Eversign
10 actions for Eversign workflows.
Operations are the actions a workflow can take in Eversign, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Track the complete history of actions taken on a document, including who accessed it and when. Use this when you need to maintain compliance records or verify that all required steps were completed in your signing workflow.
Get Document Audit Log
EVERSIGN_AUDIT_LOGGet a complete record of all events and actions that have occurred on a document, including when it was created, modified, viewed, and signed. This helps you track the entire lifecycle and verify compliance by seeing exactly what happened and when.
Monitor the progress and status of large-scale document processing operations. Check these operations when submitting multiple documents at once and need to track completion or troubleshoot any issues with batch processing.
Get Bulk Jobs List
EVERSIGN_GET_BULK_JOBS_LISTRetrieve and view all bulk document signing jobs you've created, with pagination support to navigate through multiple jobs easily. This helps you monitor the status and progress of batch document signing operations across your business.
Get Bulk Job Status
EVERSIGN_GET_BULK_JOB_STATUSCheck the progress and current status of bulk document sending jobs, including how many documents are completed, in progress, or cancelled. Use this to monitor batch operations and ensure your document workflows are progressing as expected.
Retrieve the list of business accounts associated with your Eversign workspace. Access this when managing multiple organizations or verifying which business context a document should be created under.
List Businesses
EVERSIGN_LIST_BUSINESSESRetrieve all businesses linked to your Eversign account to see which organizations you can work with, or get details about a specific business.
Create, manage, and organize electronic documents ready for signature collection. Use these operations throughout your workflow to prepare documents for signing, remove outdated versions, and maintain an inventory of active and past documents.
Create Document
EVERSIGN_CREATE_DOCUMENTInitiate electronic signature workflows by creating documents that can be sent to signers immediately or saved as drafts, either from pre-designed templates or your own files.
List Documents
EVERSIGN_LIST_DOCUMENTSRetrieve all your documents from Eversign with detailed information about signers, status, and timelines, with options to filter by status, dates, or specific criteria.
Delete Document or Template
EVERSIGN_DELETE_DOCUMENT_OR_TEMPLATERemove or archive documents and templates from your Eversign account by canceling pending agreements, moving items to trash, or permanently deleting drafts and archived items.
Update or change the assigned signer for a document when circumstances change during the signing process. Leverage this when a designated signer is unavailable or needs to be transferred to another participant.
Reassign Signer
EVERSIGN_REASSIGN_SIGNERTransfer signing responsibilities from one person to another on an unsigned document, allowing you to correct recipient information or redirect the document to the right person.
Build reusable document templates to streamline repetitive signing workflows and ensure consistency across multiple signings. Access these operations to create new templates from scratch or pull existing ones for rapid document generation.
List Templates
EVERSIGN_LIST_TEMPLATESRetrieve all your document templates with optional filtering and pagination to quickly find the templates you need for signing workflows.
Create Template
EVERSIGN_CREATE_TEMPLATECreate reusable document templates that you can use repeatedly for contracts, agreements, and other documents that require signatures. This saves time by setting up your standard documents once and using them across multiple clients or transactions.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.