# DocuSign: what the assistant can do

> Everything the assistant can do in DocuSign by text: 9 actions, with example texts, the DocuSign API call behind each one, and which ones ask first or can be undone.

Source: https://asktack.com/docs/actions/docusign/

In DocuSign, the assistant can list templates, send for signature, send a document you text, save a document as a template, check signature status, void an envelope, resend a reminder, see what's waiting and get the signed copy. You ask by text, in your own words.

**Status:** Available. How to connect, permissions and limits: [DocuSign](https://asktack.com/docs/integrations/docusign/).

| What it does | Asks first? | Undo |
|---|---|---|
| List templates | No | – |
| Send for signature | Always | No |
| Send a document you text | Always | No |
| Save a document as a template | If unsure | 10 minutes |
| Check signature status | No | – |
| Void an envelope | Always | No |
| Resend a reminder | Always | No |
| See what's waiting | No | – |
| Get the signed copy | No | – |

Asking first and undo follow the same rules for every tool: see [Confirmations and undo](https://asktack.com/docs/confirmations-and-undo/).

## List templates

Lists your DocuSign templates: the documents you can send for signature.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **DocuSign API call:** `GET /restapi/v2.1/accounts/{accountId}/templates`
- **Action name:** `docusign.list_templates`

**Example texts:**

- "what docusign templates do I have"
- "list my templates"
- "which contracts can you send"

## Send for signature

Sends a document from one of your templates to one person to sign.

- **Asks before doing it?** Yes, always. You see exactly what will happen and say yes before it does it.
- **Can be undone?** No. Sent items can't be unsent, which is why it always asks first.
- **DocuSign API call:** `POST /restapi/v2.1/accounts/{accountId}/envelopes`
- **Action name:** `docusign.send_from_template`

**Example texts:**

- "send the listing agreement to Jane Ortiz jane@ortiz.com"
- "send the Lopez contract"
- "send Dana Lee the supply agreement, dana@leefarms.com"

## Send a document you text

Sends the PDF or photos of a document you text to one person to sign. They place their own signature, or get a signature and date box at the bottom of the last page if your account requires boxes; the preview says which.

- **Asks before doing it?** Yes, always. You see exactly what will happen and say yes before it does it.
- **Can be undone?** No. Sent items can't be unsent, which is why it always asks first.
- **DocuSign API call:** `POST /restapi/v2.1/accounts/{accountId}/envelopes (documentBase64)`
- **Action name:** `docusign.send_document`

**Example texts:**

- "[PDF] send this to Jane Ortiz at jane@ortiz.com to sign"
- "[photo] get Bob Kim to sign this, bob.kim@gmail.com"
- "[2 photos] send this change order to Dana Lee dana@leefarms.com for signature"

## Save a document as a template

Saves the PDF or photos you text as a DocuSign template with one signer (Client, or the role you name), so you can send it by name later.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **DocuSign API call:** `POST /restapi/v2.1/accounts/{accountId}/templates`
- **Action name:** `docusign.create_template`

**Example texts:**

- "[PDF] save this as a template called Service Agreement"
- "[PDF] make this a DocuSign template, Lease Addendum, signer is the tenant"
- "[3 photos] turn this into a template named Work Authorization"

## Check signature status

Tells you whether a document was sent, opened, signed, declined or voided.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **DocuSign API call:** `GET /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}`
- **Action name:** `docusign.envelope_status`

**Example texts:**

- "did Jane sign?"
- "has Dana signed the supply agreement yet"
- "status of the Henderson contract"

## Void an envelope

Cancels a document that's still out for signature.

- **Asks before doing it?** Yes, always. You see exactly what will happen and say yes before it does it.
- **Can be undone?** No. Change or remove it in the tool itself.
- **DocuSign API call:** `PUT /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId} (status: voided)`
- **Action name:** `docusign.void_envelope`

**Example texts:**

- "void the Henderson contract"
- "cancel the agreement I sent to Jane"
- "void Dana's supply agreement, wrong price"

## Resend a reminder

Sends an unsigned document again, as a reminder to everyone who hasn't signed.

- **Asks before doing it?** Yes, always. You see exactly what will happen and say yes before it does it.
- **Can be undone?** No. Sent items can't be unsent, which is why it always asks first.
- **DocuSign API call:** `PUT /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}?resend_envelope=true`
- **Action name:** `docusign.resend`

**Example texts:**

- "resend the agreement to Jane"
- "remind Dana to sign the supply agreement"
- "send the Henderson contract again"

## See what's waiting

Lists everything still out for signature: what it is, who it's waiting on, and when it went out.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **DocuSign API call:** `GET /restapi/v2.1/accounts/{accountId}/envelopes?status=sent,delivered`
- **Action name:** `docusign.list_waiting`

**Example texts:**

- "what's still out for signature?"
- "who hasn't signed yet"
- "anything waiting on Garcia in docusign"

## Get the signed copy

Texts you a link to the signed PDF of a finished envelope. The link works for 24 hours.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **DocuSign API call:** `GET /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/combined`
- **Action name:** `docusign.get_signed_document`

**Example texts:**

- "send me the signed garcia contract"
- "can I get the signed copy of Jane's listing agreement"
- "text me the executed Henderson lease"

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*This list is generated from the code that runs each action, so it's always current.*