# Documenso

Documenso is an open-source electronic signature platform that allows users to create, send, and sign documents digitally.

- **Category:** signatures
- **Auth:** API_KEY
- **Composio Managed App Available?** N/A
- **Tools:** 77
- **Triggers:** 0
- **Slug:** `DOCUMENSO`
- **Version:** 20260312_00

## Tools

### Create Document Beta

**Slug:** `DOCUMENSO_CREATE_DOCUMENT_BETA`

Tool to create a new document using the beta endpoint that returns a presigned URL for file upload. After calling this action, upload the PDF file to the returned uploadUrl using a PUT request. Use when you need to create a document and upload the file separately.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `meta` | object | No | Metadata and settings for the document. |
| `title` | string | Yes | Title of the document |
| `folderId` | string | No | ID of the folder to place the document in |
| `externalId` | string | No | External identifier for the document (e.g., from your system) |
| `formValues` | object | No | Form field values for the document |
| `recipients` | array | No | Recipients for the document |
| `visibility` | string ("EVERYONE" | "MANAGER_AND_ABOVE" | "ADMIN") | No | Visibility setting for the document. |
| `attachments` | array | No | Attachments to include with the document |
| `globalAccessAuth` | array | No | Global access authentication requirements |
| `globalActionAuth` | array | No | Global action authentication requirements |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Document Field

**Slug:** `DOCUMENSO_CREATE_DOCUMENT_FIELD`

Tool to create a single field for a document. Use when you need to add a signature, initials, text, or other field type to a specific location on a document page. The document must be in DRAFT status to add fields.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `field` | object | Yes | Configuration for the field to create |
| `documentId` | integer | Yes | ID of the document to add the field to |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Document Fields (Bulk)

**Slug:** `DOCUMENSO_CREATE_DOCUMENT_FIELDS_BULK`

Tool to create multiple fields on a document in a single operation. Use when you need to add signature fields, text fields, or other input fields to a DRAFT document. This bulk operation is more efficient than creating fields one at a time. All fields must reference valid recipient IDs from the document.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fields` | array | Yes | List of field specifications to create. Each field must have all required position and dimension properties. |
| `documentId` | integer | Yes | Numeric ID of the document to add fields to. The document must be in DRAFT status. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Document Recipient

**Slug:** `DOCUMENSO_CREATE_DOCUMENT_RECIPIENT`

Tool to create a single recipient for a document. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing document.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipient` | object | Yes | Recipient details including email, name, and role |
| `documentId` | integer | Yes | The numeric ID of the document to add recipient to. Use find_documents_v2 to get valid document IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Document Recipients Bulk

**Slug:** `DOCUMENSO_CREATE_DOCUMENT_RECIPIENTS_BULK`

Tool to create multiple recipients for a document at once. Use when you need to add multiple recipients (signers, approvers, viewers, etc.) to a document in a single operation. The document must be in DRAFT status before adding recipients.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `documentId` | integer | Yes | The numeric ID of the document to add recipients to. The document must be in DRAFT status. |
| `recipients` | array | Yes | List of recipients to create for the document. Each recipient must have email, name, and role. You can specify 1 or more recipients. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Embedding Presign Token V2 Beta

**Slug:** `DOCUMENSO_CREATE_EMBEDDING_PRESIGN_TOKEN_V2_BETA`

Create a presign token for Documenso embedded authoring sessions. Use this tool to generate a token that authorizes embedding document/template creation and editing interfaces in your application. The token is passed to Documenso embed components (EmbedCreateDocument, EmbedUpdateDocument, etc.). Note: This feature requires a Documenso Teams Plan or above. Returns 401 UNAUTHORIZED if the account lacks embedding permissions.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `expiresInSeconds` | integer | No | Custom lifetime of the presign token in seconds. If omitted, defaults to 3600 (1 hour). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Envelope

**Slug:** `DOCUMENSO_CREATE_ENVELOPE`

Tool to create a new envelope in Documenso. Use when you need to create a document or template envelope with optional file uploads, recipients, and configuration settings. The envelope can be configured with signing order, authentication requirements, and notification settings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `meta` | object | No | Metadata configuration for the envelope. |
| `type` | string ("DOCUMENT" | "TEMPLATE") | Yes | Type of envelope: DOCUMENT (regular document) or TEMPLATE (reusable template) |
| `files` | array | No | List of files to upload as part of the envelope. |
| `title` | string | Yes | Title of the envelope (1-255 characters) |
| `folderId` | string | No | ID of the folder to place the envelope in |
| `externalId` | string | No | External or business identifier for the envelope (max 255 characters) |
| `formValues` | object | No | Form field values as a key-value dictionary |
| `recipients` | array | No | List of recipients who will receive or sign the envelope |
| `visibility` | string ("EVERYONE" | "MANAGER_AND_ABOVE" | "ADMIN") | No | Visibility setting: EVERYONE (all team members), MANAGER_AND_ABOVE (managers+), or ADMIN (admins only) |
| `attachments` | array | No | List of attachments to include with the envelope |
| `globalAccessAuth` | array | No | Global access authentication requirements for viewing the envelope |
| `globalActionAuth` | array | No | Global action authentication requirements for signing the envelope |
| `delegatedDocumentOwner` | string | No | Email of the user who will own the document (must be a valid email format) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Envelope Attachment

**Slug:** `DOCUMENSO_CREATE_ENVELOPE_ATTACHMENT`

Create a new attachment for an envelope in Documenso. Use this action to add supporting documents or files to an existing envelope. The file must be provided as a base64-encoded data URI in the format: data:<mime-type>;base64,<base64-data>.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | object | Yes | Attachment data containing label and base64-encoded file content. |
| `envelopeId` | string | Yes | ID of the envelope to attach the file to. Envelope IDs are strings with format 'envelope_*'. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Envelope Items Bulk

**Slug:** `DOCUMENSO_CREATE_ENVELOPE_ITEMS_BULK`

Tool to create multiple items for an envelope with optional file attachments. Use when you need to add items (documents) to an existing envelope in Documenso.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `files` | array | No | Optional list of files to attach to the envelope. |
| `envelopeId` | string | Yes | The ID of the envelope to add items to (e.g., 'envelope_amhzyhlrkbazwuiw') |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Envelope Recipients Bulk

**Slug:** `DOCUMENSO_CREATE_ENVELOPE_RECIPIENTS_BULK`

Tool to create multiple recipients for an envelope in bulk. Use when you need to add several recipients to an existing envelope at once. Each recipient must have an email, name, and role (SIGNER, APPROVER, VIEWER, ASSISTANT, or CC).

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | array | Yes | Array of recipient objects to create. Each recipient must have email, name, and role. |
| `envelopeId` | string | Yes | The envelope ID to add recipients to. Envelope must exist and be in a state that allows adding recipients. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Folder

**Slug:** `DOCUMENSO_CREATE_FOLDER`

Create a new folder in Documenso to organize documents or templates. Use this action when you need to create a folder for organizing files, either as a top-level folder or nested within an existing folder.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | Yes | Name of the folder to create |
| `type` | string ("DOCUMENT" | "TEMPLATE") | No | Folder type enumeration for organizing documents or templates. |
| `parentId` | string | No | Parent folder ID for creating nested folders. Leave empty to create a top-level folder. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Template Beta

**Slug:** `DOCUMENSO_CREATE_TEMPLATE_BETA`

Tool to create a new template using the beta endpoint that returns a presigned URL for file upload. After calling this action, upload the PDF file to the returned uploadUrl using a PUT request. Use when you need to create a template and upload the file separately.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `meta` | object | No | Metadata and settings for the template. |
| `type` | string ("PUBLIC" | "PRIVATE") | No | Type of template (public or private). |
| `title` | string | Yes | Title of the template |
| `folderId` | string | No | ID of the folder to place the template in |
| `externalId` | string | No | External identifier for the template (e.g., from your system) |
| `visibility` | string ("EVERYONE" | "MANAGER_AND_ABOVE" | "ADMIN") | No | Visibility setting for the template. |
| `attachments` | array | No | Attachments to include with the template |
| `publicTitle` | string | No | Public title for the template (for public templates) |
| `globalAccessAuth` | array | No | Global access authentication requirements |
| `globalActionAuth` | array | No | Global action authentication requirements |
| `publicDescription` | string | No | Public description for the template (for public templates) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Template Field

**Slug:** `DOCUMENSO_CREATE_TEMPLATE_FIELD`

Tool to create a single field for a template. Use when you need to add a signature, initials, text, or other field type to a specific location on a template page.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `field` | object | Yes | Configuration for the field to create |
| `templateId` | integer | Yes | ID of the template to add the field to |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Template Fields (Bulk)

**Slug:** `DOCUMENSO_CREATE_TEMPLATE_FIELDS_BULK`

Tool to create multiple fields on a template in a single operation. Use when you need to add signature fields, text fields, or other input fields to a template. This bulk operation is more efficient than creating fields one at a time. All fields must reference valid recipient IDs from the template.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fields` | array | Yes | List of field specifications to create. Each field must have all required position and dimension properties. |
| `templateId` | integer | Yes | Numeric ID of the template to add fields to. The template must exist and be accessible. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Template Recipient

**Slug:** `DOCUMENSO_CREATE_TEMPLATE_RECIPIENT`

Tool to create a single recipient for a template. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing template.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipient` | object | Yes | Recipient details including email, name, and role |
| `templateId` | integer | Yes | The numeric ID of the template to add recipient to. Use find_templates or list_templates to get valid template IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Template Recipients Bulk

**Slug:** `DOCUMENSO_CREATE_TEMPLATE_RECIPIENTS_BULK`

Tool to create multiple recipients for a template at once. Use when you need to add multiple recipients (signers, approvers, viewers, etc.) to a template in a single operation.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipients` | array | Yes | List of recipients to create for the template. Each recipient must have email, name, and role. You can specify 1 or more recipients. |
| `templateId` | integer | Yes | The numeric ID of the template to add recipients to. The template must exist and be in a valid state. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Document

**Slug:** `DOCUMENSO_DELETE_DOCUMENT`

Tool to delete a document. Use when you need to permanently remove a document from Documenso. The deletion is irreversible.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `documentId` | integer | Yes | Numeric ID of the document to delete. Use find_documents_v2 to get valid document IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Document Attachment

**Slug:** `DOCUMENSO_DELETE_DOCUMENT_ATTACHMENT`

Tool to delete an attachment from a document. Use when you need to remove a previously uploaded attachment from a document. The deletion is permanent.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `id` | string | Yes | The unique identifier of the attachment to delete. This ID is returned when attachments are created or listed. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Document Field

**Slug:** `DOCUMENSO_DELETE_DOCUMENT_FIELD`

Tool to delete a single document field by ID. Use when you need to remove a specific field from a document.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fieldId` | integer | Yes | Numeric ID of the document field to delete. Obtain this from document details or field creation response. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Document Fields

**Slug:** `DOCUMENSO_DELETE_DOCUMENT_FIELDS`

Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fieldIds` | string | Yes | Single field ID (int) for individual deletion, or a list of field IDs for batch deletion. |
| `documentId` | string | Yes | Identifier of the document containing the fields to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Document Recipient

**Slug:** `DOCUMENSO_DELETE_DOCUMENT_RECIPIENT`

Tool to delete a recipient from a document. Use when you need to remove a recipient from a document's signing workflow.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipientId` | string | Yes | The unique numeric ID of the recipient to delete from the document |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Envelope

**Slug:** `DOCUMENSO_DELETE_ENVELOPE`

Tool to permanently delete an envelope. Use when you need to remove an envelope from Documenso. The deletion is irreversible and will remove all associated data.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `envelopeId` | string | Yes | The unique identifier of the envelope to delete. This is the envelope's ID string (e.g., 'envelope_cawirirwaumiabbi'). Deletion is permanent and cannot be undone. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Envelope Attachment

**Slug:** `DOCUMENSO_DELETE_ENVELOPE_ATTACHMENT`

Tool to delete an attachment from an envelope. Use when you need to remove a file attachment from a Documenso envelope.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `id` | string | Yes | The unique identifier of the envelope attachment to delete. This ID is returned when listing envelope attachments or creating an attachment. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Envelope Field

**Slug:** `DOCUMENSO_DELETE_ENVELOPE_FIELD`

Tool to delete a field from an envelope. Use when you need to remove an existing field from a document envelope.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fieldId` | integer | Yes | Numeric ID of the envelope field to delete. Obtain this from envelope details or field creation. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Envelope Item

**Slug:** `DOCUMENSO_DELETE_ENVELOPE_ITEM`

Tool to delete an item from an envelope. Use when you need to remove an existing item from a document envelope.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `envelopeId` | string | Yes | Unique identifier of the envelope containing the item to delete. Obtain this from envelope details or creation. |
| `envelopeItemId` | string | Yes | Unique identifier of the envelope item to delete. Obtain this from envelope item details or creation. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Envelope Recipient

**Slug:** `DOCUMENSO_DELETE_ENVELOPE_RECIPIENT`

Tool to delete a recipient from an envelope. Use when you need to remove a recipient from an envelope's signing workflow.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipientId` | integer | Yes | The unique numeric ID of the recipient to delete from the envelope |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Folder

**Slug:** `DOCUMENSO_DELETE_FOLDER`

Tool to permanently delete a folder. Use when you need to remove a folder from Documenso. The deletion is irreversible and will remove all associated data.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `folderId` | string | Yes | The unique identifier of the folder to delete. This is the folder's ID string. Deletion is permanent and cannot be undone. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Template

**Slug:** `DOCUMENSO_DELETE_TEMPLATE`

Permanently delete a template by its ID. Use this action when you need to remove an existing document template from your Documenso account. The deletion is irreversible. Returns success=true with HTTP 200 if deleted, or success=false with HTTP 404 and message='Template not found' if the template does not exist.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `id` | integer | Yes | The unique numeric ID of the template to delete. You can obtain template IDs by listing templates using the List Templates action. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Template Direct Link

**Slug:** `DOCUMENSO_DELETE_TEMPLATE_DIRECT_LINK`

Delete a direct link for a template. Use this action when you need to remove public direct access to a template.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `templateId` | integer | Yes | The unique numeric ID of the template whose direct link should be deleted. You can obtain template IDs by listing templates. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Template Recipient

**Slug:** `DOCUMENSO_DELETE_TEMPLATE_RECIPIENT`

Tool to delete a recipient from a template. Use when you need to remove a recipient from a template's configuration.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipientId` | string | Yes | The unique numeric ID of the recipient to delete from the template |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Template V2

**Slug:** `DOCUMENSO_DELETE_TEMPLATE_V2`

Tool to permanently delete a template using the v2 API. Use when you need to remove a template from Documenso. The deletion is irreversible.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `templateId` | integer | Yes | The unique numeric ID of the template to delete. You can obtain template IDs by listing templates. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Distribute Document V2

**Slug:** `DOCUMENSO_DISTRIBUTE_DOCUMENT_V2`

Tool to distribute a document for signing. Use when you need to send a DRAFT document to recipients for the first time. The document must have recipients with signature fields configured before distribution. For re-sending to recipients who already received the document, use Redistribute Document instead.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `documentId` | integer | Yes | The numeric ID of the document to distribute. Use Find Documents to get this ID. The document must be in DRAFT status with recipients and signature fields configured. |
| `recipients` | array | No | Optional list of specific recipient IDs to distribute to. If omitted, the document is distributed to all pending recipients. Recipient IDs can be obtained from document details. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Distribute Envelope

**Slug:** `DOCUMENSO_DISTRIBUTE_ENVELOPE`

Tool to distribute an envelope to recipients for signing. Use when you need to send an envelope to recipients for the first time. The envelope must have recipients with required signature fields configured before distribution. Returns success status of the distribution operation.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `meta` | object | No | Optional metadata for envelope distribution configuration. |
| `envelopeId` | string | Yes | The ID of the envelope to distribute. The envelope must have recipients configured before distribution. Use the format 'envelope_xxxxx'. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Download Envelope Item

**Slug:** `DOCUMENSO_DOWNLOAD_ENVELOPE_ITEM`

Download an envelope item as PDF. Use this to retrieve the original or signed version of a document within an envelope. The "signed" version includes all signatures and is available after recipients have signed, while "original" returns the document as initially uploaded. First use DOCUMENSO_GET_ENVELOPE_BY_ID to obtain valid envelope item IDs.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `version` | string ("original" | "signed") | No | Version of the envelope item to download. |
| `fileName` | string | No | Optional override for the downloaded filename. If not provided, uses the Content-Disposition header or defaults to envelope_item_{envelopeItemId}.pdf. |
| `envelopeItemId` | string | Yes | The ID of the envelope item to download. Format: envelope_item_<id>. Use DOCUMENSO_GET_ENVELOPE_BY_ID to retrieve envelope items from an envelope. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Download Signed Document

**Slug:** `DOCUMENSO_DOWNLOAD_SIGNED_DOCUMENT`

Download a completed/signed document as PDF. Use this to retrieve the finalized PDF after all recipients have signed. Important: Only documents with status 'COMPLETED' can be downloaded successfully; attempting to download documents in DRAFT or PENDING status will return an error response. First use DOCUMENSO_FIND_DOCUMENTS_V2 with status='COMPLETED' to find downloadable documents.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `id` | integer | Yes | Numeric ID of the document to download. Use DOCUMENSO_FIND_DOCUMENTS_V2 to get valid document IDs. Note: The download will only succeed for documents with COMPLETED status; attempting to download non-completed documents returns an error payload. |
| `fileName` | string | No | Optional override for the downloaded filename. If not provided, uses the Content-Disposition header or defaults to `document_{id}.pdf`. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Duplicate Document V2

**Slug:** `DOCUMENSO_DUPLICATE_DOCUMENT_V2`

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `documentId` | integer | Yes | Numeric ID of the document to duplicate |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Duplicate Envelope V2

**Slug:** `DOCUMENSO_DUPLICATE_ENVELOPE_V2`

Tool to duplicate an envelope with all its settings. Use when you need to create an exact copy of an existing envelope including recipients, fields, and configuration.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `envelopeId` | string | Yes | The ID of the envelope to duplicate. The duplicated envelope will inherit all settings from the original. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Duplicate Template

**Slug:** `DOCUMENSO_DUPLICATE_TEMPLATE`

Tool to duplicate a template with all its settings. Use when you need to create an exact copy of an existing template including fields, recipients, and configuration.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `templateId` | integer | Yes | The ID of the template to duplicate. The duplicated template will inherit all settings from the original. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Documents

**Slug:** `DOCUMENSO_FIND_DOCUMENTS`

Find documents based on search criteria with filtering and pagination. Use when searching for documents by title, status, template, folder, or source. Supports pagination for retrieving large result sets efficiently.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | The pagination page number, starts at 1. |
| `query` | string | No | Search query to filter documents by title or content. |
| `source` | string ("DOCUMENT" | "TEMPLATE" | "TEMPLATE_DIRECT_LINK") | No | Source of the document. |
| `status` | string ("DRAFT" | "PENDING" | "COMPLETED" | "REJECTED") | No | Status of the document. |
| `perPage` | integer | No | The number of items per page. |
| `folderId` | string | No | Filter documents by folder ID. Use to get documents in a specific folder. |
| `templateId` | integer | No | Filter documents by the template ID used to create it. |
| `orderByColumn` | string ("createdAt") | No | Column to order by. |
| `orderByDirection` | string ("asc" | "desc") | No | Order direction. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Documents V2

**Slug:** `DOCUMENSO_FIND_DOCUMENTS_V2`

Retrieve a paginated list of documents with optional filtering and sorting. Use this action to list documents, search by title, or filter by status (DRAFT, PENDING, COMPLETED). Commonly used to obtain document IDs for subsequent operations like downloading, updating, or deleting documents.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination, starting at 1. Defaults to 1 if not specified. |
| `query` | string | No | Search term to filter documents by title. |
| `status` | string ("DRAFT" | "PENDING" | "COMPLETED") | No | Filter documents by status. Valid values: DRAFT (newly created), PENDING (sent for signing), COMPLETED (fully signed). |
| `teamId` | integer | No | Filter documents by team ID. Only returns documents belonging to the specified team. |
| `orderBy` | string ("createdAt" | "updatedAt" | "title") | No | Field to sort results by. Common values: createdAt, updatedAt, title. |
| `perPage` | integer | No | Number of documents per page. Defaults to server-side limit if not specified. |
| `orderDirection` | string ("asc" | "desc") | No | Sort direction. 'asc' for ascending (oldest first), 'desc' for descending (newest first). Defaults to 'desc'. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Envelopes

**Slug:** `DOCUMENSO_FIND_ENVELOPES`

Tool to find envelopes based on search criteria, filters, and pagination. Use this action to search and filter envelopes by query, type, status, source, template ID, or folder ID. Commonly used to retrieve envelope lists for management, reporting, or subsequent operations.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination, starting at 1. Defaults to 1 if not specified. |
| `type` | string ("DOCUMENT" | "TEMPLATE") | No | Envelope type filter values. |
| `query` | string | No | Search query to filter envelopes. |
| `source` | string ("DOCUMENT" | "TEMPLATE" | "TEMPLATE_DIRECT_LINK") | No | Envelope source filter values. |
| `status` | string ("DRAFT" | "PENDING" | "COMPLETED" | "REJECTED") | No | Envelope status filter values. |
| `perPage` | integer | No | Number of envelopes per page. Defaults to server-side limit if not specified. |
| `folderId` | string | No | Filter envelopes by folder ID. |
| `templateId` | integer | No | Filter envelopes by the template ID used to create it. |
| `orderByColumn` | string ("createdAt") | No | Column to order results by. |
| `orderByDirection` | string ("asc" | "desc") | No | Sort direction for results. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Folders

**Slug:** `DOCUMENSO_FIND_FOLDERS`

Tool to find folders based on search criteria and filters. Use this action to search folders by name, filter by type (DOCUMENT or TEMPLATE), or retrieve subfolders by parent ID. Commonly used to organize documents/templates or retrieve folder IDs for subsequent operations.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination, starting at 1. Defaults to 1 if not specified. |
| `type` | string ("DOCUMENT" | "TEMPLATE") | No | Folder type filter values. |
| `query` | string | No | Search query to filter folders by name. |
| `perPage` | integer | No | Number of folders per page. Defaults to server-side limit if not specified. |
| `parentId` | string | No | Filter folders by parent folder ID. Use to retrieve subfolders of a specific parent. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Find Templates

**Slug:** `DOCUMENSO_FIND_TEMPLATES`

Retrieve a paginated list of templates with optional filtering and search. Use this action to find templates, search by title/content, or filter by type (PUBLIC, PRIVATE) or folder. Commonly used to obtain template IDs for subsequent operations like using, updating, or deleting templates.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination, starting at 1. Defaults to 1 if not specified. |
| `type` | string ("PUBLIC" | "PRIVATE") | No | Template visibility type. |
| `query` | string | No | Search term to filter templates by title or content. |
| `perPage` | integer | No | Number of templates per page. Defaults to server-side limit if not specified. |
| `folderId` | string | No | The ID of the folder to filter templates by. Only returns templates in the specified folder. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Document By ID

**Slug:** `DOCUMENSO_GET_DOCUMENT_BY_ID`

Retrieve complete information about a document by its ID. Returns full document details including metadata, recipients, fields, and signing status. Use find_documents_v2 first to get valid document IDs.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `documentId` | integer | Yes | Numeric ID of the document to fetch. Use find_documents_v2 to get valid document IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Document Field

**Slug:** `DOCUMENSO_GET_DOCUMENT_FIELD`

Tool to retrieve a document field by its ID. Use when you need to fetch details about a specific field including its type, position, recipient assignment, and metadata. Useful for inspecting field properties before updating or for validating field configurations.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fieldId` | integer | Yes | Numeric ID of the document field to retrieve |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Document Recipient

**Slug:** `DOCUMENSO_GET_DOCUMENT_RECIPIENT`

Tool to retrieve detailed information about a document recipient by their ID. Use when you need to check the status, fields, or other details of a specific recipient.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipientId` | integer | Yes | The unique numeric ID of the recipient to retrieve |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Documents By IDs

**Slug:** `DOCUMENSO_GET_DOCUMENTS_BY_IDS`

Retrieve multiple documents by their IDs in a single request. Use when you need to fetch detailed information for specific documents. This is more efficient than calling individual get document endpoints when retrieving multiple documents.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `documentIds` | array | Yes | List of document IDs to retrieve. Must contain at least one document ID. Use Find Documents V2 to discover document IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Envelope Attachment

**Slug:** `DOCUMENSO_GET_ENVELOPE_ATTACHMENT`

Tool to find all attachments for a specific envelope. Use this when you need to retrieve attachment information including IDs, types, labels, and data for all attachments associated with an envelope.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `token` | string | No | Optional token for authentication or authorization. Use this if additional token-based access is required. |
| `envelopeId` | string | Yes | ID of the envelope to retrieve attachments for. This is the unique identifier of the envelope containing attachments. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Envelope Audit Log

**Slug:** `DOCUMENSO_GET_ENVELOPE_AUDIT_LOG`

Tool to retrieve audit logs for an envelope. Use this to track all actions performed on an envelope, including who accessed it, when, and from where. Useful for compliance, tracking document history, and debugging workflow issues.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | The pagination page number, starts at 1. Defaults to 1 if not specified. |
| `perPage` | integer | No | The number of items per page. Defaults to server-side limit if not specified. |
| `envelopeId` | string | Yes | The ID of the envelope to retrieve audit logs for. Use actions like FIND_ENVELOPES or CREATE_ENVELOPE to get valid envelope IDs. |
| `orderByColumn` | string ("createdAt") | No | Enum for orderByColumn parameter. |
| `orderByDirection` | string ("asc" | "desc") | No | Enum for orderByDirection parameter. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Envelope By ID

**Slug:** `DOCUMENSO_GET_ENVELOPE_BY_ID`

Retrieve complete information about an envelope by its ID. Returns full envelope details including metadata, recipients, fields, and signing status. Use find_envelopes first to get valid envelope IDs.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `envelopeId` | string | Yes | Unique identifier of the envelope to retrieve. Use find_envelopes to get valid envelope IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Envelope Field

**Slug:** `DOCUMENSO_GET_ENVELOPE_FIELD`

Tool to fetch an envelope field by ID. Use this to retrieve detailed information about a specific field in an envelope, including its type, position, dimensions, and metadata configuration.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fieldId` | integer | Yes | ID of the envelope field to retrieve. This is the unique identifier of the field within the envelope. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Envelope Recipient

**Slug:** `DOCUMENSO_GET_ENVELOPE_RECIPIENT`

Tool to retrieve detailed information about an envelope recipient by their ID. Use when you need to check the status, fields, or other details of a specific recipient.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipientId` | integer | Yes | The unique numeric ID of the recipient to retrieve |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Envelopes By IDs

**Slug:** `DOCUMENSO_GET_ENVELOPES_BY_IDS`

Tool to retrieve multiple envelopes by their IDs. Use this action when you need to fetch multiple envelopes in a single request using envelope IDs, document IDs, or template IDs. Specify the ID type and provide an array of IDs to retrieve.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `ids` | object | Yes | Object containing the type discriminator and array of IDs to retrieve. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Template By ID

**Slug:** `DOCUMENSO_GET_TEMPLATE_BY_ID`

Retrieve complete information about a template by its ID. Returns full template details including metadata, recipients, fields, and configuration settings. Use find_templates or list_templates first to get valid template IDs.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `templateId` | integer | Yes | Numeric ID of the template to fetch. Use find_templates or list_templates to get valid template IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Template Field

**Slug:** `DOCUMENSO_GET_TEMPLATE_FIELD`

Tool to fetch a template field by ID. Use this to retrieve detailed information about a specific field in a template, including its type, position, dimensions, and metadata configuration.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fieldId` | integer | Yes | ID of the template field to retrieve. This is the unique identifier of the field within the template. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Template Recipient

**Slug:** `DOCUMENSO_GET_TEMPLATE_RECIPIENT`

Tool to retrieve detailed information about a template recipient by their ID. Use when you need to check the status, fields, or other details of a specific template recipient.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipientId` | integer | Yes | The unique numeric ID of the recipient to retrieve |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Templates By IDs

**Slug:** `DOCUMENSO_GET_TEMPLATES_BY_IDS`

Retrieve multiple templates by their IDs in a single request. Use when you need to fetch detailed information for specific templates. This is more efficient than calling individual get template endpoints when retrieving multiple templates.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `templateIds` | array | Yes | List of template IDs to retrieve. Must contain at least one template ID. Use Find Templates to discover template IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Templates

**Slug:** `DOCUMENSO_LIST_TEMPLATES`

Tool to list templates. Use when fetching available templates with optional pagination.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination (must be >= 1). |
| `perPage` | integer | No | Number of templates per page (must be >= 1). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Move Document V2

**Slug:** `DOCUMENSO_MOVE_DOCUMENT_V2`

Tool to move a document to a team. Use when transferring documents between personal and team accounts.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `teamId` | integer | No | Numeric ID of the target team to move the document to. Pass null/None to move to personal account. Obtain team IDs from team-related actions. |
| `documentId` | integer | Yes | Numeric ID of the document to move. Obtain this from the find_documents or get_document actions. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Redistribute Document V2

**Slug:** `DOCUMENSO_REDISTRIBUTE_DOCUMENT_V2`

Re-send signing request emails to specified recipients of a document. Use this when recipients haven't received or lost their signing emails, or when you need to remind them to sign. The document must be in PENDING status and the recipients must belong to the document.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `documentId` | integer | Yes | The numeric ID of the document to redistribute. Use Find Documents to get this ID. |
| `recipients` | array | Yes | List of recipient IDs to redistribute the document to. Recipients must belong to the document. Use the document details endpoint or get recipients from document data to obtain these IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Redistribute Envelope

**Slug:** `DOCUMENSO_REDISTRIBUTE_ENVELOPE`

Tool to redistribute an envelope to recipients who have not actioned it. Use when recipients haven't received or lost their signing emails, or when you need to remind them to sign. The envelope must be in PENDING status and the recipients must belong to the envelope and not have already completed their action.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `envelopeId` | string | Yes | The ID of the envelope to redistribute. Use the format 'envelope_xxxxx'. |
| `recipients` | array | Yes | List of recipient IDs to redistribute the envelope to. Recipients must belong to the envelope and have not yet actioned it. Minimum 1 recipient required. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Remove Team Member V1

**Slug:** `DOCUMENSO_REMOVE_TEAM_MEMBER_V1`

Remove a member from a Documenso team. This action removes an existing member from the specified team. The caller must have appropriate permissions (typically team owner or manager) to remove members. Note: The team_id can be obtained from documents that belong to a team (teamId field in document responses). The member_id should be obtained by listing team members first.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `team_id` | integer | Yes | The numeric ID of the team from which to remove the member. Can be obtained from documents that belong to the team (teamId field). |
| `member_id` | integer | Yes | The numeric ID of the team member to remove. This is the member's ID within the team context, not the user ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Document Attachment

**Slug:** `DOCUMENSO_UPDATE_DOCUMENT_ATTACHMENT`

Tool to update an existing document attachment. Use when you need to change the label or file URL of an attachment. Requires the attachment ID and updated data (label and URL).

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `id` | string | Yes | Unique identifier of the attachment to update. Use document endpoints to retrieve attachment IDs. |
| `data` | object | Yes | Updated attachment data including label and file URL |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Document Field

**Slug:** `DOCUMENSO_UPDATE_DOCUMENT_FIELD`

Tool to update a single document field's properties in Documenso v2 API. Use when you need to modify position, size, or type of an existing field. The field type must always be provided even when updating other properties.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `field` | object | Yes | Field data with ID and properties to update |
| `documentId` | integer | Yes | ID of the document containing the field to update |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Document Fields Bulk

**Slug:** `DOCUMENSO_UPDATE_DOCUMENT_FIELDS_BULK`

Tool to update multiple document fields in a single operation. Use when you need to modify properties (position, size, type) of multiple fields at once. This is more efficient than updating fields individually. The document must be in DRAFT status - fields on documents that have been sent for signing cannot be updated.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fields` | array | Yes | Array of field updates. Each field must include id and type. Position and size properties are optional. |
| `documentId` | integer | Yes | Numeric ID of the document containing the fields to update |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Document Recipient V2

**Slug:** `DOCUMENSO_UPDATE_DOCUMENT_RECIPIENT_V2`

Tool to update a document recipient using the v2 API. Use to change recipient name, email, role, signing order, or authentication options for a specific document recipient.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipient` | object | Yes | Recipient data to update. Must include recipient ID and at least one field to update. |
| `documentId` | integer | Yes | Numeric ID of the document containing the recipient |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Document V2

**Slug:** `DOCUMENSO_UPDATE_DOCUMENT_V2`

Update document properties like title, visibility, and signing settings. Use find_documents_v2 first to get a valid document ID. Only DRAFT documents can have all properties updated; PENDING documents have limited updates.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `title` | string | No | New title for the document (1-255 characters) |
| `message` | string | No | Email message body for document notifications (max 5000 characters) |
| `subject` | string | No | Email subject for document notifications (max 254 characters) |
| `folderId` | string | No | ID of the folder to move the document into. Set to null to remove from folder. |
| `language` | string ("de" | "en" | "fr" | "es" | "it" | "nl" | "pl" | "pt-BR" | "ja" | "ko" | "zh") | No | Language for the signing interface |
| `timezone` | string | No | Timezone for date formatting (e.g., 'America/New_York', 'Europe/London') |
| `dateFormat` | string | No | Date format for timestamps. Options include: yyyy-MM-dd, dd/MM/yyyy, MM/dd/yyyy, MMMM dd, yyyy, etc. |
| `documentId` | integer | Yes | Numeric ID of the document to update. Use find_documents_v2 to get valid document IDs. |
| `externalId` | string | No | External or business identifier for the document (max 255 characters). Set to null to clear. |
| `visibility` | string ("EVERYONE" | "MANAGER_AND_ABOVE" | "ADMIN") | No | Visibility setting: EVERYONE (all team members), MANAGER_AND_ABOVE (managers+), or ADMIN (admins only) |
| `redirectUrl` | string | No | URL to redirect signers after completing signing |
| `signingOrder` | string ("PARALLEL" | "SEQUENTIAL") | No | Signing order: PARALLEL (all at once) or SEQUENTIAL (one after another) |
| `globalAccessAuth` | array | No | Global access authentication requirements for viewing the document |
| `globalActionAuth` | array | No | Global action authentication requirements for signing the document |
| `distributionMethod` | string ("EMAIL" | "NONE") | No | How to distribute the document: EMAIL (send via email) or NONE (manual distribution) |
| `drawSignatureEnabled` | boolean | No | Allow signers to draw their signature |
| `typedSignatureEnabled` | boolean | No | Allow signers to type their signature |
| `uploadSignatureEnabled` | boolean | No | Allow signers to upload an image of their signature |
| `useLegacyFieldInsertion` | boolean | No | Whether to use legacy field insertion mode |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Envelope

**Slug:** `DOCUMENSO_UPDATE_ENVELOPE`

Update envelope properties like title, visibility, and signing settings. Use find_envelopes first to get a valid envelope ID. Only DRAFT envelopes can have all properties updated; PENDING envelopes have limited updates.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `title` | string | No | New title for the envelope (1-255 characters) |
| `emailId` | string | No | Email template ID to use for notifications |
| `message` | string | No | Email message body for envelope notifications (max 5000 characters) |
| `subject` | string | No | Email subject for envelope notifications (max 254 characters) |
| `folderId` | string | No | ID of the folder to move the envelope into. Set to null to remove from folder. |
| `language` | string ("de" | "en" | "fr" | "es" | "it" | "nl" | "pl" | "pt-BR" | "ja" | "ko" | "zh") | No | Language options for envelope interface. |
| `timezone` | string | No | Timezone for date formatting (e.g., 'America/New_York', 'Europe/London') |
| `dateFormat` | string ("yyyy-MM-dd hh:mm a" | "yyyy-MM-dd" | "dd/MM/yyyy" | "MM/dd/yyyy" | "yy-MM-dd" | "MMMM dd, yyyy" | "EEEE, MMMM dd, yyyy" | "dd/MM/yyyy hh:mm a" | "dd/MM/yyyy HH:mm" | "MM/dd/yyyy hh:mm a" | "MM/dd/yyyy HH:mm" | "dd.MM.yyyy" | "dd.MM.yyyy HH:mm" | "yyyy-MM-dd HH:mm" | "yy-MM-dd hh:mm a" | "yy-MM-dd HH:mm" | "yyyy-MM-dd HH:mm:ss" | "MMMM dd, yyyy hh:mm a" | "MMMM dd, yyyy HH:mm" | "EEEE, MMMM dd, yyyy hh:mm a" | "EEEE, MMMM dd, yyyy HH:mm" | "yyyy-MM-dd'T'HH:mm:ss.SSSXXX") | No | Date format options for envelopes. |
| `envelopeId` | string | Yes | The unique identifier of the envelope to update (e.g., 'envelope_sthyytwdaturthin'). Use find_envelopes to get valid envelope IDs. |
| `externalId` | string | No | External or business identifier for the envelope (max 255 characters). Set to null to clear. |
| `visibility` | string ("EVERYONE" | "MANAGER_AND_ABOVE" | "ADMIN") | No | Visibility options for envelopes. |
| `redirectUrl` | string | No | URL to redirect signers after completing signing |
| `emailReplyTo` | string | No | Reply-to email address for envelope notifications (must be valid email format) |
| `signingOrder` | string ("PARALLEL" | "SEQUENTIAL") | No | Signing order options for envelopes. |
| `emailSettings` | object | No | Email notification settings for envelope events. |
| `globalAccessAuth` | array | No | Global access authentication requirements for viewing the envelope (e.g., ['ACCOUNT', 'TWO_FACTOR_AUTH']) |
| `globalActionAuth` | array | No | Global action authentication requirements for signing the envelope (e.g., ['ACCOUNT', 'PASSKEY', 'TWO_FACTOR_AUTH', 'PASSWORD']) |
| `distributionMethod` | string ("EMAIL" | "NONE") | No | Distribution method for envelopes. |
| `drawSignatureEnabled` | boolean | No | Allow signers to draw their signature |
| `typedSignatureEnabled` | boolean | No | Allow signers to type their signature |
| `allowDictateNextSigner` | boolean | No | Allow signers to dictate who signs next in sequential signing |
| `uploadSignatureEnabled` | boolean | No | Allow signers to upload an image of their signature |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Envelope Attachment

**Slug:** `DOCUMENSO_UPDATE_ENVELOPE_ATTACHMENT`

Tool to update an existing envelope attachment. Use when you need to modify the label or content of an attachment that was previously added to an envelope. The attachment data must be provided in base64-encoded data URI format.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `id` | string | Yes | Unique identifier of the envelope attachment to update. Obtain this from the envelope details or attachment creation response. |
| `data` | object | Yes | Updated attachment data containing the label and base64-encoded content |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Envelope Fields Bulk

**Slug:** `DOCUMENSO_UPDATE_ENVELOPE_FIELDS_BULK`

Tool to update multiple envelope fields in a single request. Use when you need to modify properties of multiple existing fields (position, size, type) efficiently. All position and dimension values must be between 0 and 100. The type field is required for all updates, even when only changing position or dimensions.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | array | Yes | Array of field updates. Each object must contain the field ID and type, along with optional position and dimension properties. |
| `envelopeId` | string | Yes | ID of the envelope containing the fields to update. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Envelope Items Bulk

**Slug:** `DOCUMENSO_UPDATE_ENVELOPE_ITEMS_BULK`

Tool to update multiple envelope items in a single request. Use when you need to modify the title or order of multiple envelope items belonging to the same envelope. This is more efficient than updating items individually when making bulk changes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | array | Yes | List of envelope items to update. Each item must include envelopeItemId and at least one field to update (title or order). |
| `envelopeId` | string | Yes | The unique identifier of the envelope containing the items to update |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Folder

**Slug:** `DOCUMENSO_UPDATE_FOLDER`

Update properties of an existing folder including name, pinned status, parent folder, and visibility. Use this action to reorganize folder structure or modify folder settings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | object | Yes | Object containing the folder properties to update. Only provided fields will be updated. |
| `folderId` | string | Yes | Unique identifier of the folder to update. Use this to specify which folder to modify. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Template

**Slug:** `DOCUMENSO_UPDATE_TEMPLATE`

Update template properties like title, visibility, and signing settings. Use list_templates or find_templates first to get a valid template ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | object | No | Template data properties that can be updated. |
| `meta` | object | No | Metadata settings for template signing and distribution. |
| `templateId` | integer | Yes | Numeric ID of the template to update. Use list_templates or find_templates to get valid template IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Template Fields Bulk

**Slug:** `DOCUMENSO_UPDATE_TEMPLATE_FIELDS_BULK`

Tool to update multiple template fields in a single operation. Use when you need to modify properties (position, size, type) of multiple fields at once on a template. This is more efficient than updating fields individually.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fields` | array | Yes | Array of field updates. Each field must include id and type. Position and size properties are optional. |
| `templateId` | integer | Yes | Numeric ID of the template containing the fields to update |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Template Recipient

**Slug:** `DOCUMENSO_UPDATE_TEMPLATE_RECIPIENT`

Tool to update a template recipient. Use to change recipient name, email, role, signing order, or authentication options for a specific template recipient.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipient` | object | Yes | Recipient data to update. Must include recipient ID and at least one field to update. |
| `templateId` | integer | Yes | Numeric ID of the template containing the recipient |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Template Recipients Bulk

**Slug:** `DOCUMENSO_UPDATE_TEMPLATE_RECIPIENTS_BULK`

Tool to update multiple template recipients in a single API call. Use when you need to change properties (name, email, role, signing order, authentication) for multiple recipients on the same template efficiently.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipients` | array | Yes | List of template recipients to update. Each recipient must include an 'id' field and at least one field to update (name, email, role, etc.) |
| `templateId` | integer | Yes | The numeric ID of the template containing the recipients to update |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Use Template (v2-beta)

**Slug:** `DOCUMENSO_USE_TEMPLATE_V2_BETA`

Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `recipients` | array | Yes | List of recipients to populate in the document |
| `templateId` | integer | Yes | ID of the template to use |
| `prefillFields` | array | No | Optional field values to prefill into the document |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |