Docusign

Docusign Rooms API

A room can hold documents, envelopes, a list of tasks comprising a workflow, and other related information. You can invite others to this space and assign them permissions on a per-room basis.

Documentation GitHub OpenAPI

Operations 19

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

POST /v2/accounts/{accountId}/rooms/{roomId}/envelopes Create an eSignature envelope from room documents · Docusign Creates an envelope with the given documents. #

Ask an LLM

“Can I send documents that already live in a room out for signature as an envelope?”

“What do I get back when I turn room documents into an eSignature envelope?”

Tell an agent

Create an envelope named {envelopeName} from the documents in room {roomId}.

Build an eSignature envelope in account {accountId} from documents {documentIds} in room {roomId}.

GET /v2/accounts/{accountId}/rooms/{roomId}/field_data Get a room's details field values · Docusign Gets a room's field data #

Ask an LLM

“Where can I read the values shown on a room's Details tab?”

“What field data, like contact name and phone, is stored for a specific room?”

Tell an agent

Show the Details tab field values for room {roomId}.

Get the field data for room {roomId} in account {accountId}.

PUT /v2/accounts/{accountId}/rooms/{roomId}/field_data Update a room's details field values · Docusign Updates a room's field data #

Ask an LLM

“Can I change the values on a room's Details tab through the API?”

“Is it possible to update just one or two fields in a room's field data?”

Tell an agent

Update the Details tab field data of room {roomId} with {data}.

Change the room field values for room {roomId} in account {accountId}.

POST /v2/accounts/{accountId}/rooms/{roomId}/forms Add a library form to a room · Docusign Adds a form to a room #

Ask an LLM

“Can I attach a form from our form library to a transaction room?”

“What ID do I need to add a form to a room?”

Tell an agent

Add form {formId} to room {roomId}.

Put library form {formId} into room {roomId} in account {accountId}.

GET /v2/accounts/{accountId}/rooms/{roomId}/users List the people in a room · Docusign Gets a room's users #

Ask an LLM

“Who has been added as a member of a particular room?”

“Can I filter and sort the list of users in a room?”

Tell an agent

List the users in room {roomId}.

Show the members of room {roomId} matching {filter}, sorted by {sort}.

POST /v2/accounts/{accountId}/rooms/{roomId}/users Invite someone to a room by email · Docusign Invites a user to a room #

Ask an LLM

“How do I invite a new person into a transaction room by email address?”

“What details are required to invite someone to a room, such as their role?”

Tell an agent

Invite {firstName} {lastName} at {email} to room {roomId} with role {roleId}.

Add {email} to room {roomId} in account {accountId} as {firstName} {lastName} with role {roleId} on side {transactionSideId}.

PUT /v2/accounts/{accountId}/rooms/{roomId}/users/{userId} Change a room member's side or role · Docusign Updates a room user #

Ask an LLM

“Can I change which side of the transaction a room member is on?”

“Which details of an existing room member can I update?”

Tell an agent

Change user {userId} in room {roomId} to role {roleId}.

Move room member {userId} in room {roomId} of account {accountId} to transaction side {transactionSideId}.

POST /v2/accounts/{accountId}/rooms/{roomId}/users/{userId}/revoke_access Revoke a user's access to a room · Docusign Revokes the specified user's access to the room #

Ask an LLM

“Can I remove someone's access to a room immediately or schedule it for a later date?”

“What happens when I revoke a member's room access?”

Tell an agent destructive · confirm first

Revoke user {userId}'s access to room {roomId} now.

Revoke room {roomId} access for user {userId} in account {accountId} on {revocationDate}.

POST /v2/accounts/{accountId}/rooms/{roomId}/users/{userId}/restore_access Restore a user's access to a room · Docusign Restores the specified user's access to the room #

Ask an LLM

“Can I give a previously revoked member their room access back?”

“Is there a way to undo revoking someone from a room?”

Tell an agent

Restore user {userId}'s access to room {roomId}.

Reinstate room {roomId} access for user {userId} in account {accountId}.

GET /v2/accounts/{accountId}/rooms List rooms I can view · Docusign Returns a list of rooms #

Ask an LLM

“Which rooms can I see in my account, and can I filter them by status or office?”

“Can I find rooms that were closed or had field data change within a date range?”

Tell an agent

List all rooms in account {accountId}.

Show rooms with status {roomStatus} in office {officeId}.

POST /v2/accounts/{accountId}/rooms Create a new room · Docusign Creates a room #

Ask an LLM

“What do I need before I can create a room, such as an office?”

“Can I create a room from a room template and set its owner?”

Tell an agent

Create a room named {name} with my role {roleId} in account {accountId}.

Open a new room {name} from template {templateId} in office {officeId} with role {roleId}.

GET /v2/accounts/{accountId}/rooms/{roomId} Get details of a single room · Docusign Gets a room #

Ask an LLM

“How can I look up the details of one specific room?”

“Can I include the room's field data when fetching a single room?”

Tell an agent

Get room {roomId}.

Show room {roomId} in account {accountId} including its field data.

DELETE /v2/accounts/{accountId}/rooms/{roomId} Delete a room · Docusign Deletes a room #

Ask an LLM

“What permission do I need to delete a room?”

“Can a manager delete rooms owned by the people they manage?”

Tell an agent destructive · confirm first

Delete room {roomId}.

Permanently remove room {roomId} from account {accountId}.

GET /v2/accounts/{accountId}/rooms/{roomId}/assignable_roles List roles I can assign in a room · Docusign Gets assignable room-level roles in v6 #

Ask an LLM

“Which room-level roles can I give to people I invite to a room?”

“Does the assignable roles list work for Rooms v6 only?”

Tell an agent

List the roles I can assign in room {roomId}.

Show assignable roles in room {roomId} of account {accountId} for invitee {assigneeEmail}.

GET /v2/accounts/{accountId}/rooms/{roomId}/documents List documents in a room · Docusign Gets a list of documents in a room #

Ask an LLM

“What documents can I access in a specific room?”

“Can I list room documents in one folder or include archived ones?”

Tell an agent

List the documents in room {roomId}.

Show documents in room {roomId} in folder {roomFolderId} whose name matches {nameFilter}.

POST /v2/accounts/{accountId}/rooms/{roomId}/documents Add a base64 document to a room · Docusign Adds a document to a room #

Ask an LLM

“Can I add a document to a room by sending its contents as base64?”

“What happens if a room already has a document with the same name?”

Tell an agent

Add document {name} with contents {base64Contents} to room {roomId}.

Put base64 file {name} into folder {folderId} of room {roomId} in account {accountId}: {base64Contents}.

POST /v2/accounts/{accountId}/rooms/{roomId}/documents/contents Upload a file to a room as multipart · Docusign Uploads the contents of a file as a document to a room #

Ask an LLM

“Can I upload a file to a room with a multipart form request instead of base64?”

“Which headers are needed for a multipart file upload into a room?”

Tell an agent

Upload file {file} to room {roomId} as a multipart upload.

Send the file {file} as a multipart upload into room {roomId} of account {accountId}.

PUT /v2/accounts/{accountId}/rooms/{roomId}/picture Change a room's picture · Docusign Updates the picture for a room #

Ask an LLM

“What image formats and size limits apply to a room's photo?”

“Can I replace the picture shown for a room?”

Tell an agent

Set the picture of room {roomId} to {file}.

Replace the photo of room {roomId} in account {accountId}.

GET /v2/accounts/{accountId}/rooms/{roomId}/field_set Get the field set a room uses · Docusign Gets the field set for a room #

Ask an LLM

“Which set of fields defines what appears on a room's Details tab?”

“Can I see the field definitions behind a room's field data?”

Tell an agent

Get the field set used by room {roomId}.

Show the Details tab field definitions for room {roomId} in account {accountId}.

Docusign Rooms API

Operations 19

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