Upload a PDF from a local file path. Returns the document id used to create envelopes.

Analyze an uploaded PDF for field placement suggestions (text extraction, no OCR). Returns likelySigningPages, outline, and suggestions[] ready for create_envelope.

Create a signing envelope from an uploaded document (inline fields) or from a template (templateId + recipients). Returns the envelope in status draft. Sends Idempotency-Key automatically for safe retries.

Create a reusable template from an uploaded PDF that contains text anchors like {{signature_1}}. Returns parsed field coordinates.

List reusable templates for the organization.

Seed SumoSign sample templates (test envelope, simple NDA, one-page agreement) with baked-in anchors.

Create a draft envelope from a template. Provide recipients only — fields are inherited from the template. Sends Idempotency-Key automatically for safe retries.

Download a placement preview of an envelope to a local file path: the PDF with every field drawn as a dashed, labeled box. Use it to verify signature placement with a human before send_envelope — no email is sent and no envelope is consumed.

Send a draft envelope. Returns 202 with { jobId, status: "queued", envelopeId }; token issuance and signing-invite emails run asynchronously. Poll get_envelope until recipients show status sent. Only humans can sign — this tool cannot complete a signature. Sends Idempotency-Key automatically for safe retries.

Get envelope status including per-recipient progress. Statuses: draft, sent, viewed, partially_signed, completed, voided, expired.

List the most recent envelopes for the organization.

Void an envelope before completion. Revokes all outstanding signing links. The reason is audit-logged.

Get the append-only audit trail for an envelope: every event with timestamp and actor attribution (user, api_key, recipient, system).

Download the flattened, signed PDF of a completed envelope to a local file path.

Download the Certificate of Completion (recipients, timestamps, IPs, event timeline, document hash) to a local file path.