Reference

Retrieve Account Credits

Check your account's available credits and storage capacity to understand your remaining resources and plan your signing activities accordingly.

Remove Briefcase

Delete a briefcase from OKSign that you no longer need, freeing up workspace and keeping your document management organized.

Retrieve Briefcase Information

Look up details about a previously uploaded document bundle to review signer requirements, document properties, and signing status without needing to rebuild it.

Retrieve Contacts

Access your saved contact list to quickly reference contact information including names, emails, phone numbers, and roles for document signing and business communication.

Remove Contacts

Remove contacts from your account's contact list by specifying their name and email, helping you keep your contact database clean and up to date.

Upload Contacts

Add or update contact information in your Oksign account's contact list, keeping all your client and vendor details synchronized in one place. This ensures you always have current contact information available when sending documents for signature.

Get Active Documents

Retrieves all active documents from your OKsign account, showing you which documents are currently available and their key properties. Use this to get a complete view of documents you're actively working with.

Upload Document

Upload PDF or Word documents to OKSign for signature collection and completion. This enables you to prepare contracts, agreements, and forms for signing by clients, partners, or team members.

Check Document Exists

Verify whether a document exists on the OKSign platform before attempting to access, download, or process it. This prevents errors and ensures your workflows only proceed with available documents.

Remove Document

Permanently delete a document and all its signed copies from OKSign storage, useful when you need to clean up files or remove sensitive information.

Retrieve Linked Document List

Retrieve all documents that are linked to a specific document, such as the signed version of a contract or its original source file. This helps you track document relationships and maintain organized records of related agreements.

Create Editor Express Session

Opens an interactive editor where users can add signature fields, form fields, and configure signing workflows for documents before sending them for signatures. Use this to let clients customize documents without coding or manual form setup.

Upload Form Descriptor

Add signature fields, form fields, and signing workflow configurations to your documents so they're ready for signing and data collection.

Upload Notifications

Set up automated email and SMS notifications to send signing links and reminders directly to document signers, ensuring they know when and where to sign documents.

Update Organization Token Info

Manage your organization's token settings including callback URLs, webhook endpoints, and return URLs to ensure proper integration with your signing workflows.

Remove SignExpress Token

Deletes a previously uploaded SignExpress token from OKSign, allowing you to invalidate or clean up sign button integrations that are no longer needed.

Retrieve Users

Fetch all users currently associated with your OkSign account to view team members and their access levels. This helps you manage who has access to your documents and signing workflows.