Tool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.

Tool to archive a specific template by its unique identifier. Use after verifying the template ID.

Tool to clone an existing template into a new template with optional custom name, folder, and external_id. Use when you need to duplicate a template with specific customization options.

Tool to create signature requests (submissions) from an existing document template and send them to submitters. Use this when you have a pre-configured template and want to send it for signing to one or more parties. Supports email and SMS notifications, custom messages, field pre-filling, and sequential or simultaneous signing workflows.

Tool to create a one-off submission (signature request) from a DOCX document with dynamic content variables. Use [[variable_name]] text tags in the DOCX to define dynamic content variables and {{Field Name;role=Signer1;type=date}} text tags to define fillable fields. This allows you to generate personalized documents with pre-filled content and signature fields extracted from the DOCX file.

Tool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form. Use this when you want to create a signature request directly from HTML without first creating a reusable template. Field tags in HTML (like {{field_name}} or ) will be automatically converted to fillable form fields.

Tool to create a one-off submission (signature request) from a PDF file. Use this to upload a PDF document and send it for electronic signature without creating a reusable template first. You can define signature fields and other form fields either by using text tags in the PDF (e.g., {{Signature;role=First Party;type=signature}}) or by specifying field coordinates in the request.

Tool to create submissions for a document template and send them to specified email addresses. Use this for simplified submission creation with Zapier or other automation tools. Each email address will receive a unique submission link.

Tool to create a fillable document template from a Microsoft Word DOCX file. Use when you need to convert a DOCX document with field tags into a template.

Tool to create a fillable document template from HTML content with pre-defined fields. Use when you need to create a template directly from HTML with custom field tags for text, signatures, dates, and other fillable elements.

Tool to create a fillable document template from a PDF file. Use when you need to create a reusable template from a PDF. Fields can be defined using {{Field Name;role=Signer1;type=date}} text tags in the PDF or by specifying pixel coordinates.

Tool to retrieve detailed information about a specific submission. Use when you need to fetch complete submission details including submitters, documents, status, template, events, and metadata.

Tool to retrieve documents for a submission. Returns partially filled documents if the submission is in progress, or final signed documents if completed. Use when you need to download submission documents.

Tool to retrieve detailed information about a submitter by ID. Use when you need to fetch submitter details including documents, field values filled by the signer, submission events, and status.

Tool to retrieve details of a specific template by its unique identifier. Use when you need to fetch template metadata by ID.

List document submissions with filtering and cursor-based pagination. Use to retrieve, search, and browse existing submissions by template, status, or submitter details. Supports searching by submitter name, email, or phone.

Retrieve a paginated list of submitters with optional filtering. Use this tool to: - List all submitters across all submissions - Filter submitters by submission, status dates, or search query - Paginate through large result sets using 'after' and 'before' cursors Examples: - List all submitters: {} - Filter by submission: {"submission_id": 12345} - Search by email: {"q": "