Description

n8n-nodes-docusign-esign


An n8n community node package for DocuSign — covering eSignature, Web Forms, Monitor, Click (Clickwrap), Maestro (Workflow Builder), Navigator (Agreement Intelligence), and Admin APIs.

Features

• 8 nodes covering DocuSign eSignature, Web Forms, Monitor, Click, Maestro, Navigator, and Admin APIs
• 54 eSignature resources — full envelope lifecycle, templates, bulk send, recipients, tabs, payments, webhooks, and more (see Resources & Operations)
• Embedded signing — generate signing URLs for iframe integration, including cross-origin focused view
• Merge fields — populate document placeholders like {{FirstName}} dynamically
• Webhook triggers — eSignature, Click, and Maestro trigger nodes with HMAC-SHA256 signature verification and replay attack protection
• Multiple auth methods — JWT (token caching + auto-refresh) and OAuth2 Authorization Code Grant
• Security hardened — SSRF-safe URL validation, RFC 5322 email validation, UUID validation, input sanitization
• Rate limit handling — exponential backoff retry on 429/5xx responses
• Regional support — NA, EU, AU, CA for production environments

Requirements

DocuSign Plan Requirements

| Environment | Plan Required |
|————-|—————|
| Development/Testing | Free Developer Account |
| Production | Business Pro or higher |
| Webhooks (DocuSign Connect) | Business Pro+ or Connect add-on |

Start with a free DocuSign Developer Account to test before committing to a paid plan.

Installation

Community Nodes (Recommended)

1. Go to Settings > Community Nodes in your n8n instance
2. Select Install
3. Enter n8n-nodes-docusign-esign
4. Click Install

npm

npm install n8n-nodes-docusign-esign

Credentials

To use this node, you need DocuSign API credentials:

1. Log in to your DocuSign Admin
2. Go to Settings > Apps and Keys
3. Create an Integration Key (Client ID)
4. Generate an RSA Key Pair and save the private key
5. Note your User ID and Account ID

Granting Consent

Before first use, grant consent for your integration:

Demo:

https://account-d.docusign.com/oauth/auth?responsetype=code&scope=signature%20impersonation&clientid=YOURINTEGRATIONKEY&redirecturi=YOURREDIRECT_URI

Production:

https://account.docusign.com/oauth/auth?responsetype=code&scope=signature%20impersonation&clientid=YOURINTEGRATIONKEY&redirecturi=YOURREDIRECT_URI

Nodes

DocuSign

The main node for interacting with the DocuSign eSignature API.

#### Resources & Operations

| Resource | Operations |
|———-|————|
| Envelope | Create, Create From Template, Get, Get Many, Send, Resend, Void, Delete, Download Document, List Documents, Get Recipients, Update Recipients, Get Audit Events, Create Signing URL, Correct, Get Form Data, Create Sender View, Create Edit View |
| Template | Create, Get, Get Many, Update, Delete |
| Bulk Send | Create List, Get List, Get Many Lists, Delete List, Send, Get Batch Status |
| PowerForm | Create, Get, Get Many, Delete, Get Form Data |
| Folder | Get Many, Get Items, Move Envelope, Search |
| Signing Group | Create, Get, Get Many, Update, Delete |
| Brand | Create, Get, Get Many, Update, Delete |
| Document Generation | Get Form Fields, Update Form Fields |
| Envelope Lock | Lock, Get Lock, Update Lock, Unlock |
| Composite Template | Create Envelope |
| Envelope Transfer | Get Rules, Create Rule, Update Rule, Delete Rule |
| Supplemental Document | Create Envelope |
| Scheduled Routing | Get, Update, Delete, Pause Workflow, Resume Workflow |
| Recipient Tabs | Get, Update |
| Payment Tab | Create Envelope |
| Template Recipients | Create, Get Many, Update, Delete |
| ID Verification | Get Workflows, Get Evidence |
| Connect Configuration | Create, Get, Get Many, Update, Delete, Pause, Resume |
| Organization | Get Many, Get |
| Account User | Create, Get, Get Many, Update, Delete |
| Account Group | Create, Get Many, Update, Delete |
| Chunked Upload | Initiate, Upload Chunk, Commit |
| Comments | Create, Get Many |
| Envelope Custom Field | Create, Get, Update, Delete |
| Envelope Attachment | Get Many, Create, Delete |
| Envelope Document Field | Get, Create, Update, Delete |
| Envelope Email Setting | Get, Create, Update, Delete |
| Custom Tab | Create, Get, Get Many, Update, Delete |
| Contact | Create, Get Many, Update, Delete |
| Permission Profile | Create, Get, Get Many, Update, Delete |
| Account Custom Field | Create, Get Many, Update, Delete |
| Connect Event | Get Failures, Get Logs, Retry |
| Envelope Notification | Get, Update |
| Template Document | Add, Get, Get Many, Remove |
| Template Custom Field | Create, Get, Update, Delete |
| Template Lock | Lock, Get Lock, Update Lock, Unlock |
| Template Notification | Get, Update |
| Billing | Get Plan, Get Invoice, Get Many Invoices, Get Payment, Get Many Payments |
| Cloud Storage | List Providers, List Files, Get File |
| Workspace | Create, Get, Get Many, Delete, Create File, Get Files |
| Email Archive | Create, Get Many, Delete |
| Diagnostics | Get Settings, Update Settings, Get Log |
| Notary | Get, Get Jurisdictions, Create |
| Trust Service Provider | Get Seal Providers |
| Envelope Purge | Purge Documents |
| Account Settings | Get, Update |
| Template View | Create Edit View |
| Reporting | Get Product Permission Profiles, Get Account Report |
| Account Signature | Create, Get, Get Many, Update, Delete |
| Account Watermark | Get, Update, Preview |
| Captive Recipient | Create, Delete |
| Consumer Disclosure | Get, Get Default, Update |
| Notary Journal | Get, Get Many |
| Template Bulk Recipient | Upload, Get, Delete |

#### Envelope Create Options

| Option | Description |
|——–|————-|
| Multiple Signers | Add additional signers with routing order |
| Multiple Documents | Attach multiple documents to one envelope |
| Embedded Signing | Enable for iframe integration (adds clientUserId) |
| Merge Fields | Populate placeholders like {{FirstName}} with dynamic values |
| Custom Fields | Add metadata fields for tracking |
| Additional Tabs | Initial, date, text, checkbox, company, title, radio group, dropdown, number, formula, signer attachment |
| Anchor Tags | Position signature fields using text anchors |
| Reminders | Automatic reminder emails with configurable delay and frequency |
| Expiration | Set envelope expiration with warning period |
| SMS Delivery | Send signing notifications via SMS in addition to email |
| Signer Authentication | Access code, phone, or SMS verification before signing |
| Allow Markup | Let signers add comments and annotations |
| Allow Reassign | Let signers reassign to another person |
| Brand ID | Use custom branding for the envelope |
| Enable Wet Sign | Allow print-and-sign option |
| Enforce Signer Visibility | Signers only see their own fields |
| Composite Templates | Combine multiple server templates with inline recipient overrides |
| Payment Collection | Collect payments during signing (USD, EUR, GBP, CAD, AUD, JPY) |
| Supplemental Documents | Attach terms & conditions with configurable acknowledgment |
| Scheduled Send | Schedule envelope delivery for a future date |

#### Additional Envelope Options (v2.0.0)

| Option | Description |
|——–|————-|
| WhatsApp Delivery | Send signing notifications via WhatsApp |
| Focused View | Create embedded signing URL with cross-origin iframe support (frameAncestors, messageOrigins) |
| Routing Rules | Configure conditional workflow routing with expressions |

—

DocuSign Web Forms

Manage DocuSign Web Forms and create signing instances.

Credential: DocuSign Web Forms API

| Resource | Operations |
|———-|————|
| Web Form | Get Many, Get, Delete |
| Web Form Instance | Create, Get |

—

DocuSign Monitor

Stream DocuSign activity events for audit and compliance workflows.

Credential: DocuSign Monitor API

| Resource | Operations |
|———-|————|
| Event Stream | Get Events (cursor-based pagination), List Datasets |

—

DocuSign Click

Manage clickwrap agreements and user agreement records.

Credential: DocuSign Click API

| Resource | Operations |
|———-|————|
| Clickwrap | Create, Get, Get Many, Update, Delete |
| Agreement | Get Many |

DocuSign Click Trigger

Webhook trigger for DocuSign Click events.

Events: agreement-created, agreement-agreed, agreement-declined, agreement-expired

—

DocuSign Maestro

Automate DocuSign Maestro (Workflow Builder) workflows and instances.

Credential: DocuSign Maestro API

| Resource | Operations |
|———-|————|
| Workflow | Get, Get Many, Trigger |
| Workflow Instance | Get, Get Many, Cancel |

DocuSign Maestro Trigger

Webhook trigger for DocuSign Maestro workflow events.

Events: workflow-instance-started, workflow-instance-completed, workflow-instance-failed

—

DocuSign Navigator

Access AI-extracted agreement intelligence data.

Credential: DocuSign Navigator API

| Resource | Operations |
|———-|————|
| Agreement | Get Many, Get, Get Provisions |

—

DocuSign Admin

Manage DocuSign organizations, accounts, and users.

Credential: DocuSign Admin API

| Resource | Operations |
|———-|————|
| Organization | Get Many, Get |
| User | Create, Get, Get Many, Update, Delete |
| Account | Get Many |

—

DocuSign Trigger

Webhook trigger node for receiving real-time events via DocuSign Connect.

#### Supported Events

• envelope-sent – Envelope sent to recipients
• envelope-delivered – Envelope delivered to recipient
• envelope-completed – All recipients completed signing
• envelope-declined – Recipient declined to sign
• envelope-voided – Envelope voided
• recipient-sent – Recipient received envelope
• recipient-delivered – Recipient viewed envelope
• recipient-completed – Recipient completed signing
• recipient-declined – Recipient declined
• recipient-authenticationfailed – Recipient failed authentication
• template-created – Template created
• template-modified – Template modified
• template-deleted – Template deleted

Example Workflows

Send Contract for Signature

HTTP Request (Get Contract) → DocuSign (Create Envelope) → Slack (Notify Team)

Auto-Save Signed Documents

DocuSign Trigger (envelope-completed) → DocuSign (Download Document) → Google Drive (Upload)

Embedded Signing in Your App

Form Trigger → DocuSign (Create Envelope, Embedded=true) → DocuSign (Create Signing URL) → Redirect User

Dynamic Document with Merge Fields

Form Trigger → DocuSign (Create Envelope with Merge Fields {{FirstName}}, {{Company}}) → Notify User

Bulk Send to Many Recipients

Form Trigger → DocuSign (Bulk Send: Create List) → DocuSign (Bulk Send: Send) → DocuSign (Bulk Send: Get Batch Status)

Monitor & Retry Failed Webhooks

Schedule Trigger → DocuSign (Connect Event: Get Failures) → IF (Has Failures) → DocuSign (Connect Event: Retry) → Slack (Alert)

Filtering

“Get Many” operations support filtering:

| Filter | Description | Available On |
|——–|————-|————–|
| status | Filter by envelope status | Envelopes, Folder Search |
| fromDate | Start date for date range | Envelopes, Folder Search |
| toDate | End date for date range | Envelopes, Folder Search |
| searchText | Search by subject or recipient | Envelopes, Templates, Folder Search |
| folderId | Filter by folder | Templates |

Security

Webhook Security

The webhook trigger includes built-in security features:

• HMAC-SHA256 Signature Verification – All webhooks verified using signatures
• Replay Attack Protection – Rejects webhook requests older than 5 minutes
• Timing-Safe Comparison – Prevents timing attacks
• Configurable Verification – Enable/disable signature and replay protection in trigger settings

Input Validation

• Email Validation – RFC 5322 compliant validation
• UUID Validation – Format validation for envelope/template IDs
• Base64 Validation – Document content validation
• URL Validation – Blocks internal/private network URLs to prevent SSRF attacks:

– localhost, 127.0.0.1, 0.0.0.0
– Private ranges: 10.x.x.x, 172.16-31.x.x, 192.168.x.x
– Link-local: 169.254.x.x (AWS metadata endpoint)

Token Security

• JWT tokens cached in memory only (never persisted)
• Automatic refresh 5 minutes before expiration
• RSA keys handled securely via n8n credentials

Error Handling

The node includes built-in error handling with detailed messages:

• Continue on Fail: Enable to process remaining items even if some fail
• Detailed Errors: Field-level error details for validation failures
• Automatic Retry: Rate limit and server errors automatically retried

Error Code Reference

| Status Code | Description |
|————-|————-|
| 400 | Bad Request – Invalid or malformed request |
| 401 | Unauthorized – Invalid credentials or expired token |
| 403 | Forbidden – No permission to access resource |
| 404 | Not Found – Envelope or template does not exist |
| 429 | Rate Limited – Too many requests (auto-retry) |
| 500+ | Server Error – DocuSign server issue (auto-retry) |

Troubleshooting

“consent_required” Error

1. Visit the consent URL for your environment (demo or production)
2. Log in with the user account specified in credentials
3. Grant access to the integration

“Invalid JWT” Error

1. Verify your RSA private key is complete (including BEGIN/END lines)
2. Check Integration Key (Client ID) is correct
3. Ensure User ID matches the account granting consent

Webhook Not Receiving Events

1. Verify the webhook URL is publicly accessible
2. Check DocuSign Connect configuration matches n8n URL
3. Verify HMAC secret matches (if using signature verification)
4. Check event types are enabled in Connect settings

Rate Limiting Issues

If you encounter rate limiting (429 errors):

1. The node automatically retries with backoff
2. Reduce frequency of API calls
3. Use “Return All” sparingly for large datasets
4. Consider caching responses where appropriate

Development

Install dependencies
npm install
Build the node
npm run build
Watch mode (rebuild on changes)
npm run dev
Run tests
npm test
Run tests with coverage
npm run test:coverage
Run linter
npm run lint
Fix linting issues
npm run lintfix
Check formatting
npm run format:check
Format code
npm run format
Type check
npm run typecheck

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'feat: add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

Resources

• DocuSign Developer Center
• eSignature REST API Reference
• JWT Authentication Guide
• DocuSign Connect Guide
• n8n Community Nodes Documentation

Changelog

v2.0.0

6 New Product API Nodes:

• DocuSign Web Forms – Manage web forms and signing instances (Get Many, Get, Delete, Create Instance, Get Instance)
• DocuSign Monitor – Stream activity events for audit/compliance (cursor-based event stream, list datasets)
• DocuSign Click + Click Trigger – Manage clickwrap agreements (CRUD, list agreements, webhook trigger for agree/decline/expire events)
• DocuSign Maestro + Maestro Trigger – Workflow Builder automation (CRUD, trigger workflows, manage instances, webhook trigger)
• DocuSign Navigator – Agreement intelligence with AI-extracted data (Get Many, Get, Get Provisions)
• DocuSign Admin – Organization and user management (org/user/account CRUD)

9 eSignature Quick Wins (existing node):

• Organization resource – List and get DocuSign organizations
• Focused View – Embedded signing in cross-origin iframes
• WhatsApp delivery – Send signing notifications via WhatsApp
• Workflow pause/resume – Pause and resume envelope routing workflows
• Connect pause/resume – Enable/disable Connect event publishing
• ID Verification evidence – Retrieve identity verification evidence per recipient
• Notary jurisdictions – List valid notary jurisdictions
• Conditional routing rules – Configure envelope workflow routing conditions

New credentials: DocuSignWebFormsApi, DocuSignMonitorApi, DocuSignClickApi, DocuSignMaestroApi, DocuSignNavigatorApi, DocuSignAdminApi — each with least-privilege OAuth2 scopes

604 total tests, 54 resource definitions (eSignature), ~200+ operations

v1.0.0

Production-Ready Release:

• 10 New Resources – Envelope Purge, Account Settings, Template Views, Reporting, Account Signatures, Account Watermarks, Captive Recipients, Consumer Disclosures, Notary Journals, Template Bulk Recipients
• Binary File Downloads – Template document downloads return actual file content
• OAuth2 Authentication – Authorization Code Grant as alternative to JWT
• Credential Test – Validate credentials from the n8n UI
• Webhook Enhancements – Filter by envelope ID/sender, 5 new events
• 604 total tests, 53 resource definitions, ~190 operations

v0.11.0

Envelope & Template Sub-Resources:

• Envelope Notifications – Manage reminder and expiration settings on individual envelopes
• Template Documents – Add, get, list, and remove documents on templates
• Template Custom Fields – CRUD custom metadata fields on templates
• Template Locks – Lock/unlock templates to prevent concurrent editing
• Template Notifications – Manage default reminder and expiration on templates

Account & Administration:

• Billing – Retrieve billing plan, invoices, and payment history
• Email Archive – Manage BCC compliance email archiving
• Diagnostics – API request logging for troubleshooting

External Services:

• Cloud Storage – Browse connected cloud storage providers and files
• Workspaces – Manage collaboration workspaces with file operations
• Notary – Remote online notarization profile and jurisdiction management
• Trust Service Providers – List EU eIDAS electronic seal providers
• 502 total tests, 43 resource definitions (12 new)

v0.10.0

Envelope Enhancements:

• Envelope Form Data – Retrieve form field data entered by recipients
• Envelope Views Extended – Generate sender view and edit view URLs
• Envelope Custom Fields – CRUD custom metadata fields on individual envelopes
• Envelope Attachments – Manage file attachments on envelopes (get, create, delete)
• Envelope Document Fields – CRUD custom fields on individual documents
• Envelope Email Settings – Control email behavior (reply-to, BCC) per envelope

Account Management:

• Custom Tabs – Manage reusable tab definitions (text, number, date, list, checkbox, radio, note)
• Contacts – Manage DocuSign address book contacts (create, list, update, delete)
• Permission Profiles – Manage account permission profiles with granular settings
• Account Custom Fields – Manage account-level text and list field definitions

PowerForm Enhancements:

• PowerForm Data – Retrieve PowerForm submission data

Advanced Features:

• Connect Events – Monitor and retry DocuSign Connect delivery events
• 469 total tests, 31 resource definitions (9 new)

v0.9.0

Envelope Enhancements:

• Composite Templates – Create envelopes combining multiple server templates with inline recipients
• Envelope Transfer – Manage envelope ownership transfer rules (CRUD)
• Supplemental Documents – Attach supplemental documents with configurable acknowledgment
• Scheduled Routing – Schedule envelope delivery for a future date

Recipient & Tab Management:

• Recipient Tabs – Get and update tabs for specific recipients on sent envelopes
• Payment Tabs – Create envelopes with payment collection (ISO 4217 currency support)
• Template Recipients – Full recipient management on templates (create, get, update, delete)
• ID Verification – List available identity verification workflows

Administration:

• Connect Configuration – Manage DocuSign Connect webhook configurations programmatically (CRUD)
• Account Users – Manage users in the DocuSign account (CRUD with filters)
• Account Groups – Manage permission groups (create, list, update, delete)

Advanced Features:

• Chunked Uploads – Upload large documents (>25MB) in chunks with session management
• Comments API – Add and retrieve comments on envelopes with thread support
• 392 total tests, 13 new resource definitions

v0.8.0

Advanced Features:

• Signing Groups – Create and manage shared signing groups with member CRUD
• Brand Management – Custom branding profiles for envelopes (create, get, update, delete)
• Document Generation – Populate Word template form fields with dynamic data (DocGen)
• Envelope Lock Management – Lock/unlock envelopes to prevent concurrent editing
• SMS Delivery – Send signing notifications via SMS with country code and phone number
• Test coverage to 96.5% (320 tests), DocuSign.node.ts at 99.76%

v0.7.0

Power Features:

• Bulk Send – Create recipient lists, send to 100+ recipients, monitor batch status
• Template CRUD – Full template lifecycle: create with documents, update metadata, delete
• PowerForms – Self-service signing links with configurable email, mobile, and usage limits
• Folder Management – List folders, browse items, move envelopes, search with text/date/status filters
• Test coverage to 95.6% (267 tests), DocuSign.node.ts at 99.67%

v0.6.0

New Features:

• Envelope reminders & expiration – automatic reminder emails and expiration deadlines
• Recipient authentication – access code, phone, and SMS verification options
• 5 new tab types: radio group, dropdown/list, number, formula, signer attachment
• Envelope correction – generate correction URLs to fix sent envelopes without voiding
• Test coverage to 93.62% (190 tests), DocuSign.node.ts at 98.45%

v0.5.0

Quality & Verification:

• Test coverage to 92.91% (171 tests), DocuSign.node.ts at 97.79%
• n8n linter compliance (fixed restricted setTimeout global)
• Removed deprecated validateRequired/validateEmail functions
• Added importable JSON workflow examples to README

v0.4.1

Maintenance:

• Renamed package to n8n-nodes-docusign-esign for n8n Community Nodes compatibility
• Improved test coverage (140 tests)

v0.4.0

New Features:

• Additional Envelope Options – More control over envelope behavior:

– Allow Markup – Let signers annotate documents
– Allow Reassign – Let signers reassign to others
– Brand ID – Use custom branding
– Enable Wet Sign – Allow print-and-sign
– Enforce Signer Visibility – Signers only see their fields

v0.3.0

New Features:

• Merge Fields – Simple UI for populating document placeholders with dynamic values

– Add placeholder/value pairs like {{FirstName}} → John
– Configurable font size (Size 7-72)
– Automatically converts to anchored text tabs

v0.2.0

New Features:

• Embedded signing URL generation (Create Signing URL operation)
• List Documents operation
• Custom fields support for envelope metadata
• Additional tab types: Initial, Date Signed, Text, Checkbox, Full Name, Email, Company, Title
• Embedded signing option in Create Envelope (adds clientUserId)
• Requirements section with DocuSign plan information

v0.1.0

New Features:

• Replay attack protection for webhooks (rejects requests older than 5 minutes)
• Delete operation for draft envelopes
• CI/CD pipeline with GitHub Actions
• Mocked webhook handler tests for 100% trigger coverage

v0.0.4

Initial Release:

• Full envelope management (create, send, void, download, recipients, audit)
• Template operations (get, list)
• Multiple signers and documents support
• DocuSign Trigger for real-time webhook events
• Regional support (NA, EU, AU, CA)
• JWT authentication with token caching
• Rate limiting with automatic retry
• Input validation (email, UUID, base64, URL with SSRF protection)
• HMAC-SHA256 webhook signature verification
• 61 tests with comprehensive coverage

License

MIT

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Made with ✍️ by Jan Marc Coloma