Docusign Folders API

The Folders resource provides methods that allow you to view contents of folders on the account and move envelopes between folders.

Documentation

Specifications

Schemas & Data

Other Resources

OpenAPI Specification

docusign-folders-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: DocuSign Admin AccountBrands Folders 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: Folders
  description: The Folders resource provides methods that allow you to view contents of folders on the account and move envelopes between folders.
paths:
  /v2/accounts/{accountId}/folders:
    get:
      tags:
      - Folders
      summary: Docusign Gets a list of the folders for the account.
      description: Retrieves a list of the folders for the account, including the folder hierarchy. You can specify whether to return just the template folder or template folder and normal folders by setting the `template` query string parameter.
      operationId: Folders_GetFolders
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: include
        in: query
        description: 'Reserved for DocuSign.

          '
        schema:
          type: string
      - name: start_position
        in: query
        description: 'Reserved for DocuSign.

          '
        schema:
          type: string
      - name: template
        in: query
        description: "Specifies the items that are returned. Valid values are: \n\n* include - The folder list will return normal folders plus template folders. \n* only - Only the list of template folders are returned."
        schema:
          type: string
      - name: user_filter
        in: query
        description: 'Reserved for DocuSign.

          '
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/foldersResponse'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: list
      x-ds-method: list
      x-ds-service: Folders
      x-ds-in-sdk: true
  /v2/accounts/{accountId}/folders/{folderId}:
    get:
      tags:
      - Folders
      summary: Docusign Gets a list of the envelopes in the specified folder.
      description: Retrieves a list of the envelopes in the specified folder. You can narrow the query by specifying search criteria in the query string parameters.
      operationId: Folders_GetFolderItems
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: folderId
        in: path
        description: The ID of the folder being accessed.
        required: true
        schema:
          type: string
      - name: from_date
        in: query
        description: ' Only return items on or after this date. If no value is provided, the default search is the previous 30 days. '
        schema:
          type: string
      - name: owner_email
        in: query
        description: ' The email of the folder owner. '
        schema:
          type: string
      - name: owner_name
        in: query
        description: ' The name of the folder owner. '
        schema:
          type: string
      - name: search_text
        in: query
        description: ' The search text used to search the items of the envelope. The search looks at recipient names and emails, envelope custom fields, sender name, and subject. '
        schema:
          type: string
      - name: start_position
        in: query
        description: The position of the folder items to return. This is used for repeated calls, when the number of envelopes returned is too much for one return (calls return 100 envelopes at a time). The default value is 0.
        schema:
          type: string
      - name: status
        in: query
        description: 'A comma-separated list of current envelope statuses to included in the response. Possible values are:


          * completed

          * created

          * declined

          * deleted

          * delivered

          * processing

          * sent

          * signed

          * timedout

          * voided


          The `any` value is equivalent to any status.


          '
        schema:
          type: string
      - name: to_date
        in: query
        description: Only return items up to this date. If no value is provided, the default search is to the current date.
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/folderItemsResponse'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: listItems
      x-ds-method: listItems
      x-ds-service: Folders
      x-ds-in-sdk: true
    put:
      tags:
      - Folders
      summary: Docusign Moves an envelope from its current folder to the specified folder.
      description: 'Moves an envelope from its current folder to the specified folder.


        ###### Note: You can use this endpoint to delete envelopes by specifying `recyclebin` in the `folderId` parameter of the endpoint. Placing an in process envelope (envelope status of `sent` or `delivered`) in the recycle bin voids the envelope. You can also use this endpoint to delete templates by specifying a template ID instead of an envelope ID in the ''envelopeIds'' property and specifying `recyclebin` in the `folderId` parameter. '
      operationId: Folders_PutFolderById
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: folderId
        in: path
        description: The ID of the folder being accessed.
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/foldersRequest'
          application/xml:
            schema:
              $ref: '#/components/schemas/foldersRequest'
        required: false
      responses:
        '200':
          description: Successful response.
          content: {}
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: moveEnvelopes
      x-ds-method: moveEnvelopes
      x-ds-service: Folders
      x-ds-in-sdk: true
      x-codegen-request-body-name: foldersRequest
  /v2/accounts/{accountId}/search_folders/{searchFolderId}:
    get:
      tags:
      - Folders
      summary: Docusign Gets a list of envelopes in folders matching the specified criteria.
      description: 'Retrieves a list of envelopes that match the criteria specified in the query.


        If the user ID of the user making the call is the same as the user ID for any returned recipient, then the userId property is added to the returned information for those recipients.'
      operationId: SearchFolders_GetSearchFolderContents
      parameters:
      - name: accountId
        in: path
        description: The external account number (int) or account id GUID.
        required: true
        schema:
          type: string
      - name: searchFolderId
        in: path
        description: 'Specifies the envelope group that is searched by the request. These are logical groupings, not actual folder names. Valid values are: drafts, awaiting_my_signature, completed, out_for_signature.'
        required: true
        schema:
          type: string
      - name: all
        in: query
        description: Specifies that all envelopes that match the criteria are returned.
        schema:
          type: string
      - name: count
        in: query
        description: Specifies the number of records returned in the cache. The number must be greater than 0 and less than or equal to 100.
        schema:
          type: string
      - name: from_date
        in: query
        description: Specifies the start of the date range to return. If no value is provided, the default search is the previous 30 days.
        schema:
          type: string
      - name: include_recipients
        in: query
        description: When set to **true**, the recipient information is returned in the response.
        schema:
          type: string
      - name: order
        in: query
        description: 'Specifies the order in which the list is returned. Valid values are: `asc` for ascending order, and `desc` for descending order.'
        schema:
          type: string
      - name: order_by
        in: query
        description: 'Specifies the property used to sort the list. Valid values are: `action_required`, `created`, `completed`, `sent`, `signer_list`, `status`, or `subject`.'
        schema:
          type: string
      - name: start_position
        in: query
        description: Specifies the the starting location in the result set of the items that are returned.
        schema:
          type: string
      - name: to_date
        in: query
        description: Specifies the end of the date range to return.
        schema:
          type: string
      responses:
        '200':
          description: Successful response.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/folderItemResponse'
        '400':
          description: Error encountered.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/errorDetails'
      deprecated: false
      x-ds-methodname: search
      x-ds-method: search
      x-ds-service: Folders
      x-ds-in-sdk: true
components:
  schemas:
    samlAssertionAttribute:
      type: object
      properties:
        errorDetails:
          $ref: '#/components/schemas/errorDetails'
        name:
          type: string
          description: ''
        originalValue:
          type: string
          description: 'The initial value of the tab when it was sent to the recipient. '
        value:
          type: string
          description: The value associated with the named SAML assertion attribute
      description: ''
      x-ds-definition-name: samlAssertionAttribute
      x-ms-summary: ''
    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 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'
        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.
        required:
          type: string
          description: When set to **true**, the signer is required to fill out this tab
        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.
        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 displays the recipient''s company name.

        '
      x-ds-definition-name: company
      x-ms-summary: 'A tab that displays the recipient''s company name.

        '
    recipientProofFile:
      type: object
      properties:
        isInProofFile:
          type: string
          description: ''
      description: ''
      x-ds-definition-name: recipientProofFile
      x-ms-summary: ''
    radioGroup:
      type: object
      properties:
        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.

            '
        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.
        groupName:
          type: string
          description: The name of the group. The search_text provided in the call automatically performs a wild card search on group_name.
        radios:
          type: array
          description: Specifies the locations and status for radio buttons that are grouped together.
          items:
            $ref: '#/components/schemas/radio'
        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. '
        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.
        shared:
          type: string
          description: When set to **true**, this custom tab is shared.
        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: ''
      description: 'This group tab is used to place radio buttons on a document.

        The `radios` property

        contains a list of

        [`radio`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/radio)

        objects  associated with the group. Only one radio button can

        be selected in a group.

        '
      x-ds-definition-name: radioGroup
      x-ms-summary: 'This group tab is used to place radio buttons on a document.

        The `radios` property

        contains a list of

        [`radio`](https://developers.docusign.com/esign-rest-api/reference/Envelopes/EnvelopeRecipientTabs/create/#/definitions/radio)

        objects  associated with the group. Only one radio button can

        be selected in a group.

        '
    dobInformationInput:
      type: object
      properties:
        dateOfBirth:
          type: string
          description: Specifies the recipient's date, month, and year of birth.
        displayLevelCode:
          type: string
          description: "Specifies the display level for the recipient. \nValid values are: \n\n* ReadOnly\n* Editable\n* DoNotDisplay"
        receiveInResponse:
          type: string
          description: When set to **true**, the information needs to be returned in the response.
      description: 'Complex type containing:


        * dateOfBirth

        * displayLevelCode

        * receiveInResponse'
      x-ds-definition-name: dobInformationInput
      x-ms-summary: 'Complex type containing:


        * dateOfBirth

        * displayLevelCode

        * receiveInResponse'
    dateSigned:
      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.
        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'
        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'
        italic:
          type: string
          description: When set to **true**, the information in the tab is italic.
        mergeField:
          $ref: '#/components/schemas/mergeField'
        name:
          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.
        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.
        value:
          type: string
          description: 'Specifies the value of the tab. '
        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 displays the date that the recipient signed the

        document.

        '
      x-ds-definition-name: dateSigned
      x-ms-summary: 'A tab that displays the date that the recipient signed the

        document.

        '
    ssn4InformationInput:
      type: object
      properties:
        displayLevelCode:
          type: string
          description: "Specifies the display level for the recipient. \nValid values are: \n\n* ReadOnly\n* Editable\n* DoNotDisplay"
        receiveInResponse:
          type: string
          description: When set to **true**, the information needs to be returned in the response.
        ssn

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# Full source: https://raw.githubusercontent.com/api-evangelist/docusign/refs/heads/main/openapi/docusign-folders-api-openapi.yml