Docusign EnvelopeDocumentTabs API

The EnvelopeDocumentTabs resource provides methods that allow you to manage various tabs in envelopes. For a complete list of options see the following Properties section.

Documentation

Specifications

Schemas & Data

Other Resources

OpenAPI Specification

docusign-envelopedocumenttabs-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: DocuSign Admin AccountBrands EnvelopeDocumentTabs API
  description: An API for an organization administrator to manage organizations, accounts and users
  termsOfService: https://www.docusign.com/company/terms-and-conditions/developers
  contact:
    name: DocuSign Developer Center
    url: https://developers.docusign.com
    email: devcenter@docusign.com
  version: v2.1
servers:
- url: https://api.docusign.net/Management
tags:
- name: EnvelopeDocumentTabs
  description: The EnvelopeDocumentTabs resource provides methods that allow you to manage various tabs in envelopes. For a complete list of options see the following Properties section.
paths:
  /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/pages/{pageNumber}/tabs:
    get:
      tags:
      - EnvelopeDocumentTabs
      summary: Docusign Returns tabs on the specified page.
      operationId: Tabs_GetPageTabs
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: documentId
        in: path
        description: The ID of the document being accessed.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      - name: pageNumber
        in: path
        description: The page number being accessed.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/EnvelopeDocumentTabs'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: getPageTabs
      x-ds-method: getByPage
      x-ds-service: Envelopes
      x-ds-in-sdk: true
  /v2/accounts/{accountId}/envelopes/{envelopeId}/documents/{documentId}/tabs:
    get:
      tags:
      - EnvelopeDocumentTabs
      summary: Docusign Returns tabs on the document.
      operationId: Tabs_GetDocumentTabs
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: documentId
        in: path
        description: The ID of the document being accessed.
        required: true
        schema:
          type: string
      - name: envelopeId
        in: path
        description: 'The envelope''s GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec '
        required: true
        schema:
          type: string
      - name: page_numbers
        in: query
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/EnvelopeDocumentTabs'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: getDocumentTabs
      x-ds-method: get
      x-ds-service: Envelopes
      x-ds-in-sdk: true
components:
  schemas:
    checkbox:
      type: object
      properties:
        anchorCaseSensitive:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string does not consider case when matching strings in the document. The default value is **true**.

            -->'
        anchorHorizontalAlignment:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            Specifies the alignment of anchor tabs with anchor strings. Possible values are **left** or **right**. The default value is **left**.

            -->

            '
        anchorIgnoreIfNotPresent:
          type: string
          description: When set to **true**, this tab is ignored if anchorString is not found in the document.
        anchorMatchWholeWord:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string in this tab matches whole words only (strings embedded in other strings are ignored.) The default value is **true**.

            -->

            '
        anchorString:
          type: string
          description: Specifies the anchor string.
        anchorUnits:
          type: string
          description: 'Specifies units of the

            `anchorXOffset` and

            `anchorYOffset`.

            Valid units are:


            - `pixels`

            - `inches`

            - `mms`

            - `cms`

            '
        anchorXOffset:
          type: string
          description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        anchorYOffset:
          type: string
          description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        conditionalParentLabel:
          type: string
          description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
        conditionalParentValue:
          type: string
          description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.


            If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.

            '
        customTabId:
          type: string
          description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
        documentId:
          type: string
          description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        locked:
          type: string
          description: When set to **true**, the signer cannot change the data of the custom tab.
        mergeField:
          $ref: '#/components/schemas/mergeField'
        name:
          type: string
          description: Specifies the tool tip text for the tab.
        pageNumber:
          type: string
          description: 'Specifies the page number on which the tab is located.

            Must be 1 for supplemental documents.

            '
        recipientId:
          type: string
          description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
        required:
          type: string
          description: This property does not apply to `checkbox` tabs. Check boxes are always optional.
        requireInitialOnSharedChange:
          type: string
          description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
        selected:
          type: string
          description: When set to **true**, the checkbox is selected.
        shared:
          type: string
          description: When set to **true**, this custom tab is shared.
        status:
          type: string
          description: 'Tab status

            <!-- todo -->

            '
        tabGroupLabels:
          type: array
          description: ''
          items:
            type: string
        tabId:
          type: string
          description: The unique identifier for the tab.
        tabLabel:
          type: string
          description: 'The label string associated with the tab.

            The string may be the empty string.

            If no value is provided, the tab type is used as the value.


            Maximum of 500 characters.

            '
        tabOrder:
          type: string
          description: 'A positive integer that sets the order the tab is navigated to during signing.


            Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
        templateLocked:
          type: string
          description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
        templateRequired:
          type: string
          description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
        tooltip:
          type: string
          description: ''
        xPosition:
          type: string
          description: 'This property indicates the horizontal offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (-7, -6)

            '
        yPosition:
          type: string
          description: 'This property indicates the vertical offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (-7, -6)

            '
      description: 'A tab that allows the recipient to select a yes/no (on/off) option.

        '
      x-ds-definition-name: checkbox
      x-ms-summary: 'A tab that allows the recipient to select a yes/no (on/off) option.

        '
    signHere:
      type: object
      properties:
        anchorCaseSensitive:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string does not consider case when matching strings in the document. The default value is **true**.

            -->'
        anchorHorizontalAlignment:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            Specifies the alignment of anchor tabs with anchor strings. Possible values are **left** or **right**. The default value is **left**.

            -->

            '
        anchorIgnoreIfNotPresent:
          type: string
          description: When set to **true**, this tab is ignored if anchorString is not found in the document.
        anchorMatchWholeWord:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string in this tab matches whole words only (strings embedded in other strings are ignored.) The default value is **true**.

            -->

            '
        anchorString:
          type: string
          description: Specifies the anchor string.
        anchorUnits:
          type: string
          description: 'Specifies units of the

            `anchorXOffset` and

            `anchorYOffset`.

            Valid units are:


            - `pixels`

            - `inches`

            - `mms`

            - `cms`

            '
        anchorXOffset:
          type: string
          description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        anchorYOffset:
          type: string
          description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        conditionalParentLabel:
          type: string
          description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
        conditionalParentValue:
          type: string
          description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.


            If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.

            '
        customTabId:
          type: string
          description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
        documentId:
          type: string
          description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        mergeField:
          $ref: '#/components/schemas/mergeField'
        name:
          type: string
          description: Specifies the tool tip text for the tab.
        optional:
          type: string
          description: ''
        pageNumber:
          type: string
          description: 'Specifies the page number on which the tab is located.

            Must be 1 for supplemental documents.

            '
        recipientId:
          type: string
          description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
        scaleValue:
          type: number
          description: ''
          format: float
        stampType:
          type: string
          description: ''
        stampTypeMetadata:
          $ref: '#/components/schemas/propertyMetadata'
        status:
          type: string
          description: 'Tab status

            <!-- todo -->

            '
        tabGroupLabels:
          type: array
          description: ''
          items:
            type: string
        tabId:
          type: string
          description: The unique identifier for the tab.
        tabLabel:
          type: string
          description: 'The label string associated with the tab.

            The string may be the empty string.

            If no value is provided, the tab type is used as the value.


            Maximum of 500 characters.

            '
        tabOrder:
          type: string
          description: 'A positive integer that sets the order the tab is navigated to during signing.


            Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
        templateLocked:
          type: string
          description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
        templateRequired:
          type: string
          description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
        tooltip:
          type: string
          description: ''
        xPosition:
          type: string
          description: 'This property indicates the horizontal offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (+2, -27)

            '
        yPosition:
          type: string
          description: 'This property indicates the vertical offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (+2, -27)

            '
      description: 'A tab that allows the recipient to sign a document. May be

        optional.

        '
      x-ds-definition-name: signHere
      x-ms-summary: 'A tab that allows the recipient to sign a document. May be

        optional.

        '
    paymentLineItem:
      type: object
      properties:
        amountReference:
          type: string
          description: 'This is a the `tabLabel`

            that specifies the amount paid

            for the line items.


            '
        description:
          type: string
          description: 'A sender-defined description of the line item.

            '
        itemCode:
          type: string
          description: 'This is the sender-defined

            SKU, inventory number, or other item code

            for the line item.

            '
        name:
          type: string
          description: 'This is a sender-defined

            product name, service name,

            or other designation for the line item.

            '
      description: 'A line item describes details

        about an individual line item

        in a payment request.


        '
      x-ds-definition-name: paymentLineItem
      x-ms-summary: 'A line item describes details

        about an individual line item

        in a payment request.


        '
    text:
      type: object
      properties:
        anchorCaseSensitive:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string does not consider case when matching strings in the document. The default value is **true**.

            -->'
        anchorHorizontalAlignment:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            Specifies the alignment of anchor tabs with anchor strings. Possible values are **left** or **right**. The default value is **left**.

            -->

            '
        anchorIgnoreIfNotPresent:
          type: string
          description: When set to **true**, this tab is ignored if anchorString is not found in the document.
        anchorMatchWholeWord:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string in this tab matches whole words only (strings embedded in other strings are ignored.) The default value is **true**.

            -->

            '
        anchorString:
          type: string
          description: Specifies the anchor string.
        anchorUnits:
          type: string
          description: 'Specifies units of the

            `anchorXOffset` and

            `anchorYOffset`.

            Valid units are:


            - `pixels`

            - `inches`

            - `mms`

            - `cms`

            '
        anchorXOffset:
          type: string
          description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        anchorYOffset:
          type: string
          description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        bold:
          type: string
          description: When set to **true**, the information in the tab is bold.
        concealValueOnDocument:
          type: string
          description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.


            When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.


            This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
        conditionalParentLabel:
          type: string
          description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
        conditionalParentValue:
          type: string
          description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.


            If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.

            '
        customTabId:
          type: string
          description: The DocuSign generated custom tab ID for the custom tab to be applied. This can only be used when adding new tabs for a recipient. When used, the new tab inherits all the custom tab properties.
        disableAutoSize:
          type: string
          description: When set to **true**, disables the auto sizing of single line text boxes in the signing screen when the signer enters data. If disabled users will only be able enter as much data as the text box can hold. By default this is false. This property only affects single line text boxes.
        documentId:
          type: string
          description: Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        font:
          type: string
          description: 'The font to be used for the tab value. Supported Fonts include:


            - Default

            - Arial

            - ArialNarrow

            - Calibri

            - CourierNew

            - Garamond

            - Georgia

            - Helvetica

            - LucidaConsole

            - MSGothic

            - MSMincho

            - OCR-A

            - Tahoma

            - TimesNewRoman

            - Trebuchet

            - Verdana

            '
        fontColor:
          type: string
          description: "The font color used for the information in the tab. Possible values are: \n\n- Black\n- BrightBlue\n- BrightRed\n- DarkGreen\n- DarkRed\n- Gold\n- Green\n- NavyBlue\n- Purple\n- White\n"
        fontSize:
          type: string
          description: 'The font size used for the information in the tab. Possible values are:


            - Size7

            - Size8

            - Size9

            - Size10

            - Size11

            - Size12

            - Size14

            - Size16

            - Size18

            - Size20

            - Size22

            - Size24

            - Size26

            - Size28

            - Size36

            - Size48

            - Size72'
        formula:
          type: string
          description: 'Contains the formula

            for calculating the value of

            this tab.


            Use a tab''s `tabLabel`,

            enclosed in brackets,

            to refer to it.


            For example,

            you want to present the total cost

            of two items, tax included.


            The cost of each item is stored

            in number tabs labeled Item1 and Item2.

            The tax rate is in a number tab

            labeled TaxRate.


            The formula string for this property

            would be:

            `([Item1] + [Item2]) * (1 + [TaxRate])`


            See [Calculated Fields][calculatedfields]

            in the DocuSign Support Center

            to learn more about formulas.


            Maximum Length: 2000 characters


            [calculatedfields]: https://support.docusign.com/en/guides/ndse-user-guide-calculated-fields

            '
        height:
          type: integer
          description: Height of the tab in pixels.
          format: int32
        isPaymentAmount:
          type: string
          description: 'When set to **true**, sets this as a payment tab. Can only be used with Text, Number, Formula, or List tabs. The value of the tab must be a number. '
        italic:
          type: string
          description: When set to **true**, the information in the tab is italic.
        locked:
          type: string
          description: When set to **true**, the signer cannot change the data of the custom tab.
        maxLength:
          type: integer
          description: An optional value that describes the maximum length of the property when the property is a string.
          format: int32
        mergeField:
          $ref: '#/components/schemas/mergeField'
        name:
          type: string
          description: Specifies the tool tip text for the tab.
        originalValue:
          type: string
          description: 'The initial value of the tab when it was sent to the recipient. '
        pageNumber:
          type: string
          description: 'Specifies the page number on which the tab is located.

            Must be 1 for supplemental documents.'
        recipientId:
          type: string
          description: Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
        requireAll:
          type: string
          description: 'When set to **true** and shared is true, information must be entered in this field to complete the envelope. '
        required:
          type: string
          description: When set to **true**, the signer is required to fill out this tab
        requireInitialOnSharedChange:
          type: string
          description: Optional element for field markup. When set to **true**, the signer is required to initial when they modify a shared field.
        senderRequired:
          type: string
          description: "When set to **true**, the sender must populate the tab before an envelope can be sent using the template. \n\nThis value tab can only be changed by modifying (PUT) the template. \n\nTabs with a `senderRequired` value of true cannot be deleted from an envelope."
        shared:
          type: string
          description: When set to **true**, this custom tab is shared.
        status:
          type: string
          description: 'Tab status

            <!-- todo -->

            '
        tabGroupLabels:
          type: array
          description: ''
          items:
            type: string
        tabId:
          type: string
          description: The unique identifier for the tab.
        tabLabel:
          type: string
          description: 'The label string associated with the tab.

            The string may be the empty string.

            If no value is provided, the tab type is used as the value.


            Maximum of 500 characters.

            '
        tabOrder:
          type: string
          description: 'A positive integer that sets the order the tab is navigated to during signing.


            Tabs on a page are navigated to in ascending order, starting with the lowest number and moving to the highest. If two or more tabs have the same `tabOrder` value, the normal auto-navigation setting behavior for the envelope is used.'
        templateLocked:
          type: string
          description: 'When set to **true**, the sender cannot change any attributes of the recipient. Used only when working with template recipients. '
        templateRequired:
          type: string
          description: When set to **true**, the sender may not remove the recipient. Used only when working with template recipients.
        tooltip:
          type: string
          description: ''
        underline:
          type: string
          description: When set to **true**, the information in the tab is underlined.
        validationMessage:
          type: string
          description: The message displayed if the custom tab fails input validation (either custom of embedded).
        validationPattern:
          type: string
          description: A regular expressionn used to validate input for the tab.
        value:
          type: string
          description: 'Specifies the value of the tab. '
        width:
          type: integer
          description: Width of the tab in pixels.
          format: int32
        xPosition:
          type: string
          description: 'This property indicates the horizontal offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (-3, -2)

            '
        yPosition:
          type: string
          description: 'This property indicates the vertical offset of the object on the page.

            DocuSign uses 72 DPI when determining position.

            Required. May be zero.


            To improve the tab''s position on the document,

            DocuSign recommends

            adjusting `xPosition`

            and `yPosition`

            coordinates

            by (-3, -2)

            '
      description: 'A tab that allows the recipient to enter any type of text.

        '
      x-ds-definition-name: text
      x-ms-summary: 'A tab that allows the recipient to enter any type of text.

        '
    company:
      type: object
      properties:
        anchorCaseSensitive:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string does not consider case when matching strings in the document. The default value is **true**.

            -->'
        anchorHorizontalAlignment:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            Specifies the alignment of anchor tabs with anchor strings. Possible values are **left** or **right**. The default value is **left**.

            -->

            '
        anchorIgnoreIfNotPresent:
          type: string
          description: When set to **true**, this tab is ignored if anchorString is not found in the document.
        anchorMatchWholeWord:
          type: string
          description: 'Reserved for DocuSign.

            <!--

            When set to **true**, the anchor string in this tab matches whole words only (strings embedded in other strings are ignored.) The default value is **true**.

            -->

            '
        anchorString:
          type: string
          description: Specifies the anchor string.
        anchorUnits:
          type: string
          description: 'Specifies units of the

            `anchorXOffset` and

            `anchorYOffset`.

            Valid units are:


            - `pixels`

            - `inches`

            - `mms`

            - `cms`

            '
        anchorXOffset:
          type: string
          description: 'Specifies the X axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        anchorYOffset:
          type: string
          description: 'Specifies the Y axis location of the tab in `anchorUnits` relative to the `anchorString`.

            '
        bold:
          type: string
          description: When set to **true**, the information in the tab is bold.
        concealValueOnDocument:
          type: string
          description: 'When set to **true**, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.


            When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.


            This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.'
        conditionalParentLabel:
          type: string
          description: For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
        conditionalParentValue:
          type: string
          description: 'For conditional fields, this is the value of the parent tab that controls the tab''s visibility.


            If the parent tab is a Checkbox, Radio button, Optional Signature, or Optional Initial use "on" as the value to show that the parent tab is active.

            '
        customTabId:
          type: string
          description: The DocuSign generated 

# --- truncated at 32 KB (259 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/docusign/refs/heads/main/openapi/docusign-envelopedocumenttabs-api-openapi.yml