Docusign

Docusign Custom Tabs API

The CustomTabs resource provides methods that allow you create and manage custom tabs based on the existing DocuSign tabs. You can create a tab with pre-defined properties, such as a text tab with a certain font type and validation pattern. Users can access the custom tabs when sending documents through the DocuSign web application. Custom tabs can be created based on the approve, checkbox, company, date, date signed, decline, email, email address, envelope ID, first name, formula, full name, initial here, last name, list, note, number, radio, sign here, signer attachment, SSN, text, title, and zip tabs.

GitHub OpenAPI

Operations 10

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}/tab_definitions List the account's tab definitions · Docusign Gets a list of all account tabs #
Ask an LLM
“What custom tabs have been defined on my account?”
“Can I list only custom tabs and skip the standard ones?”
Tell an agent
List all tab definitions in account {account}.
Show only the custom tabs on account {account}.
POST /v2/accounts/{accountId}/tab_definitions Create a custom tab · Docusign Creates a custom tab #
Ask an LLM
“How do I create a reusable custom tab with a set font and validation pattern?”
“Can senders reuse a custom tab in the web app after I create it?”
Tell an agent
Create a custom tab named {name} of type {type} in account {account}.
Add a custom text tab labeled {label} with validation pattern {pattern} to account {account}.
GET /v2/accounts/{accountId}/tab_definitions/{customTabId} Get a custom tab · Docusign Gets custom tab information #
Ask an LLM
“How can I see the settings of one custom tab?”
“Which properties does a custom tab definition hold?”
Tell an agent
Get custom tab {tab} in account {account}.
Show the definition of custom tab {tab} on account {account}.
PUT /v2/accounts/{accountId}/tab_definitions/{customTabId} Update a custom tab · Docusign Updates custom tab information #
Ask an LLM
“Can I change the font or validation of an existing custom tab?”
“How do I rename a custom tab I already created?”
Tell an agent
Rename custom tab {tab} in account {account} to {name}.
Set the font size of custom tab {tab} on account {account} to {size}.
DELETE /v2/accounts/{accountId}/tab_definitions/{customTabId} Delete a custom tab · Docusign Deletes custom tab information #
Ask an LLM
“How do I delete a custom tab from my account?”
“Can a custom tab definition be removed once senders have used it?”
Tell an agent destructive · confirm first
Delete custom tab {tab} from account {account}.
Remove the custom tab {tab} on account {account}.
GET /v2.1/accounts/{accountId}/tab_definitions Gets a list of all account tabs #
POST /v2.1/accounts/{accountId}/tab_definitions Creates a custom tab #
GET /v2.1/accounts/{accountId}/tab_definitions/{customTabId} Gets custom tab information #
PUT /v2.1/accounts/{accountId}/tab_definitions/{customTabId} Updates custom tab information #
DELETE /v2.1/accounts/{accountId}/tab_definitions/{customTabId} Deletes custom tab information #

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-custom-tabs-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-custom-tabs-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Docusign Custom Tabs API
  termsOfService: https://www.docusign.com/company/terms-and-conditions/web
  version: '1.0'
  description: 'Operations tagged CustomTabs 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:


# --- truncated at 32 KB (62 KB total) ---
# Full source: https://artifacts.apis.io/docusign/openapi/docusign-custom-tabs-api-openapi.yml