> ## Documentation Index
> Fetch the complete documentation index at: https://docs.atako.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign

> Connect DocuSign to your Atako agents — 7 read and 3 write actions.

Let your agents manage envelopes, templates and users in your DocuSign eSignature account.

## Connection

* **Authentication**: OAuth 2.0 — you authorize Atako via DocuSign's consent screen; no key to copy.
* **Scopes requested**:
  * `signature`

<Note>
  DocuSign → Settings → Integrations → Apps and Keys → Add App and Integration Key. Set the OAuth Redirect URI to your platform callback URL and enable "Authorization Code Grant". Copy the Integration Key (client ID) and generate a secret key. The minimal scope is "signature" (send and manage envelopes); the account and its API host are discovered automatically at connect time.

  See [DocuSign's documentation](https://developers.docusign.com/platform/auth/obtaining-access-tokens/).
</Note>

## Read actions (7)

| Action                    | Description                                                                                                                                                   |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `get_envelope`            | Retrieve a single envelope by its envelopeId.                                                                                                                 |
| `get_envelope_documents`  | List documents attached to an envelope (names, types, sizes). Does not download binary content.                                                               |
| `get_envelope_recipients` | List recipients (signers, carbon copies, etc.) for an envelope. Returns name, email, status, and routing order for each.                                      |
| `get_template`            | Retrieve a single template by its templateId, including its role definitions.                                                                                 |
| `list_envelopes`          | List envelopes in the account, filtered by from\_date (ISO 8601, required), optional status, user\_id, and folder\_ids. Returns a list of envelope summaries. |
| `list_templates`          | List templates in the account. Optionally filter by user, folder, or created date. Returns template summaries.                                                |
| `list_users`              | List users in the DocuSign account. Returns user profiles with id, name, email, user\_status, and user\_type.                                                 |

## Write actions (3)

| Action            | Description                                                                                                                                                                                                                      |
| ----------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `create_envelope` | Create an envelope from a template. Pass templateId, templateRoles (array of \{name, email, roleName}), and status ("created" for draft, "sent" to send immediately — default "created"). emailSubject and message are optional. |
| `send_envelope`   | Send a draft envelope by setting its status to "sent". The envelope must be in "created" status.                                                                                                                                 |
| `void_envelope`   | Void (cancel) an envelope. Pass voided: true and a voidedReason (required, max 1000 chars). The envelope must not yet be completed.                                                                                              |

## Permissions

Every action above must be explicitly granted to an agent before it can be used. See [Permissions](/integrations/permissions) for the grant model and [Security](/integrations/security) for how credentials are protected.