Tool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.

Tool to archive a specific template by its unique identifier. Use after verifying the template ID.

Tool to clone an existing template into a new template with optional custom name, folder, and external_id. Use when you need to duplicate a template with specific customization options.

Tool to create signature requests (submissions) from an existing document template and send them to submitters. Use this when you have a pre-configured template and want to send it for signing to one or more parties. Supports email and SMS notifications, custom messages, field pre-filling, and sequential or simultaneous signing workflows.

Tool to create a one-off submission (signature request) from a DOCX document with dynamic content variables. Use [[variable_name]] text tags in the DOCX to define dynamic content variables and {{Field Name;role=Signer1;type=date}} text tags to define fillable fields. This allows you to generate personalized documents with pre-filled content and signature fields extracted from the DOCX file.

Tool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form. Use this when you want to create a signature request directly from HTML without first creating a reusable template. Field tags in HTML (like {{field_name}} or <signature-field>) will be automatically converted to fillable form fields.

Tool to create a one-off submission (signature request) from a PDF file. Use this to upload a PDF document and send it for electronic signature without creating a reusable template first. You can define signature fields and other form fields either by using text tags in the PDF (e.g., {{Signature;role=First Party;type=signature}}) or by specifying field coordinates in the request.

Tool to create submissions for a document template and send them to specified email addresses. Use this for simplified submission creation with Zapier or other automation tools. Each email address will receive a unique submission link.

Tool to create a fillable document template from a Microsoft Word DOCX file. Use when you need to convert a DOCX document with field tags into a template.

Tool to create a fillable document template from HTML content with pre-defined fields. Use when you need to create a template directly from HTML with custom field tags for text, signatures, dates, and other fillable elements.

Tool to create a fillable document template from a PDF file. Use when you need to create a reusable template from a PDF. Fields can be defined using {{Field Name;role=Signer1;type=date}} text tags in the PDF or by specifying pixel coordinates.

Tool to retrieve detailed information about a specific submission. Use when you need to fetch complete submission details including submitters, documents, status, template, events, and metadata.

Tool to retrieve documents for a submission. Returns partially filled documents if the submission is in progress, or final signed documents if completed. Use when you need to download submission documents.

Tool to retrieve detailed information about a submitter by ID. Use when you need to fetch submitter details including documents, field values filled by the signer, submission events, and status.

Tool to retrieve details of a specific template by its unique identifier. Use when you need to fetch template metadata by ID.

List document submissions with filtering and cursor-based pagination. Use to retrieve, search, and browse existing submissions by template, status, or submitter details. Supports searching by submitter name, email, or phone.

Retrieve a paginated list of submitters with optional filtering. Use this tool to: - List all submitters across all submissions - Filter submitters by submission, status dates, or search query - Paginate through large result sets using 'after' and 'before' cursors Examples: - List all submitters: {} - Filter by submission: {"submission_id": 12345} - Search by email: {"q": "john@example.com"} - Get completed submitters in a date range: {"completed_after": "2024-01-01T00:00:00Z", "completed_before": "2024-12-31T23:59:59Z"} - Paginate results: {"limit": 50, "after": 3567000}

Tool to retrieve a list of available document templates with pagination and filtering. Use when you need to search templates by name, slug, external_id, folder, or archived status.

Merge multiple DocuSeal templates into a single combined template. This action consolidates documents and fields from multiple source templates into one new template. Use this when you need to create a combined document package from existing templates. The merged template will contain all documents and fields from the source templates. Requires at least one template ID, but typically used with two or more.

Tool to update submitter details, pre-fill or update field values, re-send signature request emails, or mark as auto-signed for automatic signing via API. Use when you need to modify submitter information, resend requests, or programmatically complete submissions.

Tool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it. Use when you need to modify template properties.

Tool to add, remove, or replace documents in a template with provided PDF/DOCX file or HTML content. Use when you need to modify the document structure of an existing template.