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Documents Resource

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Documents resource

Developing with the CLM API is only available for CLM customers with a production account. To purchase a plan to gain access to the CLM API, contact Docusign Sales.

Methods supported

MethodDescription
DeleteDEL /v2/{accountId}/documents/{id}
Move a document to the trash folder.
DeleteLockDEL /v2/{accountId}/documents/{id}/lock
Release a lock on a document
GetGET /v2/{accountId}/documents/{id}
Get a document by ID
GetAttachedDocumentsGET /v2/{accountId}/documents/{id}/attacheddocuments
Get attached documents
GetByPathGET /v2/{accountId}/documents
Get a document by path
GetCustomDataGET /v2/{accountId}/documents/{id}/customdata
Query a CSV document by ID
GetDocumentProcessTrackingActivitiesGET /v2/{accountId}/documents/{id}/documentprocesstrackingactivities
Get the workflow user steps containing a document
GetDocumentRemindersGET /v2/{accountId}/documents/{id}/documentreminders
Get the document reminders for a document
GetDocumentWorkItemsGET /v2/{accountId}/documents/{id}/workitems
Get workitems associated with the document
GetExternalReviewFromDocumentGET /v2/{accountId}/documents/{id}/reviews
Gets the external review associated with the document
GetHistoryItemsGET /v2/{accountId}/documents/{id}/historyItems
Get the history of a document
GetLockGET /v2/{accountId}/documents/{id}/lock
Get the lock status of a document
GetRelatedDocumentsGET /v2/{accountId}/documents/{id}/relateddocuments
Get related documents
GetShareLinksGET /v2/{accountId}/documents/{id}/sharelinks
Get the share links of a document
GetVersionsGET /v2/{accountId}/documents/{id}/versions
Get the versions of a document
PatchPATCH /v2/{accountId}/documents/{id}
Update a document
PatchLockPATCH /v2/{accountId}/documents/{id}/lock
Update a lock on a document
PostLockPOST /v2/{accountId}/documents/{id}/lock
Create a lock on a document
PublishDocumentPOST /v2/{accountId}/documents/{id}/publish
Publishes document by ID. Returns document information.
PutPUT /v2/{accountId}/documents/{id}
Update a document
PutLockPUT /v2/{accountId}/documents/{id}/lock
Update a lock on a document

Documents properties

PropertyTypeDescription
AccessLevelAccessLevelPermissions on the document for the current user
AttachedDocumentsApiCollection_Document_Attached documents
AttributeGroupsobjectA list of attribute group specifications to refine search
ContentCreatedDatestring (date-time)Date when the document was ingested/uploaded
CreatedBystringUsername of the user that created the clause. Sortable
CreatedDatestring (date-time)Date and time the workflow definition was created
DescriptionstringDescription of the group. Filterable and sortable
DocumentProcessTrackingActivitiesApiCollection_DocumentProcessTrackingActivity_Workflow user steps containing the document
DocumentRemindersApiCollection_DocumentReminder_Document reminders set for the document
DownloadDocumentHrefstringUri where the document can be downloaded
EosParentInfoEosInfoInformation about the external object storage folder that contains the document
ExtensionstringDocument extension
HistoryItemsApiCollection_HistoryItem_A history of actions performed on the document
HrefstringUri where the object can be retrieved.
IsInTrashbooleanWhether the document is in trash or not
LockDocumentLockThe current lock status of the document
LockStatusstringIndicates the checked-out status of the latest version of the document. This field is populated for the latest version of the document. Load Lock Object for more details.
NamestringThe name of the workflow as given in the workflow designer. Required when starting a new workflow
NativeFileSizeinteger (int64)File size in bytes
PageCountinteger (int32)The page length of the document
ParentFolderFolderFolder containing the clause
PathstringThe file path of the document within the account’s folder structure
PdfFileSizeinteger (int64)PDF rendition of file size in bytes
PreviewUrlstringUri where a preview of the document can be viewed
RelatedDocumentsApiCollection_Document_Related documents
Scorenumber (float)ElasticSearch relevancy score
ShareLinksApiCollection_ShareLink_Share links that have been created for the document
UidstringDocument Uid
UpdatedBystringSearch for who last updated an object
UpdatedDatestring (date-time)Date and time the workflow definition was last updated
VersionstringVersion number of the document. Increments as the document is checked out and checked back in
VersionsApiCollection_Document_Other versions of the document
WorkItemsApiCollection_WorkItem_Work items for the document