Oksign integration

Remove Briefcase

Tool to remove a previously created briefcase from OKSign platform. Use when you need to delete a briefcase that is no longer needed. The briefcase is identified by the token received when it was created.

Retrieve Briefcase Information

Tool to retrieve a previously uploaded briefcase tokeninfo for consultation. Use when you need to examine bundled document properties and signer requirements without re-creating the briefcase.

Remove Contacts

Tool to remove specified contacts from the account's contact list. Use when you need to delete one or more contacts by providing their name and email.

Retrieve Contacts

Tool to retrieve the list of contacts stored in the account. Use when you need to access all contacts with their details including name, email, mobile number, and role.

Upload Contacts

Tool to insert or update contact information in the account's contact list. Use when you need to add new contacts or update existing ones with details like name, email, phone, mobile, address, company, or identifier.

Retrieve Account Credits

Tool to retrieve account credit balance and storage information. Use when you need to check available credits or storage capacity.

Check Document Exists

Tool to check if a signed or unsigned document still exists on the OKSign platform. Use when you need to verify document availability before performing operations.

Remove Document

Tool to remove a signed or unsigned document from the OKSign platform. Use when you need to delete a document and its signed copies from storage. Note: If document is removed immediately after signing while platform processes notifications, service may return FAILED status with retry message.

Upload Document

Tool to upload a PDF or Word document to OKSign platform for completion and/or signing. Use when you need to add a new document that requires signatures. Maximum file size is 10 MB. Supported formats: PDF, DOC, DOCX.

Create Editor Express Session

Tool to invoke the OKSign Editor Express for modifying documents and form descriptors. Use when you need to open documents in an interactive editor where users can add signature fields, form fields, and configure signing workflows. The editor URL returned can be embedded or redirected to within you…

Upload Form Descriptor

Tool to upload form descriptor defining signature fields and other field types to a document. Use when you need to add form fields, signature areas, and configure signing workflows for a document.

Get Active Documents

Tool to retrieve all active document IDs and properties from OKsign account. Use when you need to list documents visible in the Active Documents tab. Note: Rate limited to 1 request per 3 minutes.