts/tabs#requesting-payments\n[purging]: https://developers.docusign.com/esign-rest-api/guides/concepts/documents#purging-documents\n[recipients]: https://developers.docusign.com/esign-rest-api/guides/concepts/recipients\n[recipstatus]: https://developers.docusign.com/esign-rest-api/guides/concepts/recipients#recipient-status\n[reciptypes]: https://developers.docusign.com/esign-rest-api/guides/concepts/recipients#recipient-types\n[supdocs]: https://developers.docusign.com/esign-rest-api/guides/concepts/documents#supplemental-documents\n[tabanchor]: https://developers.docusign.com/esign-rest-api/guides/concepts/tabs#anchoring-tabs\n[tabauto]: https://developers.docusign.com/esign-rest-api/guides/concepts/tabs#automatically-populating-tabs\n[tabcustom]: https://developers.docusign.com/esign-rest-api/guides/concepts/tabs#using-custom-tabs-in-envelopes-and-templates\n[tabs]: https://developers.docusign.com/esign-rest-api/guides/concepts/tabs\n[tabtypes]: https://developers.docusign.com/esign-rest-api/guides/concepts/tabs#tab-types\n[templates]: https://developers.docusign.com/esign-rest-api/guides/concepts/envelopes#working-with-templates\n[tracking]: https://developers.docusign.com/esign-rest-api/guides/concepts/envelopes#tracking-envelope-status\n\n**Note**: When you create an envelope by using a [composite template](https://developers.docusign.com/esign-rest-api/guides/concepts/templates#composite-templates), you should specify the envelope custom fields in the inline template. Any custom fields that you specify at the root level are ignored.\n"
operationId: Envelopes_PostEnvelopes
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: cdse_mode
in: query
description: 'Reserved for DocuSign.
'
schema:
type: string
- name: change_routing_order
in: query
description: When true, users can define the routing order of recipients while sending documents for signature.
schema:
type: string
- name: completed_documents_only
in: query
description: 'Reserved for DocuSign.
'
schema:
type: string
- name: merge_roles_on_draft
in: query
description: 'When set to **true**, template roles will be merged, and empty recipients will be removed. This parameter applies when you create a draft envelope with multiple templates. (To create a draft envelope, the `status` field is set to `created`.)
###### Note: DocuSign recommends that this parameter should be set to **true** whenever you create a draft envelope with multiple templates.'
schema:
type: string
- name: tab_label_exact_matches
in: query
description: 'Reserved for DocuSign.
'
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/envelopeDefinition'
application/xml:
schema:
$ref: '#/components/schemas/envelopeDefinition'
required: false
responses:
'201':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/envelopeSummary'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: createEnvelope
x-ds-method: create
x-ds-service: Envelopes
x-ds-in-sdk: true
x-ds-examples:
- description: 'This example shows a request/response that includes:
* A single PDF document to be signed
* One tab positioned using anchor text
* One recipient
See [Requesting a Signature via Email](/esign/guide/usage/request_a_signature.html)
for a full walkthrough of this example.
'
direction: both
format: json
response:
envelopeId: 63e05468-6432-41d2-b01c-8b48f7dbeb80
status: sent
statusDateTime: 2016-05-29 17:11:56.180000+00:00
uri: /envelopes/63e05468-6432-41d2-b01c-8b48f7dbeb80
request:
documents:
- documentBase64: '[Document content (PDF File)]'
documentId: '1'
fileExtension: pdf
name: NDA.pdf
emailSubject: Please sign the NDA
recipients:
signers:
- email: the_nda_signer@example.com
name: Darlene Petersen
recipientId: '1'
routingOrder: '1'
tabs:
dateSignedTabs:
- anchorString: signer1date
anchorYOffset: '-6'
fontSize: Size12
name: Date Signed
recipientId: '1'
tabLabel: date_signed
fullNameTabs:
- anchorString: signer1name
anchorYOffset: '-6'
fontSize: Size12
name: Full Name
recipientId: '1'
tabLabel: Full Name
signHereTabs:
- anchorString: signer1sig
anchorUnits: mms
anchorXOffset: '0'
anchorYOffset: '0'
name: Please sign here
optional: 'false'
recipientId: '1'
scaleValue: 1
tabLabel: signer1sig
status: sent
style: custom
title: Request Signature on Single Document by Email
- description: 'This example shows a request/response that includes:
* Multiple documents, both pdf and Word docx files.
* Multiple tabs including signing, fullName, dateSigned, and text tabs.
* Tabs positioned using anchor text.
* Two recipients, a signer and a cc recipient.
For more information, and to try this request live, see the [API Recipe](https://www.docusign.com/developer-center/recipes/send-multiple-docs)
'
direction: both
format: json
response:
envelopeId: 63e05468-6432-41d2-b01c-8b48f7dbeb80
status: sent
statusDateTime: 2016-05-29 17:11:56.180000+00:00
uri: /envelopes/63e05468-6432-41d2-b01c-8b48f7dbeb80
request:
documents:
- documentBase64: '[Document 1 content (PDF File)]'
documentId: '1'
fileExtension: pdf
name: NDA.pdf
- documentBase64: '[Document 2 content (PDF File)]'
documentId: '2'
fileExtension: pdf
name: House.pdf
- documentBase64: '[Document 3 content (Word file)]'
documentId: '3'
fileExtension: docx
name: contractor_agreement.docx
emailSubject: Please sign the house documentation package
recipients:
carbonCopies:
- email: cody_vigil@worldwidecorp.example.com
name: Cody Vigil
recipientId: '2'
routingOrder: '2'
signers:
- email: darlene_petersen@newco.example.com
name: Darlene Petersen
recipientId: '1'
routingOrder: '1'
tabs:
dateSignedTabs:
- anchorString: signer1date
anchorYOffset: '-6'
fontSize: Size12
name: Date Signed
recipientId: '1'
tabLabel: date_signed
- documentId: '2'
fontSize: Size12
name: Date Signed
pageNumber: '1'
recipientId: '1'
tabLabel: doc3_date_signed
xPosition: '89'
yPosition: '100'
fullNameTabs:
- anchorString: signer1name
anchorYOffset: '-6'
fontSize: Size12
name: Full Name
recipientId: '1'
tabLabel: Full Name
signHereTabs:
- anchorString: signer1sig
anchorUnits: mms
anchorXOffset: '0'
anchorYOffset: '0'
name: Please sign here
optional: 'false'
recipientId: '1'
scaleValue: 1
tabLabel: signer1sig
- documentId: '2'
name: Please sign here
optional: 'false'
pageNumber: '1'
recipientId: '2'
scaleValue: 1
tabLabel: signer1_doc2
xPosition: '89'
yPosition: '40'
- anchorString: Client Signature
anchorUnits: mms
anchorXOffset: '0'
anchorYOffset: '-4'
name: Please sign here
optional: 'false'
recipientId: '1'
scaleValue: 1
tabLabel: doc3_client_sig
textTabs:
- anchorString: signer1company
anchorYOffset: '-8'
fontSize: Size12
name: Company
recipientId: '1'
required: 'true'
tabLabel: Company
- anchorString: Client Name
anchorYOffset: '-38'
fontSize: Size12
name: Company
recipientId: '1'
required: 'true'
tabLabel: Company
- documentId: '3'
fontSize: Size10
name: Company
pageNumber: '1'
recipientId: '1'
required: 'true'
tabLabel: Company
xPosition: '145'
yPosition: '195'
status: sent
style: custom
title: Multiple Documents and Tabs, Signer and CC Recipients
- description: 'For some documents, one or more signatures must be witnessed by an appointed [notary public](https://en.wikipedia.org/wiki/Notary_public).
DocuSign supports eNotary services for many jurisdictions. This example demonstrates how to send an envelope to be signed by Susan Signer with her signature witnessed by Nancy Notary. You must know the name and email address of the signer and the notary public for a signature to be notarized.
Note that the full legal name of the signer must be used. It will be checked against the signer''s government-issued proof of identity by the notary public.
Please see the [DocuSign eNotary resource page](https://support.docusign.com/en/guides/ndse-user-guide-enotary-resources) for further information. It lists the jurisdictions participating in the DocuSign eNotary program and additional reference information.
Note that eNotary services are not included with all account types and are **not** included by default with demo/developer sandbox accounts. To enable eNotary service for your sandbox account, contact your DocuSign technical support person or DocuSign customer service.
The example includes event notification via the Connect service.'
direction: both
format: json
response:
envelopeId: aaaaaaaa-41c4-4d21-b6e4-52a86fb94be8
uri: /envelopes/aaaaaaaa-41c4-4d21-b6e4-52a86fb94be8
statusDateTime: 2017-06-15 11:02:39.399643+00:00
status: sent
request:
emailSubject: Important agreement for notarized signature
status: sent
recipients:
inPersonSigners:
- recipientId: 1
email: susan_signer@gmail.com
name: Susan Anne Signer
routingOrder: 1
inPersonSigningType: notary
notaryHost:
name: Nancy Notary
email: nancy@notary-svc.com
recipientId: 2
tabs:
signHereTabs:
- documentId: '1'
optional: 'false'
recipientId: '1'
xPosition: '100'
yPosition: '100'
pageNumber: '1'
name: Please sign here
tabLabel: signer1sig
documents:
- documentId: '1'
name: important document.docx
fileExtension: docx
documentBase64: '[Contents elided]'
eventNotification:
includeDocumentFields: 'false'
envelopeEvents:
- envelopeEventStatusCode: Completed
- envelopeEventStatusCode: Declined
- envelopeEventStatusCode: Voided
url: https://listener.example.com/docusign_notifications
requireAcknowledgment: 'true'
includeSenderAccountAsCustomField: 'true'
loggingEnabled: 'true'
includeDocuments: 'false'
signMessageWithX509Cert: 'true'
style: custom
title: Create a Notarized Signing Recipient
- description: "DocuSign enables document signers use\n[electronic](https://www.docusign.com/products/electronic-signature) or\n[digital](https://www.docusign.com/how-it-works/electronic-signature/digital-signature) signatures.\n\nDocuSign has tightly integrated standard digital signatures into the DocuSign Signature platform. This enables a single envelope to include:\n\n* electronic signatures,\n* AES digital signatures using certificates from DocuSign or from your organization,\n* QES digital signatures from government certified Trust Service Providers (TSPs).\n\nThis example enables the signer to create an eIDAS compliant AES signature with embedded signing. InPerson signers can also use SBS digital signatures.\n\n[More information on creating SBS digital signature requests.](../../../../guide/appendix/standards_based_signatures.html)\n\nThe `clientId` in the example tells DocuSign that the Signing Ceremony will be embedded.\nThe example also includes an `eventNotification` object for receiving envelope status updates from DocuSign.\n\n## Embedding the signing ceremony\n1. Send the `Envelopes: create` call as shown below in the Request/Response section.\n2. The response will include the `envelopeId`\n3. Use the [EnvelopeViews: createRecipient](../../EnvelopeViews/createRecipient) request to obtain the redirectURL as follows:\n\n`POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/recipient`\n\n````\n{\n \"clientUserId\": \"1000\",\n \"email\": \"Sam@spade.com\",\n \"userName\": \"Sam Spade\",\n \"returnUrl\": \"https://your_app.example.com\",\n \"AuthenticationMethod\": \"Password\"\n}\n````\nThe response will include the `url`. Redirect the user's browser to the url to start the signing ceremony.\n\n###### Note: You must **immediately** redirect the user to the url you receive from DocuSign. The url is only valid for 5 minutes. Don't request a recipient view url until you are ready to redirect the user's browser.\n"
direction: both
format: json
response:
envelopeId: caaaaaaa-144e-45ce-8e8e-c171528e99c8
uri: /envelopes/caaaaaaa-144e-45ce-8e8e-c171528e99c8
statusDateTime: 2017-06-22 06:44:49.164222+00:00
status: sent
request:
documents:
- documentId: '1'
name: ' Agreement'
fileExtension: html
documentBase64: '[Contents elided]'
emailSubject: NewCo agreement for signature
status: sent
recipients:
signers:
- recipientId: '1'
clientUserId: '1000'
email: Sam@spade.com
name: Sam Spade
recipientSignatureProviders:
- signatureProviderName: UniversalSignaturePen_OpenTrust_Hash_TSP
signatureProviderOptions:
SMS: '+33134567899'
routingOrder: '1'
tabs:
signHereTabs:
- documentId: '1'
optional: 'false'
recipientId: '1'
name: Please sign here
tabLabel: signer1sig
anchorString: signer1sig
eventNotification:
includeDocumentFields: 'false'
envelopeEvents:
- envelopeEventStatusCode: Completed
- envelopeEventStatusCode: Declined
- envelopeEventStatusCode: Voided
url: https://your_app.example.com/listener
requireAcknowledgment: 'true'
includeSenderAccountAsCustomField: 'true'
loggingEnabled: 'true'
includeDocuments: 'false'
signMessageWithX509Cert: 'true'
style: custom
title: Request an SBS digital signature, with an embedded signing ceremony
x-codegen-request-body-name: envelopeDefinition
/v2/accounts/{accountId}/envelopes/{envelopeId}:
get:
tags:
- Envelopes
summary: Docusign Gets the status of a single envelope.
description: 'Retrieves the overall status for the specified envelope. To get the status of a list of envelopes, use [Envelope: listStatusChanges ](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/)'
operationId: Envelopes_GetEnvelope
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: advanced_update
in: query
description: When true, envelope information can be added or modified.
schema:
type: string
- name: include
in: query
description: 'Reserved for DocuSign.
'
schema:
type: string
responses:
'200':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/envelope'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: getEnvelope
x-ds-method: get
x-ds-service: Envelopes
x-ds-in-sdk: true
x-ds-examples:
- description: 'This example shows a how to get information about
an envelope with a given envelope id.
The request for this endpoint has no payload.
### Request
```
GET /restapi/v2/accounts/1703061/envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6
```
'
direction: response
format: json
response:
allowMarkup: 'false'
autoNavigation: 'true'
brandId: 56502fe1-3245-4cf5-8d74-97cb5c43176a
certificateUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/documents/certificate
createdDateTime: 2016-10-05 01:04:58.183000+00:00
customFieldsUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/custom_fields
documentsCombinedUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/documents/combined
documentsUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/documents
emailSubject: Please sign the NDA
enableWetSign: 'true'
envelopeId: 4b728be4-4417-45c6-b7e8-d63e23f822b6
envelopeIdStamping: 'true'
envelopeUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6
initialSentDateTime: 2016-10-05 01:04:58.777000+00:00
is21CFRPart11: 'false'
isSignatureProviderEnvelope: 'false'
lastModifiedDateTime: 2016-10-05 01:04:58.183000+00:00
notificationUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/notification
purgeState: unpurged
recipientsUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/recipients
sentDateTime: 2016-10-05 01:04:58.777000+00:00
status: sent
statusChangedDateTime: 2016-10-05 01:04:58.777000+00:00
templatesUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/templates
style: custom
title: Get Status About a Specific Envelope
- description: 'This example shows a how to get information about
envelopes created since January 1, 2016.
The request for this endpoint has no payload.
### Request
```
GET /restapi/v2/accounts/1703061/envelopes?from_date=2016-01-01
```
'
direction: response
format: json
response:
endPosition: '1'
envelopes:
- certificateUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/documents/certificate
customFieldsUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/custom_fields
documentsCombinedUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/documents/combined
documentsUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/documents
envelopeId: 379497bb-cc85-4654-bab9-a8e397f538d0
envelopeUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0
notificationUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/notification
recipientsUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/recipients
status: completed
statusChangedDateTime: 2016-10-04 15:26:28.283000+00:00
templatesUri: /envelopes/379497bb-cc85-4654-bab9-a8e397f538d0/templates
- certificateUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/documents/certificate
customFieldsUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/custom_fields
documentsCombinedUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/documents/combined
documentsUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/documents
envelopeId: 4b728be4-4417-45c6-b7e8-d63e23f822b6
envelopeUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6
notificationUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/notification
recipientsUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/recipients
status: sent
statusChangedDateTime: 2016-10-05 01:04:58.777000+00:00
templatesUri: /envelopes/4b728be4-4417-45c6-b7e8-d63e23f822b6/templates
nextUri: ''
previousUri: ''
resultSetSize: '2'
startPosition: '0'
totalSetSize: '2'
style: custom
title: Get Status About Envelopes Since a Specified Date
put:
tags:
- Envelopes
summary: Docusign Send, void, or modify a draft envelope. Purge documents from a completed envelope.
description: "This method lets you make changes to an envelope.\nYou can use it to:\n\n* Send a draft envelope\n* Void an in-process envelope\n* Modify a draft envelope\n* Purge documents and envelope metadata from the DocuSign platform\n\n\n
\n
\n\nAlthough the request body for this method\nis a complete envelope definition,\nyou only need to provide\nproperties that\nyou're updating. \n\n
\n
\n\n\n## Sending a Draft Envelope\n\nTo send a draft envelope, include this in the request body:\n\n```json\n{\n \"status\": \"sent\"\n}\n```\n\n\n## Voiding an In-Process Envelope\n\nTo void an in-process envelope, include this in the request body:\n\n```json\n{\n \"status\": \"voided\",\n \"voidedReason\": \"The reason for voiding the envelope\"\n}\n```\n\n## Modifying Envelope Email Information\n\nTo change the email subject and message of a draft envelope,\ninclude this in the request body:\n\n```json\n{\n \"emailSubject\": \"new email subject\",\n \"emailBlurb\": \"new email message\"\n}\n```\n\n## Purging Documents from DocuSign\n\n\nTo place only the documents\nin the purge queue,\nleaving any\ncorresponding attachments \nand tabs in the DocuSign platform,\nset the `purgeState` property\nto `documents_queued`.\n\n\n```json\n{\n \"purgeState\": \"documents_queued\"\n}\n```\n\nTo place documents,\nattachments,\nand tabs\nin the purge queue,\nset the `purgeState` property\nto `documents_and_metadata_queued`.\n\n```json\n{\n \"purgeState\": \"documents_and_metadata_queued\"\n}\n```\n\n\nYou can purge documents\nonly from completed envelopes\nthat are not marked as the authoritative copy.\nThe user requesting the purge\nmust have permission to purge documents\nand\nmust be the sender or be acting on behalf of the sender.\n\n\n\nWhen the purge request is initiated\nthe items to be purged\nare placed in the purge queue\nfor deletion in 14 days.\nThe sender\nand\nall recipients with DocuSign accounts\nassociated with the envelope\nget an email notification\nthe the documents will be deleted in 14 days.\nThe notification contains a link\nto the documents.\nA second email notification\nis sent 7 days later.\nAt the end of the 14-day period\nthe documents are deleted from the system.\nRecipients without DocuSign accounts\ndo not receive email notifications.\n\n\nIf your account has a Document Retention policy,\nenvelope documents\nare automatically placed\nin the purge queue,\nand notification emails are sent\nat the end of the retention period.\nSetting a Document Retention policy is the same as setting a\nschedule for purging documents.\n"
operationId: Envelopes_PutEnvelope
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: advanced_update
in: query
description: When set to **true**, allows the caller to update recipients, tabs, custom fields, notification, email settings and other envelope attributes.
schema:
type: string
- name: resend_envelope
in: query
description: When set to **true**, sends the specified envelope again.
schema:
type: string
requestBody:
description: A container used to send documents to recipients. The envelope carries information about the sender and timestamps to indicate the progress of the delivery procedure. It can contain collections of Documents, Tabs and Recipients.
content:
application/json:
schema:
$ref: '#/components/schemas/envelope'
application/xml:
schema:
$ref: '#/components/schemas/envelope'
required: false
responses:
'200':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/envelopeUpdateSummary'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: update
x-ds-method: update
x-ds-service: Envelopes
x-ds-in-sdk: true
x-codegen-request-body-name: envelope
/v2/accounts/{accountId}/envelopes/{envelopeId}/audit_events:
get:
tags:
- Envelopes
summary: Docusign Gets the envelope audit events for an envelope.
description: Gets the envelope audit events for the specified envelope.
operationId: AuditEvents_GetAuditEvents
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
responses:
'200':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/envelopeAuditEventResponse'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: listAuditEvents
x-ds-method: listAuditEvents
x-ds-service: Envelopes
x-ds-in-sdk: true
/v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages:
get:
tags:
- Envelopes
summary: Docusign Returns document page image(s) based on input.
operationId: Pages_GetPageImages
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: documentId
in: path
description: The ID of the document being accessed.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: count
in: query
description: The maximum number of results to be returned by this request.
schema:
type: string
- name: dpi
in: query
description: Number of dots per inch for the resulting image. The default if not used is 94. The range is 1-310.
schema:
type: string
- name: max_height
in: query
description: Sets the maximum height (in pixels) of the returned image.
schema:
type: string
- name: max_width
in: query
description: Sets the maximum width (in pixels) of the returned image.
schema:
type: string
- name: nocache
in: query
schema:
type: string
- name: show_changes
in: query
schema:
type: string
- name: start_position
in: query
description: The position within the total result set from which to start returning values. The value **thumbnail** may be used to return the page image.
schema:
type: string
responses:
'200':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/pageImages'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: getDocumentPageImages
x-ds-method: getPageImages
x-ds-service: Envelopes
x-ds-in-sdk: true
/v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages/{pageNumber}:
delete:
tags:
- Envelopes
summary: Docusign Deletes a page from a document in an envelope.
description: Deletes a page from a document in an envelope based on the page number.
operationId: Pages_DeletePage
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: documentId
in: path
description: The ID of the document being accessed.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: pageNumber
in: path
description: The page number being accessed.
required: true
schema:
type: string
responses:
'200':
description: Successful response.
content: {}
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: deleteDocumentPage
x-ds-method: deleteDocumentPage
x-ds-service: Envelopes
x-ds-in-sdk: true
/v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages/{pageNumber}/page_image:
get:
tags:
- Envelopes
summary: Docusign Gets a page image from an envelope for display.
description: Retrieves a page image for display from the specified envelope.
operationId: Pages_GetPageImage
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: documentId
in: path
description: The ID of the document being accessed.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: pageNumber
in: path
description: The page number being accessed.
required: true
schema:
type: string
- name: dpi
in: query
description: Sets the dpi for the image.
schema:
type: string
- name: max_height
in: query
description: Sets the maximum height for the page image in pixels. The dpi is recalculated based on this setting.
schema:
type: string
- name: max_width
in: query
description: Sets the maximum width for the page image in pixels. The dpi is recalculated based on this setting.
schema:
type: string
- name: show_changes
in: query
schema:
type: string
responses:
'200':
description: Successful response.
content:
image/png:
schema:
type: string
format: binary
'400':
description: Error encountered.
content:
image/png:
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: getDocumentPageImage
x-ds-method: getPageImage
x-ds-service: Envelopes
x-ds-in-sdk: true
put:
tags:
- Envelopes
summary: Docusign Rotates page image from an envelope for display.
description: Rotates page image from an envelope for display. The page image can be rotated to the left or right.
operationId: Pages_PutPageImage
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: documentId
in: path
description: The ID of the document being accessed.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: pageNumber
in: path
description: The page number being accessed.
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/pageRequest'
application/xml:
schema:
$ref: '#/components/schemas/pageRequest'
required: false
responses:
'200':
description: Successful response.
content: {}
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: rotateDocumentPage
x-ds-method: rotateDocumentPage
x-ds-service: Envelopes
x-ds-in-sdk: true
x-codegen-request-body-name: pageRequest
/v2/accounts/{accountId}/envelopes/{envelopeId}/notification:
get:
tags:
- Envelopes
summary: Docusign Gets envelope notification information.
description: Retrieves the envelope notification, reminders and expirations, information for an existing envelope.
operationId: Notification_GetEnvelopesEnvelopeIdNotification
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
responses:
'200':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/notification'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: getNotificationSettings
x-ds-method: getNotificationSettings
x-ds-service: Envelopes
x-ds-in-sdk: true
put:
tags:
- Envelopes
summary: Docusign Sets envelope notification (Reminders/Expirations) structure for an existing envelope.
operationId: Notification_PutEnvelopesEnvelopeIdNotification
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/envelopeNotificationRequest'
application/xml:
schema:
$ref: '#/components/schemas/envelopeNotificationRequest'
required: false
responses:
'200':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/notification'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: updateNotificationSettings
x-ds-method: updateNotificationSettings
x-ds-service: Envelopes
x-ds-in-sdk: true
x-codegen-request-body-name: envelopeNotificationRequest
/v2/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/initials_image:
get:
tags:
- Envelopes
summary: Docusign Gets the initials image for a user.
description: "Retrieves the initials image for the specified user. The image is returned in the same format as it was uploaded. In the request you can specify if the chrome (the added line and identifier around the initial image) is returned with the image.\n\nThe userId specified in the endpoint must match the authenticated user's user id and the user must be a member of the account.\n\nThe `signatureIdOrName` paramter accepts signature ID or signature name. DocuSign recommends you use signature ID (`signatureId`), since some names contain characters that do not properly URL encode. If you use the user name, it is likely that the name includes spaces and you might need to URL encode the name before using it in the endpoint. \n\nFor example: \"Bob Smith\" to \"Bob%20Smith\"\n\nOlder envelopes might only contain chromed images. If getting the non-chromed image fails, try getting the chromed image."
operationId: Recipients_GetRecipientInitialsImage
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: recipientId
in: path
description: A local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each `recipientId` must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a `recipientId` of `1`.
required: true
schema:
type: string
- name: include_chrome
in: query
description: 'The added line and identifier around the initial image. Note: Older envelopes might only have chromed images. If getting the non-chromed image fails, try getting the chromed image.'
schema:
type: string
responses:
'200':
description: Successful response.
content:
image/gif:
schema:
type: string
format: binary
'400':
description: Error encountered.
content:
image/gif:
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: getRecipientInitialsImage
x-ds-method: getRecipientInitialsImage
x-ds-service: Envelopes
x-ds-in-sdk: true
put:
tags:
- Envelopes
summary: Docusign Sets the initials image for an accountless signer.
description: 'Updates the initials image for a signer that does not have a DocuSign account. The supported image formats for this file are: gif, png, jpeg, and bmp. The file size must be less than 200K.
For the Authentication/Authorization for this call, the credentials must match the sender of the envelope, the recipient must be an accountless signer or in person signer. The account must have the `CanSendEnvelope` property set to **true** and the `ExpressSendOnly` property in `SendingUser` structure must be set to **false**.'
operationId: Recipients_PutRecipientInitialsImage
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: recipientId
in: path
description: A local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each `recipientId` must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a `recipientId` of `1`.
required: true
schema:
type: string
responses:
'200':
description: Successful response.
content: {}
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: updateRecipientInitialsImage
x-ds-method: updateRecipientInitialsImage
x-ds-service: Envelopes
x-ds-in-sdk: true
/v2/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/signature:
get:
tags:
- Envelopes
summary: Docusign Gets signature information for a signer or sign-in-person recipient.
description: Retrieves signature information for a signer or sign-in-person recipient.
operationId: Recipients_GetRecipientSignature
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: recipientId
in: path
description: A local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each `recipientId` must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a `recipientId` of `1`.
required: true
schema:
type: string
responses:
'200':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/userSignature'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: getRecipientSignature
x-ds-method: getRecipientSignature
x-ds-service: Envelopes
x-ds-in-sdk: true
/v2/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/signature_image:
get:
tags:
- Envelopes
summary: Docusign Retrieve signature image information for a signer/sign-in-person recipient.
description: "Retrieves the specified user signature image. The image is returned in the same format as uploaded. In the request you can specify if the chrome (the added line and identifier around the initial image) is returned with the image.\n\nThe userId specified in the endpoint must match the authenticated user's user ID and the user must be a member of the account.\n\nThe `signatureIdOrName` parameter accepts signature ID or signature name. DocuSign recommends you use signature ID (`signatureId`), since some names contain characters that don't properly URL encode. If you use the user name, it is likely that the name includes spaces and you might need to URL encode the name before using it in the endpoint. \n\nFor example: \"Bob Smith\" to \"Bob%20Smith\"\n\nOlder envelopes might only have chromed images. If getting the non-chromed image fails, try getting the chromed image."
operationId: Recipients_GetRecipientSignatureImage
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: recipientId
in: path
description: A local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each `recipientId` must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a `recipientId` of `1`.
required: true
schema:
type: string
- name: include_chrome
in: query
description: When set to **true**, indicates the chromed version of the signature image should be retrieved.
schema:
type: string
responses:
'200':
description: Successful response.
content:
image/gif:
schema:
type: string
format: binary
'400':
description: Error encountered.
content:
image/gif:
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: getRecipientSignatureImage
x-ds-method: getRecipientSignatureImage
x-ds-service: Envelopes
x-ds-in-sdk: true
put:
tags:
- Envelopes
summary: Docusign Sets the signature image for an accountless signer.
description: 'Updates the signature image for an accountless signer. The supported image formats for this file are: gif, png, jpeg, and bmp. The file size must be less than 200K.
For the Authentication/Authorization for this call, the credentials must match the sender of the envelope, the recipient must be an accountless signer or in person signer. The account must have the `CanSendEnvelope` property set to **true** and the `ExpressSendOnly` property in `SendingUser` structure must be set to **false**.'
operationId: Recipients_PutRecipientSignatureImage
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: envelopeId
in: path
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
required: true
schema:
type: string
- name: recipientId
in: path
description: A local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each `recipientId` must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a `recipientId` of `1`.
required: true
schema:
type: string
responses:
'200':
description: Successful response.
content: {}
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: updateRecipientSignatureImage
x-ds-method: updateRecipientSignatureImage
x-ds-service: Envelopes
x-ds-in-sdk: true
/v2/accounts/{accountId}/envelopes/status:
put:
tags:
- Envelopes
summary: Docusign Gets the envelope status for the specified envelopes.
description: Retrieves the envelope status for the specified envelopes.
operationId: Envelopes_PutStatus
parameters:
- name: accountId
in: path
description: The external account number (int) or account id GUID.
required: true
schema:
type: string
- name: ac_status
in: query
description: 'Specifies the Authoritative Copy Status for the envelopes. The possible values are: Unknown, Original, Transferred, AuthoritativeCopy, AuthoritativeCopyExportPending, AuthoritativeCopyExported, DepositPending, Deposited, DepositedEO, or DepositFailed.'
schema:
type: string
- name: block
in: query
description: 'Reserved for DocuSign.
'
schema:
type: string
- name: count
in: query
description: The maximum number of results to be returned by this request.
schema:
type: string
- name: email
in: query
description: 'Reserved for DocuSign.
'
schema:
type: string
- name: envelope_ids
in: query
description: Comma separated list of `envelopeId` values.
schema:
type: string
- name: from_date
in: query
description: "The date/time setting that specifies when the request begins checking for status changes for envelopes in the account. This is required unless parameters `envelope_ids` and/or `transaction_Ids` are set. \n\n****Note****: This parameter must be set to a valid `DateTime`, or `envelope_ids` and/or `transaction_ids` must be specified."
schema:
type: string
- name: from_to_status
in: query
description: "The status value checked for in the `from_date` to `to_date` time period. \n\nPossible values are: Voided, Changed, Created, Deleted, Sent, Delivered, Signed, Completed, Declined, TimedOut and Processing.\n\nIf `Changed` is specified, then envelopes that changed status during the period will be returned. \n\nFor example, if `Created` is specified, then envelopes created during the period are found. \n\nThe default is `Changed`. "
schema:
type: string
- name: start_position
in: query
description: 'Reserved for DocuSign.
'
schema:
type: string
- name: status
in: query
description: Item status.
schema:
type: string
- name: to_date
in: query
description: "Optional date/time setting\nthat specifies the last date/time \nor envelope status changes in the result set. \n\nDefault: \"now\", the time that you call the method. \n"
schema:
type: string
- name: transaction_ids
in: query
description: 'A comma-separated list of envelope transaction IDs.
Transaction IDs are only valid for seven days.
'
schema:
type: string
- name: user_name
in: query
description: 'Limit results to envelopes
sent by the account user
with this user name.
`email` must be given as well,
and both `email` and `user_name`
must refer to an existing account user.
'
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/envelopeIdsRequest'
application/xml:
schema:
$ref: '#/components/schemas/envelopeIdsRequest'
required: false
responses:
'200':
description: Successful response.
content:
'*/*':
schema:
$ref: '#/components/schemas/envelopesInformation'
'400':
description: Error encountered.
content:
'*/*':
schema:
$ref: '#/components/schemas/errorDetails'
deprecated: false
x-ds-methodname: listStatus
x-ds-method: listStatus
x-ds-service: Envelopes
x-ds-in-sdk: true
x-codegen-request-body-name: envelopeIdsRequest
components:
schemas:
samlAssertionAttribute:
type: object
properties:
errorDetails:
$ref: '#/components/schemas/errorDetails'
name:
type: string
description: ''
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
value:
type: string
description: The value associated with the named SAML assertion attribute
description: ''
x-ds-definition-name: samlAssertionAttribute
x-ms-summary: ''
ListTab:
type: object
description: A dropdown list tab for selecting from predefined options.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
anchorString:
type: string
example: example_value
value:
type: string
example: example_value
listItems:
type: array
items:
type: object
properties:
text:
type: string
value:
type: string
selected:
type: string
example: []
required:
type: string
example: example_value
company:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
concealValueOnDocument:
type: string
description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
disableAutoSize:
type: string
description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
maxLength:
type: integer
description: An optional value that describes the maximum length of the property when the property is a string.
format: int32
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: Specifies the tool tip text for the tab.
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that displays the recipient''s company name.
'
x-ds-definition-name: company
x-ms-summary: 'A tab that displays the recipient''s company name.
'
serverTemplate:
type: object
properties:
sequence:
type: string
description: ''
templateId:
type: string
description: 'The unique identifier of the template. If this is not provided, DocuSign will generate a value. '
description: ''
x-ds-definition-name: serverTemplate
x-ms-summary: ''
recipientProofFile:
type: object
properties:
isInProofFile:
type: string
description: ''
description: ''
x-ds-definition-name: recipientProofFile
x-ms-summary: ''
radioGroup:
type: object
properties:
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
groupName:
type: string
description: The name of the group. The search_text provided in the call automatically performs a wild card search on group_name.
radios:
type: array
description: Specifies the locations and status for radio buttons that are grouped together.
items:
$ref: '#/components/schemas/radio'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireAll:
type: string
description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
shared:
type: string
description: When set to **true**, this custom tab is shared.
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
description: 'This group tab is used to place radio buttons on a document.
The `radios` property
contains a list of
[`radio`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/radio)
objects associated with the group. Only one radio button can
be selected in a group.
'
x-ds-definition-name: radioGroup
x-ms-summary: 'This group tab is used to place radio buttons on a document.
The `radios` property
contains a list of
[`radio`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/radio)
objects associated with the group. Only one radio button can
be selected in a group.
'
DateSigned:
type: object
description: A tab that displays the date the recipient signed.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
anchorString:
type: string
example: example_value
value:
type: string
example: example_value
compositeTemplate:
type: object
properties:
compositeTemplateId:
type: string
description: The identify of this composite template. It is used as a reference when adding document object information. If used, the document's `content-disposition` must include the composite template ID to which the document should be added. If a composite template ID is not specified in the content-disposition, the document is applied based on the value of the `documentId` property only. If no document object is specified, the composite template inherits the first document.
document:
$ref: '#/components/schemas/document'
inlineTemplates:
type: array
description: ' Zero or more inline templates and their position in the overlay. If supplied, they are overlaid into the envelope in the order of their Sequence value.'
items:
$ref: '#/components/schemas/inlineTemplate'
pdfMetaDataTemplateSequence:
type: string
description: ''
serverTemplates:
type: array
description: 0 or more server-side templates and their position in the overlay. If supplied, they are overlaid into the envelope in the order of their Sequence value
items:
$ref: '#/components/schemas/serverTemplate'
description: ''
x-ds-definition-name: compositeTemplate
x-ms-summary: ''
EnvelopeSummary:
type: object
description: Summary information about a newly created envelope.
properties:
envelopeId:
type: string
format: uuid
description: The unique identifier of the created envelope.
example: '500123'
uri:
type: string
description: The URI for the envelope.
example: example_value
statusDateTime:
type: string
format: date-time
description: The date and time of the status change.
example: '2026-01-15T10:30:00Z'
status:
type: string
description: The status of the envelope.
example: example_value
dobInformationInput:
type: object
properties:
dateOfBirth:
type: string
description: Specifies the recipient's date, month, and year of birth.
displayLevelCode:
type: string
description: "Specifies the display level for the recipient. \nValid values are: \n\n* ReadOnly\n* Editable\n* DoNotDisplay"
receiveInResponse:
type: string
description: When set to **true**, the information needs to be returned in the response.
description: 'Complex type containing:
* dateOfBirth
* displayLevelCode
* receiveInResponse'
x-ds-definition-name: dobInformationInput
x-ms-summary: 'Complex type containing:
* dateOfBirth
* displayLevelCode
* receiveInResponse'
dateSigned:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
value:
type: string
description: 'Specifies the value of the tab. '
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that displays the date that the recipient signed the
document.
'
x-ds-definition-name: dateSigned
x-ms-summary: 'A tab that displays the date that the recipient signed the
document.
'
ssn4InformationInput:
type: object
properties:
displayLevelCode:
type: string
description: "Specifies the display level for the recipient. \nValid values are: \n\n* ReadOnly\n* Editable\n* DoNotDisplay"
receiveInResponse:
type: string
description: When set to **true**, the information needs to be returned in the response.
ssn4:
type: string
description: The last four digits of the recipient's Social Security Number (SSN).
description: ''
x-ds-definition-name: ssn4InformationInput
x-ms-summary: ''
TemplateRole:
type: object
description: Maps a recipient to a role defined in a template. Used when creating an envelope from a template.
properties:
name:
type: string
description: The recipient's full name.
example: Example Title
email:
type: string
format: email
description: The recipient's email address.
example: user@example.com
roleName:
type: string
description: The role name that matches a role defined in the template.
example: example_value
clientUserId:
type: string
description: The client user ID for embedded signing.
example: '500123'
defaultRecipient:
type: string
description: When true, this is the default recipient for the role.
example: example_value
routingOrder:
type: string
description: The routing order for the recipient.
example: example_value
accessCode:
type: string
description: Access code for authentication.
example: example_value
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs'
emailNotification:
$ref: '#/components/schemas/RecipientEmailNotification'
envelopeNotificationRequest:
type: object
properties:
expirations:
$ref: '#/components/schemas/expirations'
reminders:
$ref: '#/components/schemas/reminders'
useAccountDefaults:
type: string
description: When set to **true**, the account default notification settings are used for the envelope.
description: ''
x-ds-definition-name: envelopeNotificationRequest
x-ms-summary: ''
Envelope:
type: object
description: Contains the properties of an envelope.
properties:
envelopeId:
type: string
format: uuid
description: The unique identifier of the envelope.
example: '500123'
envelopeUri:
type: string
description: The URI for retrieving the envelope.
example: example_value
status:
type: string
description: Current status of the envelope.
enum:
- created
- sent
- delivered
- signed
- completed
- declined
- voided
- deleted
- timedout
- processing
- template
example: created
statusChangedDateTime:
type: string
format: date-time
description: The date and time the status last changed.
example: '2026-01-15T10:30:00Z'
emailSubject:
type: string
description: The subject line of the envelope email.
example: user@example.com
emailBlurb:
type: string
description: The body text of the envelope email.
example: user@example.com
createdDateTime:
type: string
format: date-time
description: The date and time the envelope was created.
example: '2026-01-15T10:30:00Z'
sentDateTime:
type: string
format: date-time
description: The date and time the envelope was sent.
example: '2026-01-15T10:30:00Z'
deliveredDateTime:
type: string
format: date-time
description: The date and time the envelope was delivered.
example: '2026-01-15T10:30:00Z'
completedDateTime:
type: string
format: date-time
description: The date and time the envelope was completed.
example: '2026-01-15T10:30:00Z'
voidedDateTime:
type: string
format: date-time
description: The date and time the envelope was voided.
example: '2026-01-15T10:30:00Z'
voidedReason:
type: string
description: The reason the envelope was voided.
example: example_value
declinedDateTime:
type: string
format: date-time
description: The date and time the envelope was declined.
example: '2026-01-15T10:30:00Z'
sender:
$ref: '#/components/schemas/UserInfo'
recipients:
$ref: '#/components/schemas/Recipients'
documents:
type: array
items:
$ref: '#/components/schemas/Document'
example: []
customFields:
$ref: '#/components/schemas/CustomFields'
notification:
$ref: '#/components/schemas/Notification'
purgeState:
type: string
description: Purge state of the envelope.
enum:
- unpurged
- documents_queued
- documents_dequeued
- documents_purged
- documents_and_metadata_queued
- documents_and_metadata_purged
example: unpurged
brandId:
type: string
description: The ID of the brand applied to the envelope.
example: '500123'
certificateUri:
type: string
description: URI for retrieving the certificate of completion.
example: example_value
isSignatureProviderEnvelope:
type: string
description: Whether this envelope uses a signature provider.
example: example_value
signingLocation:
type: string
description: The signing location. Valid values are inPerson and online.
enum:
- inPerson
- online
example: inPerson
expireEnabled:
type: string
description: Whether the envelope expiration is enabled.
example: example_value
expireDateTime:
type: string
format: date-time
description: The date and time the envelope expires.
example: '2026-01-15T10:30:00Z'
expireAfter:
type: string
description: Number of days after which the envelope expires.
example: example_value
autoNavigation:
type: string
description: Whether auto-navigation is enabled for recipients.
example: example_value
anySigner:
type: string
description: Reserved for DocuSign use.
example: example_value
editor:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
addAccessCodeToEmail:
type: string
description: This Optional attribute indicates that the access code will be added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
declinedReason:
type: string
description: The reason the recipient declined the document. Read only.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: A list of `documentVisibility` objects. Each object in the list specifies whether a document in the envelope is visible to this recipient. For the envelope to use this functionality, Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true**.
items:
$ref: '#/components/schemas/documentVisibility'
email:
type: string
description: "Email id of the recipient. Notification of the document to sign is sent to this email id. \n\nMaximum length: 100 characters. "
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
emailRecipientPostSigningURL:
type: string
description: ''
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
faxNumber:
type: string
description: Reserved for DocuSign.
firstName:
type: string
description: "The user's first name. \nMaximum Length: 50 characters."
fullName:
type: string
description: Reserved for DocuSign.
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
lastName:
type: string
description: The recipient's last name.
name:
type: string
description: 'legal name of the recipient.
Maximum Length: 100 characters.'
note:
type: string
description: 'A note sent to the recipient in the signing email.
This note is unique to this recipient.
In the user interface,
it appears near the upper left corner
of the document
on the signing screen.
Maximum Length: 1000 characters.
'
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
recipientAttachments:
type: array
description: Reserved for DocuSign.
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
requireIdLookup:
type: string
description: 'When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. '
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signedDateTime:
type: string
description: Reserved for DocuSign.
signingGroupId:
type: string
description: 'Optional. The ID of the [signing group](https://support.docusign.com/en/guides/ndse-user-guide-signing-groups).
**Note**: When you send an envelope to a signing group, anyone in the group can open it and sign it with their own signature. For this reason, we recommend that you do not include non-signer recipients (such as carbon copy recipients) in the same signing group as signer recipients. However, you could create a second signing group for the non-signer recipients and change the default action of Needs to Sign to a different value, such as Receives a Copy. '
signingGroupName:
type: string
description: "The display name for the signing group. \n\nMaximum Length: 100 characters. "
signingGroupUsers:
type: array
description: A complex type that contains information about users in the signing group.
items:
$ref: '#/components/schemas/userInfo'
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: 'Recipient status.
'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: The total number of tabs in the documents. Read only.
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
description: ''
x-ds-definition-name: editor
x-ms-summary: ''
documentHtmlDisplaySettings:
type: object
properties:
cellStyle:
type: string
description: ''
collapsibleSettings:
$ref: '#/components/schemas/documentHtmlCollapsibleDisplaySettings'
display:
type: string
description: "This string sets the display and behavior properties of\nthe document during signing. The possible values are:\n\n* `modal`
\n The document is shown as a supplement action strip\n and can be viewed, downloaded, or printed in a modal window.\n This is the recommended value for supplemental documents. \n\n* `download`
\n The document is shown as a supplement action strip\n and can be viewed, downloaded, or printed in a new browser window. \n\n* `inline`
\n The document is shown in the normal signing window.\n This value is not used with supplemental documents,\n but is the default value for all other documents.\n"
displayLabel:
type: string
description: ''
displayOrder:
type: integer
description: ''
format: int32
displayPageNumber:
type: integer
description: ''
format: int32
hideLabelWhenOpened:
type: boolean
description: ''
inlineOuterStyle:
type: string
description: ''
labelWhenOpened:
type: string
description: ''
preLabel:
type: string
description: ''
scrollToTopWhenOpened:
type: boolean
description: ''
tableStyle:
type: string
description: ''
description: ''
x-ds-definition-name: documentHtmlDisplaySettings
x-ms-summary: ''
errorDetails:
type: object
properties:
errorCode:
type: string
description: An error code associated with the error.
message:
type: string
description: A short error message.
description: This object describes errors that occur. It is only valid for responses, and ignored in requests.
x-ds-definition-name: errorDetails
x-ms-summary: This object describes errors that occur. It is only valid for responses, and ignored in requests.
list:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
listItems:
type: array
description: "The list of values that can be selected by senders. The list values are separated by semi-colons. Example: [one;two;three;four]\n\nMaximum Length of listItems: 2048 characters.\nMaximum Length of items in the list: 100 characters. \n"
items:
$ref: '#/components/schemas/listItem'
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
mergeField:
$ref: '#/components/schemas/mergeField'
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireAll:
type: string
description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
senderRequired:
type: string
description: "When set to **true**, the sender must populate the tab before an envelope can be sent using the template. \n\nThis value tab can only be changed by modifying (PUT) the template. \n\nTabs with a `senderRequired` value of true cannot be deleted from an envelope."
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
value:
type: string
description: The value to use when the item is selected.
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'This tab offers a list of options to choose from.
The `listItems`
property contains a list of
[`listItem`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/listItem)
objects to specify the selectable options.
'
x-ds-definition-name: list
x-ms-summary: 'This tab offers a list of options to choose from.
The `listItems`
property contains a list of
[`listItem`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/listItem)
objects to specify the selectable options.
'
propertyMetadata:
type: object
properties:
options:
type: array
description: ''
items:
type: string
rights:
type: string
description: ''
description: ''
x-ds-definition-name: propertyMetadata
x-ms-summary: ''
smartSectionDisplaySettings:
type: object
properties:
cellStyle:
type: string
description: ''
collapsibleSettings:
$ref: '#/components/schemas/smartSectionCollapsibleDisplaySettings'
display:
type: string
description: "This string sets the display and behavior properties of\nthe document during signing. The possible values are:\n\n* `modal`
\n The document is shown as a supplement action strip\n and can be viewed, downloaded, or printed in a modal window.\n This is the recommended value for supplemental documents. \n\n* `download`
\n The document is shown as a supplement action strip\n and can be viewed, downloaded, or printed in a new browser window. \n\n* `inline`
\n The document is shown in the normal signing window.\n This value is not used with supplemental documents,\n but is the default value for all other documents.\n"
displayLabel:
type: string
description: ''
displayOrder:
type: integer
description: ''
format: int32
displayPageNumber:
type: integer
description: ''
format: int32
hideLabelWhenOpened:
type: boolean
description: ''
inlineOuterStyle:
type: string
description: ''
labelWhenOpened:
type: string
description: ''
preLabel:
type: string
description: ''
scrollToTopWhenOpened:
type: boolean
description: ''
tableStyle:
type: string
description: ''
description: ''
x-ds-definition-name: smartSectionDisplaySettings
x-ms-summary: ''
EnvelopeRecipientTabs:
type: object
description: Contains the tab collections for an envelope recipient, organized by tab type.
properties:
signHereTabs:
type: array
description: Signature tabs requiring the recipient to sign.
items:
$ref: '#/components/schemas/SignHere'
example: []
initialHereTabs:
type: array
description: Initial tabs requiring the recipient to initial.
items:
$ref: '#/components/schemas/InitialHere'
example: []
dateSignedTabs:
type: array
description: Date signed tabs auto-filled with the signing date.
items:
$ref: '#/components/schemas/DateSigned'
example: []
textTabs:
type: array
description: Text input tabs for free-form text entry.
items:
$ref: '#/components/schemas/Text'
example: []
fullNameTabs:
type: array
description: Full name tabs auto-filled with the signer name.
items:
$ref: '#/components/schemas/FullName'
example: []
emailTabs:
type: array
description: Email tabs for email address input.
items:
$ref: '#/components/schemas/EmailTab'
example: user@example.com
checkboxTabs:
type: array
description: Checkbox tabs for boolean selection.
items:
$ref: '#/components/schemas/Checkbox'
example: []
radioGroupTabs:
type: array
description: Radio button group tabs for single-choice selection.
items:
$ref: '#/components/schemas/RadioGroup'
example: []
listTabs:
type: array
description: List tabs for dropdown selection.
items:
$ref: '#/components/schemas/ListTab'
example: []
numberTabs:
type: array
description: Number tabs for numeric input.
items:
$ref: '#/components/schemas/NumberTab'
example: []
dateTabs:
type: array
description: Date tabs for date selection.
items:
$ref: '#/components/schemas/DateTab'
example: []
formulaTabs:
type: array
description: Formula tabs for calculated values.
items:
$ref: '#/components/schemas/FormulaTab'
example: []
noteTabs:
type: array
description: Note tabs for displaying read-only text.
items:
$ref: '#/components/schemas/NoteTab'
example: []
approveTabs:
type: array
description: Approve tabs for document approval.
items:
$ref: '#/components/schemas/Approve'
example: []
declineTabs:
type: array
description: Decline tabs for document rejection.
items:
$ref: '#/components/schemas/Decline'
example: []
ErrorDetails:
type: object
description: Contains error information returned by the API.
properties:
errorCode:
type: string
description: The error code.
example: example_value
message:
type: string
description: A human-readable error message.
example: example_value
title:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
concealValueOnDocument:
type: string
description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
disableAutoSize:
type: string
description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
maxLength:
type: integer
description: An optional value that describes the maximum length of the property when the property is a string.
format: int32
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that displays the recipient''s title.
'
x-ds-definition-name: title
x-ms-summary: 'A tab that displays the recipient''s title.
'
recipientSignatureProviderOptions:
type: object
properties:
cpfNumber:
type: string
description: Reserved for DocuSign
oneTimePassword:
type: string
description: 'A pre-shared secret that the signer must enter to complete the signing process. Eg last six digits of the signer''s government ID or Social Security number. Or a newly created pre-shared secret for the transaction. Note: some signature providers may require an exact (case-sensitive) match if alphabetic characters are included in the field.'
signerRole:
type: string
description: 'The role or capacity of the signing recipient. Examples: Manager, Approver, etc.'
sms:
type: string
description: 'The mobile phone number used to send the recipient an access code for the signing ceremony. Format: a string starting with +, then the country code followed by the full mobile phone number without any spaces or special characters. Omit leading zeroes before a city code. Examples: +14155551234, +97235551234, +33505551234.'
description: Option settings for the signature provider. Different providers require or use different options. [The current provider list and the options they require.](https://developers.docusign.com/esign-rest-api/guides/standards-based-signatures)
x-ds-definition-name: recipientSignatureProviderOptions
x-ms-summary: Option settings for the signature provider. Different providers require or use different options. [The current provider list and the options they require.](https://developers.docusign.com/esign-rest-api/guides/standards-based-signatures)
EnvelopeRecipients:
type: object
properties:
agents:
type: array
description: A complex type defining the management and access rights of a recipient assigned assigned as an agent on the document.
items:
$ref: '#/components/schemas/agent'
carbonCopies:
type: array
description: A complex type containing information about recipients who should receive a copy of the envelope, but does not need to sign it.
items:
$ref: '#/components/schemas/carbonCopy'
certifiedDeliveries:
type: array
description: A complex type containing information on a recipient the must receive the completed documents for the envelope to be completed, but the recipient does not need to sign, initial, date, or add information to any of the documents.
items:
$ref: '#/components/schemas/certifiedDelivery'
currentRoutingOrder:
type: string
description: ''
editors:
type: array
description: A complex type defining the management and access rights of a recipient assigned assigned as an editor on the document.
items:
$ref: '#/components/schemas/editor'
errorDetails:
$ref: '#/components/schemas/errorDetails'
inPersonSigners:
type: array
description: Specifies a signer that is in the same physical location as a DocuSign user who will act as a Signing Host for the transaction. The recipient added is the Signing Host and new separate Signer Name field appears after Sign in person is selected.
items:
$ref: '#/components/schemas/inPersonSigner'
intermediaries:
type: array
description: Identifies a recipient that can, but is not required to, add name and email information for recipients at the same or subsequent level in the routing order (until subsequent Agents, Editors or Intermediaries recipient types are added).
items:
$ref: '#/components/schemas/intermediary'
recipientCount:
type: string
description: 'The list of recipient event statuses that will trigger Connect to send updates to the url. It can be a two-part list with:
* recipientEventStatusCode - The recipient status, this can be Sent, Delivered, Completed, Declined, AuthenticationFailed, and AutoResponded.
* includeDocuments - When set to **true**, the envelope time zone information is included in the message.'
seals:
type: array
description: ''
items:
$ref: '#/components/schemas/sealSign'
signers:
type: array
description: A complex type containing information about the Signer recipient.
items:
$ref: '#/components/schemas/signer'
witnesses:
type: array
description: ''
items:
$ref: '#/components/schemas/witness'
description: Envelope recipients
x-ds-definition-name: recipients
x-ds-category: Envelopes
x-ds-order: '20'
x-ms-summary: Envelope recipients
note:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
height:
type: integer
description: Height of the tab in pixels.
format: int32
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: Specifies the tool tip text for the tab.
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that displays additional information, in the form of a
note, for the recipient.
'
x-ds-definition-name: note
x-ms-summary: 'A tab that displays additional information, in the form of a
note, for the recipient.
'
EnvelopeLocks:
type: object
properties:
errorDetails:
$ref: '#/components/schemas/errorDetails'
lockDurationInSeconds:
type: string
description: 'Sets the time, in seconds, until the lock expires when there is no activity on the envelope.
If no value is entered, then the default value of 300 seconds is used. The maximum value is 1,800 seconds.
The lock duration can be extended.
'
lockedByApp:
type: string
description: Specifies the friendly name of the application that is locking the envelope.
lockedByUser:
$ref: '#/components/schemas/userInfo'
lockedUntilDateTime:
type: string
description: The datetime until the envelope lock expires.
lockToken:
type: string
description: A unique identifier provided to the owner of the envelope lock. Used to prove ownership of the lock.
lockType:
type: string
description: The type of envelope lock. Currently "edit" is the only supported type.
useScratchPad:
type: string
description: "Reserved for future use.\n\nIndicates whether a scratchpad is used for editing information.\n "
description: Envelope locks
x-ds-definition-name: lockInformation
x-ds-category: Envelopes
x-ds-order: '80'
x-ms-summary: Envelope locks
recipientEvent:
type: object
properties:
includeDocuments:
type: string
description: reserved
recipientEventStatusCode:
type: string
description: 'Send a webhook notification for the following recipient statuses: Sent, Delivered, Completed, Declined, AuthenticationFailed, and AutoResponded.'
description: ''
x-ds-definition-name: recipientEvent
x-ms-summary: ''
recipientSignatureInformation:
type: object
properties:
fontStyle:
type: string
description: ''
signatureInitials:
type: string
description: ''
signatureName:
type: string
description: Specifies the user signature name.
description: 'Allows the sender to pre-specify the signature name, signature initials and signature font used in the signature stamp for the recipient.
Used only with recipient types In Person Signers and Signers.'
x-ds-definition-name: recipientSignatureInformation
x-ms-summary: 'Allows the sender to pre-specify the signature name, signature initials and signature font used in the signature stamp for the recipient.
Used only with recipient types In Person Signers and Signers.'
recipientSAMLAuthentication:
type: object
properties:
samlAssertionAttributes:
type: array
description: ''
items:
$ref: '#/components/schemas/samlAssertionAttribute'
description: "Contains the name/value pair information for the SAML assertion attributes:\n\n* name - The name of the SAML assertion attribute.\n* value - The value associated with the named SAML assertion attribute. \n\nYour account must be set up to use SSO to use this."
x-ds-definition-name: recipientSAMLAuthentication
x-ms-summary: "Contains the name/value pair information for the SAML assertion attributes:\n\n* name - The name of the SAML assertion attribute.\n* value - The value associated with the named SAML assertion attribute. \n\nYour account must be set up to use SSO to use this."
decline:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
buttonText:
type: string
description: ' Specifies the decline text displayed in the tab.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
declineReason:
type: string
description: The reason the recipient declined the document.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
height:
type: integer
description: Height of the tab in pixels.
format: int32
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that allows the recipient the option of declining an
envelope. If the recipient clicks the tab during the signing
process, the envelope is voided.
'
x-ds-definition-name: decline
x-ms-summary: 'A tab that allows the recipient the option of declining an
envelope. If the recipient clicks the tab during the signing
process, the envelope is voided.
'
EnvelopesInformation:
type: object
description: Contains information about the envelopes returned by a list request, including the result set and pagination details.
properties:
envelopes:
type: array
description: The list of envelopes matching the query.
items:
$ref: '#/components/schemas/Envelope'
example: []
resultSetSize:
type: string
description: The number of results in the current set.
example: example_value
totalSetSize:
type: string
description: The total number of envelopes matching the query.
example: example_value
startPosition:
type: string
description: The starting index position of the current result set.
example: example_value
endPosition:
type: string
description: The ending index position of the current result set.
example: example_value
nextUri:
type: string
description: URI for the next page of results.
example: example_value
previousUri:
type: string
description: URI for the previous page of results.
example: example_value
recipientSignatureProvider:
type: object
properties:
sealDocumentsWithTabsOnly:
type: string
description: 'By default, electronic seals apply on all documents in an envelope. If any of the documents has a `signHere` tab, then a visual representation of the electronic seal will show up in the final document. If not, the electronic seal will be visible in the metadata but not in the content of the document.
To apply electronic seals on specific documents only, you must enable the `sealDocumentsWithTabsOnly` parameter. In this case, Electronic Seal applies only on documents that have `signHere` tabs set for the Electronic Seal recipient. Other documents won''t be sealed. '
sealName:
type: string
description: 'Indicates the name of the electronic seal to apply on documents.
'
signatureProviderName:
type: string
description: The name of an Electronic or Standards Based Signature (digital signature) provider for the signer to use. [The current provider list.](https://developers.docusign.com/esign-rest-api/guides/standards-based-signatures)
signatureProviderOptions:
$ref: '#/components/schemas/recipientSignatureProviderOptions'
description: 'An Electronic or Standards Based Signature (digital signature) provider for the signer to use. [More information](https://developers.docusign.com/esign-rest-api/guides/standards-based-signatures).
'
x-ds-definition-name: recipientSignatureProvider
x-ms-summary: 'An Electronic or Standards Based Signature (digital signature) provider for the signer to use. [More information](https://developers.docusign.com/esign-rest-api/guides/standards-based-signatures).
'
InPersonSigner:
type: object
description: An in-person signer recipient for face-to-face signing where a host manages the signing session.
properties:
recipientId:
type: string
example: '500123'
hostName:
type: string
description: The name of the signing host.
example: example_value
hostEmail:
type: string
format: email
description: The email of the signing host.
example: user@example.com
signerName:
type: string
description: The name of the in-person signer.
example: example_value
signerEmail:
type: string
format: email
description: The email of the in-person signer.
example: user@example.com
routingOrder:
type: string
example: example_value
status:
type: string
example: example_value
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs'
FullName:
type: object
description: A tab auto-filled with the recipient full name.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
anchorString:
type: string
example: example_value
value:
type: string
example: example_value
date:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
concealValueOnDocument:
type: string
description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
disableAutoSize:
type: string
description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
maxLength:
type: integer
description: An optional value that describes the maximum length of the property when the property is a string.
format: int32
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireAll:
type: string
description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
senderRequired:
type: string
description: "When set to **true**, the sender must populate the tab before an envelope can be sent using the template. \n\nThis value tab can only be changed by modifying (PUT) the template. \n\nTabs with a `senderRequired` value of true cannot be deleted from an envelope."
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
validationMessage:
type: string
description: The message displayed if the custom tab fails input validation (either custom of embedded).
validationPattern:
type: string
description: A regular expressionn used to validate input for the tab.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that allows the recipient to enter a date. Date tabs
are one-line fields that allow date information to be
entered in any format. The tooltip for this tab recommends
entering the date as MM/DD/YYYY, but this is not enforced.
The format entered by the signer is retained. If you need a
particular date format enforced, DocuSign recommends using a
Text tab with a validation pattern and a validation message
to enforce the format.
'
x-ds-definition-name: date
x-ms-summary: 'A tab that allows the recipient to enter a date. Date tabs
are one-line fields that allow date information to be
entered in any format. The tooltip for this tab recommends
entering the date as MM/DD/YYYY, but this is not enforced.
The format entered by the signer is retained. If you need a
particular date format enforced, DocuSign recommends using a
Text tab with a validation pattern and a validation message
to enforce the format.
'
Recipients:
type: object
description: Contains the recipient collections for an envelope, organized by recipient type.
properties:
signers:
type: array
description: List of signer recipients.
items:
$ref: '#/components/schemas/Signer'
example: []
carbonCopies:
type: array
description: List of carbon copy recipients who receive a copy of the completed envelope.
items:
$ref: '#/components/schemas/CarbonCopy'
example: []
certifiedDeliveries:
type: array
description: List of certified delivery recipients who must confirm receipt of the envelope.
items:
$ref: '#/components/schemas/CertifiedDelivery'
example: []
inPersonSigners:
type: array
description: List of in-person signer recipients for face-to-face signing scenarios.
items:
$ref: '#/components/schemas/InPersonSigner'
example: []
agents:
type: array
description: List of agent recipients who can designate another person to sign on their behalf.
items:
$ref: '#/components/schemas/Agent'
example: []
editors:
type: array
description: List of editor recipients who can modify the envelope before it is sent.
items:
$ref: '#/components/schemas/Editor'
example: []
intermediaries:
type: array
description: List of intermediary recipients who can forward the envelope to another person for signing.
items:
$ref: '#/components/schemas/Intermediary'
example: []
witnesses:
type: array
description: List of witness recipients who verify the identity of a signer.
items:
$ref: '#/components/schemas/Witness'
example: []
recipientCount:
type: string
description: The total number of recipients in the envelope.
example: example_value
currentRoutingOrder:
type: string
description: The current routing order position.
example: example_value
attachment:
type: object
properties:
accessControl:
type: string
description: ''
attachmentId:
type: string
description: ''
attachmentType:
type: string
description: Specifies the type of the attachment for the recipient.
data:
type: string
description: ''
label:
type: string
description: ''
name:
type: string
description: ''
remoteUrl:
type: string
description: ''
description: Contains information about an attachment.
x-ds-definition-name: attachment
x-ms-summary: Contains information about an attachment.
paymentLineItem:
type: object
properties:
amountReference:
type: string
description: 'This is a the `tabLabel`
that specifies the amount paid
for the line items.
'
description:
type: string
description: 'A sender-defined description of the line item.
'
itemCode:
type: string
description: 'This is the sender-defined
SKU, inventory number, or other item code
for the line item.
'
name:
type: string
description: 'This is a sender-defined
product name, service name,
or other designation for the line item.
'
description: 'A line item describes details
about an individual line item
in a payment request.
'
x-ds-definition-name: paymentLineItem
x-ms-summary: 'A line item describes details
about an individual line item
in a payment request.
'
userInfo:
type: object
properties:
activationAccessCode:
type: string
description: ''
email:
type: string
description: ''
errorDetails:
$ref: '#/components/schemas/errorDetails'
loginStatus:
type: string
description: ''
sendActivationEmail:
type: string
description: ''
uri:
type: string
description: ''
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
userName:
type: string
description: ''
userStatus:
type: string
description: 'Status of the user''s account. One of:
* ActivationRequired
* ActivationSent
* Active
* Closed
* Disabled
'
userType:
type: string
description: ''
description: ''
x-ds-definition-name: userInfo
x-ms-summary: ''
document:
type: object
properties:
applyAnchorTabs:
type: string
description: Reserved for DocuSign
authoritativeCopy:
type: boolean
description: 'If **true**, this document is considered an authoritative copy.
If this property is not set, it gets its value from the envelope''s `authoritativeCopyDefault` property if it''s set, or the envelope''s `authoritativeCopy` property.
If **false**, this document is not an authoritative copy regardless of the envelope''s `authoritativeCopyDefault` or `authoritativeCopy` property.'
display:
type: string
description: "This string sets the display and behavior properties of\nthe document during signing. The possible values are:\n\n* `modal`
\n The document is shown as a supplement action strip\n and can be viewed, downloaded, or printed in a modal window.\n This is the recommended value for supplemental documents. \n\n* `download`
\n The document is shown as a supplement action strip\n and can be viewed, downloaded, or printed in a new browser window. \n\n* `inline`
\n The document is shown in the normal signing window.\n This value is not used with supplemental documents,\n but is the default value for all other documents.\n"
documentBase64:
type: string
description: The document's bytes. This field can be used to include a base64 version of the document bytes within an envelope definition instead of sending the document using a multi-part HTTP request. The maximum document size is smaller if this field is used due to the overhead of the base64 encoding.
documentFields:
type: array
description: ''
items:
$ref: '#/components/schemas/nameValue'
documentId:
type: string
description: Specifies the document ID of this document. This value is used by tabs to determine which document they appear in.
encryptedWithKeyManager:
type: string
description: "When set to **true**, the document is been already encrypted by the sender for use with the DocuSign Key Manager Security Appliance.\n "
fileExtension:
type: string
description: "The file extension type of the document. Non-PDF documents are converted to PDF.\n\nIf the document is not a PDF, `fileExtension` is required.\n\nIf you try to upload a non-PDF document without a `fileExtension`, you will receive an \"unable to load document\" error message. \n "
fileFormatHint:
type: string
description: ''
htmlDefinition:
$ref: '#/components/schemas/documentHtmlDefinition'
includeInDownload:
type: string
description: "When set to **true**,\nthe document is included in the combined document download. \nThe default value is **true**.\n"
matchBoxes:
type: array
description: "Matchboxes define areas in a document for document matching when you are creating envelopes. They are only used when you upload and edit a template. \n\nA matchbox consists of 5 elements:\n\n* pageNumber - The document page number on which the matchbox will appear. \n* xPosition - The x position of the matchbox on a page. \n* yPosition - The y position of the matchbox on a page.\n* width - The width of the matchbox. \n* height - The height of the matchbox. \n"
items:
$ref: '#/components/schemas/matchBox'
name:
type: string
description: ''
order:
type: string
description: "An optional value that sets the direction order used to sort the item list. \n\nValid values are: \n\n* asc = ascending sort order\n* desc = descending sort order "
pages:
type: string
description: ''
password:
type: string
description: ''
remoteUrl:
type: string
description: 'The file id from the cloud storage service where the document is located. This information is returned using [ML:GET /folders] or [ML:/folders/{folderid}]. '
signerMustAcknowledge:
type: string
description: "Sets how the signer interacts with the supplemental document.\nThe possible values are: \n\n*\t`no_interaction`
\n No recipient action is required. \n\n*\t`view`
\n The recipient is required to view the document. \n\n*\t`accept`
\n The recipient is required to accept the document by selecting accept during signing, but is not required to view the document. \n\n*\t`view_accept`
\n The recipient is required to view and accept the document. \n\n"
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
transformPdfFields:
type: string
description: 'When set to **true**, PDF form field data is transformed into document tab values when the PDF form field name matches the DocuSign custom tab tabLabel. The resulting PDF form data is also returned in the PDF meta data when requesting the document PDF. See the [ML:Transform PDF Fields] section for more information about how fields are transformed into DocuSign tabs. '
uri:
type: string
description: ''
description: A document object.
x-ds-definition-name: document
x-ms-summary: A document object.
Notification:
type: object
description: Envelope notification settings including reminders and expirations.
properties:
useAccountDefaults:
type: string
description: When true, use account default notification settings.
example: example_value
reminders:
type: object
properties:
reminderEnabled:
type: string
description: When true, reminders are enabled.
reminderDelay:
type: string
description: Days before the first reminder is sent.
reminderFrequency:
type: string
description: Days between subsequent reminders.
example: example_value
expirations:
type: object
properties:
expireEnabled:
type: string
description: When true, expiration is enabled.
expireAfter:
type: string
description: Days until the envelope expires.
expireWarn:
type: string
description: Days before expiration to send a warning.
example: example_value
recipientEmailNotification:
type: object
properties:
emailBody:
type: string
description: Not applicable
emailSubject:
type: string
description: Not applicable
supportedLanguage:
type: string
description: "Specifies the language used to localize Electronic Seals UI texts such as \"Sealed by\", etc. \n \nThe supported languages, with the language value shown in parenthesis, are: Arabic (ar), Bahasa Indonesia (id), Bahasa Melayu (ms) Bulgarian (bg), Czech (cs), Chinese Simplified (zh_CN), Chinese Traditional (zh_TW), Croatian (hr), Danish (da), Dutch (nl), English US (en), English UK (en_GB), Estonian (et), Farsi (fa), Finnish (fi), French (fr), French Canada (fr_CA), German (de), Greek (el), Hebrew (he), Hindi (hi), Hungarian (hu), Italian (it), Japanese (ja), Korean (ko), Latvian (lv), Lithuanian (lt), Norwegian (no), Polish (pl), Portuguese (pt), Portuguese Brazil (pt_BR), Romanian (ro),Russian (ru), Serbian (sr), Slovak (sk), Slovenian (sl), Spanish (es),Spanish Latin America (es_MX), Swedish (sv), Thai (th), Turkish (tr), Ukrainian (uk), and Vietnamese (vi). \n \nThis parameter is optional. If not set, it defaults to the sender’s language settings at time of sealing. "
description: ''
x-ds-definition-name: recipientEmailNotification
x-ms-summary: ''
envelope:
type: object
properties:
allowMarkup:
type: string
description: When set to **true**, Document Markup is enabled for envelope. Account must have Document Markup enabled to use this
allowReassign:
type: string
description: When set to **true**, the recipient can redirect an envelope to a more appropriate recipient.
allowViewHistory:
type: string
description: ''
asynchronous:
type: string
description: "When set to **true**, the envelope is queued for processing and the value of the `status` property is set to 'Processing'. Additionally, get status calls return 'Processing' until completed. \n\n\n**Note**: A `transactionId` is required for this call to work correctly. When the envelope is created, the status is 'Processing' and an `envelopeId` is not returned in the response. To get the `envelopeId`, use a GET envelope query using the [transactionId](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/create/#envelopeDefinition) or by checking the Connect notification."
attachmentsUri:
type: string
description: ''
authoritativeCopy:
type: string
description: 'Specifies whether all documents in this envelope are authoritative copies.
A document can set its own `authoritativeCopy` property to override this value. For example you can set the `authoritativeCopy` on an envelope level to true but can turn it off for a specific document. '
authoritativeCopyDefault:
type: string
description: 'The default `authoritativeCopy` setting for documents in this envelope that do not have `authoritativeCopy` set.
If this property is not set, each document defaults to the envelope''s `authoritativeCopy`.'
autoNavigation:
type: string
description: When set to **true**, autonavigation is set for the recipient.
brandId:
type: string
description: The unique identifier of a brand.
brandLock:
type: string
description: ''
certificateUri:
type: string
description: Retrieves a URI for an endpoint allowing you to easily retrieve certificate information.
completedDateTime:
type: string
description: Specifies the date and time this item was completed.
copyRecipientData:
type: string
description: ''
createdDateTime:
type: string
description: Indicates the date and time the item was created.
customFields:
$ref: '#/components/schemas/AccountCustomFields'
customFieldsUri:
type: string
description: Contains a URI for an endpoint to retrieve the custom fields.
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
deletedDateTime:
type: string
description: Specifies the data and time the item was deleted.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
disableResponsiveDocument:
type: string
description: ''
documentsCombinedUri:
type: string
description: ''
documentsUri:
type: string
description: Contains a URI for an endpoint that you can use to retrieve the documents.
emailBlurb:
type: string
description: ''
emailSettings:
$ref: '#/components/schemas/emailSettings'
emailSubject:
type: string
description: 'Specifies the subject of the email that is sent to all recipients.
See [ML:Template Email Subject Merge Fields] for information about adding merge field information to the email subject.'
enableWetSign:
type: string
description: When set to **true**, the signer is allowed to print the document and sign it on paper.
enforceSignerVisibility:
type: string
description: 'When set to **true**, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent.
###### Note: Your account must have Document Visibility enabled to use this.'
envelopeId:
type: string
description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
envelopeIdStamping:
type: string
description: When set to **true**, Envelope ID Stamping is enabled.
envelopeUri:
type: string
description: Contains a URI for an endpoint that you can use to retrieve the envelope or envelopes.
initialSentDateTime:
type: string
description: ''
is21CFRPart11:
type: string
description: When set to **true**, indicates that this module is enabled on the account.
isSignatureProviderEnvelope:
type: string
description: ''
lastModifiedDateTime:
type: string
description: The date and time the item was last modified.
lockInformation:
$ref: '#/components/schemas/EnvelopeLocks'
messageLock:
type: string
description: "When set to **true**, prevents senders from changing the contents of `emailBlurb` and `emailSubject` properties for the envelope. \n\nAdditionally, this prevents users from making changes to the contents of `emailBlurb` and `emailSubject` properties when correcting envelopes. \n\nHowever, if the `messageLock` node is set to **true** and the `emailSubject` property is empty, senders and correctors are able to add a subject to the envelope."
notification:
$ref: '#/components/schemas/notification'
notificationUri:
type: string
description: Contains a URI for an endpoint that you can use to retrieve the notifications.
purgeState:
type: string
description: 'Shows the current purge state for the envelope. The possible values are:
* `unpurged`: There has been no successful request to purge documents.
* `documents_queued`: The envelope documents have been added to the purge queue, but have not been purged.
* `documents_dequeued`: The envelope documents have been taken out of the purge queue.
* `documents_and_metadata_queued`: The envelope documents and metadata have been added to the purge queue, but have not yet been purged.
* `documents_purged`: The envelope documents have been successfully purged.
* `documents_and_metadata_purged`: The envelope documents and metadata have been successfully purged.
'
recipients:
$ref: '#/components/schemas/EnvelopeRecipients'
recipientsLock:
type: string
description: When set to **true**, prevents senders from changing, correcting, or deleting the recipient information for the envelope.
recipientsUri:
type: string
description: Contains a URI for an endpoint that you can use to retrieve the recipients.
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signerCanSignOnMobile:
type: string
description: ''
signingLocation:
type: string
description: Specifies the physical location where the signing takes place. It can have two enumeration values; InPerson and Online. The default value is Online.
status:
type: string
description: Item status.
statusChangedDateTime:
type: string
description: The data and time the status changed.
templatesUri:
type: string
description: Contains a URI for an endpoint which you can use to retrieve the templates.
transactionId:
type: string
description: Specifies the Transaction ID from the AppStore.
useDisclosure:
type: string
description: "When set to **true**, the disclosure is shown to recipients in accordance with the account's Electronic Record and Signature Disclosure frequency setting. When set to **false**, the Electronic Record and Signature Disclosure is not shown to any envelope recipients. \n\nIf the `useDisclosure` property is not set, then the account's normal disclosure setting is used and the value of the `useDisclosure` property is not returned in responses when getting envelope information."
voidedDateTime:
type: string
description: The date and time the envelope or template was voided.
voidedReason:
type: string
description: The reason the envelope or template was voided.
description: ''
x-ds-definition-name: envelope
x-ms-summary: ''
witness:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
addAccessCodeToEmail:
type: string
description: This Optional attribute indicates that the access code will be added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
agentCanEditEmail:
type: string
description: ''
agentCanEditName:
type: string
description: ''
autoNavigation:
type: string
description: When set to **true**, autonavigation is set for the recipient.
bulkRecipientsUri:
type: string
description: 'The URL for the bulk recipient file with the bulk recipient information for this envelope, if applicable. This information is read only and is only shown after the bulk recipient file is uploaded to the envelope by using the PUT method. '
canSignOffline:
type: string
description: When set to **true**, specifies that the signer can perform the signing ceremony offline.
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
creationReason:
type: string
description: The reason why the recipient was created (for example, `sender`). Read only.
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
declinedReason:
type: string
description: The reason the recipient declined the document. Read only.
defaultRecipient:
type: string
description: When set to **true**, this recipient is the default recipient and any tabs generated by the transformPdfFields option are mapped to this recipient.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: A list of `documentVisibility` objects. Each object in the list specifies whether a document in the envelope is visible to this recipient. For the envelope to use this functionality, Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true**.
items:
$ref: '#/components/schemas/documentVisibility'
email:
type: string
description: ''
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
emailRecipientPostSigningURL:
type: string
description: ''
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
excludedDocuments:
type: array
description: 'Specifies the documents that are not visible to this recipient. Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true** for the envelope to use this.
When enforce signer visibility is enabled, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent.'
items:
type: string
faxNumber:
type: string
description: Reserved for DocuSign.
firstName:
type: string
description: "The user's first name. \nMaximum Length: 50 characters."
fullName:
type: string
description: Reserved for DocuSign.
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
isBulkRecipient:
type: string
description: "When set to **true**, this signer is a bulk recipient and the recipient information is contained in a bulk recipient file. \n\nNote that when this is true the email and name for the recipient becomes bulk@recipient.com and \"Bulk Recipient\". These fields can not be changed for the bulk recipient. \n"
lastName:
type: string
description: The recipient's last name.
name:
type: string
description: ''
note:
type: string
description: 'A note sent to the recipient in the signing email.
This note is unique to this recipient.
In the user interface,
it appears near the upper left corner
of the document
on the signing screen.
Maximum Length: 1000 characters.
'
offlineAttributes:
$ref: '#/components/schemas/offlineAttributes'
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
proofFile:
$ref: '#/components/schemas/recipientProofFile'
recipientAttachments:
type: array
description: Reserved for DocuSign.
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: A local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each `recipientId` must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a `recipientId` of `1`.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
recipientSignatureProviders:
type: array
description: The default signature provider is the DocuSign Electronic signature system. This parameter is used to specify one or more Standards Based Signature (digital signature) providers for the signer to use. [More information.](https://developers.docusign.com/esign-rest-api/guides/standards-based-signatures)
items:
$ref: '#/components/schemas/recipientSignatureProvider'
recipientSuppliesTabs:
type: string
description: When set to **true**, specifies that the recipient creates the tabs.
requireIdLookup:
type: string
description: 'When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. '
requireSignerCertificate:
type: string
description: "By default, DocuSign signers create electronic signatures. This field can be used to require the signer to use a SAFE-BioPharma digital certificate for signing.\n\nThis parameter should only be used to select a SAFE-BioPharma certificate. New integrations should use the `recipientSignatureProviders` parameter for other types of digital certificates. \n\nSet this parameter to `safe` to use a SAFE-BioPharma certificate.\n\nThe signer must be enrolled in the SAFE program to sign with a SAFE certificate."
requireSignOnPaper:
type: string
description: When set to **true**, the signer must print, sign, and upload or fax the signed documents to DocuSign.
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signatureInfo:
$ref: '#/components/schemas/recipientSignatureInformation'
signedDateTime:
type: string
description: Reserved for DocuSign.
signInEachLocation:
type: string
description: When set to **true** and the feature is enabled in the sender's account, the signing recipient is required to draw signatures and initials at each signature/initial tab (instead of adopting a signature/initial style or only drawing a signature/initial once).
signingGroupId:
type: string
description: 'Optional. The ID of the [signing group](https://support.docusign.com/en/guides/ndse-user-guide-signing-groups).
**Note**: When you send an envelope to a signing group, anyone in the group can open it and sign it with their own signature. For this reason, we recommend that you do not include non-signer recipients (such as carbon copy recipients) in the same signing group as signer recipients. However, you could create a second signing group for the non-signer recipients and change the default action of Needs to Sign to a different value, such as Receives a Copy. '
signingGroupName:
type: string
description: "The display name for the signing group. \n\nMaximum Length: 100 characters. "
signingGroupUsers:
type: array
description: A complex type that contains information about users in the signing group.
items:
$ref: '#/components/schemas/userInfo'
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: Item status.
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs_2'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: The total number of tabs in the documents. Read only.
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
witnessFor:
type: string
description: ''
witnessForGuid:
type: string
description: ''
description: ''
x-ds-definition-name: witness
x-ms-summary: ''
reminders:
type: object
properties:
reminderDelay:
type: string
description: An interger that sets the number of days after the recipient receives the envelope that reminder emails are sent to the recipient.
reminderEnabled:
type: string
description: When set to **true**, the envelope expires (is no longer available for signing) in the set number of days. If false, the account default setting is used. If the account does not have an expiration setting, the DocuSign default value of 120 days is used.
reminderFrequency:
type: string
description: An interger that sets the interval, in days, between reminder emails.
description: A complex element that specifies reminder settings for the envelope
x-ds-definition-name: reminders
x-ms-summary: A complex element that specifies reminder settings for the envelope
pageRequest:
type: object
properties:
password:
type: string
description: ''
rotate:
type: string
description: 'Sets the direction the page image is rotated. The possible settings are: left or right'
description: ''
x-ds-definition-name: pageRequest
x-ms-summary: ''
EnvelopeDefinition:
type: object
description: The envelope definition object that contains all the properties needed to create and send an envelope.
properties:
emailSubject:
type: string
description: The subject line of the email sent to recipients.
maxLength: 10000
example: user@example.com
emailBlurb:
type: string
description: The body text of the email sent to recipients.
example: user@example.com
status:
type: string
description: The envelope status. Set to "sent" to send the envelope immediately, or "created" to save as a draft.
enum:
- created
- sent
example: created
templateId:
type: string
description: The ID of a template to use as the basis for the envelope. When specified, the template's documents, recipients, and tabs are merged with any specified in the request.
example: '500123'
templateRoles:
type: array
description: Template role assignments that map recipients to template roles when using a templateId.
items:
$ref: '#/components/schemas/TemplateRole'
example: []
documents:
type: array
description: The documents to include in the envelope.
items:
$ref: '#/components/schemas/Document'
example: []
recipients:
$ref: '#/components/schemas/Recipients'
compositeTemplates:
type: array
description: An array of composite template objects that combine server templates and inline templates for complex workflows.
items:
$ref: '#/components/schemas/CompositeTemplate'
example: []
notification:
$ref: '#/components/schemas/Notification'
customFields:
$ref: '#/components/schemas/CustomFields'
brandId:
type: string
description: The ID of the brand to apply to the envelope.
example: '500123'
envelopeIdStamping:
type: string
description: When true, the envelope ID is stamped in the document margins.
example: example_value
eventNotification:
$ref: '#/components/schemas/EventNotification'
ssn9InformationInput:
type: object
properties:
displayLevelCode:
type: string
description: "Specifies the display level for the recipient. \nValid values are: \n\n* ReadOnly\n* Editable\n* DoNotDisplay"
ssn9:
type: string
description: ' The recipient''s Social Security Number(SSN).'
description: ''
x-ds-definition-name: ssn9InformationInput
x-ms-summary: ''
envelopeId:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
description: 'A tab that displays the envelope ID. Recipients cannot enter
or change the information in this tab.
'
x-ds-definition-name: envelopeId
x-ms-summary: 'A tab that displays the envelope ID. Recipients cannot enter
or change the information in this tab.
'
intermediary:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
addAccessCodeToEmail:
type: string
description: This Optional attribute indicates that the access code will be added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
declinedReason:
type: string
description: The reason the recipient declined the document. Read only.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: A list of `documentVisibility` objects. Each object in the list specifies whether a document in the envelope is visible to this recipient. For the envelope to use this functionality, Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true**.
items:
$ref: '#/components/schemas/documentVisibility'
email:
type: string
description: "Email id of the recipient. Notification of the document to sign is sent to this email id. \n\nMaximum length: 100 characters. "
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
emailRecipientPostSigningURL:
type: string
description: ''
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
excludedDocuments:
type: array
description: 'Specifies the documents that are not visible to this recipient. Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true** for the envelope to use this.
When enforce signer visibility is enabled, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent.'
items:
type: string
faxNumber:
type: string
description: Reserved for DocuSign.
firstName:
type: string
description: "The user's first name. \nMaximum Length: 50 characters."
fullName:
type: string
description: Reserved for DocuSign.
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
lastName:
type: string
description: The recipient's last name.
name:
type: string
description: ''
note:
type: string
description: 'A note sent to the recipient in the signing email.
This note is unique to this recipient.
In the user interface,
it appears near the upper left corner
of the document
on the signing screen.
Maximum Length: 1000 characters.
'
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
recipientAttachments:
type: array
description: Reserved for DocuSign.
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
requireIdLookup:
type: string
description: 'When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. '
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signedDateTime:
type: string
description: Reserved for DocuSign.
signingGroupId:
type: string
description: When set to **true** and the feature is enabled in the sender's account, the signing recipient is required to draw signatures and initials at each signature/initial tab ( instead of adopting a signature/initial style or only drawing a signature/initial once).
signingGroupName:
type: string
description: "The display name for the signing group. \n\nMaximum Length: 100 characters. "
signingGroupUsers:
type: array
description: A complex type that contains information about users in the signing group.
items:
$ref: '#/components/schemas/userInfo'
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: 'Recipient status.
'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: The total number of tabs in the documents. Read only.
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
description: ''
x-ds-definition-name: intermediary
x-ms-summary: ''
listCustomField:
type: object
properties:
configurationType:
type: string
description: If merge field's are being used, specifies the type of the merge field. The only supported value is **salesforce**.
errorDetails:
$ref: '#/components/schemas/errorDetails'
fieldId:
type: string
description: An ID used to specify a custom field.
listItems:
type: array
description: ''
items:
type: string
name:
type: string
description: The name of the custom field.
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
show:
type: string
description: 'A boolean indicating if the value should be displayed. If this value is set to **true**, the custom field is displayed at the top of the certificate of completion. If this value is left blank/ or set to **false**, then it does not appear in the certificate of completion. '
value:
type: string
description: 'The value of the custom field.
Maximum Length: 100 characters.'
description: ''
x-ds-definition-name: listCustomField
x-ms-summary: ''
recipientAttachment:
type: object
properties:
attachmentId:
type: string
description: ''
attachmentType:
type: string
description: ''
data:
type: string
description: ''
label:
type: string
description: ''
name:
type: string
description: ''
remoteUrl:
type: string
description: ''
description: ''
x-ds-definition-name: recipientAttachment
x-ms-summary: ''
SignHere:
type: object
description: A signature tab placed on a document.
properties:
tabId:
type: string
description: Unique identifier for the tab.
example: '500123'
tabLabel:
type: string
description: Label used to identify the tab.
example: example_value
documentId:
type: string
description: The document ID where this tab is placed.
example: '500123'
pageNumber:
type: string
description: The page number where this tab is placed.
example: example_value
recipientId:
type: string
description: The recipient this tab is assigned to.
example: '500123'
xPosition:
type: string
description: The X position of the tab on the page.
example: example_value
yPosition:
type: string
description: The Y position of the tab on the page.
example: example_value
anchorString:
type: string
description: Anchor text string used to automatically position the tab.
example: example_value
anchorXOffset:
type: string
description: X offset from the anchor string position.
example: example_value
anchorYOffset:
type: string
description: Y offset from the anchor string position.
example: example_value
anchorUnits:
type: string
description: Units for anchor offsets (pixels, inches, mms, cms).
example: example_value
scaleValue:
type: string
description: Scale value for the signature.
example: example_value
optional:
type: string
description: When true, the tab is optional for the recipient.
example: example_value
stampType:
type: string
description: The type of stamp for the signature.
example: example_value
inlineTemplate:
type: object
properties:
customFields:
$ref: '#/components/schemas/AccountCustomFields'
documents:
type: array
description: Complex element contains the details on the documents in the envelope.
items:
$ref: '#/components/schemas/document'
envelope:
$ref: '#/components/schemas/envelope'
recipients:
$ref: '#/components/schemas/EnvelopeRecipients'
sequence:
type: string
description: Specifies the order in which templates are overlaid.
description: ''
x-ds-definition-name: inlineTemplate
x-ms-summary: ''
textCustomField:
type: object
properties:
configurationType:
type: string
description: If merge field's are being used, specifies the type of the merge field. The only supported value is **salesforce**.
errorDetails:
$ref: '#/components/schemas/errorDetails'
fieldId:
type: string
description: An ID used to specify a custom field.
name:
type: string
description: The name of the custom field.
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
show:
type: string
description: 'A boolean indicating if the value should be displayed. If this value is set to **true**, the custom field is displayed at the top of the certificate of completion. If this value is left blank/ or set to **false**, then it does not appear in the certificate of completion. '
value:
type: string
description: The value of the custom field.
description: ''
x-ds-definition-name: textCustomField
x-ms-summary: ''
addressInformation:
type: object
properties:
city:
type: string
description: The city associated with the address.
country:
type: string
description: Specifies the country associated with the address.
fax:
type: string
description: A Fax number associated with the address if one is available.
phone:
type: string
description: A phone number associated with the address.
state:
type: string
description: The state or province associated with the address.
street1:
type: string
description: The first line of the address.
street2:
type: string
description: The second line of the address (optional).
zip:
type: string
description: The zip or postal code associated with the address.
zipPlus4:
type: string
description: ''
description: Contains address information.
x-ds-definition-name: addressInformation
x-ms-summary: Contains address information.
bccEmailAddress:
type: object
properties:
bccEmailAddressId:
type: string
description: "Only users with canManageAccount setting can use this option. An array of up to 5 email addresses the envelope is sent to as a BCC email. \n \nExample: If your account has BCC for Email Archive set up for the email address 'archive@mycompany.com' and you send an envelope using the BCC Email Override to send a BCC email to 'salesarchive@mycompany.com', then a copy of the envelope is only sent to the 'salesarchive@mycompany.com' email address."
email:
type: string
description: 'Specifies the BCC email address. DocuSign verifies that the email format is correct, but does not verify that the email is active.Using this overrides the BCC for Email Archive information setting for this envelope.
Maximum of length: 100 characters. '
description: Contains information about the BCC email address.
x-ds-definition-name: bccEmailAddress
x-ms-summary: Contains information about the BCC email address.
initialHere:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: Specifies the tool tip text for the tab.
optional:
type: string
description: ''
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
scaleValue:
type: number
description: ' Sets the size for the InitialHere tab. It can be value from 0.5 to 1.0, where 1.0 represents full size and 0.5 is 50% size.'
format: float
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (+2, -23)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (+2, -23)
'
description: 'A tab that allows the recipient to initial the document. May
be optional.
'
x-ds-definition-name: initialHere
x-ms-summary: 'A tab that allows the recipient to initial the document. May
be optional.
'
AccountCustomFields:
type: object
properties:
listCustomFields:
type: array
description: An array of list custom fields.
items:
$ref: '#/components/schemas/listCustomField'
textCustomFields:
type: array
description: An array of text custom fields.
items:
$ref: '#/components/schemas/textCustomField'
description: Custom Fields
x-ds-definition-name: customFields
x-ds-category: Accounts
x-ds-order: '30'
x-ms-summary: Custom Fields
ssn:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
concealValueOnDocument:
type: string
description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
disableAutoSize:
type: string
description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
maxLength:
type: integer
description: An optional value that describes the maximum length of the property when the property is a string.
format: int32
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: Specifies the tool tip text for the tab.
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireAll:
type: string
description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
senderRequired:
type: string
description: "When set to **true**, the sender must populate the tab before an envelope can be sent using the template. \n\nThis value tab can only be changed by modifying (PUT) the template. \n\nTabs with a `senderRequired` value of true cannot be deleted from an envelope."
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
validationMessage:
type: string
description: The message displayed if the custom tab fails input validation (either custom of embedded).
validationPattern:
type: string
description: A regular expressionn used to validate input for the tab.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A one-line field that allows the recipient to enter a Social
Security Number. The SSN can be typed with or without
dashes. It uses the same parameters as a Text tab, with the
validation message and pattern set for SSN information.
'
x-ds-definition-name: ssn
x-ms-summary: 'A one-line field that allows the recipient to enter a Social
Security Number. The SSN can be typed with or without
dashes. It uses the same parameters as a Text tab, with the
validation message and pattern set for SSN information.
'
bulkEnvelope:
type: object
properties:
bulkRecipientRow:
type: string
description: 'Reserved: TBD'
bulkStatus:
type: string
description: 'Indicates the status of the bulk send operation. Returned values can be:
* queued
* processing
* sent
* failed'
email:
type: string
description: ''
envelopeId:
type: string
description: The envelope ID of the envelope status that failed to post.
envelopeUri:
type: string
description: Contains a URI for an endpoint that you can use to retrieve the envelope or envelopes.
errorDetails:
$ref: '#/components/schemas/errorDetails'
name:
type: string
description: ''
submittedDateTime:
type: string
description: ''
transactionId:
type: string
description: ' Used to identify an envelope. The id is a sender-generated value and is valid in the DocuSign system for 7 days. It is recommended that a transaction ID is used for offline signing to ensure that an envelope is not sent multiple times. The `transactionId` property can be used determine an envelope''s status (i.e. was it created or not) in cases where the internet connection was lost before the envelope status was returned.'
description: ''
x-ds-definition-name: bulkEnvelope
x-ms-summary: ''
fullName:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
value:
type: string
description: 'Specifies the value of the tab. '
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that displays the recipient''s full name.
'
x-ds-definition-name: fullName
x-ms-summary: 'A tab that displays the recipient''s full name.
'
money:
type: object
properties:
amountInBaseUnit:
type: string
description: 'The total payment amount
in the currency''s base unit.
For example, for USD
the base currency is one cent.
'
currency:
type: string
description: 'The three-letter
[ISO 4217][ISO4217] currency code for the payment.
For example:
* AUD Australian dollar
* CAD Canadian dollar
* EUR Euro
* GBP Great Britain pound
* USD United States dollar
This is a read-only property.
[ISO4217]: https://en.wikipedia.org/wiki/ISO_4217
'
displayAmount:
type: string
description: 'The payment amount as displayed
in the `currency`.
For example, if the payment amount
is USD 12.59,
the `amountInBaseUnit` is 1259 (cents),
and the displayed amount is `$12.59 USD`.
This is a read-only property.
'
description: 'Describes information
about the `total` of a payment.
'
x-ds-definition-name: money
x-ms-summary: 'Describes information
about the `total` of a payment.
'
idCheckInformationInput:
type: object
properties:
addressInformationInput:
$ref: '#/components/schemas/addressInformationInput'
dobInformationInput:
$ref: '#/components/schemas/dobInformationInput'
ssn4InformationInput:
$ref: '#/components/schemas/ssn4InformationInput'
ssn9InformationInput:
$ref: '#/components/schemas/ssn9InformationInput'
description: "A complex element that contains input information related to a recipient ID check. It can include the following information.\n\naddressInformationInput: Used to set recipient address information and consists of:\n\n* addressInformation: consists of six elements, with stree2 and zipPlus4 being optional. The elements are: street1, street2, city, state, zip, zipPlus4. The maximum length of each element is: street1/street2 = 150 characters, city = 50 characters, state = 2 characters, and zip/zipPlus4 = 20 characters.\n* displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.\n* receiveInResponse: A Boolean element that specifies if the information needs to be returned in the response.\n\ndobInformationInput: Used to set recipient date of birth information and consists of:\n\n* dateOfBirth: Specifies the recipient's date, month and year of birth.\n* displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.\n* receiveInResponse: A Boolean element that specifies if the information needs to be returned in the response.\n\nssn4InformationInput: Used to set the last four digits of the recipient's SSN information and consists of:\n\n* ssn4: Specifies the last four digits of the recipient's SSN.\n* displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.\n* receiveInResponse: A Boolean element that specifies if the information needs to be returned in the response.\n\nssn9InformationInput: Used to set the recipient's SSN information. Note that the ssn9 information can never be returned in the response. The ssn9 input consists of: \n* ssn9: Specifies the recipient's SSN.\n* displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay."
x-ds-definition-name: idCheckInformationInput
x-ms-summary: "A complex element that contains input information related to a recipient ID check. It can include the following information.\n\naddressInformationInput: Used to set recipient address information and consists of:\n\n* addressInformation: consists of six elements, with stree2 and zipPlus4 being optional. The elements are: street1, street2, city, state, zip, zipPlus4. The maximum length of each element is: street1/street2 = 150 characters, city = 50 characters, state = 2 characters, and zip/zipPlus4 = 20 characters.\n* displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.\n* receiveInResponse: A Boolean element that specifies if the information needs to be returned in the response.\n\ndobInformationInput: Used to set recipient date of birth information and consists of:\n\n* dateOfBirth: Specifies the recipient's date, month and year of birth.\n* displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.\n* receiveInResponse: A Boolean element that specifies if the information needs to be returned in the response.\n\nssn4InformationInput: Used to set the last four digits of the recipient's SSN information and consists of:\n\n* ssn4: Specifies the last four digits of the recipient's SSN.\n* displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay.\n* receiveInResponse: A Boolean element that specifies if the information needs to be returned in the response.\n\nssn9InformationInput: Used to set the recipient's SSN information. Note that the ssn9 information can never be returned in the response. The ssn9 input consists of: \n* ssn9: Specifies the recipient's SSN.\n* displayLevelCode: Specifies the display level for the recipient. Values are: ReadOnly, Editable, or DoNotDisplay."
notarize:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: ''
documentId:
type: string
description: The ID of the document being accessed.
errorDetails:
$ref: '#/components/schemas/errorDetails'
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
mergeField:
$ref: '#/components/schemas/mergeField'
pageNumber:
type: string
description: The page number being accessed.
recipientId:
type: string
description: A local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each `recipientId` must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a `recipientId` of `1`.
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
description: 'A tab that alerts notary recipients that
they must take action on the page.
Only one notarize tab can appear on a page.'
x-ds-definition-name: notarize
x-ms-summary: 'A tab that alerts notary recipients that
they must take action on the page.
Only one notarize tab can appear on a page.'
addressInformationInput:
type: object
properties:
addressInformation:
$ref: '#/components/schemas/addressInformation'
displayLevelCode:
type: string
description: "Specifies the display level for the recipient. \nValid values are: \n\n* ReadOnly\n* Editable\n* DoNotDisplay"
receiveInResponse:
type: string
description: When set to **true**, the information needs to be returned in the response.
description: Contains address input information.
x-ds-definition-name: addressInformationInput
x-ms-summary: Contains address input information.
firstName:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
value:
type: string
description: 'Specifies the value of the tab. '
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that displays the recipient''s first name. This tab
takes the recipient''s name as entered in the recipient
information, splits it into sections based on spaces and
uses the first section as the first name.
'
x-ds-definition-name: firstName
x-ms-summary: 'A tab that displays the recipient''s first name. This tab
takes the recipient''s name as entered in the recipient
information, splits it into sections based on spaces and
uses the first section as the first name.
'
signer:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
addAccessCodeToEmail:
type: string
description: This Optional attribute indicates that the access code will be added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
agentCanEditEmail:
type: string
description: Optional element. When set to **true**, the agent recipient associated with this recipient can change the recipient's pre-populated email address. This element is only active if enabled for the account.
agentCanEditName:
type: string
description: Optional. When set to **true**, the agent recipient associated with this recipient can change the recipient's pre-populated name. This element is only active if enabled for the account.
autoNavigation:
type: string
description: When set to **true**, autonavigation is set for the recipient.
bulkRecipientsUri:
type: string
description: 'The URL for the bulk recipient file with the bulk recipient information for this envelope, if applicable. This information is read only and is only shown after the bulk recipient file is uploaded to the envelope by using the PUT method. '
canSignOffline:
type: string
description: When set to **true**, specifies that the signer can perform the signing ceremony offline.
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
creationReason:
type: string
description: The reason why the recipient was created (for example, `sender`). Read only.
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
declinedReason:
type: string
description: The reason the recipient declined the document. Read only.
defaultRecipient:
type: string
description: When set to **true**, this recipient is the default recipient and any tabs generated by the transformPdfFields option are mapped to this recipient.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: A list of `documentVisibility` objects. Each object in the list specifies whether a document in the envelope is visible to this recipient. For the envelope to use this functionality, Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true**.
items:
$ref: '#/components/schemas/documentVisibility'
email:
type: string
description: "The recipient's email address. The system sends notification of the documents to sign to this email address. \n\nMaximum length: 100 characters. "
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
emailRecipientPostSigningURL:
type: string
description: ''
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
excludedDocuments:
type: array
description: 'Specifies the documents that are not visible to this recipient. Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true** for the envelope to use this.
When enforce signer visibility is enabled, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent.'
items:
type: string
faxNumber:
type: string
description: Reserved for DocuSign.
firstName:
type: string
description: "The user's first name. \nMaximum Length: 50 characters."
fullName:
type: string
description: Reserved for DocuSign.
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
isBulkRecipient:
type: string
description: "When set to **true**, this signer is a bulk recipient and the recipient information is contained in a bulk recipient file. \n\nNote that when this is true the email and name for the recipient becomes bulk@recipient.com and \"Bulk Recipient\". These fields can not be changed for the bulk recipient. \n"
lastName:
type: string
description: The recipient's last name.
name:
type: string
description: 'The full legal name of the recipient. Maximum Length: 100 characters.
**Note**: You must always set a value for this property in requests, even if `firstName` and `lastName` are set.'
note:
type: string
description: 'A note sent to the recipient in the signing email.
This note is unique to this recipient.
In the user interface,
it appears near the upper left corner
of the document
on the signing screen.
Maximum Length: 1000 characters.
'
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
proofFile:
$ref: '#/components/schemas/recipientProofFile'
recipientAttachments:
type: array
description: Reserved for DocuSign.
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: A local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each `recipientId` must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a `recipientId` of `1`.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
recipientSignatureProviders:
type: array
description: The default signature provider is the DocuSign Electronic signature system. This parameter is used to specify one or more Standards Based Signature (digital signature) providers for the signer to use. [More information.](https://developers.docusign.com/esign-rest-api/guides/standards-based-signatures)
items:
$ref: '#/components/schemas/recipientSignatureProvider'
recipientSuppliesTabs:
type: string
description: When set to **true**, specifies that the recipient creates the tabs.
requireIdLookup:
type: string
description: 'When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. '
requireSignerCertificate:
type: string
description: "By default, DocuSign signers create electronic signatures. This field can be used to require the signer to use a SAFE-BioPharma digital certificate for signing.\n\nThis parameter should only be used to select a SAFE-BioPharma certificate. New integrations should use the `recipientSignatureProviders` parameter for other types of digital certificates. \n\nSet this parameter to `safe` to use a SAFE-BioPharma certificate.\n\nThe signer must be enrolled in the SAFE program to sign with a SAFE certificate."
requireSignOnPaper:
type: string
description: When set to **true**, the signer must print, sign, and upload or fax the signed documents to DocuSign.
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signatureInfo:
$ref: '#/components/schemas/recipientSignatureInformation'
signedDateTime:
type: string
description: Reserved for DocuSign.
signInEachLocation:
type: string
description: When set to **true** and the feature is enabled in the sender's account, the signing recipient is required to draw signatures and initials at each signature/initial tab (instead of adopting a signature/initial style or only drawing a signature/initial once).
signingGroupId:
type: string
description: 'Optional. The ID of the [signing group](https://support.docusign.com/en/guides/ndse-user-guide-signing-groups).
**Note**: When you send an envelope to a signing group, anyone in the group can open it and sign it with their own signature. For this reason, we recommend that you do not include non-signer recipients (such as carbon copy recipients) in the same signing group as signer recipients. However, you could create a second signing group for the non-signer recipients and change the default action of Needs to Sign to a different value, such as Receives a Copy. '
signingGroupName:
type: string
description: "The display name for the signing group. \n\nMaximum Length: 100 characters. "
signingGroupUsers:
type: array
description: A complex type that contains information about users in the signing group.
items:
$ref: '#/components/schemas/userInfo'
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: 'Specifies the status of the recipient at the time of the request. Read only. Possible values are:
- `created`: The recipient is in a draft state. This is only associated with draft envelopes (envelopes with a created status).
- `sent`: The recipient has been sent an email notification that it is their turn to sign an envelope.
- `delivered`: The recipient has viewed the documents in an envelope through the DocuSign signing web site. This is not an email delivery of the documents in an envelope.
- `signed`; The recipient has completed (performed all required interactions, such as signing or entering data) all required tags in an envelope. This is a temporary state during processing, after which the recipient is automatically moved to completed.
- `declined`: The recipient declined to sign the documents in the envelope.
- `completed`: The recipient has completed their actions (signing or other required actions if not a signer) for an envelope.
- `faxpending`: The recipient has finished signing and the system is waiting a fax attachment by the recipient before completing their signing step.
- `autoresponded`: The recipient''s email system auto-responded to the email from DocuSign. This status is used by the DocuSign webapp (also known as the DocuSign console) to inform senders about the auto-responded email.'
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs_2'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: The total number of tabs in the documents. Read only.
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
description: A complex type containing information about a signer recipient. A signer is a recipient who must take action on a document, such as sign, initial, date, or add data to form fields on a document.
x-ds-definition-name: signer
x-ms-summary: A complex type containing information about a signer recipient. A signer is a recipient who must take action on a document, such as sign, initial, date, or add data to form fields on a document.
FormulaTab:
type: object
description: A calculated field tab using formulas.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
formula:
type: string
description: The formula expression.
example: example_value
roundDecimalPlaces:
type: string
example: example_value
value:
type: string
example: example_value
socialAuthentication:
type: object
properties:
authentication:
type: string
description: 'Reserved: TBD'
description: ''
x-ds-definition-name: socialAuthentication
x-ms-summary: ''
notaryHost:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
addAccessCodeToEmail:
type: string
description: This Optional attribute indicates that the access code will be added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
declinedReason:
type: string
description: The reason the recipient declined the document. Read only.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: A list of `documentVisibility` objects. Each object in the list specifies whether a document in the envelope is visible to this recipient. For the envelope to use this functionality, Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true**.
items:
$ref: '#/components/schemas/documentVisibility'
email:
type: string
description: 'The notary''s email address.
Maximum Length: 100 characters.
'
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
faxNumber:
type: string
description: Reserved for DocuSign.
hostRecipientId:
type: string
description: ''
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
name:
type: string
description: 'The notary''s full legal name.
Maximum Length: 100 characters.
'
note:
type: string
description: 'A note sent to the notary in the signing email.
This note is visible only to this notary.
Maximum Length: 1000 characters.
'
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
recipientAttachments:
type: array
description: Reserved for DocuSign.
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
requireIdLookup:
type: string
description: 'When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. '
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signedDateTime:
type: string
description: Reserved for DocuSign.
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: "Indicates the envelope status. Valid values are:\n\n* sent - The envelope is sent to the recipients. \n* created - The envelope is saved as a draft and can be modified and sent later."
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs_2'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: The total number of tabs in the documents. Read only.
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
description: 'This object is used only when `inPersonSigningType` in the `inPersonSigner` object is `notary`.
It describes information about the notary host.
The following information is required
when using the eNotary in-person signing flow:
* `name`: Specifies the notary''s full legal name.
* `email`: Specifies the notary''s email address.
* `recipientId`: A unique ID number for the notary signing host.
'
x-ds-definition-name: notaryHost
x-ms-summary: 'This object is used only when `inPersonSigningType` in the `inPersonSigner` object is `notary`.
It describes information about the notary host.
The following information is required
when using the eNotary in-person signing flow:
* `name`: Specifies the notary''s full legal name.
* `email`: Specifies the notary''s email address.
* `recipientId`: A unique ID number for the notary signing host.
'
dateStampProperties:
type: object
properties:
dateAreaHeight:
type: string
description: ''
dateAreaWidth:
type: string
description: ''
dateAreaX:
type: string
description: ''
dateAreaY:
type: string
description: ''
description: ''
x-ds-definition-name: dateStampProperties
x-ms-summary: ''
Checkbox:
type: object
description: A checkbox tab for boolean selection.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
anchorString:
type: string
example: example_value
selected:
type: string
description: When true, the checkbox is selected.
example: example_value
required:
type: string
example: example_value
locked:
type: string
example: example_value
listItem:
type: object
properties:
selected:
type: string
description: "When set to **true**, indicates that this item is the default selection shown to a signer. \n\nOnly one selection can be set as the default."
text:
type: string
description: 'Specifies the text that is shown in the dropdown list. '
value:
type: string
description: Specifies the value that is used when the list item is selected.
description: 'One of the selectable items
in the `listItems` property
of a [`list`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/list) tab.'
x-ds-definition-name: listItem
x-ms-summary: 'One of the selectable items
in the `listItems` property
of a [`list`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/list) tab.'
DateTab:
type: object
description: A tab for date selection.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
value:
type: string
example: example_value
required:
type: string
example: example_value
lastName:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
value:
type: string
description: 'Specifies the value of the tab. '
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that displays the recipient''s last name. This tab
takes the recipient''s name as entered in the recipient
information, splits it into sections based on spaces and
uses the last section as the last name.
'
x-ds-definition-name: lastName
x-ms-summary: 'A tab that displays the recipient''s last name. This tab
takes the recipient''s name as entered in the recipient
information, splits it into sections based on spaces and
uses the last section as the last name.
'
UserInfo:
type: object
description: Information about a DocuSign user.
properties:
userName:
type: string
description: The user's full name.
example: example_value
email:
type: string
format: email
description: The user's email address.
example: user@example.com
userId:
type: string
description: The user's unique ID.
example: '500123'
accountId:
type: string
description: The account ID associated with the user.
example: '500123'
page:
type: object
properties:
dpi:
type: string
description: The number of dots per inch used for the page image.
errorDetails:
$ref: '#/components/schemas/errorDetails'
height:
type: string
description: Height of the tab in pixels.
imageBytes:
type: string
description: ''
mimeType:
type: string
description: ''
pageId:
type: string
description: ''
sequence:
type: string
description: ''
width:
type: string
description: Width of the tab in pixels.
description: Description of a page of a document.
x-ds-definition-name: page
x-ms-summary: Description of a page of a document.
Decline:
type: object
description: A decline button tab for document rejection.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
buttonText:
type: string
example: example_value
declineReason:
type: string
example: example_value
EventNotification:
type: object
description: Configuration for envelope event notifications via DocuSign Connect webhooks.
properties:
url:
type: string
description: The webhook endpoint URL to receive notifications.
example: https://www.example.com
loggingEnabled:
type: string
description: When true, Connect logging is enabled.
example: example_value
requireAcknowledgment:
type: string
description: When true, requires HTTPS 200 acknowledgment.
example: example_value
envelopeEvents:
type: array
description: Envelope-level events to trigger notifications.
items:
type: object
properties:
envelopeEventStatusCode:
type: string
enum:
- sent
- delivered
- completed
- declined
- voided
includeDocuments:
type: string
example: []
recipientEvents:
type: array
description: Recipient-level events to trigger notifications.
items:
type: object
properties:
recipientEventStatusCode:
type: string
enum:
- Sent
- Delivered
- Completed
- Declined
- AuthenticationFailed
- AutoResponded
includeDocuments:
type: string
example: []
includeCertificateOfCompletion:
type: string
description: When true, includes the certificate of completion.
example: example_value
includeDocuments:
type: string
description: When true, includes document PDFs in the notification.
example: example_value
includeDocumentFields:
type: string
description: When true, includes document custom fields.
example: example_value
includeHMAC:
type: string
description: When true, includes HMAC security headers.
example: example_value
includeSenderAccountAsCustomField:
type: string
example: example_value
includeTimeZone:
type: string
description: When true, includes time zone information.
example: example_value
includeCertificateWithSoap:
type: string
example: example_value
envelopeIdsRequest:
type: object
properties:
envelopeIds:
type: array
description: ''
items:
type: string
transactionIds:
type: array
description: ' A list of transaction Id''s used to determining the status of envelopes sent asynchronously. See **transactionId** property on envelopes.'
items:
type: string
description: ''
x-ds-definition-name: envelopeIdsRequest
x-ms-summary: ''
documentVisibility:
type: object
properties:
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
rights:
type: string
description: ''
visible:
type: string
description: ''
description: ''
x-ds-definition-name: documentVisibility
x-ms-summary: ''
documentHtmlDisplayAnchor:
type: object
properties:
caseSensitive:
type: boolean
description: ''
displaySettings:
$ref: '#/components/schemas/documentHtmlDisplaySettings'
endAnchor:
type: string
description: ''
removeEndAnchor:
type: boolean
description: ''
removeStartAnchor:
type: boolean
description: ''
startAnchor:
type: string
description: ''
description: ''
x-ds-definition-name: documentHtmlDisplayAnchor
x-ms-summary: ''
envelopeDefinition:
type: object
properties:
accessibility:
type: string
description: "Sets the document reading zones for screen reader applications. This element can only be used if Document Accessibility is enabled for the account. \n\n###### Note: This information is currently generated from the DocuSign web console by setting the reading zones when creating a template, exporting the reading zone string information, and adding it here."
allowMarkup:
type: string
description: When set to **true**, Document Markup is enabled for envelope. Account must have Document Markup enabled to use this
allowReassign:
type: string
description: When set to **true**, the recipient can redirect an envelope to a more appropriate recipient.
allowRecipientRecursion:
type: string
description: When set to **true**, this enables the Recursive Recipients feature and allows a recipient to appear more than once in the routing order.
allowViewHistory:
type: string
description: ''
asynchronous:
type: string
description: "When set to **true**, the envelope is queued for processing and the value of the `status` property is set to 'Processing'. Additionally, get status calls return 'Processing' until completed. \n\n\n**Note**: A `transactionId` is required for this call to work correctly. When the envelope is created, the status is 'Processing' and an `envelopeId` is not returned in the response. To get the `envelopeId`, use a GET envelope query using the [transactionId](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/create/#envelopeDefinition) or by checking the Connect notification."
attachments:
type: array
description: ''
items:
$ref: '#/components/schemas/attachment'
attachmentsUri:
type: string
description: ''
authoritativeCopy:
type: string
description: 'Specifies whether all documents in this envelope are authoritative copies.
A document can set its own `authoritativeCopy` property to override this value. For example you can set the `authoritativeCopy` on an envelope level to true but can turn it off for a specific document. '
authoritativeCopyDefault:
type: string
description: 'The default `authoritativeCopy` setting for documents in this envelope that do not have `authoritativeCopy` set.
If this property is not set, each document defaults to the envelope''s `authoritativeCopy`.'
autoNavigation:
type: string
description: When set to **true**, autonavigation is set for the recipient.
brandId:
type: string
description: This sets the brand profile format used for the envelope. The value in the string is the brandId associated with the profile. Account branding must be enabled for the account to use this option.
brandLock:
type: string
description: ''
certificateUri:
type: string
description: Retrieves a URI for an endpoint allowing you to easily retrieve certificate information.
completedDateTime:
type: string
description: Specifies the date and time this item was completed.
compositeTemplates:
type: array
description: A complex type that can be added to create envelopes from a combination of DocuSign templates and PDF forms. The basic envelope remains the same, while the Composite Template adds new document and template overlays into the envelope. There can be any number of Composite Template structures in the envelope.
items:
$ref: '#/components/schemas/compositeTemplate'
copyRecipientData:
type: string
description: ''
createdDateTime:
type: string
description: Indicates the date and time the item was created.
customFields:
$ref: '#/components/schemas/AccountCustomFields'
customFieldsUri:
type: string
description: Contains a URI for an endpoint to retrieve the custom fields.
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
deletedDateTime:
type: string
description: Specifies the data and time the item was deleted.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
disableResponsiveDocument:
type: string
description: ''
documents:
type: array
description: Complex element contains the details on the documents in the envelope.
items:
$ref: '#/components/schemas/document'
documentsCombinedUri:
type: string
description: ''
documentsUri:
type: string
description: Contains a URI for an endpoint that you can use to retrieve the documents.
emailBlurb:
type: string
description: Optional element. This is the same as the email body. If specified it is included in email body for all envelope recipients. This can be a maximum of 10000 characters
emailSettings:
$ref: '#/components/schemas/emailSettings'
emailSubject:
type: string
description: 'Specifies the subject of the email that is sent to all recipients.
See [ML:Template Email Subject Merge Fields] for information about adding merge field information to the email subject.'
enableWetSign:
type: string
description: When set to **true**, the signer is allowed to print the document and sign it on paper.
enforceSignerVisibility:
type: string
description: 'When set to **true**, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent.
###### Note: Your account must have Document Visibility enabled to use this.'
envelopeId:
type: string
description: The envelope ID of the envelope status that failed to post.
envelopeIdStamping:
type: string
description: When set to **true**, Envelope ID Stamping is enabled.
envelopeUri:
type: string
description: Contains a URI for an endpoint that you can use to retrieve the envelope or envelopes.
eventNotification:
$ref: '#/components/schemas/eventNotification'
initialSentDateTime:
type: string
description: ''
is21CFRPart11:
type: string
description: When set to **true**, indicates that this module is enabled on the account.
isSignatureProviderEnvelope:
type: string
description: ''
lastModifiedDateTime:
type: string
description: The date and time the item was last modified.
lockInformation:
$ref: '#/components/schemas/EnvelopeLocks'
messageLock:
type: string
description: "When set to **true**, prevents senders from changing the contents of `emailBlurb` and `emailSubject` properties for the envelope. \n\nAdditionally, this prevents users from making changes to the contents of `emailBlurb` and `emailSubject` properties when correcting envelopes. \n\nHowever, if the `messageLock` node is set to **true** and the `emailSubject` property is empty, senders and correctors are able to add a subject to the envelope."
notification:
$ref: '#/components/schemas/notification'
notificationUri:
type: string
description: Contains a URI for an endpoint that you can use to retrieve the notifications.
password:
type: string
description: ''
purgeState:
type: string
description: 'Initiates a purge request. Valid values are:
* documents_queued - Places envelope documents in the purge queue.
* documents_and_metadata_queued - Places envelope documents and metadata in the purge queue.
'
recipients:
$ref: '#/components/schemas/EnvelopeRecipients'
recipientsLock:
type: string
description: When set to **true**, prevents senders from changing, correcting, or deleting the recipient information for the envelope.
recipientsUri:
type: string
description: Contains a URI for an endpoint that you can use to retrieve the recipients.
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signerCanSignOnMobile:
type: string
description: ''
signingLocation:
type: string
description: Specifies the physical location where the signing takes place. It can have two enumeration values; InPerson and Online. The default value is Online.
status:
type: string
description: "Indicates the envelope status. Valid values are:\n\n* sent - The envelope is sent to the recipients. \n* created - The envelope is saved as a draft and can be modified and sent later."
statusChangedDateTime:
type: string
description: The data and time the status changed.
templateId:
type: string
description: 'The unique identifier of the template. If this is not provided, DocuSign will generate a value. '
templateRoles:
type: array
description: 'Specifies the template recipients. Each roleName in the template must have a recipient assigned to it. This is made up by the following elements:
* email - The recipient''s email address.
* name - The recipient''s name.
* roleName - The template roleName associated with the recipient.
* clientUserId - Optional, this sets if the signer is This specifies if the recipient is embedded or remote. If the clientUserId is not null then the recipient is embedded. Note that if a ClientUserId is used and the account settings SignerMustHaveAccount or SignerMustLoginToSign are true, an error is generated on sending.
* defaultRecipient - Optional, When set to **true**, this recipient is the default recipient and any tabs generated by the transformPdfFields option are mapped to this recipient.
* routingOrder - This specifies the routing order of the recipient in the envelope.
* accessCode - This optional element specifies the access code a recipient has to enter to validate the identity. This can be a maximum of 50 characters.
* inPersonSignerName - Optional, if the template role is an in person signer, this is the full legal name of the signer. This can be a maximum of 100 characters.
* emailNotification - This is an optional complex element that has a role-specific emailSubject, emailBody, and language. It follows the same format as the emailNotification node for Recipients.
* tabs - This allows the tab values to be specified for matching to tabs in the template.
'
items:
$ref: '#/components/schemas/templateRole'
templatesUri:
type: string
description: Contains a URI for an endpoint which you can use to retrieve the templates.
transactionId:
type: string
description: ' Used to identify an envelope. The id is a sender-generated value and is valid in the DocuSign system for 7 days. It is recommended that a transaction ID is used for offline signing to ensure that an envelope is not sent multiple times. The `transactionId` property can be used determine an envelope''s status (i.e. was it created or not) in cases where the internet connection was lost before the envelope status was returned.'
useDisclosure:
type: string
description: "When set to **true**, the disclosure is shown to recipients in accordance with the account's Electronic Record and Signature Disclosure frequency setting. When set to **false**, the Electronic Record and Signature Disclosure is not shown to any envelope recipients. \n\nIf the `useDisclosure` property is not set, then the account's normal disclosure setting is used and the value of the `useDisclosure` property is not returned in responses when getting envelope information."
voidedDateTime:
type: string
description: The date and time the envelope or template was voided.
voidedReason:
type: string
description: The reason the envelope or template was voided.
description: ''
x-ds-definition-name: envelopeDefinition
x-ms-summary: ''
userSignature:
type: object
properties:
adoptedDateTime:
type: string
description: The date and time the user adopted their signature.
createdDateTime:
type: string
description: Indicates the date and time the item was created.
dateStampProperties:
$ref: '#/components/schemas/dateStampProperties'
errorDetails:
$ref: '#/components/schemas/errorDetails'
externalID:
type: string
description: ''
imageType:
type: string
description: One of **signature_image** or **initials_image**.
initials150ImageId:
type: string
description: ''
initialsImageUri:
type: string
description: Contains the URI for an endpoint that you can use to retrieve the initials image.
isDefault:
type: string
description: ''
phoneticName:
type: string
description: ''
signature150ImageId:
type: string
description: ''
signatureFont:
type: string
description: ''
signatureId:
type: string
description: The ID of the signature being accessed.
signatureImageUri:
type: string
description: Contains the URI for an endpoint that you can use to retrieve the signature image.
signatureInitials:
type: string
description: ''
signatureName:
type: string
description: Specifies the user signature name.
signatureType:
type: string
description: ''
stampFormat:
type: string
description: ''
stampImageUri:
type: string
description: ''
stampSizeMM:
type: string
description: ''
stampType:
type: string
description: ''
description: ''
x-ds-definition-name: userSignature
x-ms-summary: ''
emailAddress:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
value:
type: string
description: 'Specifies the value of the tab. '
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that displays the recipient''s email as entered in the
recipient information.
'
x-ds-definition-name: emailAddress
x-ms-summary: 'A tab that displays the recipient''s email as entered in the
recipient information.
'
inPersonSigner:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
addAccessCodeToEmail:
type: string
description: This Optional attribute indicates that the access code will be added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
autoNavigation:
type: string
description: When set to **true**, autonavigation is set for the recipient.
canSignOffline:
type: string
description: When set to **true**, specifies that the signer can perform the signing ceremony offline.
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
creationReason:
type: string
description: The reason why the recipient was created (for example, `sender`). Read only.
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
declinedReason:
type: string
description: The reason the recipient declined the document. Read only.
defaultRecipient:
type: string
description: 'When set to **true**,
this is the default recipient for the envelope.
This option is used when creating an envelope from a template.
'
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: A list of `documentVisibility` objects. Each object in the list specifies whether a document in the envelope is visible to this recipient. For the envelope to use this functionality, Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true**.
items:
$ref: '#/components/schemas/documentVisibility'
email:
type: string
description: 'The signer''s email address in an eNotary flow.
Use only when `inPersonSigningType` is `notary`.
For regular in-person-signer flow, use `signerEmail` instead.
'
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
excludedDocuments:
type: array
description: 'Specifies the documents that are not visible to this recipient. Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true** for the envelope to use this.
When enforce signer visibility is enabled, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent.'
items:
type: string
faxNumber:
type: string
description: Reserved for DocuSign.
hostEmail:
type: string
description: 'The email address of the signing host.
This is the DocuSign user that is hosting the in-person signing session.
Required when `inPersonSigningType` is `inPersonSigner`.
For eNotary flow, use `email` instead.
Maximum Length: 100 characters.
'
hostName:
type: string
description: 'The name of the signing host.
This is the DocuSign user that is hosting the in-person signing session.
Required when `inPersonSigningType` is `inPersonSigner`.
For eNotary flow, use `name` instead.
Maximum Length: 100 characters.
'
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
inPersonSigningType:
type: string
description: 'Specifies whether the envelope uses the eNotary feature.
Valid values:
* `inPersonSigner` The envelope uses the normal in-person signing flow.
* `notary`: The envelope uses the eNotary in-person signing flow.
'
name:
type: string
description: 'The signer''s full legal name in an eNotary flow.
Required when `inPersonSigningType` is `notary`.
For regular in-person-signer flow, use `signerName` instead.
Maximum Length: 100 characters.
'
notaryHost:
$ref: '#/components/schemas/notaryHost'
note:
type: string
description: 'A note sent to the in-person signer in the signing email.
This note is visible only to this recipient.
Maximum Length: 1000 characters.
'
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
recipientAttachments:
type: array
description: Reserved for DocuSign.
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
recipientSignatureProviders:
type: array
description: The default signature provider is the DocuSign Electronic signature system. This parameter is used to specify one or more Standards Based Signature (digital signature) providers for the signer to use. [More information.](https://developers.docusign.com/esign-rest-api/guides/standards-based-signatures)
items:
$ref: '#/components/schemas/recipientSignatureProvider'
recipientSuppliesTabs:
type: string
description: When set to **true**, specifies that the recipient creates the tabs.
requireIdLookup:
type: string
description: 'When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. '
requireSignerCertificate:
type: string
description: "By default, DocuSign signers create electronic signatures. This field can be used to require the signer to use a SAFE-BioPharma digital certificate for signing.\n\nThis parameter should only be used to select a SAFE-BioPharma certificate. New integrations should use the `recipientSignatureProviders` parameter for other types of digital certificates. \n\nSet this parameter to `safe` to use a SAFE-BioPharma certificate.\n\nThe signer must be enrolled in the SAFE program to sign with a SAFE certificate."
requireSignOnPaper:
type: string
description: When set to **true**, the signer must print, sign, and upload or fax the signed documents to DocuSign.
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signatureInfo:
$ref: '#/components/schemas/recipientSignatureInformation'
signedDateTime:
type: string
description: Reserved for DocuSign.
signerEmail:
type: string
description: 'The in-person signer''s email address.
Required when `inPersonSigningType` is `inPersonSigner`.
For eNotary flow, use `email` instead.
Maximum Length: 100 characters.
'
signerName:
type: string
description: 'The in-person signer''s full legal name.
Required when `inPersonSigningType` is `inPersonSigner`.
For eNotary flow, use `name` instead.
Maximum Length: 100 characters.
'
signInEachLocation:
type: string
description: When set to **true** and the feature is enabled in the sender's account, the signing recipient is required to draw signatures and initials at each signature/initial tab (instead of adopting a signature/initial style or only drawing a signature/initial once).
signingGroupId:
type: string
description: 'Optional. The ID of the [signing group](https://support.docusign.com/en/guides/ndse-user-guide-signing-groups).
**Note**: When you send an envelope to a signing group, anyone in the group can open it and sign it with their own signature. For this reason, we recommend that you do not include non-signer recipients (such as carbon copy recipients) in the same signing group as signer recipients. However, you could create a second signing group for the non-signer recipients and change the default action of Needs to Sign to a different value, such as Receives a Copy. '
signingGroupName:
type: string
description: "The display name for the signing group. \n\nMaximum Length: 100 characters. "
signingGroupUsers:
type: array
description: A complex type that contains information about users in the signing group.
items:
$ref: '#/components/schemas/userInfo'
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: 'Recipient status.
'
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs_2'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: The total number of tabs in the documents. Read only.
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
description: 'An in-person recipient is a DocuSign user,
acting as a Signing Host,
who is in the same physical location as the signer.
To learn about fields used
for eNotary feature,
see the [EnvelopeRecipients resource][enveloperecipientsInPerson].
[enveloperecipientsInPerson]: /https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipients/#in-person-signers-recipient
'
x-ds-definition-name: inPersonSigner
x-ms-summary: 'An in-person recipient is a DocuSign user,
acting as a Signing Host,
who is in the same physical location as the signer.
To learn about fields used
for eNotary feature,
see the [EnvelopeRecipients resource][enveloperecipientsInPerson].
[enveloperecipientsInPerson]: /https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipients/#in-person-signers-recipient
'
matchBox:
type: object
properties:
height:
type: integer
description: Height of the tab in pixels.
format: int32
pageNumber:
type: integer
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
format: int32
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: integer
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
format: int32
yPosition:
type: integer
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
format: int32
description: ''
x-ds-definition-name: matchBox
x-ms-summary: ''
NumberTab:
type: object
description: A tab for numeric input.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
value:
type: string
example: example_value
required:
type: string
example: example_value
signerAttachment:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
optional:
type: string
description: ''
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
scaleValue:
type: number
description: ''
format: float
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (+0, -24)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (+0, -24)
'
description: 'A tab that allows the recipient to attach supporting
documents to an envelope.
'
x-ds-definition-name: signerAttachment
x-ms-summary: 'A tab that allows the recipient to attach supporting
documents to an envelope.
'
pageImages:
type: object
properties:
endPosition:
type: string
description: 'The last position in the result set. '
nextUri:
type: string
description: 'The URI for the next chunk of records based on the search request. It is `null` if this is the last set of results for the search. '
pages:
type: array
description: ''
items:
$ref: '#/components/schemas/page'
previousUri:
type: string
description: 'The URI for the prior chunk of records based on the search request. It is `null` if this is the first set of results for the search. '
resultSetSize:
type: string
description: 'The number of results returned in this response. '
startPosition:
type: string
description: Starting position of the current result set.
totalSetSize:
type: string
description: The total number of items in the search's result set. It will always be greater than or equal to the value of the `resultSetSize` field.
description: ''
x-ds-definition-name: pageImages
x-ms-summary: ''
envelopesInformation:
type: object
properties:
continuationToken:
type: string
description: ''
endPosition:
type: string
description: 'The last position in the result set. '
envelopes:
type: array
description: Set of envelope information
items:
$ref: '#/components/schemas/envelope'
envelopeTransactionStatuses:
type: array
description: Array of envelope statuses and transaction Ids in the result set.
items:
$ref: '#/components/schemas/envelopeTransactionStatus'
lastQueriedDateTime:
type: string
description: ''
nextUri:
type: string
description: 'The URI for the next chunk of records based on the search request. It is `null` if this is the last set of results for the search. '
previousUri:
type: string
description: 'The URI for the prior chunk of records based on the search request. It is `null` if this is the first set of results for the search. '
resultSetSize:
type: string
description: 'The number of results returned in this response. '
startPosition:
type: string
description: Starting position of the current result set.
totalSetSize:
type: string
description: The total number of items in the search's result set. It will always be greater than or equal to the value of the `resultSetSize` field.
description: 'Result set for the Envelopes: listStatusChanges method'
x-ds-definition-name: envelopesInformation
x-ms-summary: 'Result set for the Envelopes: listStatusChanges method'
envelopeSummary:
type: object
properties:
envelopeId:
type: string
description: The envelope ID of the envelope status that failed to post.
status:
type: string
description: "Indicates the envelope status. Valid values are: \n\n* completed - The envelope has been completed and all tags have been signed.\n* created - The envelope is created as a draft. It can be modified and sent later.\n* declined - The envelope has been declined by the recipients.\n* delivered - The envelope has been delivered to the recipients.\n* sent - The envelope is sent to the recipients.\n* signed - The envelope has been signed by the recipients.\n* voided - The envelope is no longer valid and recipients cannot access or sign the envelope.\n"
statusDateTime:
type: string
description: The DateTime that the envelope changed status (i.e. was created or sent.)
uri:
type: string
description: ''
description: ''
x-ds-definition-name: envelopeSummary
x-ms-summary: ''
Signer:
type: object
description: A signer recipient who must sign the envelope documents.
properties:
recipientId:
type: string
description: Unique identifier for the recipient. Assigned by the sender.
example: '500123'
recipientIdGuid:
type: string
format: uuid
description: The GUID for the recipient.
example: '500123'
name:
type: string
description: The full legal name of the signer.
example: Example Title
email:
type: string
format: email
description: The email address of the signer.
example: user@example.com
routingOrder:
type: string
description: The routing order of the signer. Lower numbers are processed first. Recipients with the same routing order sign in parallel.
example: example_value
roleName:
type: string
description: The role name associated with the signer, used with templates.
example: example_value
clientUserId:
type: string
description: The client user ID for embedded signing. When set, the recipient is an embedded signer and must sign through your application using a generated signing URL.
example: '500123'
status:
type: string
description: The status of the signer.
enum:
- created
- sent
- delivered
- signed
- completed
- declined
- autoresponded
example: created
signedDateTime:
type: string
format: date-time
description: The date and time the signer signed.
example: '2026-01-15T10:30:00Z'
deliveredDateTime:
type: string
format: date-time
description: The date and time the envelope was delivered to the signer.
example: '2026-01-15T10:30:00Z'
declinedDateTime:
type: string
format: date-time
description: The date and time the signer declined.
example: '2026-01-15T10:30:00Z'
declinedReason:
type: string
description: The reason the signer declined.
example: example_value
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs'
identityVerification:
type: object
description: Identity verification settings for this recipient.
properties:
workflowId:
type: string
inputOptions:
type: array
items:
type: object
example: example_value
phoneAuthentication:
type: object
description: Phone authentication settings.
properties:
recipMayProvideNumber:
type: string
senderProvidedNumbers:
type: array
items:
type: string
example: example_value
accessCode:
type: string
description: An access code the recipient must enter to access the envelope.
example: example_value
requireIdLookup:
type: string
description: Whether ID lookup authentication is required.
example: example_value
note:
type: string
description: A private note to the signer from the sender.
example: example_value
emailNotification:
$ref: '#/components/schemas/RecipientEmailNotification'
envelopeEvent:
type: object
properties:
envelopeEventStatusCode:
type: string
description: 'An envelope status for which your webhook should be called. Values: Draft, Sent, Delivered, Completed, Declined, or Voided.'
includeDocuments:
type: string
description: reserved
description: For which envelope events should your webhook be called?
x-ds-definition-name: envelopeEvent
x-ms-summary: For which envelope events should your webhook be called?
InitialHere:
type: object
description: An initial tab placed on a document.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
anchorString:
type: string
example: example_value
optional:
type: string
example: example_value
scaleValue:
type: string
example: example_value
CompositeTemplate:
type: object
description: A composite template that combines server templates and inline templates for complex envelope workflows.
properties:
compositeTemplateId:
type: string
description: Unique identifier for the composite template.
example: '500123'
serverTemplates:
type: array
items:
type: object
properties:
templateId:
type: string
sequence:
type: string
example: []
inlineTemplates:
type: array
items:
type: object
properties:
sequence:
type: string
recipients:
$ref: '#/components/schemas/Recipients'
documents:
type: array
items:
$ref: '#/components/schemas/Document'
example: []
document:
$ref: '#/components/schemas/Document'
number:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
concealValueOnDocument:
type: string
description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
disableAutoSize:
type: string
description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
formula:
type: string
description: 'Contains the formula
for calculating the value of
this tab.
Use a tab''s `tabLabel`,
enclosed in brackets,
to refer to it.
For example,
you want to present the total cost
of two items, tax included.
The cost of each item is stored
in number tabs labeled Item1 and Item2.
The tax rate is in a number tab
labeled TaxRate.
The formula string for this property
would be:
`([Item1] + [Item2]) * (1 + [TaxRate])`
See [Calculated Fields][calculatedfields]
in the DocuSign Support Center
to learn more about formulas.
Maximum Length: 2000 characters
[calculatedfields]: https://support.docusign.com/en/guides/ndse-user-guide-calculated-fields
'
isPaymentAmount:
type: string
description: 'When set to **true**, sets this as a payment tab. Can only be used with Text, Number, Formula, or List tabs. The value of the tab must be a number. '
italic:
type: string
description: When set to **true**, the information in the tab is italic.
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
maxLength:
type: integer
description: An optional value that describes the maximum length of the property when the property is a string.
format: int32
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: Specifies the tool tip text for the tab.
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireAll:
type: string
description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
senderRequired:
type: string
description: "When set to **true**, the sender must populate the tab before an envelope can be sent using the template. \n\nThis value tab can only be changed by modifying (PUT) the template. \n\nTabs with a `senderRequired` value of true cannot be deleted from an envelope."
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
validationMessage:
type: string
description: The message displayed if the custom tab fails input validation (either custom of embedded).
validationPattern:
type: string
description: A regular expressionn used to validate input for the tab.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that allows the recipient to enter numbers and decimal
(.) points.
'
x-ds-definition-name: number
x-ms-summary: 'A tab that allows the recipient to enter numbers and decimal
(.) points.
'
recipientSMSAuthentication:
type: object
properties:
senderProvidedNumbers:
type: array
description: 'An Array containing a list of phone numbers the recipient may use for SMS text authentication. '
items:
type: string
description: Contains the element senderProvidedNumbers which is an Array of phone numbers the recipient can use for SMS text authentication.
x-ds-definition-name: recipientSMSAuthentication
x-ms-summary: Contains the element senderProvidedNumbers which is an Array of phone numbers the recipient can use for SMS text authentication.
mergeField:
type: object
properties:
allowSenderToEdit:
type: string
description: When set to **true**, the sender can modify the value of the custom tab during the sending process.
configurationType:
type: string
description: If merge field's are being used, specifies the type of the merge field. The only supported value is **salesforce**.
path:
type: string
description: Sets the object associated with the custom tab. Currently this is the Salesforce Object.
row:
type: string
description: Specifies the row number in a Salesforce table that the merge field value corresponds to.
writeBack:
type: string
description: When wet to true, the information entered in the tab automatically updates the related Salesforce data when an envelope is completed.
description: Contains information for transfering values between Salesforce data fields and DocuSign Tabs.
x-ds-definition-name: mergeField
x-ms-summary: Contains information for transfering values between Salesforce data fields and DocuSign Tabs.
zip:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
concealValueOnDocument:
type: string
description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
disableAutoSize:
type: string
description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
maxLength:
type: integer
description: An optional value that describes the maximum length of the property when the property is a string.
format: int32
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireAll:
type: string
description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
senderRequired:
type: string
description: "When set to **true**, the sender must populate the tab before an envelope can be sent using the template. \n\nThis value tab can only be changed by modifying (PUT) the template. \n\nTabs with a `senderRequired` value of true cannot be deleted from an envelope."
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
useDash4:
type: string
description: ''
validationMessage:
type: string
description: The message displayed if the custom tab fails input validation (either custom of embedded).
validationPattern:
type: string
description: A regular expressionn used to validate input for the tab.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that allows the recipient to enter a ZIP code. The ZIP
code can be five digits or nine digits in the ZIP+4 format.
The zip code can be typed with or without dashes. It uses
the same parameters as a Text tab, with the validation
message and pattern set for ZIP code information.
'
x-ds-definition-name: zip
x-ms-summary: 'A tab that allows the recipient to enter a ZIP code. The ZIP
code can be five digits or nine digits in the ZIP+4 format.
The zip code can be typed with or without dashes. It uses
the same parameters as a Text tab, with the validation
message and pattern set for ZIP code information.
'
agent:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
addAccessCodeToEmail:
type: string
description: This Optional attribute indicates that the access code will be added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
declinedReason:
type: string
description: The reason the recipient declined the document. Read only.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: A list of `documentVisibility` objects. Each object in the list specifies whether a document in the envelope is visible to this recipient. For the envelope to use this functionality, Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true**.
items:
$ref: '#/components/schemas/documentVisibility'
email:
type: string
description: "Email id of the recipient. Notification of the document to sign is sent to this email id. \n\nMaximum length: 100 characters. "
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
emailRecipientPostSigningURL:
type: string
description: ''
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
excludedDocuments:
type: array
description: 'Specifies the documents that are not visible to this recipient. Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true** for the envelope to use this.
When enforce signer visibility is enabled, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent.'
items:
type: string
faxNumber:
type: string
description: Reserved for DocuSign.
firstName:
type: string
description: "The user's first name. \nMaximum Length: 50 characters."
fullName:
type: string
description: Reserved for DocuSign.
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
lastName:
type: string
description: The recipient's last name.
name:
type: string
description: ''
note:
type: string
description: 'A note sent to the recipient in the signing email.
This note is unique to this recipient.
In the user interface,
it appears near the upper left corner
of the document
on the signing screen.
Maximum Length: 1000 characters.
'
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
recipientAttachments:
type: array
description: Reserved for DocuSign.
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
requireIdLookup:
type: string
description: 'When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. '
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signedDateTime:
type: string
description: Reserved for DocuSign.
signingGroupId:
type: string
description: 'Optional. The ID of the [signing group](https://support.docusign.com/en/guides/ndse-user-guide-signing-groups).
**Note**: When you send an envelope to a signing group, anyone in the group can open it and sign it with their own signature. For this reason, we recommend that you do not include non-signer recipients (such as carbon copy recipients) in the same signing group as signer recipients. However, you could create a second signing group for the non-signer recipients and change the default action of Needs to Sign to a different value, such as Receives a Copy. '
signingGroupName:
type: string
description: "The display name for the signing group. \n\nMaximum Length: 100 characters. "
signingGroupUsers:
type: array
description: A complex type that contains information about users in the signing group.
items:
$ref: '#/components/schemas/userInfo'
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: 'Recipient status.
'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: The total number of tabs in the documents. Read only.
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
description: Contains information about agent recipients.
x-ds-definition-name: agent
x-ms-summary: Contains information about agent recipients.
Approve:
type: object
description: An approve button tab for document approval.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
buttonText:
type: string
example: example_value
RecipientEmailNotification:
type: object
description: Custom email notification settings for a recipient.
properties:
emailSubject:
type: string
description: Custom email subject for this recipient.
example: user@example.com
emailBody:
type: string
description: Custom email body for this recipient.
example: user@example.com
supportedLanguage:
type: string
description: Language code for the notification.
example: example_value
envelopeUpdateSummary:
type: object
properties:
bulkEnvelopeStatus:
$ref: '#/components/schemas/bulkEnvelopeStatus'
envelopeId:
type: string
description: The envelope ID of the envelope status that failed to post.
errorDetails:
$ref: '#/components/schemas/errorDetails'
listCustomFieldUpdateResults:
type: array
description: ''
items:
$ref: '#/components/schemas/listCustomField'
lockInformation:
$ref: '#/components/schemas/EnvelopeLocks'
recipientUpdateResults:
type: array
description: ''
items:
$ref: '#/components/schemas/recipientUpdateResponse'
tabUpdateResults:
$ref: '#/components/schemas/EnvelopeRecipientTabs_2'
textCustomFieldUpdateResults:
type: array
description: ''
items:
$ref: '#/components/schemas/textCustomField'
description: ''
x-ds-definition-name: envelopeUpdateSummary
x-ms-summary: ''
recipientPhoneAuthentication:
type: object
properties:
recipMayProvideNumber:
type: string
description: Boolean. When set to **true**, the recipient can supply a phone number their choice.
recordVoicePrint:
type: string
description: Reserved.
senderProvidedNumbers:
type: array
description: 'An Array containing a list of phone numbers the recipient may use for SMS text authentication. '
items:
type: string
validateRecipProvidedNumber:
type: string
description: ' Reserved.'
description: 'A complex type that Contains the elements:
* recipMayProvideNumber - Boolean. When set to **true**, the recipient can use whatever phone number they choose.
* senderProvidedNumbers - ArrayOfString. A list of phone numbers the recipient can use.
* recordVoicePrint - Reserved.
* validateRecipProvidedNumber - Reserved.'
x-ds-definition-name: recipientPhoneAuthentication
x-ms-summary: 'A complex type that Contains the elements:
* recipMayProvideNumber - Boolean. When set to **true**, the recipient can use whatever phone number they choose.
* senderProvidedNumbers - ArrayOfString. A list of phone numbers the recipient can use.
* recordVoicePrint - Reserved.
* validateRecipProvidedNumber - Reserved.'
checkbox:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: Specifies the tool tip text for the tab.
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
required:
type: string
description: This property does not apply to `checkbox` tabs. Check boxes are always optional.
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
selected:
type: string
description: When set to **true**, the checkbox is selected.
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-7, -6)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-7, -6)
'
description: 'A tab that allows the recipient to select a yes/no (on/off) option.
'
x-ds-definition-name: checkbox
x-ms-summary: 'A tab that allows the recipient to select a yes/no (on/off) option.
'
Editor:
type: object
description: An editor recipient who can modify the envelope before it is sent.
properties:
recipientId:
type: string
example: '500123'
name:
type: string
example: Example Title
email:
type: string
format: email
example: user@example.com
routingOrder:
type: string
example: example_value
status:
type: string
example: example_value
signHere:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: Specifies the tool tip text for the tab.
optional:
type: string
description: ''
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
scaleValue:
type: number
description: ''
format: float
stampType:
type: string
description: ''
stampTypeMetadata:
$ref: '#/components/schemas/propertyMetadata'
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (+2, -27)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (+2, -27)
'
description: 'A tab that allows the recipient to sign a document. May be
optional.
'
x-ds-definition-name: signHere
x-ms-summary: 'A tab that allows the recipient to sign a document. May be
optional.
'
text:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
concealValueOnDocument:
type: string
description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
disableAutoSize:
type: string
description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
formula:
type: string
description: 'Contains the formula
for calculating the value of
this tab.
Use a tab''s `tabLabel`,
enclosed in brackets,
to refer to it.
For example,
you want to present the total cost
of two items, tax included.
The cost of each item is stored
in number tabs labeled Item1 and Item2.
The tax rate is in a number tab
labeled TaxRate.
The formula string for this property
would be:
`([Item1] + [Item2]) * (1 + [TaxRate])`
See [Calculated Fields][calculatedfields]
in the DocuSign Support Center
to learn more about formulas.
Maximum Length: 2000 characters
[calculatedfields]: https://support.docusign.com/en/guides/ndse-user-guide-calculated-fields
'
height:
type: integer
description: Height of the tab in pixels.
format: int32
isPaymentAmount:
type: string
description: 'When set to **true**, sets this as a payment tab. Can only be used with Text, Number, Formula, or List tabs. The value of the tab must be a number. '
italic:
type: string
description: When set to **true**, the information in the tab is italic.
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
maxLength:
type: integer
description: An optional value that describes the maximum length of the property when the property is a string.
format: int32
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: Specifies the tool tip text for the tab.
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireAll:
type: string
description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
senderRequired:
type: string
description: "When set to **true**, the sender must populate the tab before an envelope can be sent using the template. \n\nThis value tab can only be changed by modifying (PUT) the template. \n\nTabs with a `senderRequired` value of true cannot be deleted from an envelope."
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
validationMessage:
type: string
description: The message displayed if the custom tab fails input validation (either custom of embedded).
validationPattern:
type: string
description: A regular expressionn used to validate input for the tab.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that allows the recipient to enter any type of text.
'
x-ds-definition-name: text
x-ms-summary: 'A tab that allows the recipient to enter any type of text.
'
recipientIdentityPhoneNumber:
type: object
properties:
countryCode:
type: string
description: ''
extension:
type: string
description: ''
number:
type: string
description: ''
description: ''
x-ds-definition-name: recipientIdentityPhoneNumber
x-ms-summary: ''
paymentDetails:
type: object
properties:
allowedPaymentMethods:
type: array
description: 'An array of accepted payment methods:
* `CreditCard`
* `ApplePay`
* `AndroidPay`
* `BankAccount`
For example, if you only accept credit cards and ACH transfers, you would set this property to:
`''["BankAccount", "CreditCard"]''`
Do not specify `BankAccount` (ACH) if you are also using in-person signing.
'
items:
type: string
chargeId:
type: string
description: The GUID set by the payment gateway (such as Stripe) that identifies a transaction. The `chargeId` is created when authorizing a payment and must be referenced when completing a payment.
currencyCode:
type: string
description: 'Specifies the three-letter
[ISO 4217][ISO4217] currency code for the payment.
Supported currencies are:
* AUD Australian dollar
* CAD Canadian dollar
* EUR Euro
* GBP Great Britain pound
* USD United States dollar
Specifying any other ISO 4217 code for payments is an error.
[ISO4217]: https://en.wikipedia.org/wiki/ISO_4217
'
customerId:
type: string
description: ''
customMetadata:
type: string
description: ''
customMetadataRequired:
type: boolean
description: ''
gatewayAccountId:
type: string
description: 'A GUID that identifies the payment gateway
connected to the sender''s DocuSign account.
There is no public API
for connecting payment gateway accounts
You must connect and manage payment gateway accounts
through the DocuSign Admin console
and through your chosen payment gateway.
You can get the gateway account ID
in the Payments section
of the DocuSign Admin console.
[paymentgateways]: https://support.docusign.com/en/guides/managing-payment-gateways
'
gatewayDisplayName:
type: string
description: 'Display name of the gateway connected to sender''s Docusign account.
Possible values are: Stripe, Braintree, Authorize.Net.'
gatewayName:
type: string
description: 'Name of the gateway connected to sender''s DocuSign account.
Possible values are:
* `Stripe`
* `Braintree`
* `AuthorizeDotNet`'
lineItems:
type: array
description: 'A payment formula can have
one or more line items
that provide detail about
individual items in a payment request.
The list of line items
are returned as metadata
to the payment gateway.
'
items:
$ref: '#/components/schemas/paymentLineItem'
paymentOption:
type: string
description: ''
paymentSourceId:
type: string
description: ''
signerValues:
$ref: '#/components/schemas/paymentSignerValues'
status:
type: string
description: "This read-only property describes the status of a payment.\n\n* `new`
\n This is a new payment request.\n The envelope has been created,\n but no payment authorizations have been made.\n\n* `auth_complete`
\n A recipient has entered their credit card information,\n but the envelope has not been completed.\n The card has not been charged.\n\n* `payment_complete`
\n The recipient's card has been charged.\n\n* `payment_capture_failed`
\n Final charge failed.\n This can happen when too much time\n passes between authorizing the payment\n and completing the document.\n"
total:
$ref: '#/components/schemas/money'
description: 'When a formula tab
has a `paymentDetails` property,
the formula tab
is a payment item.
See [Requesting Payments Along with Signatures][paymentguide]
in the DocuSign Support Center
to learn more about payments.
[paymentguide]: https://support.docusign.com/en/guides/requesting-payments-along-with-signatures
'
x-ds-definition-name: paymentDetails
x-ms-summary: 'When a formula tab
has a `paymentDetails` property,
the formula tab
is a payment item.
See [Requesting Payments Along with Signatures][paymentguide]
in the DocuSign Support Center
to learn more about payments.
[paymentguide]: https://support.docusign.com/en/guides/requesting-payments-along-with-signatures
'
recipientIdentityInputOption:
type: object
properties:
name:
type: string
description: ''
phoneNumberList:
type: array
description: ''
items:
$ref: '#/components/schemas/recipientIdentityPhoneNumber'
valueType:
type: string
description: ''
description: ''
x-ds-definition-name: recipientIdentityInputOption
x-ms-summary: ''
certifiedDelivery:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
addAccessCodeToEmail:
type: string
description: This Optional attribute indicates that the access code will be added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
agentCanEditEmail:
type: string
description: ''
agentCanEditName:
type: string
description: ''
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
declinedReason:
type: string
description: The reason the recipient declined the document. Read only.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: A list of `documentVisibility` objects. Each object in the list specifies whether a document in the envelope is visible to this recipient. For the envelope to use this functionality, Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true**.
items:
$ref: '#/components/schemas/documentVisibility'
email:
type: string
description: ''
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
emailRecipientPostSigningURL:
type: string
description: ''
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
excludedDocuments:
type: array
description: 'Specifies the documents that are not visible to this recipient. Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true** for the envelope to use this.
When enforce signer visibility is enabled, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent.'
items:
type: string
faxNumber:
type: string
description: Reserved for DocuSign.
firstName:
type: string
description: "The user's first name. \nMaximum Length: 50 characters."
fullName:
type: string
description: Reserved for DocuSign.
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
lastName:
type: string
description: The recipient's last name.
name:
type: string
description: ''
note:
type: string
description: 'A note sent to the recipient in the signing email.
This note is unique to this recipient.
In the user interface,
it appears near the upper left corner
of the document
on the signing screen.
Maximum Length: 1000 characters.
'
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
proofFile:
$ref: '#/components/schemas/recipientProofFile'
recipientAttachments:
type: array
description: Reserved for DocuSign.
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
requireIdLookup:
type: string
description: 'When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. '
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signedDateTime:
type: string
description: Reserved for DocuSign.
signingGroupId:
type: string
description: 'Optional. The ID of the [signing group](https://support.docusign.com/en/guides/ndse-user-guide-signing-groups).
**Note**: When you send an envelope to a signing group, anyone in the group can open it and sign it with their own signature. For this reason, we recommend that you do not include non-signer recipients (such as carbon copy recipients) in the same signing group as signer recipients. However, you could create a second signing group for the non-signer recipients and change the default action of Needs to Sign to a different value, such as Receives a Copy. '
signingGroupName:
type: string
description: "The display name for the signing group. \n\nMaximum Length: 100 characters. "
signingGroupUsers:
type: array
description: A complex type that contains information about users in the signing group.
items:
$ref: '#/components/schemas/userInfo'
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: 'Recipient status.
'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: The total number of tabs in the documents. Read only.
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
description: ''
x-ds-definition-name: certifiedDelivery
x-ms-summary: ''
Intermediary:
type: object
description: An intermediary recipient who can forward the envelope to another person.
properties:
recipientId:
type: string
example: '500123'
name:
type: string
example: Example Title
email:
type: string
format: email
example: user@example.com
routingOrder:
type: string
example: example_value
status:
type: string
example: example_value
templateRole:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
defaultRecipient:
type: string
description: When set to **true**, this recipient is the default recipient and any tabs generated by the transformPdfFields option are mapped to this recipient.
email:
type: string
description: Specifies the email associated with a role name.
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
inPersonSignerName:
type: string
description: 'Specifies the full legal name of the signer in person signer template roles.
Maximum Length: 100 characters.'
name:
type: string
description: Specifies the recipient's name.
recipientSignatureProviders:
type: array
description: The default signature provider is the DocuSign Electronic signature system. This parameter is used to specify one or more Standards Based Signature (digital signature) providers for the signer to use. [More information.](https://developers.docusign.com/esign-rest-api/guides/standards-based-signatures)
items:
$ref: '#/components/schemas/recipientSignatureProvider'
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
signingGroupId:
type: string
description: 'Optional. The ID of the [signing group](https://support.docusign.com/en/guides/ndse-user-guide-signing-groups).
**Note**: When you send an envelope to a signing group, anyone in the group can open it and sign it with their own signature. For this reason, we recommend that you do not include non-signer recipients (such as carbon copy recipients) in the same signing group as signer recipients. However, you could create a second signing group for the non-signer recipients and change the default action of Needs to Sign to a different value, such as Receives a Copy. '
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs_2'
description: ''
x-ds-definition-name: templateRole
x-ms-summary: ''
emailSettings:
type: object
properties:
bccEmailAddresses:
type: array
description: 'An array containing the email address that should receive a copy of all email communications related to an envelope for archiving purposes. Maximum Length: 100 characters.
**Note**: While this property is an array, it takes only a single email address.'
items:
$ref: '#/components/schemas/bccEmailAddress'
replyEmailAddressOverride:
type: string
description: ''
replyEmailNameOverride:
type: string
description: ''
description: ''
x-ds-definition-name: emailSettings
x-ms-summary: ''
eventNotification:
type: object
properties:
envelopeEvents:
type: array
description: "A list of envelope-level event statuses that will trigger Connect to send updates to the endpoint specified in the `url` property. \n\nTo receive notifications, you must include either an `envelopeEvents` node or a `recipientEvents` node. You do not need to specify both."
items:
$ref: '#/components/schemas/envelopeEvent'
includeCertificateOfCompletion:
type: string
description: 'When set to **true**, the Connect Service includes the Certificate of Completion with completed envelopes. '
includeCertificateWithSoap:
type: string
description: When set to **true**, the Connect service will digitally sign the XML data. The signature will be included in the XML message.
includeDocumentFields:
type: string
description: 'When set to **true**, the Document Fields associated with the envelope''s documents are included in the notification messages. Document Fields are optional custom name-value pairs added to documents using the API. '
includeDocuments:
type: string
description: 'When set to **true**, the XML webhook messages will include the envelope''s PDF documents. Including the PDF documents will greatly increase the size of the notification messages. Ensure that your listener can handle incoming messages that are 25MB or larger. '
includeEnvelopeVoidReason:
type: string
description: 'When set to **true**, if the envelope is voided, the Connect Service notification will include the void reason, as entered by the person that voided the envelope. '
includeHMAC:
type: string
description: ''
includeSenderAccountAsCustomField:
type: string
description: When set to **true**, Connect will include the sender account as Custom Field in the data.
includeTimeZone:
type: string
description: 'When set to **true**, the envelope''s time zone information is included in the webhook messages. '
loggingEnabled:
type: string
description: When set to **true**, the webhook messages are logged. They can be viewed on the DocuSign Administration Web Tool in the Connect section. Logged messages can also be downloaded via the [ConnectEvents resource](https://developers.docusign.com/esign-rest-api/reference/Connect/ConnectEvents).
recipientEvents:
type: array
description: "An array of recipient event statuses that will trigger Connect to send notifications to your webhook listener at the url endpoint specified in the `url` property. \n\nTo receive notifications, you must include either an `envelopeEvents` node or a `recipientEvents` node. You do not need to specify both."
items:
$ref: '#/components/schemas/recipientEvent'
requireAcknowledgment:
type: string
description: 'When set to **true**, the DocuSign Connect service checks that the message was received and retries on failures. '
signMessageWithX509Cert:
type: string
description: 'When set to **true**, Mutual TLS will be enabled for notifications. Mutual TLS must be initiated by the listener (the customer''s web server) during the TLS handshake protocol. '
soapNameSpace:
type: string
description: 'The namespace of the SOAP interface.
The namespace value must be set if useSoapInterface is set to true.'
url:
type: string
description: The endpoint to which webhook notification messages are sent via an HTTPS POST request. The url must start with https. The customer's web server must use an SSL/TLS certificate whose CA is in the Microsoft list of trusted CAs. Self-signed certificates are not ok. Free certificates from Let's Encrypt can be used.
useSoapInterface:
type: string
description: 'When set to **true**, the notifications are sent to your endpoint as SOAP requests. '
description: Register a Connect webhook for a specific envelope
x-ds-definition-name: eventNotification
x-ms-summary: Register a Connect webhook for a specific envelope
nameValue:
type: object
properties:
errorDetails:
$ref: '#/components/schemas/errorDetails'
name:
type: string
description: The name or key of a name/value pair.
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
value:
type: string
description: The value field of a name/value pair.
description: ''
x-ds-definition-name: nameValue
x-ms-summary: ''
Witness:
type: object
description: A witness recipient who verifies the identity of a signer.
properties:
recipientId:
type: string
example: '500123'
name:
type: string
example: Example Title
email:
type: string
format: email
example: user@example.com
routingOrder:
type: string
example: example_value
status:
type: string
example: example_value
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs'
email:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
concealValueOnDocument:
type: string
description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
disableAutoSize:
type: string
description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
italic:
type: string
description: When set to **true**, the information in the tab is italic.
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
maxLength:
type: integer
description: An optional value that describes the maximum length of the property when the property is a string.
format: int32
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireAll:
type: string
description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
senderRequired:
type: string
description: "When set to **true**, the sender must populate the tab before an envelope can be sent using the template. \n\nThis value tab can only be changed by modifying (PUT) the template. \n\nTabs with a `senderRequired` value of true cannot be deleted from an envelope."
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
validationMessage:
type: string
description: The message displayed if the custom tab fails input validation (either custom of embedded).
validationPattern:
type: string
description: A regular expressionn used to validate input for the tab.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that allows the recipient to enter an email address.
This is a one-line field that checks that a valid email
address is entered. It uses the same parameters as a Text
tab, with the validation message and pattern set for email
information.
When getting information that includes
this tab type, the original value of the tab when the
associated envelope was sent is included in the response.
'
x-ds-definition-name: email
x-ms-summary: 'A tab that allows the recipient to enter an email address.
This is a one-line field that checks that a valid email
address is entered. It uses the same parameters as a Text
tab, with the validation message and pattern set for email
information.
When getting information that includes
this tab type, the original value of the tab when the
associated envelope was sent is included in the response.
'
authenticationStatus:
type: object
properties:
accessCodeResult:
$ref: '#/components/schemas/eventResult'
ageVerifyResult:
$ref: '#/components/schemas/eventResult'
anySocialIDResult:
$ref: '#/components/schemas/eventResult'
facebookResult:
$ref: '#/components/schemas/eventResult'
googleResult:
$ref: '#/components/schemas/eventResult'
identityVerificationResult:
$ref: '#/components/schemas/eventResult'
idLookupResult:
$ref: '#/components/schemas/eventResult'
idQuestionsResult:
$ref: '#/components/schemas/eventResult'
linkedinResult:
$ref: '#/components/schemas/eventResult'
liveIDResult:
$ref: '#/components/schemas/eventResult'
ofacResult:
$ref: '#/components/schemas/eventResult'
openIDResult:
$ref: '#/components/schemas/eventResult'
phoneAuthResult:
$ref: '#/components/schemas/eventResult'
salesforceResult:
$ref: '#/components/schemas/eventResult'
signatureProviderResult:
$ref: '#/components/schemas/eventResult'
smsAuthResult:
$ref: '#/components/schemas/eventResult'
sTANPinResult:
$ref: '#/components/schemas/eventResult'
twitterResult:
$ref: '#/components/schemas/eventResult'
yahooResult:
$ref: '#/components/schemas/eventResult'
description: Contains information about the authentication status.
x-ds-definition-name: authenticationStatus
x-ms-summary: Contains information about the authentication status.
EmailTab:
type: object
description: A tab for email address input.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
anchorString:
type: string
example: example_value
value:
type: string
example: example_value
notification:
type: object
properties:
expirations:
$ref: '#/components/schemas/expirations'
reminders:
$ref: '#/components/schemas/reminders'
useAccountDefaults:
type: string
description: When set to **true**, the account default notification settings are used for the envelope.
description: "A complex element that specifies the notification options for the envelope. It consists of:\n\n* useAccountDefaults - When set to **true**, the account default notification settings are used for the envelope. \n* reminders - A complex element that specifies reminder settings for the envelope. It consists of: \n\n * reminderEnabled - When set to **true**, a reminder message is sent to the recipient.\n * reminderDelay - An interger that sets the number of days after the recipient receives the envelope that reminder emails are sent to the recipient. \n * reminderFrequency - An interger that sets the interval, in days, between reminder emails. \n\n* expirations - A complex element that specifies the expiration settings for the envelope. It consists of:\n\n * expireEnabled - When set to **true**, the envelope expires (is no longer available for signing) in the set number of days. If false, the account default setting is used. If the account does not have an expiration setting, the DocuSign default value of 120 days is used. \n * expireAfter - An integer that sets the number of days the envelope is active.\n * expireWarn - An integer that sets the number of days before envelope expiration that an expiration warning email is sent to the recipient. If set to 0 (zero), no warning email is sent."
x-ds-definition-name: notification
x-ms-summary: "A complex element that specifies the notification options for the envelope. It consists of:\n\n* useAccountDefaults - When set to **true**, the account default notification settings are used for the envelope. \n* reminders - A complex element that specifies reminder settings for the envelope. It consists of: \n\n * reminderEnabled - When set to **true**, a reminder message is sent to the recipient.\n * reminderDelay - An interger that sets the number of days after the recipient receives the envelope that reminder emails are sent to the recipient. \n * reminderFrequency - An interger that sets the interval, in days, between reminder emails. \n\n* expirations - A complex element that specifies the expiration settings for the envelope. It consists of:\n\n * expireEnabled - When set to **true**, the envelope expires (is no longer available for signing) in the set number of days. If false, the account default setting is used. If the account does not have an expiration setting, the DocuSign default value of 120 days is used. \n * expireAfter - An integer that sets the number of days the envelope is active.\n * expireWarn - An integer that sets the number of days before envelope expiration that an expiration warning email is sent to the recipient. If set to 0 (zero), no warning email is sent."
radio:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
errorDetails:
$ref: '#/components/schemas/errorDetails'
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
selected:
type: string
description: When set to **true**, the radio button is selected.
tabId:
type: string
description: The unique identifier for the tab.
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
value:
type: string
description: 'Specifies the value of the tab. '
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
description: 'One of the selectable radio buttons
in the `radios` property
of a [`radioGroup`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/radioGroup) tab.
'
x-ds-definition-name: radio
x-ms-summary: 'One of the selectable radio buttons
in the `radios` property
of a [`radioGroup`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/radioGroup) tab.
'
sealSign:
type: object
properties:
accessCode:
type: string
description: Not applicable
addAccessCodeToEmail:
type: string
description: Not applicable
clientUserId:
type: string
description: Not applicable
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: Not applicable
declinedReason:
type: string
description: Not applicable
deliveredDateTime:
type: string
description: Not applicable
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: Not applicable
items:
$ref: '#/components/schemas/documentVisibility'
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
faxNumber:
type: string
description: Reserved for DocuSign.
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
name:
type: string
description: ''
note:
type: string
description: Not applicable
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
recipientAttachments:
type: array
description: Not applicable
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: (Required) The `recipientId` used when the envelope or template was created.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
recipientSignatureProviders:
type: array
description: (Required) Indicates which electronic seal to apply on documents when creating an envelope.
items:
$ref: '#/components/schemas/recipientSignatureProvider'
requireIdLookup:
type: string
description: Not applicable
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: "(Optional, default: 1) \nSpecifies the routing order of the electronic seal in the envelope.\nThe routing order assigned to your electronic seal cannot be shared with another recipient.\nIt is recommended that you set a routing order for your electronic seals.\n"
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: Not applicable
signedDateTime:
type: string
description: Not applicable
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: Item status.
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs_2'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: Not applicable
userId:
type: string
description: Not applicable
description: "Specifies one or more electronic seals to apply on documents. \n\n```json\n\"recipients\": {\n \"seals\": [\n {\n \"recipientId\": \"1\",\n \"routingOrder\" : 1,\n \"recipientSignatureProviders\": [\n {\n \"sealName\": \"52e9d968-13be-42ca-a6fe-4682bc45c106\"\n }\n \t]\n \t}\n \t]\n\t},\n```\nFor more information on Electronic Seals , see https://support.docusign.com/en/guides/ndse-user-guide-apply-electronic-seals"
x-ds-definition-name: sealSign
x-ms-summary: "Specifies one or more electronic seals to apply on documents. \n\n```json\n\"recipients\": {\n \"seals\": [\n {\n \"recipientId\": \"1\",\n \"routingOrder\" : 1,\n \"recipientSignatureProviders\": [\n {\n \"sealName\": \"52e9d968-13be-42ca-a6fe-4682bc45c106\"\n }\n \t]\n \t}\n \t]\n\t},\n```\nFor more information on Electronic Seals , see https://support.docusign.com/en/guides/ndse-user-guide-apply-electronic-seals"
envelopeTransactionStatus:
type: object
properties:
envelopeId:
type: string
description: The envelope ID of the envelope status that failed to post.
errorDetails:
$ref: '#/components/schemas/errorDetails'
status:
type: string
description: "Indicates the envelope status. Valid values are:\n\n* sent - The envelope is sent to the recipients. \n* created - The envelope is saved as a draft and can be modified and sent later."
transactionId:
type: string
description: ' Used to identify an envelope. The id is a sender-generated value and is valid in the DocuSign system for 7 days. It is recommended that a transaction ID is used for offline signing to ensure that an envelope is not sent multiple times. The `transactionId` property can be used determine an envelope''s status (i.e. was it created or not) in cases where the internet connection was lost before the envelope status was returned.'
description: ''
x-ds-definition-name: envelopeTransactionStatus
x-ms-summary: ''
EnvelopeUpdateSummary:
type: object
description: Summary of an envelope update operation.
properties:
envelopeId:
type: string
format: uuid
description: The envelope ID.
example: '500123'
bulkEnvelopeStatus:
type: object
description: Bulk envelope status information, if applicable.
example: example_value
errorDetails:
$ref: '#/components/schemas/ErrorDetails'
listCustomFieldUpdateResults:
type: array
items:
type: object
example: []
recipientUpdateResults:
type: array
items:
type: object
example: []
textCustomFieldUpdateResults:
type: array
items:
type: object
example: []
carbonCopy:
type: object
properties:
accessCode:
type: string
description: "If a value is provided, the recipient must enter the value as the access code to view and sign the envelope. \n\nMaximum Length: 50 characters and it must conform to the account's access code format setting.\n\nIf blank, but the signer `accessCode` property is set in the envelope, then that value is used.\n\nIf blank and the signer `accessCode` property is not set, then the access code is not required."
addAccessCodeToEmail:
type: string
description: This Optional attribute indicates that the access code will be added to the email sent to the recipient; this nullifies the Security measure of Access Code on the recipient.
agentCanEditEmail:
type: string
description: ''
agentCanEditName:
type: string
description: ''
clientUserId:
type: string
description: "Specifies whether the recipient is embedded or remote. \n\nIf the `clientUserId` property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.\n\nNote: if the `clientUserId` property is set and either `SignerMustHaveAccount` or `SignerMustLoginToSign` property of the account settings is set to **true**, an error is generated on sending. \n\nMaximum length: 100 characters. "
customFields:
type: array
description: An optional array of strings that allows the sender to provide custom data about the recipient. This information is returned in the envelope status but otherwise not used by DocuSign. Each customField string can be a maximum of 100 characters.
items:
type: string
declinedDateTime:
type: string
description: The date and time the recipient declined the document. Read only.
declinedReason:
type: string
description: The reason the recipient declined the document. Read only.
deliveredDateTime:
type: string
description: 'Reserved: For DocuSign use only.'
deliveryMethod:
type: string
description: 'Reserved: For DocuSign use only.'
documentVisibility:
type: array
description: A list of `documentVisibility` objects. Each object in the list specifies whether a document in the envelope is visible to this recipient. For the envelope to use this functionality, Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true**.
items:
$ref: '#/components/schemas/documentVisibility'
email:
type: string
description: "Email id of the recipient. Notification of the document to sign is sent to this email id. \n\nMaximum length: 100 characters. "
emailNotification:
$ref: '#/components/schemas/recipientEmailNotification'
emailRecipientPostSigningURL:
type: string
description: ''
embeddedRecipientStartURL:
type: string
description: "Specifies a sender provided valid URL string for redirecting an embedded recipient. When using this option, the embedded recipient still receives an email from DocuSign, just as a remote recipient would. When the document link in the email is clicked the recipient is redirected, through DocuSign, to the supplied URL to complete their actions. When routing to the URL, the sender's system (the server responding to the URL) must request a recipient token to launch a signing session. \n\nIf set to `SIGN_AT_DOCUSIGN`, the recipient is directed to an embedded signing or viewing process directly at DocuSign. The signing or viewing action is initiated by the DocuSign system and the transaction activity and Certificate of Completion records will reflect this. In all other ways the process is identical to an embedded signing or viewing operation that is launched by any partner.\n\nIt is important to remember that in a typical embedded workflow the authentication of an embedded recipient is the responsibility of the sending application, DocuSign expects that senders will follow their own process for establishing the recipient's identity. In this workflow the recipient goes through the sending application before the embedded signing or viewing process in initiated. However, when the sending application sets `EmbeddedRecipientStartURL=SIGN_AT_DOCUSIGN`, the recipient goes directly to the embedded signing or viewing process bypassing the sending application and any authentication steps the sending application would use. In this case, DocuSign recommends that you use one of the normal DocuSign authentication features (Access Code, Phone Authentication, SMS Authentication, etc.) to verify the identity of the recipient.\n\nIf the `clientUserId` property is NOT set, and the `embeddedRecipientStartURL` is set, DocuSign will ignore the redirect URL and launch the standard signing process for the email recipient. Information can be appended to the embedded recipient start URL using merge fields. The available merge fields items are: envelopeId, recipientId, recipientName, recipientEmail, and customFields. The `customFields` property must be set fort the recipient or envelope. The merge fields are enclosed in double brackets. \n\n*Example*: \n\n`http://senderHost/[[mergeField1]]/ beginSigningSession? [[mergeField2]]&[[mergeField3]]` "
errorDetails:
$ref: '#/components/schemas/errorDetails'
excludedDocuments:
type: array
description: 'Specifies the documents that are not visible to this recipient. Document Visibility must be enabled for the account and the `enforceSignerVisibility` property must be set to **true** for the envelope to use this.
When enforce signer visibility is enabled, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent.'
items:
type: string
faxNumber:
type: string
description: Reserved for DocuSign.
firstName:
type: string
description: "The user's first name. \nMaximum Length: 50 characters."
fullName:
type: string
description: Reserved for DocuSign.
idCheckConfigurationName:
type: string
description: "The name of the authentication check to use. This value must match one of the authentication types that the account uses. The names of these authentication types appear in the web console sending interface in the Identify list for a recipient. This setting overrides any default authentication setting. Valid values are:\n\n- `Phone Auth $`: The recipient must authenticate by using two-factor authentication (2FA). You provide the phone number to use for 2FA in the `phoneAuthentication` object.\n- `SMS Auth $`: The recipient must authenticate via SMS. You provide the phone number to use in the `smsAuthentication` object.\n- `ID Check $`: The recipient must answer detailed security questions. \n\n**Example**: Your account has ID Check and SMS Authentication available. In the web console Identify list, these appear as ID Check $ and SMS Auth $. To use ID Check in an envelope, the idCheckConfigurationName should be ID Check $. For SMS, you would use SMS Auth $, and you would also need to add a phone number to the smsAuthentication node."
idCheckInformationInput:
$ref: '#/components/schemas/idCheckInformationInput'
identityVerification:
$ref: '#/components/schemas/recipientIdentityVerification'
inheritEmailNotificationConfiguration:
type: string
description: 'When set to **true** and the envelope recipient creates a DocuSign account after signing, the Manage Account Email Notification settings are used as the default settings for the recipient''s account. '
lastName:
type: string
description: The recipient's last name.
name:
type: string
description: 'legal name of the recipient.
Maximum Length: 100 characters.'
note:
type: string
description: 'A note sent to the recipient in the signing email.
This note is unique to this recipient.
In the user interface,
it appears near the upper left corner
of the document
on the signing screen.
Maximum Length: 1000 characters.
'
phoneAuthentication:
$ref: '#/components/schemas/recipientPhoneAuthentication'
proofFile:
$ref: '#/components/schemas/recipientProofFile'
recipientAttachments:
type: array
description: Reserved for DocuSign.
items:
$ref: '#/components/schemas/recipientAttachment'
recipientAuthenticationStatus:
$ref: '#/components/schemas/authenticationStatus'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
recipientIdGuid:
type: string
description: The globally-unique identifier (GUID) for a specific recipient on a specific envelope. If the same recipient is associated with multiple envelopes, they will have a different GUID for each one. Read only.
requireIdLookup:
type: string
description: 'When set to **true**, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity. '
roleName:
type: string
description: Optional element. Specifies the role name associated with the recipient.
This is required when working with template recipients.
routingOrder:
type: string
description: 'Specifies the routing order of the recipient in the envelope. '
samlAuthentication:
$ref: '#/components/schemas/recipientSAMLAuthentication'
sentDateTime:
type: string
description: The UTC DateTime when the envelope was sent. Read only.
signedDateTime:
type: string
description: Reserved for DocuSign.
signingGroupId:
type: string
description: 'Optional. The ID of the [signing group](https://support.docusign.com/en/guides/ndse-user-guide-signing-groups).
**Note**: When you send an envelope to a signing group, anyone in the group can open it and sign it with their own signature. For this reason, we recommend that you do not include non-signer recipients (such as carbon copy recipients) in the same signing group as signer recipients. However, you could create a second signing group for the non-signer recipients and change the default action of Needs to Sign to a different value, such as Receives a Copy. '
signingGroupName:
type: string
description: "The display name for the signing group. \n\nMaximum Length: 100 characters. "
signingGroupUsers:
type: array
description: A complex type that contains information about users in the signing group.
items:
$ref: '#/components/schemas/userInfo'
smsAuthentication:
$ref: '#/components/schemas/recipientSMSAuthentication'
socialAuthentications:
type: array
description: ' Lists the social ID type that can be used for recipient authentication.'
items:
$ref: '#/components/schemas/socialAuthentication'
status:
type: string
description: 'Recipient status.
'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
totalTabCount:
type: string
description: The total number of tabs in the documents. Read only.
userId:
type: string
description: 'The user ID of the user being accessed. Generally this is the user ID of the authenticated user, but if the authenticated user is an Admin on the account, this may be another user the Admin user is accessing. **Note**: For the [GET /v2/accounts/{accountId}/envelopes](https://developers.docusign.com/esign-rest-api/reference/Envelopes/Envelopes/listStatusChanges/#envelopesInformation) method, the `user_id` query parameter is not implemented and should not be used.'
description: ''
x-ds-definition-name: carbonCopy
x-ms-summary: ''
CertifiedDelivery:
type: object
description: A certified delivery recipient who must confirm receipt of the envelope documents.
properties:
recipientId:
type: string
example: '500123'
name:
type: string
example: Example Title
email:
type: string
format: email
example: user@example.com
routingOrder:
type: string
example: example_value
status:
type: string
example: example_value
smartSection:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
caseSensitive:
type: boolean
description: ''
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: ''
displaySettings:
$ref: '#/components/schemas/smartSectionDisplaySettings'
documentId:
type: string
description: The ID of the document being accessed.
endAnchor:
type: string
description: ''
endPosition:
$ref: '#/components/schemas/smartSectionAnchorPosition'
errorDetails:
$ref: '#/components/schemas/errorDetails'
mergeField:
$ref: '#/components/schemas/mergeField'
pageNumber:
type: string
description: The page number being accessed.
recipientId:
type: string
description: A local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each `recipientId` must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a `recipientId` of `1`.
removeEndAnchor:
type: boolean
description: ''
removeStartAnchor:
type: boolean
description: ''
startAnchor:
type: string
description: ''
startPosition:
$ref: '#/components/schemas/smartSectionAnchorPosition'
status:
type: string
description: Item status.
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
description: ''
x-ds-definition-name: smartSection
x-ms-summary: ''
EnvelopeRecipientTabs_2:
type: object
properties:
approveTabs:
type: array
description: "A list of\n[Approve tabs][approve].\n\n\nThis tab allows\nthe recipient to approve documents without\nplacing a signature or initials on the document. If the\nrecipient clicks the tab during the signing process, the\nrecipient is considered to have signed the document. No\ninformation is shown on the document of the approval, but it\nis recorded as a signature in the envelope history.\n\n[approve]:\t\t https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/approve\n"
items:
$ref: '#/components/schemas/approve'
checkboxTabs:
type: array
description: 'A list of
[Checkbox tabs][checkbox].
This tab allows the recipient to select a yes/no (on/off) option.
[checkbox]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/checkbox
'
items:
$ref: '#/components/schemas/checkbox'
companyTabs:
type: array
description: "A list of \n[Company tabs][company].\n\n\nThis tab displays the recipient's company name.\n\n\n\n[company]: https://developers.docusign.com/esign-rest-api/reference/EnvelopeRecipientTabs/create/#/definitions/company \n"
items:
$ref: '#/components/schemas/company'
dateSignedTabs:
type: array
description: "A list of \n[Date Signed tabs][dateSigned]\n\n\nThis tab displays the date that the recipient signed the\ndocument.\n\n[dateSigned]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/dateSigned \n"
items:
$ref: '#/components/schemas/dateSigned'
dateTabs:
type: array
description: "A list of \n[Date tabs][date].\n\n\nThis tab allows the recipient to enter a date. Date tabs\nare one-line fields that allow date information to be\nentered in any format. The tooltip for this tab recommends\nentering the date as MM/DD/YYYY, but this is not enforced.\nThe format entered by the signer is retained. If you need a\nparticular date format enforced, DocuSign recommends using a\nText tab with a validation pattern and a validation message\nto enforce the format.\n\n\n[date]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/date \n"
items:
$ref: '#/components/schemas/date'
declineTabs:
type: array
description: "A list of \n[Decline tabs][decline].\n\nThis tab allows the recipient the option of declining an\nenvelope. If the recipient clicks the tab during the signing\nprocess, the envelope is voided.\n\n\n[decline]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/decline \n"
items:
$ref: '#/components/schemas/decline'
emailAddressTabs:
type: array
description: "A list of \n[Email Address tabs][emailAddress].\n\nThis tab \ndisplays the recipient's email as entered in the\nrecipient information.\n\n\n[emailAddress]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/emailAddress \n"
items:
$ref: '#/components/schemas/emailAddress'
emailTabs:
type: array
description: "A list of \n[Email tabs][email].\n\nThis tab \nallows the recipient to enter an email address.\nThis is a one-line field that checks that a valid email\naddress is entered. It uses the same parameters as a Text\ntab, with the validation message and pattern set for email\ninformation.\n\nWhen getting information that includes\nthis tab type, the original value of the tab when the\nassociated envelope was sent is included in the response.\n\n[email]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/email \n"
items:
$ref: '#/components/schemas/email'
envelopeIdTabs:
type: array
description: "A list of \n[Envelope ID tabs][envelopeId].\n\nThis tab \ndisplays the envelope ID. Recipients cannot enter\nor change the information in this tab.\n\n\n[envelopeId]: https://developers.docusign.com/esign-rest-api/reference/EnvelopeRecipientTabs/create/#/definitions/envelopeId \n"
items:
$ref: '#/components/schemas/envelopeId'
firstNameTabs:
type: array
description: "A list of \n[First Name tabs][firstName].\n\nThis tab \ndisplays the recipient's first name. It\ntakes the recipient's name as entered in the recipient\ninformation, splits it into sections based on spaces and\nuses the first section as the first name.\n\n\n[firstName]: https://developers.docusign.com/esign-rest-api/reference/EnvelopeRecipientTabs/create/#/definitions/firstName \n"
items:
$ref: '#/components/schemas/firstName'
formulaTabs:
type: array
description: "A list of [Formula tabs][formulaTab].\n\nThe value of a formula tab is calculated\nfrom the values of other\nnumber or date tabs in the document.\nWhen the recipient completes the underlying fields,\nthe formula tab calculates and displays the result.\n\nThe `formula` property of the tab\ncontains the references\nto the underlying tabs.\nSee [Calculated Fields][calculatedfields]\nin the DocuSign Support Center\nto learn more about formulas.\n\nIf a formula tab contains\na `paymentDetails` property,\nthe tab is considered a payment item.\nSee [Requesting Payments Along with Signatures][paymentguide]\nin the DocuSign Support Center\nto learn more about payments.\n\n[calculatedfields]: https://support.docusign.com/en/guides/ndse-user-guide-calculated-fields\n[paymentguide]: https://support.docusign.com/en/guides/requesting-payments-along-with-signatures\n[formulaTab]:\t \thttps://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/formulaTab\n"
items:
$ref: '#/components/schemas/formulaTab'
fullNameTabs:
type: array
description: "A list of \n[Full Name tabs][fullName].\n\nThis tab \ndisplays the recipient's full name.\n\n\n[fullName]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/fullName \n"
items:
$ref: '#/components/schemas/fullName'
initialHereTabs:
type: array
description: "A list of \n[Initial Here tabs][initialHere].\n\nThis tab allows the recipient to initial the document. May\nbe optional.\n\n[initialHere]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/initialHere \n"
items:
$ref: '#/components/schemas/initialHere'
lastNameTabs:
type: array
description: "A list of \n[Last Name tabs][lastName].\n\nThis tab \ndisplays the recipient's last name. It\ntakes the recipient's name as entered in the recipient\ninformation, splits it into sections based on spaces and\nuses the last section as the last name.\n\n\n[lastName]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/lastName \n"
items:
$ref: '#/components/schemas/lastName'
listTabs:
type: array
description: "A list of \n[list tabs][list].\n\nThis tab offers a list of options to choose from. The\n`listItems` property is used to specify the selectable\noptions.\n\n\n\n[list]: https://developers.docusign.com/esign-rest-api/reference/EnvelopeRecipientTabs/create/#/definitions/list \n"
items:
$ref: '#/components/schemas/list'
notarizeTabs:
type: array
description: "A list of \n[Notarize tabs][notarize].\n\nA notarize tab is a tab that alerts notary recipients that\nthey must take action on the page.\nOnly one notarize tab can appear on a page.\n\n[notarize]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/notarize \n"
items:
$ref: '#/components/schemas/notarize'
noteTabs:
type: array
description: "A list of \n[Note tabs][note].\n\nThis tab displays additional information, in the form of a\nnote, for the recipient.\n\n[note]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/note \n"
items:
$ref: '#/components/schemas/note'
numberTabs:
type: array
description: "A list of \n[Number tabs][number].\n\nThis tab allows the recipient to enter numbers and decimal\n(.) points.\n\n\n\n[number]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/number \n"
items:
$ref: '#/components/schemas/number'
radioGroupTabs:
type: array
description: "A list of \n[Radio Group tabs][radioGroup].\n\nThis tab \nThis group tab is used to place radio buttons on a document.\nThe `radios` property is used to add and place the radio\nbuttons associated with the group. Only one radio button can\nbe selected in a group.\n\n\n[radioGroup]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/radioGroup \n"
items:
$ref: '#/components/schemas/radioGroup'
signerAttachmentTabs:
type: array
description: "A list of \n[Signer Attachment tabs][signerAttachment].\n\nThis tab \nallows the recipient to attach supporting\ndocuments to an envelope.\n\n\n[signerAttachment]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/signerAttachment \n"
items:
$ref: '#/components/schemas/signerAttachment'
signHereTabs:
type: array
description: "A list of \n[Sign Here tabs][signHere].\n\nThis tab allows the recipient to sign a document. May be\noptional.\n\n[signHere]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/signHere \n"
items:
$ref: '#/components/schemas/signHere'
smartSectionTabs:
type: array
description: ''
items:
$ref: '#/components/schemas/smartSection'
ssnTabs:
type: array
description: "A list of \n[SSN tabs][ssn].\n\nThis tab \nis a one-line field that allows the recipient to enter a Social\nSecurity Number. The SSN can be typed with or without\ndashes. It uses the same parameters as a Text tab, with the\nvalidation message and pattern set for SSN information.\n\n\n[ssn]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/ssn \n"
items:
$ref: '#/components/schemas/ssn'
textTabs:
type: array
description: "A list of \n[Text tabs][text].\n\nThis tab \nA tab that allows the recipient to enter any type of text.\n\n[text]: https://developers.docusign.com/esign-rest-api/reference/EnvelopeRecipientTabs/create/#/definitions/text \n"
items:
$ref: '#/components/schemas/text'
titleTabs:
type: array
description: "A list of \n[Title tabs][title].\n\nThis tab displays the recipient's title.\n\n\n[title]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/title \n"
items:
$ref: '#/components/schemas/title'
viewTabs:
type: array
description: "A list of \n[View tabs][view].\n\nThis tab \nThis tab is used with the Approve tab to handle\nsupplemental documents.\n\n[view]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/view \n"
items:
$ref: '#/components/schemas/view'
zipTabs:
type: array
description: "A list of \n[Zip tabs][zip].\n\nThis tab \nallows the recipient to enter a ZIP code. The ZIP\ncode can be five digits or nine digits in the ZIP+4 format.\nThe zip code can be typed with or without dashes. It uses\nthe same parameters as a Text tab, with the validation\nmessage and pattern set for ZIP code information.\n\n\n[zip]: https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/zip\n"
items:
$ref: '#/components/schemas/zip'
description: 'All of the tabs associated with a recipient. Each property is a list of a type of tab.
'
x-ds-definition-name: tabs
x-ds-category: Envelopes
x-ds-order: '50'
x-ms-summary: 'All of the tabs associated with a recipient. Each property is a list of a type of tab.
'
smartSectionCollapsibleDisplaySettings:
type: object
properties:
arrowClosed:
type: string
description: ''
arrowColor:
type: string
description: ''
arrowLocation:
type: string
description: ''
arrowOpen:
type: string
description: ''
arrowSize:
type: string
description: ''
arrowStyle:
type: string
description: ''
containerStyle:
type: string
description: ''
labelStyle:
type: string
description: ''
onlyArrowIsClickable:
type: boolean
description: ''
outerLabelAndArrowStyle:
type: string
description: ''
description: ''
x-ds-definition-name: smartSectionCollapsibleDisplaySettings
x-ms-summary: ''
Agent:
type: object
description: An agent recipient who can designate a recipient to sign in their place.
properties:
recipientId:
type: string
example: '500123'
name:
type: string
example: Example Title
email:
type: string
format: email
example: user@example.com
routingOrder:
type: string
example: example_value
status:
type: string
example: example_value
Document:
type: object
description: A document to be included in an envelope. Documents can be provided as base64-encoded content or by reference.
properties:
documentId:
type: string
description: A unique identifier for the document within the envelope, assigned by the sender. Must be unique within the envelope.
example: '500123'
name:
type: string
description: The name of the document.
example: Example Title
fileExtension:
type: string
description: The file extension of the document. DocuSign uses this to determine the correct content type.
example: example_value
documentBase64:
type: string
description: The base64-encoded content of the document.
example: example_value
remoteUrl:
type: string
description: URL from which to retrieve the document content.
example: https://www.example.com
order:
type: string
description: The order of the document in the envelope.
example: example_value
pages:
type: string
description: The number of pages in the document.
example: example_value
display:
type: string
description: Display setting for the document.
enum:
- inline
- modal
- download
example: inline
includeInDownload:
type: string
description: Whether to include this document in downloads.
example: example_value
transformPdfFields:
type: string
description: When true, DocuSign transforms PDF form fields into DocuSign tabs.
example: example_value
expirations:
type: object
properties:
expireAfter:
type: string
description: An integer that sets the number of days the envelope is active.
expireEnabled:
type: string
description: When set to **true**, the envelope expires (is no longer available for signing) in the set number of days. If false, the account default setting is used. If the account does not have an expiration setting, the DocuSign default value of 120 days is used.
expireWarn:
type: string
description: An integer that sets the number of days before envelope expiration that an expiration warning email is sent to the recipient. If set to 0 (zero), no warning email is sent.
description: A complex element that specifies the expiration settings for the envelope.
x-ds-definition-name: expirations
x-ms-summary: A complex element that specifies the expiration settings for the envelope.
Text:
type: object
description: A text input tab for free-form text entry.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
anchorString:
type: string
example: example_value
value:
type: string
example: example_value
required:
type: string
description: When true, the recipient must fill in this tab.
example: example_value
locked:
type: string
description: When true, the tab value cannot be changed.
example: example_value
maxLength:
type: string
description: Maximum length of text input.
example: example_value
width:
type: string
example: example_value
height:
type: string
example: example_value
font:
type: string
example: example_value
fontSize:
type: string
example: example_value
fontColor:
type: string
example: example_value
bold:
type: string
example: example_value
italic:
type: string
example: example_value
underline:
type: string
example: example_value
validationPattern:
type: string
description: Regular expression for input validation.
example: example_value
validationMessage:
type: string
description: Error message displayed when validation fails.
example: example_value
concealValueOnDocument:
type: string
description: When true, the value is concealed on the document.
example: example_value
NoteTab:
type: object
description: A read-only note tab for displaying text.
properties:
tabId:
type: string
example: '500123'
tabLabel:
type: string
example: example_value
documentId:
type: string
example: '500123'
pageNumber:
type: string
example: example_value
recipientId:
type: string
example: '500123'
xPosition:
type: string
example: example_value
yPosition:
type: string
example: example_value
value:
type: string
example: example_value
recipientIdentityVerification:
type: object
properties:
inputOptions:
type: array
description: ''
items:
$ref: '#/components/schemas/recipientIdentityInputOption'
workflowId:
type: string
description: ''
description: ''
x-ds-definition-name: recipientIdentityVerification
x-ms-summary: ''
formulaTab:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
concealValueOnDocument:
type: string
description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
disableAutoSize:
type: string
description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
formula:
type: string
description: 'Contains the formula
for calculating the value of
this tab.
Use a tab''s `tabLabel`,
enclosed in brackets,
to refer to it.
For example,
you want to present the total cost
of two items, tax included.
The cost of each item is stored
in number tabs labeled Item1 and Item2.
The tax rate is in a number tab
labeled TaxRate.
The formula string for this property
would be:
`([Item1] + [Item2]) * (1 + [TaxRate])`
See [Calculated Fields][calculatedfields]
in the DocuSign Support Center
to learn more about formulas.
Maximum Length: 2000 characters
[calculatedfields]: https://support.docusign.com/en/guides/ndse-user-guide-calculated-fields
'
hidden:
type: string
description: 'If this is a regular formula (no `paymentDetails` property is present):
* **true**: The tab is hidden.
* **false**: The tab is shown.
If the formula is payment item (a `paymentDetails` property is present):
* **true**: The tab is displayed as a payment.
* **false**: The tab is displayed as a regular formula.
'
isPaymentAmount:
type: string
description: 'When set to **true**, sets this as a payment tab. Can only be used with Text, Number, Formula, or List tabs. The value of the tab must be a number. '
italic:
type: string
description: When set to **true**, the information in the tab is italic.
locked:
type: string
description: When set to **true**, the signer cannot change the data of the custom tab.
maxLength:
type: integer
description: An optional value that describes the maximum length of the property when the property is a string.
format: int32
mergeField:
$ref: '#/components/schemas/mergeField'
name:
type: string
description: ''
originalValue:
type: string
description: 'The initial value of the tab when it was sent to the recipient. '
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
paymentDetails:
$ref: '#/components/schemas/paymentDetails'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
requireAll:
type: string
description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
requireInitialOnSharedChange:
type: string
description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
roundDecimalPlaces:
type: string
description: ''
senderRequired:
type: string
description: "When set to **true**, the sender must populate the tab before an envelope can be sent using the template. \n\nThis value tab can only be changed by modifying (PUT) the template. \n\nTabs with a `senderRequired` value of true cannot be deleted from an envelope."
shared:
type: string
description: When set to **true**, this custom tab is shared.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
validationMessage:
type: string
description: The message displayed if the custom tab fails input validation (either custom of embedded).
validationPattern:
type: string
description: A regular expressionn used to validate input for the tab.
value:
type: string
description: 'Specifies the value of the tab. '
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (+35, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (+35, -2)
'
description: 'The value of a formula tab is calculated
from the values of other
number or date tabs in the document.
When the recipient completes the underlying fields,
the formula tab calculates and displays the result.
The `formula` property of the tab
contains the references
to the underlying tabs.
See [Calculated Fields][calculatedfields]
in the DocuSign Support Center
to learn more about formulas.
If a formula tab contains
a `paymentDetails` property,
the tab is considered a payment item.
See [Requesting Payments Along with Signatures][paymentguide]
in the DocuSign Support Center
to learn more about payments.
[calculatedfields]: https://support.docusign.com/en/guides/ndse-user-guide-calculated-fields
[paymentguide]: https://support.docusign.com/en/guides/requesting-payments-along-with-signatures
'
x-ds-definition-name: formulaTab
x-ms-summary: 'The value of a formula tab is calculated
from the values of other
number or date tabs in the document.
When the recipient completes the underlying fields,
the formula tab calculates and displays the result.
The `formula` property of the tab
contains the references
to the underlying tabs.
See [Calculated Fields][calculatedfields]
in the DocuSign Support Center
to learn more about formulas.
If a formula tab contains
a `paymentDetails` property,
the tab is considered a payment item.
See [Requesting Payments Along with Signatures][paymentguide]
in the DocuSign Support Center
to learn more about payments.
[calculatedfields]: https://support.docusign.com/en/guides/ndse-user-guide-calculated-fields
[paymentguide]: https://support.docusign.com/en/guides/requesting-payments-along-with-signatures
'
approve:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
buttonText:
type: string
description: ' Specifies the approval text displayed in the tab. '
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
height:
type: integer
description: Height of the tab in pixels.
format: int32
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.
'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
To improve the tab''s position on the document,
DocuSign recommends
adjusting `xPosition`
and `yPosition`
coordinates
by (-3, -2)
'
description: 'A tab that allows the recipient to approve documents
without placing a signature or initials on the
document.
'
x-ds-definition-name: approve
x-ms-summary: 'A tab that allows the recipient to approve documents
without placing a signature or initials on the
document.
'
recipientUpdateResponse:
type: object
properties:
errorDetails:
$ref: '#/components/schemas/errorDetails'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
tabs:
$ref: '#/components/schemas/EnvelopeRecipientTabs_2'
description: ''
x-ds-definition-name: recipientUpdateResponse
x-ms-summary: ''
CustomFields:
type: object
description: Envelope custom fields for metadata and integrations.
properties:
textCustomFields:
type: array
items:
type: object
properties:
fieldId:
type: string
name:
type: string
value:
type: string
required:
type: string
show:
type: string
example: []
listCustomFields:
type: array
items:
type: object
properties:
fieldId:
type: string
name:
type: string
value:
type: string
required:
type: string
show:
type: string
listItems:
type: array
items:
type: string
example: []
envelopeAuditEvent:
type: object
properties:
eventFields:
type: array
description: ''
items:
$ref: '#/components/schemas/nameValue'
description: ''
x-ds-definition-name: envelopeAuditEvent
x-ms-summary: ''
RadioGroup:
type: object
description: A group of radio buttons for single-choice selection.
properties:
groupName:
type: string
description: The name of the radio group.
example: example_value
documentId:
type: string
example: '500123'
recipientId:
type: string
example: '500123'
radios:
type: array
items:
type: object
properties:
value:
type: string
selected:
type: string
pageNumber:
type: string
xPosition:
type: string
yPosition:
type: string
anchorString:
type: string
example: []
required:
type: string
example: example_value
documentHtmlCollapsibleDisplaySettings:
type: object
properties:
arrowClosed:
type: string
description: ''
arrowColor:
type: string
description: ''
arrowLocation:
type: string
description: ''
arrowOpen:
type: string
description: ''
arrowSize:
type: string
description: ''
arrowStyle:
type: string
description: ''
containerStyle:
type: string
description: ''
labelStyle:
type: string
description: ''
onlyArrowIsClickable:
type: boolean
description: ''
outerLabelAndArrowStyle:
type: string
description: ''
description: ''
x-ds-definition-name: documentHtmlCollapsibleDisplaySettings
x-ms-summary: ''
view:
type: object
properties:
anchorCaseSensitive:
type: string
description: 'Reserved for DocuSign.
'
anchorHorizontalAlignment:
type: string
description: 'Reserved for DocuSign.
'
anchorIgnoreIfNotPresent:
type: string
description: When set to **true**, this tab is ignored if anchorString is not found in the document.
anchorMatchWholeWord:
type: string
description: 'Reserved for DocuSign.
'
anchorString:
type: string
description: Specifies the anchor string.
anchorUnits:
type: string
description: 'Specifies units of the
`anchorXOffset` and
`anchorYOffset`.
Valid units are:
- `pixels`
- `inches`
- `mms`
- `cms`
'
anchorXOffset:
type: string
description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
anchorYOffset:
type: string
description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.
'
bold:
type: string
description: When set to **true**, the information in the tab is bold.
buttonText:
type: string
description: ''
conditionalParentLabel:
type: string
description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
conditionalParentValue:
type: string
description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.
If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.
'
customTabId:
type: string
description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
documentId:
type: string
description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
errorDetails:
$ref: '#/components/schemas/errorDetails'
font:
type: string
description: 'The font to be used for the tab value. Supported Fonts include:
- Default
- Arial
- ArialNarrow
- Calibri
- CourierNew
- Garamond
- Georgia
- Helvetica
- LucidaConsole
- MSGothic
- MSMincho
- OCR-A
- Tahoma
- TimesNewRoman
- Trebuchet
- Verdana
'
fontColor:
type: string
description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
fontSize:
type: string
description: 'The font size used for the information in the tab. Possible values are:
- Size7
- Size8
- Size9
- Size10
- Size11
- Size12
- Size14
- Size16
- Size18
- Size20
- Size22
- Size24
- Size26
- Size28
- Size36
- Size48
- Size72'
height:
type: integer
description: Height of the tab in pixels.
format: int32
italic:
type: string
description: When set to **true**, the information in the tab is italic.
mergeField:
$ref: '#/components/schemas/mergeField'
pageNumber:
type: string
description: 'Specifies the page number on which the tab is located.
Must be 1 for supplemental documents.'
recipientId:
type: string
description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
required:
type: string
description: When set to **true**, the signer is required to fill out this tab
requiredRead:
type: string
description: ''
status:
type: string
description: 'Tab status
'
tabGroupLabels:
type: array
description: ''
items:
type: string
tabId:
type: string
description: The unique identifier for the tab.
tabLabel:
type: string
description: 'The label string associated with the tab.
The string may be the empty string.
If no value is provided, the tab type is used as the value.
Maximum of 500 characters.
'
tabOrder:
type: string
description: 'A positive integer that sets the order the tab is navigated to during signing.
Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
templateLocked:
type: string
description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
templateRequired:
type: string
description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
tooltip:
type: string
description: ''
underline:
type: string
description: When set to **true**, the information in the tab is underlined.
width:
type: integer
description: Width of the tab in pixels.
format: int32
xPosition:
type: string
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
yPosition:
type: string
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
description: 'This tab is used with the Approve tab to handle
supplemental documents.'
x-ds-definition-name: view
x-ms-summary: 'This tab is used with the Approve tab to handle
supplemental documents.'
eventResult:
type: object
properties:
eventTimestamp:
type: string
description: ''
failureDescription:
type: string
description: ''
status:
type: string
description: Event status.
vendorFailureStatusCode:
type: string
description: ''
description: ''
x-ds-definition-name: eventResult
x-ms-summary: ''
paymentSignerValues:
type: object
properties:
paymentOption:
type: string
description: ''
description: ''
x-ds-definition-name: paymentSignerValues
x-ms-summary: ''
documentHtmlDefinition:
type: object
properties:
displayAnchorPrefix:
type: string
description: ''
displayAnchors:
type: array
description: ''
items:
$ref: '#/components/schemas/documentHtmlDisplayAnchor'
displayOrder:
type: string
description: ''
displayPageNumber:
type: string
description: ''
documentGuid:
type: string
description: ''
documentId:
type: string
description: The ID of the document being accessed.
headerLabel:
type: string
description: ''
maxScreenWidth:
type: string
description: ''
removeEmptyTags:
type: string
description: ''
showMobileOptimizedToggle:
type: string
description: ''
source:
type: string
description: ''
description: ''
x-ds-definition-name: documentHtmlDefinition
x-ms-summary: ''
bulkEnvelopeStatus:
type: object
properties:
batchId:
type: string
description: Specifies an identifier which can be used to retrieve a more detailed status of individual bulk recipient batches.
batchSize:
type: string
description: The number of items returned in this response.
bulkEnvelopes:
type: array
description: 'Reserved: TBD'
items:
$ref: '#/components/schemas/bulkEnvelope'
bulkEnvelopesBatchUri:
type: string
description: 'Reserved: TBD'
endPosition:
type: string
description: 'The last position in the result set. '
failed:
type: string
description: 'The number of entries with a status of failed. '
nextUri:
type: string
description: 'The URI for the next chunk of records based on the search request. It is `null` if this is the last set of results for the search. '
previousUri:
type: string
description: 'The URI for the prior chunk of records based on the search request. It is `null` if this is the first set of results for the search. '
queued:
type: string
description: 'The number of entries with a status of queued. '
resultSetSize:
type: string
description: 'The number of results returned in this response. '
sent:
type: string
description: The number of entries with a status of sent.
startPosition:
type: string
description: Starting position of the current result set.
submittedDate:
type: string
description: ''
totalSetSize:
type: string
description: The total number of items in the search's result set. It will always be greater than or equal to the value of the `resultSetSize` field.
description: ''
x-ds-definition-name: bulkEnvelopeStatus
x-ms-summary: ''
CarbonCopy:
type: object
description: A carbon copy recipient who receives a copy of the completed documents but does not need to take any action.
properties:
recipientId:
type: string
description: Unique identifier for the recipient.
example: '500123'
name:
type: string
description: The full name of the recipient.
example: Example Title
email:
type: string
format: email
description: The email address of the recipient.
example: user@example.com
routingOrder:
type: string
description: The routing order of the recipient.
example: example_value
roleName:
type: string
description: The role name for template matching.
example: example_value
status:
type: string
description: The status of the recipient.
example: example_value
note:
type: string
description: A note for the recipient.
example: example_value
smartSectionAnchorPosition:
type: object
properties:
pageNumber:
type: integer
description: The page number being accessed.
format: int32
xPosition:
type: number
description: 'This property indicates the horizontal offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
format: double
yPosition:
type: number
description: 'This property indicates the vertical offset of the object on the page.
DocuSign uses 72 DPI when determining position.
Required. May be zero.
'
format: double
description: ''
x-ds-definition-name: smartSectionAnchorPosition
x-ms-summary: ''
envelopeAuditEventResponse:
type: object
properties:
auditEvents:
type: array
description: 'Reserved: TBD'
items:
$ref: '#/components/schemas/envelopeAuditEvent'
description: ''
x-ds-definition-name: envelopeAuditEventResponse
x-ms-summary: ''
parameters:
envelopeId:
name: envelopeId
in: path
required: true
description: The envelope ID (GUID) of the envelope.
schema:
type: string
format: uuid
accountId:
name: accountId
in: path
required: true
description: The external account number (short) or account ID GUID of the DocuSign account.
schema:
type: string
responses:
NotFound:
description: The requested resource was not found.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorDetails'
BadRequest:
description: Bad request. The request body or parameters are invalid.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorDetails'
Unauthorized:
description: Unauthorized. Authentication credentials are missing or invalid.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorDetails'
securitySchemes:
accessCode:
type: oauth2
description: OAuth2 Access code Grant
flows:
authorizationCode:
authorizationUrl: https://account.docusign.com/oauth/auth
tokenUrl: https://account.docusign.com/oauth/auth
scopes:
organization_read: ''
permission_read: ''
group_read: ''
user_read: ''
account_read: ''
account_write: ''
user_write: ''
identity_provider_read: ''
domain_read: ''
x-ds-categories:
- name: UserManagement
summary: Methods to manage users in an account.
description: Methods to manage users in an account.
- name: BulkOperations
summary: Methods to import and export users and accounts.
description: Methods to import and export users and accounts.
- name: IdentityProviders
summary: Methods to get a list of identity providers.
description: Methods to get a list of identity providers.
- name: ReservedDomains
summary: Methods to get a list of reserved domains.
description: Methods to get a list of reserved domains.
- name: Organization
summary: Methods for working with organizations.
description: Methods for working with organizations.
x-original-swagger-version: '2.0'