> ## Documentation Index
> Fetch the complete documentation index at: https://agents.nanonets.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign Send Envelope

> Template-based e-signature send tool exposed through the Agents Platform.

This document covers `docusign_send_envelope`, the template-based e-signature send tool exposed through the Agents Platform.

## Authentication

DocuSign tools use the DocuSign connector, which authenticates with **JWT Grant** (server-to-server) rather than the authorization-code flow. Users configure:

* `integration_key` — the app's client id
* `user_id` — API Username (GUID) of the user to impersonate
* `private_key` — RSA private key, PEM
* `account_id` — optional; only needed when the user can reach several accounts
* `environment` — optional; `demo` (default) or `prod`

The connector signs a fresh assertion whenever the cached access token nears expiry, discovers the account's REST base URI from `/oauth/userinfo`, and caches both. See [docusign.md](/docs/tools/docusign) for setup, the one-time admin consent step, and why JWT Grant is used.

## `docusign_send_envelope`

Creates an envelope from an existing DocuSign template and sends it, emailing each signer a link to sign.

This is a **mutating** tool. Sending is **billed per envelope and cannot be undone.**

### Inputs

Required:

* `template_id`: Id of the template to send.
* `signers`: One entry per role the template defines. Each needs `role_name`, `name` and `email`.

Optional:

* `email_subject`: Overrides the template's subject.
* `expire_after_days`: Stop reminders and block signing this many days after sending.
* `reply_to_email`, `reply_to_name`: Reply-to overrides on the signing email.
* `reference`: Your own correlation id, stored on the envelope as a `reference` custom field.
* `dry_run`: Preview without sending. Defaults to `false`.

### `role_name` must match the template

DocuSign binds each signer to a role declared in the template. Role names are trimmed before sending, but a name the template doesn't declare leaves DocuSign with no recipient to bind — supply the exact role (e.g. `Patient`).

### Use `reference`

Matching a completed envelope back to the record that caused it by signer name or email is unreliable — names are entered inconsistently and one person can have several records. Passing your own id (an appointment id, an order number) stores it on the envelope, so completion can be correlated exactly.

### Dry run

`dry_run: true` renders what would be sent and makes **no** network call — it does not even construct a client. A preview must never be billable.

### Output

On success, structured content includes:

* `status`: `success` or `dry_run`
* `envelope_id`: the created envelope's id
* `envelope`: the envelope object (id, status, subject, timestamps)
* `reference`: echoed back for correlation

### Notes

* There is **no idempotency**. Calling twice sends two envelopes and bills twice. Check [docusign\_get\_envelope](/docs/tools/docusign-get-envelope) for an existing envelope before re-sending.
* `expire_after_days` maps to DocuSign's envelope expiration; the warning window is disabled so the only effect is a hard stop.