Docusign

DocuSign

The robomotion docusign CLI connects to DocuSign's eSignature API to send documents for electronic signing, manage envelopes and templates, track recipient status, and download completed documents.

When to use

• Send documents for electronic signature via envelopes
• Create envelopes from templates with recipient data
• Track envelope and recipient signing status
• List templates and download completed documents

Prerequisites

• robomotion CLI installed
• Package installed: robomotion install docusign
• DocuSign API credentials (integration key, account ID) configured via Robomotion vault

IMPORTANT: Session Mode Required for Multi-Step Operations

Each CLI command runs as a separate process — connection IDs from connect do NOT persist across calls. You MUST use --session on connect and pass --session-id to all subsequent commands.

Workflow

1. Install (once): robomotion install docusign
2. Connect with session:

   robomotion docusign docusign_connect --session --output json
   # → {"outClientId":"<client-id>","session_id":"<session-id>"}
   

3. Use the returned client-id and session-id in all subsequent commands:

   robomotion docusign docusign_create_envelope --client-id "<client-id>" --template-id <tmpl> --recipients <json> --session-id "<session-id>" --output json
   

4. Disconnect when done:

   robomotion docusign docusign_disconnect --client-id "<client-id>" --session-id "<session-id>" --output json
   

Always append --output json to get structured JSON results.

Commands Reference

• robomotion docusign docusign_connect --session --output json Connects to Docusign API using OAuth2 and returns a client ID for subsequent operations
• robomotion docusign docusign_disconnect --client-id --session-id "<session-id>" --output json Closes the Docusign connection and releases resources
• robomotion docusign docusign_create_envelope --client-id --document-path --signer-email --signer-name --email-subject --email-message --cc-email --cc-name [--initial-status] --session-id "<session-id>" --output json Creates a new envelope with a document and recipients for signing
• robomotion docusign docusign_create_envelope_from_template --client-id --template-id --email-subject --template-roles --email-message [--initial-status] --session-id "<session-id>" --output json Creates a new envelope using a predefined template with role assignments
• robomotion docusign docusign_send_envelope --client-id --envelope-id --session-id "<session-id>" --output json Sends a draft envelope to recipients for signing
• robomotion docusign docusign_get_envelope --client-id --envelope-id --session-id "<session-id>" --output json Retrieves details and status of a specific envelope
• robomotion docusign docusign_list_envelopes --client-id --from-date --to-date [--status-filter] [--100] --session-id "<session-id>" --output json Lists envelopes with optional filtering by date and status
• robomotion docusign docusign_download_document --client-id --envelope-id --save-path [--document] --session-id "<session-id>" --output json Downloads a document from an envelope and saves it to the specified path
• robomotion docusign docusign_void_envelope --client-id --envelope-id --void-reason --session-id "<session-id>" --output json Voids an in-progress envelope، canceling the signature request
• robomotion docusign docusign_list_templates --client-id --search-text [--100] --session-id "<session-id>" --output json Lists available document templates in your Docusign account
• robomotion docusign docusign_get_template --client-id --template-id --session-id "<session-id>" --output json Retrieves detailed information about a specific template including roles and documents

Environment

• ROBOMOTION_API_TOKEN (if vault credentials are needed)