DocuSign API in Postman

Follow this guide to quickly and easily test the DocuSign API inside Postman. It includes examples for common workflows (authenticating to retrieve your accountID and baseUrl, sending an envelope via email, templates, and embedded signing).

Step 1: Create Environment and Collection

Enter DocuSign Credentials

Step 2: Import into Postman

...Complete Step 1 first...

Click the button below to import into Postman

Step 3: Run Examples

00 - Get Authenticated (Set Account ID and BaseUrl)

The example folder 00 Authentication contains a single method for finding and storing your accountId, obfuscating your password, and setting your BaseUrl for subsequent API calls.

Notice that this (and every other DocuSign API call in our examples) contains an X-DocuSign-Authentication header that includes your Integrator Key (also called a clientId), username, and password.

01 - Send an Envelope for Signing

The 01 Send for Signature folder contains a single method that creates an envelope from a blank PDF document (base64 bytes included in the request) and sends it for signature.

02 - Send from a Template

The 02 Send Request via Template folder contains a two methods: one for creating a template from a blank pdf (storing a templateId in the environment variables), and a second that creates and sends an envelope from the created template.

03 - Embedded Signing (host on your website)

The 03 Embedded Signing shows how to create an envelope, but by including a clientUserId for our signer recipient it is not sent by email. Instead, run the second method to return a URL that you can enter in your browser to complete signing.

Step 4: Test Production Credentials

After you enable an Integrator Key in production you can test it using your production login credentials. Simply change the hostEv environment variable to and re-authenticate using the 00 Authentication example to get your new BaseUrl.