Docusign

Docusign AccountTabSettings API

The AccountTabSettings resource provides methods that allow you to manage tab settings for an account.

GitHub OpenAPI

Operations 4

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /v2/accounts/{accountId}/settings/tabs Get the account's tab settings · Docusign Returns tab settings list for specified account #
Ask an LLM
“Which tab types and features are enabled on my account?”
“Is tab locking or calculated fields turned on for the account?”
Tell an agent
Show the tab settings for account {account}.
Get which tab features are enabled on account {account}.
PUT /v2/accounts/{accountId}/settings/tabs Change the account's tab settings · Docusign Modifies tab settings for specified account #
Ask an LLM
“How do I enable calculated fields or checkbox tabs on my account?”
“Can I let senders change tab assignments account-wide?”
Tell an agent
Set calculated fields enabled to {calc} on account {account}.
Turn tab locking {lock} for account {account}.
GET /v2.1/accounts/{accountId}/settings/tabs Returns tab settings list for specified account #
PUT /v2.1/accounts/{accountId}/settings/tabs Modifies tab settings for specified account #

Documentation

📖
Documentation
https://developers.docusign.com/docs/esign-rest-api/reference/
📖
GettingStarted
https://developers.docusign.com/docs/esign-rest-api/esign101/
📖
RateLimits
https://developers.docusign.com/docs/esign-rest-api/esign101/rules-and-limits/
📖
Documentation
https://developers.docusign.com/docs/admin-api/reference/
📖
GettingStarted
https://developers.docusign.com/docs/admin-api/admin101/
📖
RateLimits
https://developers.docusign.com/docs/admin-api/admin101/rules-and-limits/
📖
Documentation
https://developers.docusign.com/docs/click-api/reference/
📖
GettingStarted
https://developers.docusign.com/docs/click-api/click101/
📖
RateLimits
https://developers.docusign.com/docs/click-api/click101/rules-and-limits/
📖
Documentation
https://developers.docusign.com/docs/maestro-api/reference/
📖
GettingStarted
https://developers.docusign.com/docs/maestro-api/maestro101/
📖
Documentation
https://developers.docusign.com/docs/monitor-api/reference/
📖
GettingStarted
https://developers.docusign.com/docs/monitor-api/monitor101/
📖
Documentation
https://developers.docusign.com/docs/rooms-api/reference/
📖
GettingStarted
https://developers.docusign.com/docs/rooms-api/rooms101/
📖
RateLimits
https://developers.docusign.com/docs/rooms-api/rooms101/rules-and-limits/

Specifications

⚙
OpenAPI
https://artifacts.apis.io/docusign/openapi/docusign-accounttabsettings-api-openapi.yml
⚙
AsyncAPI
https://artifacts.apis.io/docusign/asyncapi/docusign-connect-asyncapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/docusign/json-schema/docusign-envelope-schema.json

Other Resources

🔗
JSONLD
https://artifacts.apis.io/docusign/json-ld/docusign-context.jsonld
🔗
Tutorials
https://developers.docusign.com/docs/esign-rest-api/how-to/
🔗
SDKs
https://developers.docusign.com/docs/esign-rest-api/sdks/
🔗
Tutorials
https://developers.docusign.com/docs/admin-api/how-to/
🔗
SDKs
https://developers.docusign.com/docs/admin-api/sdks/
🔗
Tutorials
https://developers.docusign.com/docs/click-api/how-to/
🔗
SDKs
https://developers.docusign.com/docs/click-api/sdks/
🔗
Tutorials
https://developers.docusign.com/docs/maestro-api/how-to/
🔗
Tutorials
https://developers.docusign.com/docs/monitor-api/how-to/
🔗
Tutorials
https://developers.docusign.com/docs/rooms-api/how-to/
🔗
SDKs
https://developers.docusign.com/docs/rooms-api/sdks/

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OpenAPI Specification

docusign-accounttabsettings-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Docusign Account Tab Settings API
  termsOfService: https://www.docusign.com/company/terms-and-conditions/web
  version: '1.0'
  description: 'Operations tagged AccountTabSettings across 2 of this provider''s published API definitions: docusign-openapi-original.yml, docusign-openapi.json. Each path carries the servers of the definition it was published in.'
servers:
- url: https://www.docusign.net/restapi
tags:
- name: AccountTabSettings
  description: 'The AccountTabSettings resource provides methods that allow you to manage

    tab settings for an account.'
paths:
  /v2/accounts/{accountId}/settings/tabs:
    get:
      tags:
      - AccountTabSettings
      summary: Docusign Returns tab settings list for specified account
      operationId: TabSettings_GetTabSettings
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/tabAccountSettings'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: getAccountTabSettings
      x-ds-method: get
      x-ds-service: Accounts
      x-ds-in-sdk: true
    put:
      tags:
      - AccountTabSettings
      summary: Docusign Modifies tab settings for specified account
      operationId: TabSettings_PutSettings
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/tabAccountSettings'
          application/xml:
            schema:
              $ref: '#/components/schemas/tabAccountSettings'
        required: false
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/tabAccountSettings'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: updateAccountTabSettings
      x-ds-method: update
      x-ds-service: Accounts
      x-ds-in-sdk: true
      x-codegen-request-body-name: tabAccountSettings
    servers:
    - url: https://www.docusign.net/restapi
  /v2.1/accounts/{accountId}/settings/tabs:
    parameters: []
    get:
      tags:
      - AccountTabSettings
      summary: Returns tab settings list for specified account
      operationId: getV21AccountsByAccountIdSettingsTabs
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account ID GUID.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/tabAccountSettings_2'
        '400':
          description: Error encountered.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorDetails_2'
      deprecated: false
      x-ds-methodname: getAccountTabSettings
      description: This method returns information about the tab types and tab functionality that is currently enabled for an account.
      x-ds-method: get
      x-ds-service: Accounts
      x-ds-in-sdk: true
      x-operation-id-source: normalized
      x-operation-id-original: TabSettings_GetTabSettings
    put:
      tags:
      - AccountTabSettings
      summary: Modifies tab settings for specified account
      operationId: putV21AccountsByAccountIdSettingsTabs
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account ID GUID.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/tabAccountSettings_2'
        '400':
          description: Error encountered.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorDetails_2'
      deprecated: false
      x-ds-methodname: updateAccountTabSettings
      description: This method modifies the tab types and tab functionality that is enabled for an account.
      x-ds-method: update
      x-ds-service: Accounts
      x-ds-in-sdk: true
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/tabAccountSettings_2'
          application/xml:
            schema:
              $ref: '#/components/schemas/tabAccountSettings_2'
        description: Account-wide tab settings.
      x-operation-id-source: normalized
      x-operation-id-original: TabSettings_PutSettings
    servers:
    - url: https://www.docusign.net/restapi
components:
  schemas:
    tabAccountSettings:
      type: object
      properties:
        allowTabOrder:
          type: string
          description: ''
        allowTabOrderMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        approveDeclineTabsEnabled:
          type: string
          description: ''
        approveDeclineTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        calculatedFieldsEnabled:
          type: string
          description: ''
        calculatedFieldsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        checkboxTabsEnabled:
          type: string
          description: ''
        checkboxTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        dataFieldRegexEnabled:
          type: string
          description: ''
        dataFieldRegexMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        dataFieldSizeEnabled:
          type: string
          description: ''
        dataFieldSizeMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        firstLastEmailTabsEnabled:
          type: string
          description: ''
        firstLastEmailTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        listTabsEnabled:
          type: string
          description: ''
        listTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        noteTabsEnabled:
          type: string
          description: ''
        noteTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        radioTabsEnabled:
          type: string
          description: ''
        radioTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        savingCustomTabsEnabled:
          type: string
          description: ''
        savingCustomTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        senderToChangeTabAssignmentsEnabled:
          type: string
          description: ''
        senderToChangeTabAssignmentsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        sharedCustomTabsEnabled:
          type: string
          description: ''
        sharedCustomTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        tabDataLabelEnabled:
          type: string
          description: ''
        tabDataLabelMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        tabLocationEnabled:
          type: string
          description: ''
        tabLocationMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        tabLockingEnabled:
          type: string
          description: ''
        tabLockingMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        tabScaleEnabled:
          type: string
          description: ''
        tabScaleMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        tabTextFormattingEnabled:
          type: string
          description: ''
        tabTextFormattingMetadata:
          $ref: '#/components/schemas/settingsMetadata'
        textTabsEnabled:
          type: string
          description: ''
        textTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata'
      description: ''
      x-ds-definition-name: tabAccountSettings
      x-ms-summary: ''
    errorDetails:
      type: object
      properties:
        errorCode:
          type: string
          description: An error code associated with the error.
        message:
          type: string
          description: A short error message.
      description: This object describes errors that occur. It is only valid for responses, and ignored in requests.
      x-ds-definition-name: errorDetails
      x-ms-summary: This object describes errors that occur. It is only valid for responses, and ignored in requests.
    settingsMetadata:
      type: object
      properties:
        is21CFRPart11:
          type: string
          description: When set to **true**, indicates that this module is enabled on the account.
        options:
          type: array
          description: ''
          items:
            type: string
        rights:
          type: string
          description: ''
        uiHint:
          type: string
          description: ''
        uiOrder:
          type: string
          description: ''
        uiType:
          type: string
          description: ''
      description: ''
      x-ds-definition-name: settingsMetadata
      x-ms-summary: ''
    tabAccountSettings_2:
      type: object
      properties:
        allowTabOrder:
          description: 'When **true,** account users can set a tab order for the signing process.


            **Note:** Only Admin users can change this setting.'
          type: string
        allowTabOrderMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `allowTabOrder` property is editable.

            '
        approveDeclineTabsEnabled:
          description: When **true,** approve and decline tabs are enabled.
          type: string
        approveDeclineTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `approveDeclineTabs` property is editable.

            '
        calculatedFieldsEnabled:
          description: When **true,** [calculated fields](https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=crs1578456361259.html) are enabled for tabs.
          type: string
        calculatedFieldsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `calculatedFields` property is editable.

            '
        checkboxTabsEnabled:
          description: When **true,** checkbox tabs are enabled.
          type: string
        checkBoxTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: Metadata that indicates whether the `checkBoxTabs` property is editable.
        dataFieldRegexEnabled:
          description: When **true,** regular expressions are enabled for tabs that contain data fields.
          type: string
        dataFieldRegexMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `dataFieldRegex` property is editable.

            '
        dataFieldSizeEnabled:
          description: When **true,** setting character limits for input fields is enabled.
          type: string
        dataFieldSizeMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `dataFieldSize` property is editable.

            '
        drawTabsEnabled:
          description: ''
          type: string
        drawTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: ''
        enableTabAgreementDetails:
          description: ''
          type: string
        enableTabAgreementDetailsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: ''
        firstLastEmailTabsEnabled:
          description: Reserved for Docusign.
          type: string
        firstLastEmailTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: Reserved for Docusign.
        listTabsEnabled:
          description: When **true,** list tabs are enabled.
          type: string
        listTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `listTabs` property is editable.

            '
        noteTabsEnabled:
          description: When **true,** note tabs are enabled.
          type: string
        noteTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `noteTabs` property is editable.

            '
        numericalTabsEnabled:
          description: ''
          type: string
        numericalTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: ''
        prefillTabsEnabled:
          description: ''
          type: string
        prefillTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: ''
        radioTabsEnabled:
          description: When **true,** radio button tabs are enabled.
          type: string
        radioTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `radioTabs` property is editable.

            '
        savingCustomTabsEnabled:
          description: When **true,** saving custom tabs is enabled.
          type: string
        savingCustomTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `savingCustomTabs` property is editable.

            '
        senderToChangeTabAssignmentsEnabled:
          description: Reserved for Docusign.
          type: string
        senderToChangeTabAssignmentsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: Reserved for Docusign.
        sharedCustomTabsEnabled:
          description: When **true,** shared custom tabs are enabled.
          type: string
        sharedCustomTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `sharedCustomTabs` property is editable.

            '
        tabDataLabelEnabled:
          description: 'When **true,** [data

            labels](https://support.docusign.com/en/videos/Data-Labels) are enabled.


            **Note:** Only Admin users can change this setting.

            '
          type: string
        tabDataLabelMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `tabDataLabel` property is editable.

            '
        tabLocationEnabled:
          description: Reserved for Docusign.
          type: string
        tabLocationMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: Reserved for Docusign.
        tabLockingEnabled:
          description: 'When **true,** tab locking is enabled.


            **Note:** Only Admin users can change this setting.

            '
          type: string
        tabLockingMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `tabLocking` property is editable.

            '
        tabScaleEnabled:
          description: Reserved for Docusign.
          type: string
        tabScaleMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: Reserved for Docusign.
        tabTextFormattingEnabled:
          description: 'When **true,** text formatting (such as font type, font size,

            font color, bold, italic, and underline) is enabled for tabs that

            support formatting.


            **Note:** Only Admin users can change this setting.

            '
          type: string
        tabTextFormattingMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `tabTextFormatting` property is editable.

            '
        textTabsEnabled:
          description: When **true,** text tabs are enabled.
          type: string
        textTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: 'Metadata that indicates whether the `textTabs` property is editable.

            '
        uriTabsEnabled:
          description: ''
          type: string
        uriTabsMetadata:
          $ref: '#/components/schemas/settingsMetadata_2'
          description: ''
      x-ds-definition-name: tabAccountSettings
      description: ''
      x-ms-summary: ''
    errorDetails_2:
      description: This object describes errors that occur. It is only valid for responses and ignored in requests.
      type: object
      properties:
        errorCode:
          description: The code associated with the error condition.
          type: string
        message:
          description: A brief message describing the error condition.
          type: string
      x-ds-definition-name: errorDetails
      x-ms-summary: This object describes errors that occur. It is only valid for responses and ignored in requests.
    settingsMetadata_2:
      type: object
      properties:
        is21CFRPart11:
          description: When **true,** indicates compliance with United States Food and Drug Administration (FDA) regulations on electronic records and electronic signatures (ERES).
          type: string
        options:
          description: An array of option strings supported by this setting.
          type: array
          items:
            type: string
        rights:
          description: 'Indicates whether the property is editable. Valid values are:


            - `editable`

            - `read_only`'
          type: string
        uiHint:
          description: Reserved for Docusign.
          type: string
        uiOrder:
          description: Reserved for Docusign.
          type: string
        uiType:
          description: Reserved for Docusign.
          type: string
      description: Metadata that indicates whether a property is editable and describes setting-specific options.
      x-ds-definition-name: settingsMetadata
      x-ms-summary: Metadata that indicates whether a property is editable and describes setting-specific options.
x-refined-from:
- docusign-openapi-original.yml
- docusign-openapi.json
x-ds-categories:
- name: UserManagement
  summary: Methods to manage users in an account.
  description: Methods to manage users in an account.
- name: BulkOperations
  summary: Methods to import and export users and accounts.
  description: Methods to import and export users and accounts.
- name: IdentityProviders
  summary: Methods to get a list of identity providers.
  description: Methods to get a list of identity providers.
- name: ReservedDomains
  summary: Methods to get a list of reserved domains.
  description: Methods to get a list of reserved domains.
- name: Organization
  summary: Methods for working with organizations.
  description: Methods for working with organizations.
x-original-swagger-version: '2.0'