docusign

DocuSign is an electronic signature platform for preparing, sending, signing, and tracking agreements. It is commonly used for contracts, approvals, onboarding packets, sales documents, and other signature-driven workflows.

In Agent Forge, the DocuSign integration allows agents and workflows to list envelopes, retrieve envelope details, and send envelopes from existing templates. This makes it possible to automate document routing while keeping signature execution inside DocuSign.

Usage Instructions

Connect a DocuSign account with OAuth, select the operation, and provide the required envelope or template fields. Sending from a template requires a template ID and template roles formatted as a JSON array.

Tools

docusign_list_envelopes

List envelopes for the connected DocuSign account. Use the optional fromDate field to limit results to envelopes created after a specific date.

docusign_get_envelope

Fetch details for a specific envelope by envelope ID.

docusign_send_envelope_from_template

Send or draft an envelope from a DocuSign template using template roles.

Input

Parameter	Type	Required	Description
credential	string	Yes	Connected DocuSign OAuth credential
fromDate	string	No	Filter envelopes created since a date
envelopeId	string	For get envelope	Envelope identifier
templateId	string	For template send	DocuSign template identifier
templateRoles	array	For template send	Template role assignments
emailSubject	string	No	Envelope email subject
status	string	No	sent to send immediately or created to save as draft

Output

Parameter	Type	Description
data	json	DocuSign response data

Notes

• Category: tools

• Type: docusign

• Authentication: DocuSign OAuth