Dropbox Sign

Electronic signatures, formerly HelloSign. Send a document or template for signature, chase it, and download the signed files.

Measured routing accuracy

62 golden cases replayed through the router over the whole index: measured over corpus ea4f12ad2948 (65 toolkits, 2283 tools indexed and 13 declared uncallable), 31 cases written by hand and 31 cases from the paraphrase pass. A case counts as top-1 when its gold tool ranked first and top-8 when it reached the slate at all.

The sweep is offline: the reranker is a deterministic identity fake that returns candidates in the order retrieval produced them, so top-1 measures retrieval order rather than a reranked slate. just eval-live measures the same cases through the live reranker.

Authentication

Connect an entity with ConnectionsService.InitiateConnection, naming this toolkit's slug. Credentials stay in the connections vault; callers hold connected-account ids only.

api_key

Submit the key with ConnectionsService rather than putting it in a request; it is sealed at rest and never returned.

oauth2

Tools

31 action tools. The catalog-wide slug is dropbox_sign.<tool>, which is what search_tools returns and call_tool takes.

dropbox_sign.send_signature_request

Create and send a Dropbox Sign signature request from one or more hosted document URLs. Use when the user wants to get a document, contract, or form out for signature from scratch. Documents are passed as file_urls; to send from a saved template use send_signature_request_with_template instead.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /signature_request/send.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "get this contract out to sam for his signature", "kick off a new signing request for this file", "push this document out for people to sign", "start the paperwork moving toward a signature", "fire off this agreement to whoever needs to sign it".

dropbox_sign.send_signature_request_with_template

Create and send a Dropbox Sign signature request from one or more saved templates, filling in a real signer for each template role. Use when the user wants to send a document using a template rather than uploading files from scratch. Roles come from get_template.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /signature_request/send_with_template.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "send out a document built from one of our saved forms", "use our standard NDA form and get it in front of the client", "fire off the usual paperwork with someone's info filled in", "run this deal through our boilerplate agreement".

dropbox_sign.create_embedded_signature_request

Create a Dropbox Sign signature request meant for embedded (in-app) signing rather than an email invite, from hosted document URLs. Use when the user wants a signing flow that stays inside your own app. Follow up with get_embedded_sign_url to get the actual signing link.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /signature_request/create_embedded.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "set up a signing flow that stays inside our own app", "build a document for someone to sign right here in our product", "get a file ready for in-app signing, not an email invite", "prep this for a signing session hosted inside our own product".

dropbox_sign.create_embedded_signature_request_with_template

Create a Dropbox Sign signature request for embedded (in-app) signing from one or more saved templates, filling in a real signer for each role. Use when the user wants an in-app signing flow built from a template instead of uploaded files. Follow up with get_embedded_sign_url for the signing link.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /signature_request/create_embedded_with_template.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "build an in-app signing flow off our standard form", "get our saved contract ready for someone to sign inside our app", "set up in-product signing using the boilerplate we already have", "prep the usual paperwork for a signing session hosted in our app".

dropbox_sign.get_signature_request

Get one Dropbox Sign signature request's current status by id: who has signed, who hasn't, and whether it's complete or declined. Use when the user already has a signature request id or wants to check where a specific document stands.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /signature_request/{{params.signature_request_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "has this contract been signed yet", "where does this agreement stand right now", "check on that paperwork I sent last week", "pull up the details for that document I'm waiting on".

dropbox_sign.list_signature_requests

List or search Dropbox Sign signature requests visible to the account, newest first. Use when the user asks what's out for signature, what still needs signing, or wants to find a document by keyword rather than a known id.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /signature_request/list.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "what's still hanging out there waiting for somebody to sign", "show me every agreement I've got out with people right now", "what paperwork is pending on my end", "find that contract I put out a while back".

dropbox_sign.cancel_signature_request

Cancel a Dropbox Sign signature request that hasn't been completed by every signer yet. Use when the user wants to cancel, kill, or stop a document that's out for signature before everyone has signed it. Irreversible; a fully completed request cannot be cancelled.

Class destructive (held by the mutation gate until the call's own arguments carry "confirm": true). No scopes beyond the connection's defaults. Calls POST /signature_request/cancel/{{params.signature_request_id}}.

Arguments:

Also retrieved by: "kill this deal before anyone else signs it", "pull the plug on that paperwork, it fell through", "this agreement is off, stop it before it's finished", "yank that document back, don't let anyone else sign it".

dropbox_sign.remove_signature_request

Permanently remove your access to a completed or cancelled Dropbox Sign signature request. Use when the user wants a finished request cleared out of their own view. Doesn't affect other people's access to it or delete the underlying record for them.

Class destructive (held by the mutation gate until the call's own arguments carry "confirm": true). No scopes beyond the connection's defaults. Calls POST /signature_request/remove/{{params.signature_request_id}}.

Arguments:

Also retrieved by: "clear this old finished paperwork out of my view", "take this off my list, I don't need to see it anymore", "tidy up my account, this one's done and I'm through with it".

dropbox_sign.send_signature_request_reminder

Resend the signing email notification to one recipient who hasn't yet completed a Dropbox Sign signature request. Use when the user wants to nudge, remind, or poke someone who hasn't signed yet. Doesn't change the document or recipient list.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /signature_request/remind/{{params.signature_request_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "give sam a nudge, he still hasn't gotten to it", "poke the person who's been sitting on this paperwork", "follow up with whoever hasn't finished their part yet", "ping the last holdout on this agreement".

dropbox_sign.update_signature_request

Change one signer's email address on a Dropbox Sign signature request that's still pending. Use when the user wants to fix a mistyped address or redirect a pending signature to a different person at the same email.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /signature_request/update/{{params.signature_request_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "fix the email I typed wrong for one of the parties", "redirect this to the correct address, I mistyped it", "swap out the address for one of the people on this deal".

dropbox_sign.download_signature_request_files

Download the completed document behind a Dropbox Sign signature request, signed or not, as one combined PDF. Use when the user wants the actual file rather than just its status. Answers with a short-lived download link rather than with the bytes themselves.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /signature_request/files_as_file_url/{{params.signature_request_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "grab the actual file, not just its status", "give me a copy of the finished paperwork", "save the pdf from that agreement locally", "get me the zip of the original files from that deal".

dropbox_sign.get_embedded_sign_url

Get a one-time embedded signing URL for a signer on a Dropbox Sign signature request, to load inside your own app instead of emailing an invite. Use after create_embedded_signature_request. The URL expires after a short window.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /embedded/sign_url/{{params.signature_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "give me the link to load inside our app for someone to sign", "I need the in-app link for this person", "generate a one-time link for this recipient to use in our product".

dropbox_sign.get_embedded_template_edit_url

Get a one-time embedded editor URL for building or revising a Dropbox Sign template's fields inside your own app. Use after create_embedded_draft_template, or when the user wants to open a template's field editor rather than just view its details.

Class read (reads only). No scopes beyond the connection's defaults. Calls POST /embedded/edit_url/{{params.template_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "open the field editor for our saved form inside our app", "give me the link to edit the fields on this boilerplate", "I want to build out the fields for this saved document".

dropbox_sign.list_templates

List the reusable Dropbox Sign templates visible to the account, with each template's name and id. Use when the user asks what templates exist or wants to find one to send from.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /template/list.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "what saved forms do we have on file", "show me every boilerplate we can send from", "what reusable documents exist in the account", "find the standard form we use for new clients".

dropbox_sign.get_template

Get one Dropbox Sign template's full details by id: its signer roles, CC roles, and documents. Use after list_templates, or before sending from a template, to see what roles need real signers assigned.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /template/{{params.template_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "what roles does this saved form need filled in", "show me the details on our standard NDA", "what does this boilerplate actually contain".

dropbox_sign.create_embedded_draft_template

Create a new Dropbox Sign template as an unfinished draft from hosted document URLs, ready to have its fields placed in the embedded template editor. Use when the user wants to build a new reusable template rather than send a one-off document. Follow up with get_embedded_template_edit_url to open the field editor.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /template/create_embedded_draft.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "build a new reusable form from this file", "save this contract as a boilerplate for next time", "turn this document into something we can reuse later".

dropbox_sign.update_template_files

Replace the documents on an existing Dropbox Sign template with a new set of files, keeping the same template id and roles. Use when the user wants to swap out or update the underlying document a template sends, without recreating the roles from scratch.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /template/update_files/{{params.template_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "swap the underlying file on our saved form", "replace the document behind this boilerplate with a newer version", "update the paperwork this form sends without touching the roles".

dropbox_sign.delete_template

Permanently delete a Dropbox Sign template by id. Use when the user wants to remove or get rid of a saved template. Irreversible; signature requests already sent from it are unaffected.

Class destructive (held by the mutation gate until the call's own arguments carry "confirm": true). No scopes beyond the connection's defaults. Calls POST /template/delete/{{params.template_id}}.

Arguments:

Also retrieved by: "get rid of this old boilerplate, we don't use it anymore", "remove this saved form for good", "clean out that old standard document from the account".

dropbox_sign.add_template_user

Grant another account access to use and edit a Dropbox Sign template, by email address. Use when the user wants to share a template with a teammate so they can send from it too.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /template/add_user/{{params.template_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "let priya use our standard contract too", "share this boilerplate with a teammate", "give someone else access to send from this saved form".

dropbox_sign.remove_template_user

Revoke another account's access to a Dropbox Sign template, by email address. Use when the user wants to take a teammate off a shared template so they can no longer send from or edit it. The template owner's own access can't be removed.

Class destructive (held by the mutation gate until the call's own arguments carry "confirm": true). No scopes beyond the connection's defaults. Calls POST /template/remove_user/{{params.template_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "take priya off this shared boilerplate", "revoke a teammate's access to our standard form", "cut someone's access to this saved document".

dropbox_sign.create_unclaimed_draft

Upload a document to Dropbox Sign as an unclaimed draft: a file that's staged but not yet assigned to any signer, returning a claim link someone can use to pick it up and set who signs it. Use when the user wants to build a custom upload flow instead of naming signers up front.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /unclaimed_draft/create.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "stage this file so someone else can pick who signs it", "upload this document without naming signers yet", "get this ready for someone else to finish setting up".

dropbox_sign.create_unclaimed_draft_with_template

Create an unclaimed draft from a saved Dropbox Sign template instead of raw files, returning a claim link for someone to pick up and finish assigning signers. Use when the user wants a custom claim flow built from a template rather than a fresh upload.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls POST /unclaimed_draft/create_embedded_with_template.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "stage our standard form for someone else to finish assigning", "get a claim link built off our boilerplate ready to hand off", "prep the usual contract for someone else to pick up and complete".

dropbox_sign.get_account

Get the connected Dropbox Sign account's own details: email, locked status, and remaining quota for templates and API signature requests. Use when the user asks about their own account or how much quota is left.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /account.

Takes no arguments.

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "how much quota do we have left this month", "what's the status of our own account here", "check our remaining allowance for sending documents".

dropbox_sign.update_account

Update the connected Dropbox Sign account's own callback URL, used to receive event notifications. Use when the user wants to change where the account's webhooks get delivered.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls PUT /account.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "we changed servers, tell them where to ping us now", "point our webhooks at a new url", "update the callback endpoint on our own account".

dropbox_sign.get_team

Get the connected Dropbox Sign account's team: its name and every member's email and role. Use when the user asks who's on the team or wants a member's email before adding or removing them.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /team.

Takes no arguments.

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "who's on our team right now", "show me everyone with access to this account", "list the people on our team and their roles".

dropbox_sign.update_team_name

Rename the connected Dropbox Sign account's team. Use when the user wants to rename or relabel the team, not change who's on it.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls PUT /team.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "rename our team to something else", "change what our team is called", "give our team a new label".

dropbox_sign.add_team_member

Invite someone to join the Dropbox Sign team by email address. Use when the user wants to add a colleague or teammate to the account's team.

Class write (writes, no confirmation needed). No scopes beyond the connection's defaults. Calls PUT /team/add_member.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "invite priya to join our team", "bring a new colleague onto the account", "add someone new to work alongside us here".

dropbox_sign.remove_team_member

Remove a member from the Dropbox Sign team by email address or account id. Use when the user wants to take someone off the team, for example after they leave. That person keeps their own individual account; only their team membership ends.

Class destructive (held by the mutation gate until the call's own arguments carry "confirm": true). No scopes beyond the connection's defaults. Calls POST /team/remove_member.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "take priya off the team, she left the company", "remove a colleague from our roster", "drop someone from the team, keep their own account intact".

dropbox_sign.delete_team

Disband the connected Dropbox Sign account's entire team, moving every member off it. Use when the user wants to dissolve or shut down the team itself, not just remove one member. Irreversible.

Class destructive (held by the mutation gate until the call's own arguments carry "confirm": true). No scopes beyond the connection's defaults. Calls DELETE /team/destroy.

Takes no arguments.

Also retrieved by: "shut the whole team down", "dissolve our team entirely", "disband everyone off the team at once".

dropbox_sign.list_bulk_send_jobs

List the Dropbox Sign bulk send jobs run on the account, each one a batch of signature requests created from a template for many signers at once. Use when the user asks about a past mail-merge-style signing batch.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /bulk_send_job/list.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "show me our past mail-merge style signing batches", "what large sends have we run before", "list the batches we sent to a bunch of people at once".

dropbox_sign.get_bulk_send_job

Get one Dropbox Sign bulk send job's status by id: how many of its signature requests have gone out and finished. Use when the user asks how a batch of documents they sent all at once is progressing.

Class read (reads only). No scopes beyond the connection's defaults. Calls GET /bulk_send_job/{{params.bulk_send_job_id}}.

Arguments:

Result fields (the payload is trimmed to these before it reaches the model):

Also retrieved by: "how's that big batch of contracts coming along", "check the progress on that mass mailing we sent out", "what's the status of the large batch I kicked off earlier".