# DocuSign

> Send, sign, and track DocuSign envelopes, templates, recipients, and webhooks via the eSignature API.

Lets an agent prepare, send, and track e-signature envelopes in DocuSign - build envelopes from documents or templates, manage recipients and signing links, and subscribe to envelope events.

## What it can do

| Method | What it does |
| --- | --- |
| `docusign_list_envelopes` | List envelopes; filter by status, date range, count, and pagination offset. |
| `docusign_get_envelope` | Get a single envelope by id. |
| `docusign_create_envelope` | Create an envelope (draft), or send immediately with status=sent. |
| `docusign_update_envelope` | Update a draft envelope. |
| `docusign_delete_envelope` | Delete a draft envelope. |
| `docusign_send_envelope` | Send a draft envelope (set status to sent). |
| `docusign_void_envelope` | Void (cancel) a sent envelope. |
| `docusign_add_envelope_documents` | Add documents to an existing envelope. |
| `docusign_get_envelope_documents` | List the documents in an envelope. |
| `docusign_get_envelope_document` | Download a single document (PDF) from an envelope. |
| `docusign_get_envelope_recipients` | List recipients and their signing status. |
| `docusign_add_envelope_recipients` | Add recipients to a draft envelope. |
| `docusign_update_envelope_recipients` | Update recipients in a draft envelope. |
| `docusign_get_recipient_signing_link` | Get an embedded signing URL for a recipient (valid 5 minutes). |
| `docusign_list_templates` | List account templates; optional search text and pagination. |
| `docusign_get_template` | Get a template's details. |
| `docusign_create_envelope_from_template` | Create an envelope from a template with role bindings. |
| `docusign_add_tabs` | Add signature, date, or text tabs to a document. |
| `docusign_get_account` | Get account profile and plan info. |
| `docusign_list_connect_webhooks` | List Connect webhook subscriptions. |
| `docusign_create_connect_webhook` | Create a Connect webhook for envelope events. |
| `docusign_update_connect_webhook` | Update a Connect webhook subscription. |
| `docusign_delete_connect_webhook` | Delete a Connect webhook subscription. |

## How to get credentials

DocuSign connects over OAuth - there is no token to copy or paste.

1. In FlyMyAI, add the **DocuSign** connector and click **Connect**.
2. You are redirected to DocuSign - sign in to your account.
3. Review the requested permissions and click **Allow**.
4. You return to FlyMyAI and the connection is ready to use.

FlyMyAI stores the access and refresh tokens for you and refreshes them automatically, so you never handle a key by hand.

## Fields to fill in FlyMyAI

There is nothing to fill in - the OAuth flow sets every value below automatically.

| FlyMyAI field | Where it comes from |
| --- | --- |
| `DOCUSIGN_ACCESS_TOKEN` | Set automatically by the DocuSign OAuth flow |
| `DOCUSIGN_REFRESH_TOKEN` | Set automatically by the DocuSign OAuth flow |
| `DOCUSIGN_ACCOUNT_ID` | Set automatically from your DocuSign account after consent |
| `DOCUSIGN_BASE_URI` | Set automatically from your DocuSign account after consent |