DocuSign integration for Claude and Codex

Adds multiple contacts to a user's contacts list in DocuSign. This endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. It's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. The endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. Use this when you need to add or update multiple contacts simultaneously in a DocuSign account. Note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.

Adds or modifies email override settings for a specific DocuSign envelope, allowing customization of the reply-to email address and name, as well as BCC email addresses for archiving purposes. This endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. It's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. Note that these changes only affect email communications that occur after the addition is made, and the BCC feature is limited to users with appropriate permissions. For security reasons, additional signer authentication is recommended when using the BCC for Email Archive feature.

Adds one or more envelope attachments to a draft or in-process envelope in DocuSign. This endpoint allows developers to include additional files with an envelope that are not converted to PDF and are only accessible through the API. It's useful for attaching supporting documents or metadata files that should not be part of the main signing process. The endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 MB each. Note that these attachments are not visible in the DocuSign web application and are intended for programmatic use only.

This endpoint adds one or more existing brands to a specified group in DocuSign. It allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. The endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. It's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.

This endpoint adds a file to a specific folder within a DocuSign workspace. It allows users to upload and organize files in their DocuSign account, enabling better document management and collaboration. The method should be used when integrating file upload functionality with DocuSign workspaces, such as when adding new documents to a project or sharing files with team members. It's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.