1. Get Accounts
GetAccounts retrieves the number of accounts associated with DocuSign for a specified account.
| Operation type | "getaccounts" |
2. e-mail request
The e-mail request sends documents to the signer to initiate the signing ceremony. This request facilitates the following features.
Single recipient to obtain e-signature for a single document through a e-mail link.
Single recipient to obtain e-signature on the multiple documents through a e-mail link.
Multiple recipients to obtain e-signature for a single document through a e-mail link.
Feature to add the signing place holder.
| Operation type | "emailrequest" |
3. Document list
This API returns a list of documents associated with the specified envelope.
| Operation type | "documentlist" |
4. Get document
This API retrieves the specified document from the envelope. If the account has the Highlight Data Changes feature enabled, there is an option to request that any changes in the envelope be highlighted.
| Operation type | "getdocuments" |
5. Embedded Envelope
Using embedded recipient, the users can sign or send documents directly through the Lender system's UI, avoiding the context-switch to email.
| Operation type | "emdeddedrequest" |
Note:
Scenario |
Field |
Action |
1 |
"Status": "Created" + Single Recepient | FinConnect does not mandate the Client to send Embedded Request. FinConnect internally calls Docusign® to get the Embedded ReturnURL and the response to the Client will include first call response with the ReturnURL. The RecepientID will be ignored in this case |
2 |
"Status": "Created" + Multiple Recepient | FinConnect will mandate the Client to send Embedded Request. |
6. Audit event list
This request gets the envelope audit events for the specified envelope.
| Operation type | "auditeventlist" |