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Archive Submission

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

Archive Template

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

Clone Template (v2)

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.

Create Submission

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 sequ…

Create Submission From DOCX

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 per…

Create Submission From HTML

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-…

Create Submission From PDF

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;r…

Create Submissions From Emails

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.

Create Template from DOCX

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.

Create Template from HTML

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.

Create Template From PDF

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.

Get Submission

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.