Create an envelope (status 'sent') with the signer's clientUserId set to a unique string you control — this marks the recipient as embedded.
POST to /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/views/recipient with the signer's name, email, clientUserId, and a returnUrl where DocuSign redirects after signing.
Redirect the user's browser to the url value returned in the response body.
On return to returnUrl, parse the event query parameter (e.g., signing_complete, decline, cancel) to determine the outcome.
Poll GET /envelopes/{envelopeId} or use Connect webhooks to confirm the final envelope status before treating the document as fully executed.
Known gotchas
Recipient view URLs are single-use and expire (typically within 5 minutes); generate them just before redirecting the user.
If clientUserId is set on a recipient, DocuSign suppresses the email notification to that recipient — ensure your UI drives them to the embedded view instead.
The event parameter on returnUrl is advisory only and can be spoofed; always verify actual envelope status via the API before granting access to signed documents.
Give your agent this knowledge — and 200+ more routes
One MCP install gives any agent live access to the full route map, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp