Docusign Tabs API

Manage tabs (fields) placed on documents for recipients to interact with during the signing process, including signature, date, text, and checkbox tabs.

Documentation

Specifications

Schemas & Data

Other Resources

OpenAPI Specification

docusign-tabs-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: DocuSign Admin AccountBrands Tabs 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: Tabs
  description: Manage tabs (fields) placed on documents for recipients to interact with during the signing process, including signature, date, text, and checkbox tabs.
  externalDocs:
    url: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/
paths:
  /accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs:
    get:
      operationId: Tabs_ListTabs
      summary: Docusign List Tabs for a Recipient
      description: Retrieves the tabs associated with a specific recipient in an envelope. Returns all tab types assigned to the recipient.
      tags:
      - Tabs
      parameters:
      - $ref: '#/components/parameters/accountId'
      - $ref: '#/components/parameters/envelopeId'
      - $ref: '#/components/parameters/recipientId'
      - name: include_metadata
        in: query
        description: When true, includes metadata properties in the response.
        schema:
          type: string
      responses:
        '200':
          description: Successfully retrieved tabs.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EnvelopeRecipientTabs'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    put:
      operationId: Tabs_UpdateTabs
      summary: Docusign Update Tabs for a Recipient
      description: Updates one or more tabs for a recipient in a draft envelope.
      tags:
      - Tabs
      parameters:
      - $ref: '#/components/parameters/accountId'
      - $ref: '#/components/parameters/envelopeId'
      - $ref: '#/components/parameters/recipientId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EnvelopeRecipientTabs'
      responses:
        '200':
          description: Tabs updated successfully.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EnvelopeRecipientTabs'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    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
    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
    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
    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
    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
    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: []
    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
    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
    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
    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
          example: example_value
        value:
          type: string
          example: example_value
    DateTab:
      type: object
      description: A tab for date 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
        value:
          type: string
          example: example_value
        required:
          type: string
          example: example_value
  parameters:
    envelopeId:
      name: envelopeId
      in: path
      required: true
      description: The envelope ID (GUID) of the envelope.
      schema:
        type: string
        format: uuid
    accountId:
      name: accountId
      in: path
      required: true
      description: The external account number (short) or account ID GUID of the DocuSign account.
      schema:
        type: string
    recipientId:
      name: recipientId
      in: path
      required: true
      description: A unique identifier for a recipient. This value is assigned by DocuSign and is unique per envelope.
      schema:
        type: string
  responses:
    Unauthorized:
      description: Unauthorized. Authentication credentials are missing or invalid.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorDetails'
    NotFound:
      description: The requested resource was not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorDetails'
    BadRequest:
      description: Bad request. The request body or parameters are invalid.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorDetails'
  securitySchemes:
    accessCode:
      type: oauth2
      description: OAuth2 Access code Grant
      flows:
        authorizationCode:
          authorizationUrl: https://account.docusign.com/oauth/auth
          tokenUrl: https://account.docusign.com/oauth/auth
          scopes:
            organization_read: ''
            permission_read: ''
            group_read: ''
            user_read: ''
            account_read: ''
            account_write: ''
            user_write: ''
            identity_provider_read: ''
            domain_read: ''
x-ds-categories:
- name: UserManagement
  summary: Methods to manage users in an account.
  description: Methods to manage users in an account.
- name: BulkOperations
  summary: Methods to import and export users and accounts.
  description: Methods to import and export users and accounts.
- name: IdentityProviders
  summary: Methods to get a list of identity providers.
  description: Methods to get a list of identity providers.
- name: ReservedDomains
  summary: Methods to get a list of reserved domains.
  description: Methods to get a list of reserved domains.
- name: Organization
  summary: Methods for working with organizations.
  description: Methods for working with organizations.
x-original-swagger-version: '2.0'