Invites workflows-Invite to Sign (with fields)

1. Authentication 2. Upload document 3. Add 2 fillable fields 6. Get field and field invite id 5. Field Invite 7. Resend field invite 8. Reassign signer 9. Change password 10. Cancel field invite

Invites workflows-Free form Invite (without fields)

1. Authentication 2. Upload document 3. Send a free form invite

Invites workflows-Signing Link

1. Authentication 2. Upload document 3. Make template from document 4. Delete document 5. Add field signature 6. Get role id's for template 7. Update routing details 8. Make document from template 9. Get organization id for signing link 10. Create signing link 11. Get signing link id 12. Deactivate signing link

Invites workflows-Bulk Invite

1. Authentication 2. Upload Document 3. Make Template 6. Add 3 signature fields 7. Send bulk invite for three signers 8. Delete Documents

Invites workflows-Document Group Invite

1. Authentication 4. Upload doc 3 5. Add field to doc 1 6. Add field to doc 2 7. Add field to doc 3 8. Create doc group 9. Group invite 10. Group invite resend 11. Get field id 1 signer 12. Get field id 2 signer 13. Get field id 3 signer 14. Get group invite step id's 15. Cancel group invite

Invites workflows-Embedded Signing-2FA-password

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite (password protected)6. Create embedded link

Invites workflows-Embedded Signing-2FA-phone call

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite (phone call)6. Create embedded link

Invites workflows-Embedded Signing-2FA-sms

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite (phone sms)6. Create embedded link

Invites workflows-Embedded Signing-Embedded signing attributes-force_new_signature = 1

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite 6. Create embedded link

Invites workflows-Embedded Signing-Embedded signing attributes-force_new_signature = 0

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite 6. Create embedded link

Invites workflows-Embedded Signing-Embedded signing attributes-required_preset_signature_name

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite 6. Create embedded link

Invites workflows-Embedded Signing

1. Authentication 2. Upload document 3. Add 2 fillable fields 4. Get role ids 5. Create embedded signing invites 6. Generate signing link 7. Delete embedded invites

Invites workflows-Embedded Signing of Doc Group

1. Authentication 4. Upload doc 3 5. Add field to doc 1 6. Add field to doc 2 7. Add field to doc 3 8. Create doc group 9. Embedded Group Invite 10. Get field id 1 signer 11. Get field id 2 signer 12. Get field id 3 signer 13. Get group invite step id's 14. Generate signing link 16. Delete embedded doc group invites

Invites workflows-Embedded sending

1. Authentication 2. Upload document 3. Add fields to document 4. Create emb. sending link

Invites workflows-Embedded sending DG

1. Authentication 2. Upload doc 3. Add field to doc 4. Create doc group 5. Create emb sending DG link

Invites workflows-Embedded editor

1. Authentication 2. Upload document 3. Create embedded edit link

Invites workflows-Embedded editor DG

1. Authentication 2. Upload doc 3. Create doc group 4. Embedded editor for DG

Get user info Change user details Create user Verify email Reset password Get modified documents Get user documents

Oauth2-Generate access token with authorization code

4. Get access token with authorization code 2. Get client_id 3. Get code via redirect

Generate access token Verify access token

Invite to sign (Field Invite)

Invite to sign via SMS Resend email invite Replace a signer: Step 1 - Delete Replace a signer: Step 2 - Replace Replace a signer: Step 3 - Send Cancel invite Customize welcome message Get welcome message Reset welcome message to default Decline to sign a field invite Get the declined invite

FreeForm invite

Create FreeForm invite Get document FreeForm invites Cancel FreeForm invite

Document group field invite

Invite to sign document group Get document group invite Get emails of the invite step Cancel document group invite Get pending group invites Resend document group invite Update document group invite Get document group recipients Edit document group recipients Decline to sign a group invite Email document group copy

Document group FreeForm invite

Create doc group FreeForm invite Get doc group FreeForm invites Cancel doc group FreeForm invite for the specific signer by ID Cancel doc group FreeForm invite for all signers Resend doc group FreeForm invite

Get document Delete document Edit document Prefill text fields Upload document Upload document with tags Upload document from URL Move document Move documents in bulk Merge documents Get fields data from completed document Get document history Get document download link Download document Download document attachment Get metadata of a document Add metadata to the document Add custom event

Create template Get document out of template Bulk invite Import template from DocuSign Get list of documents from template Duplicate a template

Create document group Rename document group Get document group info (v.2)Get document group Delete document group Get document groups Get document group history Download document group Add metadata to the document group Get metadata to the document group Remove metadata from document group Correct the document group Create a copy of Document Group Move document group

Document group template

Create doc group template from doc group Create document group from template Get document group templates Copy document group template Move document group template Get doc groups created from template Get doc group template recipients

Generate QR code and create signing link invite Activate/deactivate signing link Get signing links Create/edit signing link for doc group

Get list of event subscriptions Create event subscription Get subscription info Edit event subscription Delete event subscription Get list of callbacks Get list of callbacks by event subscription Get callback info by ID Deactivate event subscription Activate event subscription Resend webhook

Create folder Get all folders Get folder by id Delete folder Rename folder Get pinned templates Empty trash bin folder

Add smart fields to template Delete smart fields from template Get smart fields from template Prefill smart fields Add values of Smart fields to Redirect URI

Embedded signing

Create embedded signing invite Generate link for embedded invite Delete embedded invites Create embedded invite for doc group Generate link for doc group embedded invite Delete embedded doc group invites

Embedded sending

Create embedded sending link Create embedded sending link for doc group

Embedded editor

Create embedded editor link for doc Create embedded editor link for doc group

Create a team Accept or decline invitation to a team Get team invite Rename team Get team Delete team Grant admin permissions Disable admin permissions Share document group template Delete doc group templates for a team Get team document group templates Invite user to a team Enable Documents folder Disable Documents folder Change team primary admin Get user's teams Get team admins Delete user from the team Update team invite status

Create organization Get admin's organizations Rename organization Delete organization Get the list of admins Add moderator or admin Change admin/moderator role Accept invite to be admin Decline invite to be admin Remove admin/moderator Get the list of members Add members Remove members Accept invite to organization Decline invite to organization Update organization settings Get organization settings Set an allowed team admin Activate/deactivate allowed team admins Get allowed team admins Get members' last logins Get users' activity Get organization activity Upload organization logo Delete organization logo Move users across organizations Get user's documents Send organization login data Send organization users activity

Get logs Get request log Get paid requests Get paid requests logs Export paid request logs Get monthly request totals

Request payments

Add payment request field Send an invite to sign (payment request fixed)Update merchant account Get merchant account Delete merchant account

Branding-Branding-Assign brand resource

Assign brand to document Get brand of document Unassign brand from document Assign brand to doc group Get brand of doc group Unassign brand from doc group Assign brand to application Get brand of application Unassign brand from application

Branding-Branding-Manage brands

Get all brands Create brand Change brand Get brand Delete brand Get brand template file Create brand from template file

Branding-Branding-General brand resource

Create and edit general brand resource Get general brand resource Delete general brand resource

Branding-Branding-Editor brand resource

Create and edit editor brand resource Get editor brand resource Delete editor brand resource

Branding-Branding-Logo brand resource

Create logo brand resource Get logo brand resource Add and change logo from URL Delete logo brand resource

Branding-Email branding-Email general brand resource

Add and edit email general branding Get email general resource Delete email general resource

Branding-Email branding-Email invite brand resource

Add and edit branding for email invite Get email invite resource Delete email invite resource

Branding-Email branding-Email reassign brand resource

Add and edit branding for reassign emails Get email reassign resource Delete email reassign resource

Branding-Email branding-Email canceled brand resource

Add and edit branding for canceled invite emails Get email canceled resource Delete email canceled resource

Branding-Email branding-Email completed brand resource

Add and edit branding for completed emails Get email completed resource Delete email completed resource

Branding-Email branding-Email reminder brand resource

Add and edit branding for reminder emails Get email reminder resource Delete email reminder resource

Branding-Email branding-Email-logo brand resource

Create email-logo brand resource Add and update email-logo for brand from URL Get email-logo brand resource Delete email-logo brand resource

Organization branding-Manage organization brands

Create organization brand Get organization brands Get an organization brand Update an organization brand Delete an organization brand Get default organization brand Set organization brand as default Set organization brand as non-default

Organization branding-Organization general brand resource

Create org general brand resource Get org general brand resource Delete org general brand resource

Organization branding-Organization editor brand resource

Create org editor brand resource Get org editor brand resource Delete org editor brand resource

Organization branding-Organization logo brand resource

Create org logo brand resource Get org logo brand resource Delete org logo brand resource

Organization branding-Organization email brand resource

Create org email brand resource Get org email brand resource Delete org email brand resource

Mark document as favorite Remove document from favorites Mark document group as favorite Remove document group from favorites Retrieve all favorites

Create CRM Contact Get the list of CRM Contacts Get CRM Contact info Update a CRM Contact Remove a CRM Contact

Get the list of CRM users Get users by contact Share contact with other users Revoke access to shared contact

CRM contact groups

Get contact groups list by contact Create contact group Get the list of groups Get contacts group Update contact group Remove contact group Add contact to group Remove contact from group Get contacts from the group

SignNow Branding test collection

Authorization Create brand Customize signing session Customize editor elements Add brand logo Customize email general settings Customize email text Upload document Assign brand on document Add field signature for document Get role id's Send invite

SignNow Code grant generation collection

Get access token with authorization code Get client_id Get code via redirect

SignNow Embedded editor test collection

Authorization Step 1 - Upload document Step 2 - Generate a link to embedded editor

SignNow Embedded sending test collection

Authorization Step 1 - Upload document Step 2 - Generate a link to embedded sending

SignNow Embedded signing test collection

Authorization Step 1 - Upload document Step 2 - Add signature field Step 3 - Get role id Step 4 - Create embedded signing invites Step 5 - Generate signing link

SignNow Invite to sign test collection

Authorization Upload document Add field signature for document Get role id's Send invite

SignNow Organization test collection

Authorization 1. Create an organization 2. Add member 3. Add administrator or moderator 4. Upload an organization logo 5. Update organization settings 6. Get users’ activity

SignNow Qualified electronic signature collection

Authorization Upload document Add field signature for document Get role id's Send invite

SignNow Webhooks test collection

Authorization Get user id Subscribe to user.document.fieldinvite.signed Get subscriptions Upload document Add field signature for document Get role id's Send invite Get callbacks for user.document.fieldinvite.sent Get callbacks for user.document.fieldinvite.signed Delete event user.document.fieldinvite.sent subscription Delete event user.document.fieldinvite.sign subscription

Invites workflows-Invite to Sign (with fields)

1. Authentication 2. Upload document 3. Add 2 fillable fields 6. Get field and field invite id 5. Field Invite 7. Resend field invite 8. Reassign signer 9. Change password 10. Cancel field invite

Invites workflows-Free form Invite (without fields)

1. Authentication 2. Upload document 3. Send a free form invite

Invites workflows-Signing Link

1. Authentication 2. Upload document 3. Make template from document 4. Delete document 5. Add field signature 6. Get role id's for template 7. Update routing details 8. Make document from template 9. Get organization id for signing link 10. Create signing link 11. Get signing link id 12. Deactivate signing link

Invites workflows-Bulk Invite

1. Authentication 2. Upload Document 3. Make Template 6. Add 3 signature fields 7. Send bulk invite for three signers 8. Delete Documents

Invites workflows-Document Group Invite

1. Authentication 4. Upload doc 3 5. Add field to doc 1 6. Add field to doc 2 7. Add field to doc 3 8. Create doc group 9. Group invite 10. Group invite resend 11. Get field id 1 signer 12. Get field id 2 signer 13. Get field id 3 signer 14. Get group invite step id's 15. Cancel group invite

Invites workflows-Embedded Signing-2FA-password

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite (password protected)6. Create embedded link

Invites workflows-Embedded Signing-2FA-phone call

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite (phone call)6. Create embedded link

Invites workflows-Embedded Signing-2FA-sms

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite (phone sms)6. Create embedded link

Invites workflows-Embedded Signing-Embedded signing attributes-force_new_signature = 1

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite 6. Create embedded link

Invites workflows-Embedded Signing-Embedded signing attributes-force_new_signature = 0

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite 6. Create embedded link

Invites workflows-Embedded Signing-Embedded signing attributes-required_preset_signature_name

1. Authentication 2. Upload document 3. Add fields for document 4. Get role id's 5. Send embedded invite 6. Create embedded link

Invites workflows-Embedded Signing

1. Authentication 2. Upload document 3. Add 2 fillable fields 4. Get role ids 5. Create embedded signing invites 6. Generate signing link 7. Delete embedded invites

Invites workflows-Embedded Signing of Doc Group

1. Authentication 4. Upload doc 3 5. Add field to doc 1 6. Add field to doc 2 7. Add field to doc 3 8. Create doc group 9. Embedded Group Invite 10. Get field id 1 signer 11. Get field id 2 signer 12. Get field id 3 signer 13. Get group invite step id's 14. Generate signing link 16. Delete embedded doc group invites

Invites workflows-Embedded sending

1. Authentication 2. Upload document 3. Add fields to document 4. Create emb. sending link

Invites workflows-Embedded sending DG

1. Authentication 2. Upload doc 3. Add field to doc 4. Create doc group 5. Create emb sending DG link

Invites workflows-Embedded editor

1. Authentication 2. Upload document 3. Create embedded edit link

Invites workflows-Embedded editor DG

1. Authentication 2. Upload doc 3. Create doc group 4. Embedded editor for DG

Get user info Change user details Create user Verify email Reset password Get modified documents Get user documents

Oauth2-Generate access token with authorization code

4. Get access token with authorization code 2. Get client_id 3. Get code via redirect

Generate access token Verify access token

Invite to sign (Field Invite)

Invite to sign via SMS Resend email invite Replace a signer: Step 1 - Delete Replace a signer: Step 2 - Replace Replace a signer: Step 3 - Send Cancel invite Customize welcome message Get welcome message Reset welcome message to default Decline to sign a field invite Get the declined invite

FreeForm invite

Create FreeForm invite Get document FreeForm invites Cancel FreeForm invite

Document group field invite

Invite to sign document group Get document group invite Get emails of the invite step Cancel document group invite Get pending group invites Resend document group invite Update document group invite Get document group recipients Edit document group recipients Decline to sign a group invite Email document group copy

Document group FreeForm invite

Create doc group FreeForm invite Get doc group FreeForm invites Cancel doc group FreeForm invite for the specific signer by ID Cancel doc group FreeForm invite for all signers Resend doc group FreeForm invite

Get document Delete document Edit document Prefill text fields Upload document Upload document with tags Upload document from URL Move document Move documents in bulk Merge documents Get fields data from completed document Get document history Get document download link Download document Download document attachment Get metadata of a document Add metadata to the document Add custom event

Create template Get document out of template Bulk invite Import template from DocuSign Get list of documents from template Duplicate a template

Create document group Rename document group Get document group info (v.2)Get document group Delete document group Get document groups Get document group history Download document group Add metadata to the document group Get metadata to the document group Remove metadata from document group Correct the document group Create a copy of Document Group Move document group

Document group template

Create doc group template from doc group Create document group from template Get document group templates Copy document group template Move document group template Get doc groups created from template Get doc group template recipients

Generate QR code and create signing link invite Activate/deactivate signing link Get signing links Create/edit signing link for doc group

Get list of event subscriptions Create event subscription Get subscription info Edit event subscription Delete event subscription Get list of callbacks Get list of callbacks by event subscription Get callback info by ID Deactivate event subscription Activate event subscription Resend webhook

Create folder Get all folders Get folder by id Delete folder Rename folder Get pinned templates Empty trash bin folder

Add smart fields to template Delete smart fields from template Get smart fields from template Prefill smart fields Add values of Smart fields to Redirect URI

Embedded signing

Create embedded signing invite Generate link for embedded invite Delete embedded invites Create embedded invite for doc group Generate link for doc group embedded invite Delete embedded doc group invites

Embedded sending

Create embedded sending link Create embedded sending link for doc group

Embedded editor

Create embedded editor link for doc Create embedded editor link for doc group

Create a team Accept or decline invitation to a team Get team invite Rename team Get team Delete team Grant admin permissions Disable admin permissions Share document group template Delete doc group templates for a team Get team document group templates Invite user to a team Enable Documents folder Disable Documents folder Change team primary admin Get user's teams Get team admins Delete user from the team Update team invite status

Create organization Get admin's organizations Rename organization Delete organization Get the list of admins Add moderator or admin Change admin/moderator role Accept invite to be admin Decline invite to be admin Remove admin/moderator Get the list of members Add members Remove members Accept invite to organization Decline invite to organization Update organization settings Get organization settings Set an allowed team admin Activate/deactivate allowed team admins Get allowed team admins Get members' last logins Get users' activity Get organization activity Upload organization logo Delete organization logo Move users across organizations Get user's documents Send organization login data Send organization users activity

Get logs Get request log Get paid requests Get paid requests logs Export paid request logs Get monthly request totals

Request payments

Add payment request field Send an invite to sign (payment request fixed)Update merchant account Get merchant account Delete merchant account

Branding-Branding-Assign brand resource

Assign brand to document Get brand of document Unassign brand from document Assign brand to doc group Get brand of doc group Unassign brand from doc group Assign brand to application Get brand of application Unassign brand from application

Branding-Branding-Manage brands

Get all brands Create brand Change brand Get brand Delete brand Get brand template file Create brand from template file

Branding-Branding-General brand resource

Create and edit general brand resource Get general brand resource Delete general brand resource

Branding-Branding-Editor brand resource

Create and edit editor brand resource Get editor brand resource Delete editor brand resource

Branding-Branding-Logo brand resource

Create logo brand resource Get logo brand resource Add and change logo from URL Delete logo brand resource

Branding-Email branding-Email general brand resource

Add and edit email general branding Get email general resource Delete email general resource

Branding-Email branding-Email invite brand resource

Add and edit branding for email invite Get email invite resource Delete email invite resource

Branding-Email branding-Email reassign brand resource

Add and edit branding for reassign emails Get email reassign resource Delete email reassign resource

Branding-Email branding-Email canceled brand resource

Add and edit branding for canceled invite emails Get email canceled resource Delete email canceled resource

Branding-Email branding-Email completed brand resource

Add and edit branding for completed emails Get email completed resource Delete email completed resource

Branding-Email branding-Email reminder brand resource

Add and edit branding for reminder emails Get email reminder resource Delete email reminder resource

Branding-Email branding-Email-logo brand resource

Create email-logo brand resource Add and update email-logo for brand from URL Get email-logo brand resource Delete email-logo brand resource

Organization branding-Manage organization brands

Create organization brand Get organization brands Get an organization brand Update an organization brand Delete an organization brand Get default organization brand Set organization brand as default Set organization brand as non-default

Organization branding-Organization general brand resource

Create org general brand resource Get org general brand resource Delete org general brand resource

Organization branding-Organization editor brand resource

Create org editor brand resource Get org editor brand resource Delete org editor brand resource

Organization branding-Organization logo brand resource

Create org logo brand resource Get org logo brand resource Delete org logo brand resource

Organization branding-Organization email brand resource

Create org email brand resource Get org email brand resource Delete org email brand resource

Mark document as favorite Remove document from favorites Mark document group as favorite Remove document group from favorites Retrieve all favorites

Create CRM Contact Get the list of CRM Contacts Get CRM Contact info Update a CRM Contact Remove a CRM Contact

Get the list of CRM users Get users by contact Share contact with other users Revoke access to shared contact

CRM contact groups

Get contact groups list by contact Create contact group Get the list of groups Get contacts group Update contact group Remove contact group Add contact to group Remove contact from group Get contacts from the group

SignNow Branding test collection

Authorization Create brand Customize signing session Customize editor elements Add brand logo Customize email general settings Customize email text Upload document Assign brand on document Add field signature for document Get role id's Send invite

SignNow Code grant generation collection

Get access token with authorization code Get client_id Get code via redirect

SignNow Embedded editor test collection

Authorization Step 1 - Upload document Step 2 - Generate a link to embedded editor

SignNow Embedded sending test collection

Authorization Step 1 - Upload document Step 2 - Generate a link to embedded sending

SignNow Embedded signing test collection

Authorization Step 1 - Upload document Step 2 - Add signature field Step 3 - Get role id Step 4 - Create embedded signing invites Step 5 - Generate signing link

SignNow Invite to sign test collection

Authorization Upload document Add field signature for document Get role id's Send invite

SignNow Organization test collection

Authorization 1. Create an organization 2. Add member 3. Add administrator or moderator 4. Upload an organization logo 5. Update organization settings 6. Get users’ activity

SignNow Qualified electronic signature collection

Authorization Upload document Add field signature for document Get role id's Send invite

SignNow Webhooks test collection

Authorization Get user id Subscribe to user.document.fieldinvite.signed Get subscriptions Upload document Add field signature for document Get role id's Send invite Get callbacks for user.document.fieldinvite.sent Get callbacks for user.document.fieldinvite.signed Delete event user.document.fieldinvite.sent subscription Delete event user.document.fieldinvite.sign subscription

Home SignNow API CRM contact groupsUpdate contact group

Update contact group

PUT {{url}}/v2/crm/groups/{{contact_group_id}}

Request Body

{"name"=>"new group name"}

HEADERS

Key	Datatype	Required	Description
`Accept`	string
`Authorization`	string

Get contacts group

Remove contact group