docusign-manager

DocuSign Manager

Read-only export and archive skill for migrating from DocuSign to Documenso + n8n.

Configuration

• API: DocuSign eSignature REST API v2.1
• Auth: JWT Grant (RSA-signed assertion → access token, 1-hour expiry, auto-refresh)
• Base URI: Auto-discovered via /oauth/userinfo (varies by account: na1, na2, na3, eu, au)
• Rate Limits: 3,000 calls/hour, 500 per 30 seconds
• Scripts: plugins/psd-productivity/skills/docusign-manager/scripts/

All scripts use bun and read credentials from secrets.js (env vars → Geoffrey .env).

Required Secrets

Secret	Description
DOCUSIGN_INTEGRATION_KEY	Integration key (client ID) from DocuSign admin
DOCUSIGN_USER_ID	User ID (GUID) of the API user
DOCUSIGN_ACCOUNT_ID	Account ID (GUID)
DOCUSIGN_RSA_KEY_PATH	Path to RSA private key file (PEM format)
DOCUSIGN_ENVIRONMENT	production or demo (default: production)

See references/docusign-jwt-setup.md for credential setup instructions.

Command Reference

Account

Command	Script	Description
/docusign status	bun health_check.js	Test JWT auth, show account info

Templates

Command	Script	Description
/docusign list-templates	bun list_templates.js	List all templates
/docusign list-templates '{"search":"permission"}'	bun list_templates.js '{"search":"permission"}'	Search templates
/docusign get-template <id>	bun get_template.js <id>	Full template with fields/recipients
/docusign export-template <id>	bun export_template.js <id>	Export as Documenso-compatible JSON
/docusign export-templates	bun export_all_templates.js	Export ALL templates with manifest
/docusign download-template <id>	bun download_template.js <id>	Download template PDF(s) + Documenso field mapping

PowerForms

Command	Script	Description
/docusign list-powerforms	bun list_powerforms.js	List all PowerForms (self-service links)
/docusign get-powerform <id>	bun get_powerform.js <id>	PowerForm details with migration hints

Account Inventory

Command	Script	Description
/docusign export-account	bun export_account.js	Full account inventory (templates, PowerForms, groups, envelope stats by year)

Envelopes

Command	Script	Description
/docusign list-envelopes	bun list_envelopes.js	List recent envelopes
/docusign list-envelopes '{"status":"completed","from_date":"2024-01-01"}'	bun list_envelopes.js '...'	Filter by status/date
/docusign get-envelope <id>	bun get_envelope.js <id>	Full envelope details
/docusign download <id>	bun download_document.js <id>	Download signed PDF
/docusign download-audit <id>	bun download_audit.js <id>	Download audit trail JSON
/docusign download-audit <id> certificate	bun download_audit.js <id> certificate	Download Certificate of Completion PDF

Bulk Operations

Command	Script	Description
/docusign bulk-download	bun bulk_download.js	Download ALL completed envelopes (with checkpointing)
/docusign bulk-download --status	bun bulk_download.js --status	Show bulk download progress
/docusign bulk-download --retry-failed	bun bulk_download.js --retry-failed	Retry previously failed downloads
/docusign bulk-download --from 2024-01-01	bun bulk_download.js --from 2024-01-01	Download from specific date
/docusign bulk-download --reset	bun bulk_download.js --reset	Clear checkpoint and start fresh

Bulk Download Details

The bulk-download command is designed for large-scale export (50,000+ envelopes):

Two phases:

1. Enumerate — paginate through all completed envelopes, collect IDs (~30 seconds)
2. Download — download each envelope's combined PDF with rate limiting

Checkpointing: Progress saved to ~/.docusign-export/checkpoint.json every 50 downloads. Safe to stop (Ctrl+C) and resume later — picks up where it left off. Already-downloaded files are skipped.

Output structure:

~/DocuSign-Export/envelopes/
  2024/
    01/
      Permission-Slip-abc12345.pdf
      Employment-Agreement-def67890.pdf
    02/
      ...
  2025/
    ...

Time estimate: 50,000 envelopes at 3,000 API calls/hour = ~17 hours. Designed for overnight runs.

Migration Plan (20 Days)

See references/docusign-migration-guide.md for the full 20-day migration plan.

Days	Phase	Key Commands
1-2	Inventory & Archive	export-account, bulk-download (runs ~18hrs)
3-5	Template Triage	export-templates, download-template for each
6-12	Template Migration	Upload PDFs to Documenso, map fields from exported JSON
13-17	PowerForm Migration	list-powerforms, get-powerform, rebuild as n8n workflows
18-19	Testing & Cutover	Test all workflows, redirect users
20	Decommission	Disable PowerForms, notify users

Account stats: 655 named templates, 50 PowerForms, 55,068 completed envelopes (2020-2026)

Template Export for Documenso Migration

The export-template command transforms DocuSign templates into Documenso-compatible JSON:

• Tab type mapping: signHereTabs → SIGNATURE, textTabs → TEXT, dateSignedTabs → DATE, etc.
• Coordinate conversion: DocuSign absolute pixels (72 DPI) → Documenso percentages (0-100)
• Recipient role mapping: DocuSign roles → Documenso roles (SIGNER, CC)
• Unmapped tabs: Tabs with no Documenso equivalent are logged (e.g., formulaTabs, notarizeTabs)

See references/docusign-migration-guide.md for the complete mapping table.

Safety Notes

This is a read-only skill. No operations create, modify, or delete content in DocuSign.

Always confirm before:

• Bulk downloads — communicate the ~17 hour time estimate upfront
• Export-all-templates — may generate many files

Key Technical Warnings

• JWT consent is required once — first-time auth needs a one-time browser-based consent grant. Cannot be automated. See references/docusign-jwt-setup.md.
• from_date is REQUIRED — the envelopes list endpoint silently defaults to 30 days ago if from_date is omitted. All scripts pass this explicitly.
• Base URI varies by account — DocuSign accounts live on different regional servers. The client auto-discovers via /oauth/userinfo.
• Rate limits: 3,000 calls/hour — the client implements a token bucket rate limiter (480 tokens, 16/sec refill). Bulk downloads respect this automatically.
• No npm dependencies — uses native crypto.createSign for JWT signing, native fetch for HTTP. Matches the existing skill pattern.

Reference Documents

Document	Contents
references/docusign-jwt-setup.md	Step-by-step JWT credential setup for DocuSign admin
references/docusign-api-reference.md	API endpoints, pagination, rate limits, auth flow
references/docusign-migration-guide.md	DocuSign → Documenso concept mapping, field types, coordinates