v1

latestSwagger 2.02026-07-134146194.6 MB
Envelopes

Send, void, or modify a draft envelope. Purge documents from a completed envelope.

This method enables you to make changes to an envelope. You can use it to:

  • Send a draft envelope
  • Void an in-process envelope
  • Modify a draft envelope
  • Purge documents and envelope metadata from the Docusign platform

Although the request body for this method is a complete envelope definition, you only need to provide the properties that you're updating.

Sending a draft envelope

To send a draft envelope, include the following code in the request body:

{
  "status": "sent"
}

You can attach a workflow before sending the envelope:

{
  "status": "sent",
  "workflow": {
    "workflowSteps": [
      {
        "action": "pause_before",
        "description": "pause_before routing order 2",
        "itemId": 2,
        "triggerOnItem": "routing_order"
      }
    ]
  }
}

Working with workflows

To unpause a workflow, the request body should include this:

{
  "workflow": {
    "workflowStatus": "in_progress"
  }
}

Voiding an in-process envelope

To void an in-process envelope, include the following code in the request body:

{
  "status": "voided",
  "voidedReason": "The reason for voiding the envelope"
}

Modifying envelope email information

To change the email subject and message of a draft envelope, include the following code in the request body:

{
  "emailSubject": "new email subject",
  "emailBlurb": "new email message"
}

Purging documents from Docusign

To place only the documents in the purge queue, leaving any corresponding attachments and tabs in the Docusign platform, set the purgeState property to documents_queued.

{
  "envelopeId": "222e6847-xxxx-xxxx-xxxx-72a3c9c16fca",
  "purgeState": "documents_queued"
}

To place documents, attachments, and tabs in the purge queue, set the purgeState property to documents_and_metadata_queued.

{
  "envelopeId": "222e6847-xxxx-xxxx-xxxx-72a3c9c16fca",
  "purgeState": "documents_and_metadata_queued"
}

To place documents, attachments, and tabs in the purge queue and to redact personal information, set the purgeState property to documents_and_metadata_and_redact_queued.

{
  "envelopeId": "222e6847-xxxx-xxxx-xxxx-72a3c9c16fca",
  "purgeState": "documents_and_metadata_and_redact_queued"
}

You can purge documents only from completed envelopes that are not marked as the authoritative copy. The user requesting the purge must have permission to purge documents and must be the sender or be acting on behalf of the sender.

When the purge request is initiated the items to be purged are placed in the purge queue for deletion in 14 days. The sender and all recipients with Docusign accounts associated with the envelope get an email notification the documents will be deleted in 14 days. The notification contains a link to the documents. A second email notification is sent 7 days later. At the end of the 14-day period the documents are deleted from the system. Recipients without Docusign accounts do not receive email notifications.

If your account has a Document Retention policy, envelope documents are automatically placed in the purge queue, and notification emails are sent at the end of the retention period. Setting a Document Retention policy is the same as setting a schedule for purging documents.

Removing documents from the purge queue

To remove documents from the purge queue, include the following code in the request body:

{
  "envelopeId": "222e6847-xxxx-xxxx-xxxx-72a3c9c16fca",
  "purgeState": "documents_dequeued"
}

Related topics

put/v2.1/accounts/{accountId}/envelopes/{envelopeId}

Path parameters

accountIdstring required

The external account number (int) or account ID GUID.

envelopeIdstring required

The envelope's GUID.

Example: 93be49ab-xxxx-xxxx-xxxx-f752070d71ec

Query parameters

advanced_updatestring

When true, allows the caller to update recipients, tabs, custom fields, notification, email settings and other envelope attributes.

recycle_on_voidstring
resend_envelopestring

When true, sends the specified envelope again.

Request body

accessControlListBase64string

Reserved for Docusign.

allowCommentsstring

When true, users can add comments to the documents in the envelope. For example, if a signer has a question about the text in the document, they can add a comment to the document.

allowMarkupstring

When true, the Document Markup feature is enabled.

Note: To use this feature, Document Markup must be enabled at both the account and envelope levels. Only Admin users can change this setting at the account level.

allowReassignstring

When true, the recipient can redirect an envelope to a more appropriate recipient.

allowViewHistorystring

When true, recipients can view the history of the envelope.

anySignerstring

Deprecated. This feature has been replaced by signing groups.

asynchronousstring

When 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.

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 by using the transactionId or by checking the Connect notification.

attachmentsUristring

Contains a URL for retrieving the attachments that are associated with the envelope.

authoritativeCopystring

When true, marks all of the documents in the envelope as authoritative copies.

Note: You can override this value for a specific document. For example, you can set the authoritativeCopy property to true at the envelope level, but turn it off for a single document by setting the authoritativeCopy property for the document to false.

authoritativeCopyDefaultstring

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.

autoNavigationstring

When true, autonavigation is set for the recipient.

brandIdstring

The ID of the brand.

brandLockstring

When true, the brandId for the envelope is locked and senders cannot change the brand used for the envelope.

burnDefaultTabDatastring
certificateUristring

The URI for retrieving certificate information.

completedDateTimestring

Specifies the date and time this item was completed.

copyRecipientDatastring
createdDateTimestring

The UTC DateTime when the item was created.

customFieldsUristring

The URI for retrieving custom fields.

declinedDateTimestring

The date and time the recipient declined the document. This property is read-only.

deletedDateTimestring

Reserved for Docusign.

deliveredDateTimestring

The date and time that the envelope was delivered to the recipient. This property is read-only.

disableResponsiveDocumentstring

When true, responsive documents are disabled for the envelope.

documentBase64string

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.

documentsCombinedUristring

The URI for retrieving all of the documents associated with the envelope as a single PDF file.

documentsUristring

The URI for retrieving all of the documents associated with the envelope as separate files.

emailBlurbstring

This is the same as the email body. If specified it is included in email body for all envelope recipients.

emailSubjectstring

The subject line of the email message that is sent to all recipients.

For information about adding merge field information to the email subject, see Template Email Subject Merge Fields.

Note: The subject line is limited to 100 characters, including any merged fields.It is not truncated. It is an error if the text is longer than 100 characters.

enableWetSignstring

When true, the signer is allowed to print the document and sign it on paper.

enforceSignerVisibilitystring

When true, the option selected in the Document Visibility section in your account Sending Settings will be enforced for the envelope. See Fields and Properties for details about document visibility options. Setting enforceSignerVisibility to true also enables you to omit documents from the specified recipients' envelopes by using the excludedDocuments array. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all of the documents in an envelope, unless they are specifically excluded by using the excludedDocuments setting when an envelope is sent. Documents that do not have tabs are always visible to all recipients, unless they are excluded by using the excludedDocuments setting.

Note: To use this functionality, document visibility must be enabled for the account. The document visibility feature is available in all developer accounts, but only in certain production account plans. Contact Docusign Support or your account manager to find out whether document visibility is available for your production account plan.

envelopeIdstring

The envelope ID of the envelope status that failed to post.

envelopeIdStampingstring

When true, Envelope ID Stamping is enabled. After a document or attachment is stamped with an Envelope ID, the ID is seen by all recipients and becomes a permanent part of the document and cannot be removed.

envelopeLocationstring

Reserved for Docusign.

envelopeUristring

The URI for retrieving the envelope or envelopes.

expireAfterstring

Not used. Use the expirations property in the notification object instead.

expireDateTimestring

The date and time that the envelope is set to expire. This value is determined by the InitialSentDateTime of the envelope and the expireAfter property of the notification object. (Note that the expireAfter property of the envelope itself is not used.)

expireEnabledstring

Not used. Use the expirations property in the notification object instead.

externalEnvelopeIdstring

May contain an external identifier for the envelope.

hasCommentsstring

When true, indicates that users have added comments to the envelope.

hasFormDataChangedstring

When true, indicates that the data collected through form fields on a document has changed.

hasWavFilestring

When true, indicates that a .wav file used for voice authentication is included in the envelope.

holderstring

Reserved for Docusign.

initialSentDateTimestring

The date and time the envelope was initially sent.

is21CFRPart11string

When true, indicates compliance with United States Food and Drug Administration (FDA) regulations on electronic records and electronic signatures (ERES).

isDynamicEnvelopestring

When true, indicates that the envelope is a dynamic envelope.

isSignatureProviderEnvelopestring

When true, indicates that the envelope is a signature-provided envelope.

isTicketRelatedEnvelopestring
lastModifiedDateTimestring

The date and time that the item was last modified.

locationstring

Reserved for Docusign.

messageLockstring

When true, prevents senders from changing the contents of emailBlurb and emailSubject properties for the envelope.

Additionally, this prevents users from making changes to the contents of emailBlurb and emailSubject properties when correcting envelopes.

However, 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.

notificationUristring

The URI for retrieving notifications.

purgeCompletedDatestring

The date that a purge was completed.

purgeRequestDatestring

The date that a purge was requested.

purgeStatestring

Shows the current purge state for the envelope. Valid values:

  • 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_purged: The envelope documents have been successfully purged.
  • documents_and_metadata_queued: The envelope documents and metadata have been added to the purge queue, but have not yet been purged.
  • documents_and_metadata_purged: The envelope documents and metadata have been successfully purged.
  • documents_and_metadata_and_redact_queued: The envelope documents and metadata have been added to the purge queue, but have not yet been purged, nor has personal information been redacted.
  • documents_and_metadata_and_redact_purged: The envelope documents and metadata have been successfully purged, and personal information has been redacted.

Related topics

recipientsLockstring

When true, prevents senders from changing, correcting, or deleting the recipient information for the envelope.

recipientsUristring

Contains a URI for an endpoint that you can use to retrieve the recipients.

sentDateTimestring

The UTC DateTime when the envelope was sent. This property is read-only.

signerCanSignOnMobilestring

When true, recipients can sign on a mobile device.

Note: Only Admin users can change this setting.

signingLocationstring

Specifies the physical location where the signing takes place. It can have two enumeration values; inPerson and online. The default value is online.

statusstring

Indicates the envelope status. Valid values are:

  • completed: The recipients have finished working with the envelope: the documents are signed and all required tabs are filled in.
  • created: The envelope is created as a draft. It can be modified and sent later.
  • declined: The envelope has been declined by the recipients.
  • delivered: The envelope has been delivered to the recipients.
  • sent: The envelope will be sent to the recipients after the envelope is created.
  • signed: The envelope has been signed by the recipients.
  • voided: The envelope is no longer valid and recipients cannot access or sign the envelope.
statusChangedDateTimestring

The data and time that the status changed.

templatesUristring

The URI for retrieving the templates.

transactionIdstring

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 c onnection was lost before the envelope status was returned.

useDisclosurestring

When true, the disclosure is shown to recipients in accordance with the account's Electronic Record and Signature Disclosure frequency setting. When false, the Electronic Record and Signature Disclosure is not shown to any envelope recipients.

If 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.

uSigStatestring
voidedDateTimestring

The date and time the envelope or template was voided.

voidedReasonstring

The reason the envelope or template was voided.

Note: The string is truncated to the first 200 characters.

Response

Successful response.