Docusign Recipients API

Manage envelope recipients including signers, carbon copy recipients, certified deliveries, and other recipient types.

Documentation

Specifications

Schemas & Data

Other Resources

OpenAPI Specification

docusign-recipients-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: DocuSign Admin AccountBrands Recipients 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: Recipients
  description: Manage envelope recipients including signers, carbon copy recipients, certified deliveries, and other recipient types.
  externalDocs:
    url: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/
paths:
  /accounts/{accountId}/envelopes/{envelopeId}/recipients:
    get:
      operationId: Recipients_ListRecipients
      summary: Docusign List Envelope Recipients
      description: Retrieves the status and information for all recipients of the specified envelope. Returns details about each recipient including their signing status, delivery method, and authentication.
      tags:
      - Recipients
      parameters:
      - $ref: '#/components/parameters/accountId'
      - $ref: '#/components/parameters/envelopeId'
      - name: include_tabs
        in: query
        description: When true, includes the tabs associated with each recipient.
        schema:
          type: string
      - name: include_extended
        in: query
        description: When true, includes extended recipient information.
        schema:
          type: string
      responses:
        '200':
          description: Successfully retrieved recipients.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Recipients'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    put:
      operationId: Recipients_UpdateRecipients
      summary: Docusign Update Envelope Recipients
      description: Updates one or more recipients in a draft or sent envelope. You can modify recipient properties such as name, email, routing order, and authentication settings.
      tags:
      - Recipients
      parameters:
      - $ref: '#/components/parameters/accountId'
      - $ref: '#/components/parameters/envelopeId'
      - name: resend_envelope
        in: query
        description: When true, resends the envelope to updated recipients.
        schema:
          type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Recipients'
      responses:
        '200':
          description: Recipients updated successfully.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RecipientsUpdateSummary'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    post:
      operationId: Recipients_CreateRecipients
      summary: Docusign Add Recipients to an Envelope
      description: Adds one or more recipients to an envelope. The envelope must be in draft or sent status. For sent envelopes, this creates a corrected version of the envelope.
      tags:
      - Recipients
      parameters:
      - $ref: '#/components/parameters/accountId'
      - $ref: '#/components/parameters/envelopeId'
      - name: resend_envelope
        in: query
        description: When true, resends the envelope after adding recipients.
        schema:
          type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Recipients'
      responses:
        '201':
          description: Recipients added successfully.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Recipients'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    delete:
      operationId: Recipients_DeleteRecipients
      summary: Docusign Delete Recipients From an Envelope
      description: Deletes one or more recipients from a draft or sent envelope.
      tags:
      - Recipients
      parameters:
      - $ref: '#/components/parameters/accountId'
      - $ref: '#/components/parameters/envelopeId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Recipients'
      responses:
        '200':
          description: Recipients deleted successfully.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Recipients'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    RecipientsUpdateSummary:
      type: object
      description: Summary of a recipients update operation.
      properties:
        recipientUpdateResults:
          type: array
          items:
            type: object
            properties:
              recipientId:
                type: string
              errorDetails:
                $ref: '#/components/schemas/ErrorDetails'
          example: []
    Editor:
      type: object
      description: An editor recipient who can modify the envelope before it is sent.
      properties:
        recipientId:
          type: string
          example: '500123'
        name:
          type: string
          example: Example Title
        email:
          type: string
          format: email
          example: user@example.com
        routingOrder:
          type: string
          example: example_value
        status:
          type: string
          example: example_value
    ListTab:
      type: object
      description: A dropdown list tab for selecting from predefined options.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        anchorString:
          type: string
          example: example_value
        value:
          type: string
          example: example_value
        listItems:
          type: array
          items:
            type: object
            properties:
              text:
                type: string
              value:
                type: string
              selected:
                type: string
          example: []
        required:
          type: string
          example: example_value
    Decline:
      type: object
      description: A decline button tab for document rejection.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        buttonText:
          type: string
          example: example_value
        declineReason:
          type: string
          example: example_value
    DateSigned:
      type: object
      description: A tab that displays the date the recipient signed.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        anchorString:
          type: string
          example: example_value
        value:
          type: string
          example: example_value
    Intermediary:
      type: object
      description: An intermediary recipient who can forward the envelope to another person.
      properties:
        recipientId:
          type: string
          example: '500123'
        name:
          type: string
          example: Example Title
        email:
          type: string
          format: email
          example: user@example.com
        routingOrder:
          type: string
          example: example_value
        status:
          type: string
          example: example_value
    Witness:
      type: object
      description: A witness recipient who verifies the identity of a signer.
      properties:
        recipientId:
          type: string
          example: '500123'
        name:
          type: string
          example: Example Title
        email:
          type: string
          format: email
          example: user@example.com
        routingOrder:
          type: string
          example: example_value
        status:
          type: string
          example: example_value
        tabs:
          $ref: '#/components/schemas/EnvelopeRecipientTabs'
    EmailTab:
      type: object
      description: A tab for email address input.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        anchorString:
          type: string
          example: example_value
        value:
          type: string
          example: example_value
    NumberTab:
      type: object
      description: A tab for numeric input.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        value:
          type: string
          example: example_value
        required:
          type: string
          example: example_value
    CertifiedDelivery:
      type: object
      description: A certified delivery recipient who must confirm receipt of the envelope documents.
      properties:
        recipientId:
          type: string
          example: '500123'
        name:
          type: string
          example: Example Title
        email:
          type: string
          format: email
          example: user@example.com
        routingOrder:
          type: string
          example: example_value
        status:
          type: string
          example: example_value
    Agent:
      type: object
      description: An agent recipient who can designate a recipient to sign in their place.
      properties:
        recipientId:
          type: string
          example: '500123'
        name:
          type: string
          example: Example Title
        email:
          type: string
          format: email
          example: user@example.com
        routingOrder:
          type: string
          example: example_value
        status:
          type: string
          example: example_value
    Text:
      type: object
      description: A text input tab for free-form text entry.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        anchorString:
          type: string
          example: example_value
        value:
          type: string
          example: example_value
        required:
          type: string
          description: When true, the recipient must fill in this tab.
          example: example_value
        locked:
          type: string
          description: When true, the tab value cannot be changed.
          example: example_value
        maxLength:
          type: string
          description: Maximum length of text input.
          example: example_value
        width:
          type: string
          example: example_value
        height:
          type: string
          example: example_value
        font:
          type: string
          example: example_value
        fontSize:
          type: string
          example: example_value
        fontColor:
          type: string
          example: example_value
        bold:
          type: string
          example: example_value
        italic:
          type: string
          example: example_value
        underline:
          type: string
          example: example_value
        validationPattern:
          type: string
          description: Regular expression for input validation.
          example: example_value
        validationMessage:
          type: string
          description: Error message displayed when validation fails.
          example: example_value
        concealValueOnDocument:
          type: string
          description: When true, the value is concealed on the document.
          example: example_value
    SignHere:
      type: object
      description: A signature tab placed on a document.
      properties:
        tabId:
          type: string
          description: Unique identifier for the tab.
          example: '500123'
        tabLabel:
          type: string
          description: Label used to identify the tab.
          example: example_value
        documentId:
          type: string
          description: The document ID where this tab is placed.
          example: '500123'
        pageNumber:
          type: string
          description: The page number where this tab is placed.
          example: example_value
        recipientId:
          type: string
          description: The recipient this tab is assigned to.
          example: '500123'
        xPosition:
          type: string
          description: The X position of the tab on the page.
          example: example_value
        yPosition:
          type: string
          description: The Y position of the tab on the page.
          example: example_value
        anchorString:
          type: string
          description: Anchor text string used to automatically position the tab.
          example: example_value
        anchorXOffset:
          type: string
          description: X offset from the anchor string position.
          example: example_value
        anchorYOffset:
          type: string
          description: Y offset from the anchor string position.
          example: example_value
        anchorUnits:
          type: string
          description: Units for anchor offsets (pixels, inches, mms, cms).
          example: example_value
        scaleValue:
          type: string
          description: Scale value for the signature.
          example: example_value
        optional:
          type: string
          description: When true, the tab is optional for the recipient.
          example: example_value
        stampType:
          type: string
          description: The type of stamp for the signature.
          example: example_value
    Signer:
      type: object
      description: A signer recipient who must sign the envelope documents.
      properties:
        recipientId:
          type: string
          description: Unique identifier for the recipient. Assigned by the sender.
          example: '500123'
        recipientIdGuid:
          type: string
          format: uuid
          description: The GUID for the recipient.
          example: '500123'
        name:
          type: string
          description: The full legal name of the signer.
          example: Example Title
        email:
          type: string
          format: email
          description: The email address of the signer.
          example: user@example.com
        routingOrder:
          type: string
          description: The routing order of the signer. Lower numbers are processed first. Recipients with the same routing order sign in parallel.
          example: example_value
        roleName:
          type: string
          description: The role name associated with the signer, used with templates.
          example: example_value
        clientUserId:
          type: string
          description: The client user ID for embedded signing. When set, the recipient is an embedded signer and must sign through your application using a generated signing URL.
          example: '500123'
        status:
          type: string
          description: The status of the signer.
          enum:
          - created
          - sent
          - delivered
          - signed
          - completed
          - declined
          - autoresponded
          example: created
        signedDateTime:
          type: string
          format: date-time
          description: The date and time the signer signed.
          example: '2026-01-15T10:30:00Z'
        deliveredDateTime:
          type: string
          format: date-time
          description: The date and time the envelope was delivered to the signer.
          example: '2026-01-15T10:30:00Z'
        declinedDateTime:
          type: string
          format: date-time
          description: The date and time the signer declined.
          example: '2026-01-15T10:30:00Z'
        declinedReason:
          type: string
          description: The reason the signer declined.
          example: example_value
        tabs:
          $ref: '#/components/schemas/EnvelopeRecipientTabs'
        identityVerification:
          type: object
          description: Identity verification settings for this recipient.
          properties:
            workflowId:
              type: string
            inputOptions:
              type: array
              items:
                type: object
          example: example_value
        phoneAuthentication:
          type: object
          description: Phone authentication settings.
          properties:
            recipMayProvideNumber:
              type: string
            senderProvidedNumbers:
              type: array
              items:
                type: string
          example: example_value
        accessCode:
          type: string
          description: An access code the recipient must enter to access the envelope.
          example: example_value
        requireIdLookup:
          type: string
          description: Whether ID lookup authentication is required.
          example: example_value
        note:
          type: string
          description: A private note to the signer from the sender.
          example: example_value
        emailNotification:
          $ref: '#/components/schemas/RecipientEmailNotification'
    NoteTab:
      type: object
      description: A read-only note tab for displaying text.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        value:
          type: string
          example: example_value
    Checkbox:
      type: object
      description: A checkbox tab for boolean selection.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        anchorString:
          type: string
          example: example_value
        selected:
          type: string
          description: When true, the checkbox is selected.
          example: example_value
        required:
          type: string
          example: example_value
        locked:
          type: string
          example: example_value
    EnvelopeRecipientTabs:
      type: object
      description: Contains the tab collections for an envelope recipient, organized by tab type.
      properties:
        signHereTabs:
          type: array
          description: Signature tabs requiring the recipient to sign.
          items:
            $ref: '#/components/schemas/SignHere'
          example: []
        initialHereTabs:
          type: array
          description: Initial tabs requiring the recipient to initial.
          items:
            $ref: '#/components/schemas/InitialHere'
          example: []
        dateSignedTabs:
          type: array
          description: Date signed tabs auto-filled with the signing date.
          items:
            $ref: '#/components/schemas/DateSigned'
          example: []
        textTabs:
          type: array
          description: Text input tabs for free-form text entry.
          items:
            $ref: '#/components/schemas/Text'
          example: []
        fullNameTabs:
          type: array
          description: Full name tabs auto-filled with the signer name.
          items:
            $ref: '#/components/schemas/FullName'
          example: []
        emailTabs:
          type: array
          description: Email tabs for email address input.
          items:
            $ref: '#/components/schemas/EmailTab'
          example: user@example.com
        checkboxTabs:
          type: array
          description: Checkbox tabs for boolean selection.
          items:
            $ref: '#/components/schemas/Checkbox'
          example: []
        radioGroupTabs:
          type: array
          description: Radio button group tabs for single-choice selection.
          items:
            $ref: '#/components/schemas/RadioGroup'
          example: []
        listTabs:
          type: array
          description: List tabs for dropdown selection.
          items:
            $ref: '#/components/schemas/ListTab'
          example: []
        numberTabs:
          type: array
          description: Number tabs for numeric input.
          items:
            $ref: '#/components/schemas/NumberTab'
          example: []
        dateTabs:
          type: array
          description: Date tabs for date selection.
          items:
            $ref: '#/components/schemas/DateTab'
          example: []
        formulaTabs:
          type: array
          description: Formula tabs for calculated values.
          items:
            $ref: '#/components/schemas/FormulaTab'
          example: []
        noteTabs:
          type: array
          description: Note tabs for displaying read-only text.
          items:
            $ref: '#/components/schemas/NoteTab'
          example: []
        approveTabs:
          type: array
          description: Approve tabs for document approval.
          items:
            $ref: '#/components/schemas/Approve'
          example: []
        declineTabs:
          type: array
          description: Decline tabs for document rejection.
          items:
            $ref: '#/components/schemas/Decline'
          example: []
    ErrorDetails:
      type: object
      description: Contains error information returned by the API.
      properties:
        errorCode:
          type: string
          description: The error code.
          example: example_value
        message:
          type: string
          description: A human-readable error message.
          example: example_value
    InitialHere:
      type: object
      description: An initial tab placed on a document.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        anchorString:
          type: string
          example: example_value
        optional:
          type: string
          example: example_value
        scaleValue:
          type: string
          example: example_value
    RadioGroup:
      type: object
      description: A group of radio buttons for single-choice selection.
      properties:
        groupName:
          type: string
          description: The name of the radio group.
          example: example_value
        documentId:
          type: string
          example: '500123'
        recipientId:
          type: string
          example: '500123'
        radios:
          type: array
          items:
            type: object
            properties:
              value:
                type: string
              selected:
                type: string
              pageNumber:
                type: string
              xPosition:
                type: string
              yPosition:
                type: string
              anchorString:
                type: string
          example: []
        required:
          type: string
          example: example_value
    CarbonCopy:
      type: object
      description: A carbon copy recipient who receives a copy of the completed documents but does not need to take any action.
      properties:
        recipientId:
          type: string
          description: Unique identifier for the recipient.
          example: '500123'
        name:
          type: string
          description: The full name of the recipient.
          example: Example Title
        email:
          type: string
          format: email
          description: The email address of the recipient.
          example: user@example.com
        routingOrder:
          type: string
          description: The routing order of the recipient.
          example: example_value
        roleName:
          type: string
          description: The role name for template matching.
          example: example_value
        status:
          type: string
          description: The status of the recipient.
          example: example_value
        note:
          type: string
          description: A note for the recipient.
          example: example_value
    Approve:
      type: object
      description: An approve button tab for document approval.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        buttonText:
          type: string
          example: example_value
    RecipientEmailNotification:
      type: object
      description: Custom email notification settings for a recipient.
      properties:
        emailSubject:
          type: string
          description: Custom email subject for this recipient.
          example: user@example.com
        emailBody:
          type: string
          description: Custom email body for this recipient.
          example: user@example.com
        supportedLanguage:
          type: string
          description: Language code for the notification.
          example: example_value
    FormulaTab:
      type: object
      description: A calculated field tab using formulas.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        formula:
          type: string
          description: The formula expression.
          example: example_value
        roundDecimalPlaces:
          type: string
          example: example_value
        value:
          type: string
          example: example_value
    InPersonSigner:
      type: object
      description: An in-person signer recipient for face-to-face signing where a host manages the signing session.
      properties:
        recipientId:
          type: string
          example: '500123'
        hostName:
          type: string
          description: The name of the signing host.
          example: example_value
        hostEmail:
          type: string
          format: email
          description: The email of the signing host.
          example: user@example.com
        signerName:
          type: string
          description: The name of the in-person signer.
          example: example_value
        signerEmail:
          type: string
          format: email
          description: The email of the in-person signer.
          example: user@example.com
        routingOrder:
          type: string
          example: example_value
        status:
          type: string
          example: example_value
        tabs:
          $ref: '#/components/schemas/EnvelopeRecipientTabs'
    FullName:
      type: object
      description: A tab auto-filled with the recipient full name.
      properties:
        tabId:
          type: string
          example: '500123'
        tabLabel:
          type: string
          example: example_value
        documentId:
          type: string
          example: '500123'
        pageNumber:
          type: string
          example: example_value
        recipientId:
          type: string
          example: '500123'
        xPosition:
          type: string
          example: example_value
        yPosition:
          type: string
          example: example_value
        anchorString:
          type: string
          exam

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