DocuSign: what the assistant can do

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.

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.

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.