v1
latestSwagger 2.02026-07-134146194.6 MBCreates an envelope.
Creates and sends an envelope or creates a draft envelope. Envelopes are fundamental resources in the Docusign platform.
With this method you can:
- Create and send an envelope with documents, recipients, and tabs.
- Create and send an envelope from a template.
- Create and send an envelope from a combination of documents and templates.
- Create a draft envelope.
When you use this method to create and send an envelope in a single request, the following parameters in the request body (an envelopeDefinition object) are required:
| Parameter | Description |
|---|---|
| status | Set to sent to send the envelope to recipients.<br>Set to created (or don't set at all) to save the envelope as a draft. |
| emailSubject | The subject of the email used to send the envelope. |
| documents | The documents to be signed. |
| recipients | The email addresses of the envelope recipients. |
When you create an envelope by using a composite template, you should specify the envelope custom fields in the inline template. Any custom fields that you specify at the root level are ignored.
If the envelope has a workflow definition and the workflowStatus is paused, the envelope will not be sent immediately, even if the envelope's status is sent.
Related topics
Envelope and template objects along with documents, recipients, and tabs are the five object models at the core of the eSignature API. The eSignature concepts guide describes how the five object models work together.
The following how-to articles contain practical examples that show you how to to configure this method's envelopeDefinition request body to perform common tasks.
Requesting a signature
- How to request a signature by email
- How to request a signature through your app
- How to request a signature by email using a template
- How to request a signature using a composite template
- How to request a signature by SMS or WhatsApp delivery
- How to send a request for payment
- How to send an envelope to an In Person Signer
- How to request a signature by email using CORS
- How to request a signature through your CORS-enabled browser app
- How to request a signature through your app (embedded signing) with a CFR Part 11 account
Working with envelopes and templates
- How to get envelope information
- How to list envelope recipients
- How to list envelope status changes
- How to create a template
- How to send an envelope via your app
- How to bulk send envelopes
Working with advanced recipient routing
- How to pause a signature workflow
- How to unpause a signature workflow
- How to use conditional recipients
- How to schedule an envelope
- How to send an envelope with delayed routing
Working with documents
- How to list envelope documents
- How to download envelope documents
- How to attach documents via binary transfer
- How to create a signable HTML document
- How to convert a PDF file into a signable HTML document
- How to set document visibility for envelope recipients
- How to request a signature by email with document generation
Working with tabs
- How to get envelope tab values
- How to get envelope custom tab values
- How to set envelope tab values
- How to set tab values in a template
Working with brands
- How to create a brand
- How to apply a brand to an envelope
- How to apply a brand and template to an envelope
Working with permissions
- How to create a permission profile
- How to update individual permission settings
- How to set a permission profile
- How to delete a permission profile
Implementing multi-factor recipient (signer) authentication
- How to require ID verification (IDV) for a recipient
- How to require knowledge-based authentication (KBA) for a recipient
- How to require phone authentication for a recipient
- How to require access code authentication for a recipient
Path parameters
The external account number (int) or account ID GUID.
Query parameters
Reserved for Docusign.
When true, users can define the routing order of recipients while sending documents for signature.
Reserved for Docusign.
When 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.
Request body
Response
Successful response.