# Docusign

> DocuSign eSignature — send documents for signing, manage envelopes and templates, track recipients. Supports envelope creation, status tracking, and document download via `robomotion docusign`. Do NOT use for Adobe Sign, HelloSign, PandaDoc, or other e-signature tools.

- Skill: `robomotionio/docusign` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add robomotionio/docusign`
- Raw SKILL.md: https://api.skillmd.com/api/skills/robomotionio/docusign/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- License: Apache-2.0
- Author: robomotionio (https://skillmd.com/u/robomotionio)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/robomotionio/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)