> You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # CLM API ## Docs - [CLM API 101](https://developers.docusign.com/docs/clm-api/clm101.md) - [Authentication Overview](https://developers.docusign.com/docs/clm-api/clm101/auth.md): This page gives an overview of authentication for CLM v2.0. - [Salesforce Client Authentication](https://developers.docusign.com/docs/clm-api/clm101/salesforce-clients.md) - [Object API](https://developers.docusign.com/docs/clm-api/clm101/object-api.md) - [Task API](https://developers.docusign.com/docs/clm-api/clm101/task-api.md) - [Content API](https://developers.docusign.com/docs/clm-api/clm101/content-api.md) - [Response and Error Codes](https://developers.docusign.com/docs/clm-api/clm101/response-error-codes.md) - [API Rules and Resource Limits](https://developers.docusign.com/docs/clm-api/clm101/rules-and-limits.md) - [Cross-Origin Resource Sharing (CORS)](https://developers.docusign.com/docs/clm-api/clm101/cors.md) - [Go-Live](https://developers.docusign.com/docs/clm-api/go-live.md): Learn how to go-live the CLM - [CLM.CM API Overview](https://developers.docusign.com/docs/clm-api/clm.cm.md) - [Getting Started](https://developers.docusign.com/docs/clm-api/clm.cm/clm101.md) - [Overview](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/overview.md) - [Response and Error Codes](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/response-and-error-codes.md) - [Rate Limits](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/rate-limits.md) - [Authentication: Overview](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/authentication.md) - [Authentication: OAuth2.0 web server flow](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/authentication/oauth2-web-server-flow.md) - [Authentication: Salesforce client flow](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/authentication/salesforce-client-flow.md) - [Authentication: API User Authentication Flow](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/authentication/api-user-authentication-flow.md) - [Object API](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/object-api.md) - [Task API](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/task-api.md) - [Content API](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/content-api.md) - [Cross-Origin Resource Sharing (CORS)](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/cross-origin-resource-sharing.md) - [Migrating from the SOAP API to the CLM API](https://developers.docusign.com/docs/clm-api/clm.cm/clm101/migrating-soap-to-rest.md) - [API Categories](https://developers.docusign.com/docs/clm-api/reference.md) - [Content Category](https://developers.docusign.com/docs/clm-api/reference/content.md) - [Content Resource](https://developers.docusign.com/docs/clm-api/reference/content/content.md) - [Objects Category](https://developers.docusign.com/docs/clm-api/reference/objects.md) - [AttributeGroups Resource](https://developers.docusign.com/docs/clm-api/reference/objects/attributegroups.md) - [BulkTasks Resource](https://developers.docusign.com/docs/clm-api/reference/objects/bulktasks.md) - [Clauses Resource](https://developers.docusign.com/docs/clm-api/reference/objects/clauses.md) - [Contacts Resource](https://developers.docusign.com/docs/clm-api/reference/objects/contacts.md) - [DocLauncherConfigurations Resource](https://developers.docusign.com/docs/clm-api/reference/objects/doclauncherconfigurations.md) - [DocumentPreview Resource](https://developers.docusign.com/docs/clm-api/reference/objects/documentpreview.md) - [DocumentReminders Resource](https://developers.docusign.com/docs/clm-api/reference/objects/documentreminders.md) - [Documents Resource](https://developers.docusign.com/docs/clm-api/reference/objects/documents.md) - [Folders Resource](https://developers.docusign.com/docs/clm-api/reference/objects/folders.md) - [Groups Resource](https://developers.docusign.com/docs/clm-api/reference/objects/groups.md) - [MailingLists Resource](https://developers.docusign.com/docs/clm-api/reference/objects/mailinglists.md) - [Members Resource](https://developers.docusign.com/docs/clm-api/reference/objects/members.md) - [Options Resource](https://developers.docusign.com/docs/clm-api/reference/objects/options.md) - [Parties Resource](https://developers.docusign.com/docs/clm-api/reference/objects/parties.md) - [PermissionSets Resource](https://developers.docusign.com/docs/clm-api/reference/objects/permissionsets.md) - [Reviews Resource](https://developers.docusign.com/docs/clm-api/reference/objects/reviews.md) - [ShareLinks Resource](https://developers.docusign.com/docs/clm-api/reference/objects/sharelinks.md) - [WorkflowDefinitions Resource](https://developers.docusign.com/docs/clm-api/reference/objects/workflowdefinitions.md) - [WorkflowQueues Resource](https://developers.docusign.com/docs/clm-api/reference/objects/workflowqueues.md) - [Workflows Resource](https://developers.docusign.com/docs/clm-api/reference/objects/workflows.md) - [WorkItems Resource](https://developers.docusign.com/docs/clm-api/reference/objects/workitems.md) - [Tasks Category](https://developers.docusign.com/docs/clm-api/reference/tasks.md) - [BulkWorkflowTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/bulkworkflowtasks.md) - [ChangeSecurityTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/changesecuritytasks.md) - [CopyTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/copytasks.md) - [DocLauncherTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/doclaunchertasks.md) - [DocumentCompareTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/documentcomparetasks.md) - [DocumentLoadTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/documentloadtasks.md) - [DocumentMergeTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/documentmergetasks.md) - [DocumentProcessTrackingTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/documentprocesstrackingtasks.md) - [DocumentSearchTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/documentsearchtasks.md) - [DocumentXmlMergeTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/documentxmlmergetasks.md) - [FolderArchiveTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/folderarchivetasks.md) - [FolderSearchTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/foldersearchtasks.md) - [ProcessDefinitions Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/processdefinitions.md) - [SalesforceAttachmentImportTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforceattachmentimporttasks.md) - [SalesforceContentDocumentExportTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentexporttasks.md) - [SalesforceContentDocumentImportTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentimporttasks.md) - [SignatureTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/signaturetasks.md) - [SplitDocumentTasks Resource](https://developers.docusign.com/docs/clm-api/reference/tasks/splitdocumenttasks.md) ## API Docs - API reference > Content > Content [Draft document](https://developers.docusign.com/docs/clm-api/reference/content/content/draftdocument.md) - API reference > Content > Content [Download document](https://developers.docusign.com/docs/clm-api/reference/content/content/get.md) - API reference > Content > Content [Download Docusign CLM task generated document](https://developers.docusign.com/docs/clm-api/reference/content/content/getgenerateddocument.md) - API reference > Content > Content [Get headers of download request](https://developers.docusign.com/docs/clm-api/reference/content/content/head.md) - API reference > Content > Content [Check in document](https://developers.docusign.com/docs/clm-api/reference/content/content/post.md) - API reference > Content > Content [Upload document](https://developers.docusign.com/docs/clm-api/reference/content/content/upload.md) - API reference > Objects > AttributeGroups [Get attribute group](https://developers.docusign.com/docs/clm-api/reference/objects/attributegroups/get.md) - API reference > Objects > AttributeGroups [Get attribute groups](https://developers.docusign.com/docs/clm-api/reference/objects/attributegroups/getallattributegroups.md) - API reference > Objects > BulkTasks [Get bulk tasks](https://developers.docusign.com/docs/clm-api/reference/objects/bulktasks/get.md) - API reference > Objects > Clauses [Delete clause document](https://developers.docusign.com/docs/clm-api/reference/objects/clauses/delete.md) - API reference > Objects > Clauses [Get clause document](https://developers.docusign.com/docs/clm-api/reference/objects/clauses/get.md) - API reference > Objects > Clauses [Get clause documents](https://developers.docusign.com/docs/clm-api/reference/objects/clauses/getallclauses.md) - API reference > Objects > Clauses [Get options of clause document](https://developers.docusign.com/docs/clm-api/reference/objects/clauses/getclauseoptions.md) - API reference > Objects > Clauses [Update clause document](https://developers.docusign.com/docs/clm-api/reference/objects/clauses/patch.md) - API reference > Objects > Clauses [Create clause document](https://developers.docusign.com/docs/clm-api/reference/objects/clauses/post.md) - API reference > Objects > Clauses [Put](https://developers.docusign.com/docs/clm-api/reference/objects/clauses/put.md) - API reference > Objects > Contacts [Delete contact](https://developers.docusign.com/docs/clm-api/reference/objects/contacts/delete.md) - API reference > Objects > Contacts [Get contact](https://developers.docusign.com/docs/clm-api/reference/objects/contacts/get.md) - API reference > Objects > Contacts [Get contacts](https://developers.docusign.com/docs/clm-api/reference/objects/contacts/getallcontacts.md) - API reference > Objects > Contacts [Get groups of contact](https://developers.docusign.com/docs/clm-api/reference/objects/contacts/getgroups.md) - API reference > Objects > Contacts [Update contact](https://developers.docusign.com/docs/clm-api/reference/objects/contacts/patch.md) - API reference > Objects > Contacts [Create contact](https://developers.docusign.com/docs/clm-api/reference/objects/contacts/post.md) - API reference > Objects > Contacts [Put](https://developers.docusign.com/docs/clm-api/reference/objects/contacts/put.md) - API reference > Objects > DocLauncherConfigurations [Get document generation configuration](https://developers.docusign.com/docs/clm-api/reference/objects/doclauncherconfigurations/get.md) - API reference > Objects > DocLauncherConfigurations [Get document generation configurations](https://developers.docusign.com/docs/clm-api/reference/objects/doclauncherconfigurations/getallconfigurations.md) - API reference > Objects > DocumentPreview [Get document preview](https://developers.docusign.com/docs/clm-api/reference/objects/documentpreview/getdocumentpreview.md) - API reference > Objects > DocumentPreview [Get document preview page image statuses](https://developers.docusign.com/docs/clm-api/reference/objects/documentpreview/getdocumentpreviewpageimagestatus.md) - API reference > Objects > DocumentPreview [Get document preview pages](https://developers.docusign.com/docs/clm-api/reference/objects/documentpreview/getdocumentpreviewpages.md) - API reference > Objects > DocumentReminders [Permanently deletes document reminder](https://developers.docusign.com/docs/clm-api/reference/objects/documentreminders/delete.md) - API reference > Objects > DocumentReminders [Get document reminder with id](https://developers.docusign.com/docs/clm-api/reference/objects/documentreminders/get.md) - API reference > Objects > DocumentReminders [Get document reminders contact recipients](https://developers.docusign.com/docs/clm-api/reference/objects/documentreminders/getrecipientcontactitems.md) - API reference > Objects > DocumentReminders [Get document reminders group recipients](https://developers.docusign.com/docs/clm-api/reference/objects/documentreminders/getrecipientgroupitems.md) - API reference > Objects > DocumentReminders [Get document reminders user recipients](https://developers.docusign.com/docs/clm-api/reference/objects/documentreminders/getrecipientuseritems.md) - API reference > Objects > DocumentReminders [Update document reminder](https://developers.docusign.com/docs/clm-api/reference/objects/documentreminders/patch.md) - API reference > Objects > DocumentReminders [Create document reminder](https://developers.docusign.com/docs/clm-api/reference/objects/documentreminders/post.md) - API reference > Objects > DocumentReminders [Put](https://developers.docusign.com/docs/clm-api/reference/objects/documentreminders/put.md) - API reference > Objects > Documents [Move document to trash folder](https://developers.docusign.com/docs/clm-api/reference/objects/documents/delete.md) - API reference > Objects > Documents [Release lock on document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/deletelock.md) - API reference > Objects > Documents [Get document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/get.md) - API reference > Objects > Documents [Get attached documents](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getattacheddocuments.md) - API reference > Objects > Documents [Get document by path](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getbypath.md) - API reference > Objects > Documents [Query CSV document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getcustomdata.md) - API reference > Objects > Documents [Get workflow user steps containing document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getdocumentprocesstrackingactivities.md) - API reference > Objects > Documents [Get document reminders for document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getdocumentreminders.md) - API reference > Objects > Documents [Get workitems associated with document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getdocumentworkitems.md) - API reference > Objects > Documents [Get external review associated with document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getexternalreviewfromdocument.md) - API reference > Objects > Documents [Get history of document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/gethistoryitems.md) - API reference > Objects > Documents [Get lock status of document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getlock.md) - API reference > Objects > Documents [Get related documents](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getrelateddocuments.md) - API reference > Objects > Documents [Get share links of document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getsharelinks.md) - API reference > Objects > Documents [Get versions of document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/getversions.md) - API reference > Objects > Documents [Update document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/patch.md) - API reference > Objects > Documents [Update lock on document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/patchlock.md) - API reference > Objects > Documents [Create lock on document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/postlock.md) - API reference > Objects > Documents [Publish document](https://developers.docusign.com/docs/clm-api/reference/objects/documents/publishdocument.md) - API reference > Objects > Documents [Put](https://developers.docusign.com/docs/clm-api/reference/objects/documents/put.md) - API reference > Objects > Documents [Put lock](https://developers.docusign.com/docs/clm-api/reference/objects/documents/putlock.md) - API reference > Objects > Folders [Move folder to trash folder](https://developers.docusign.com/docs/clm-api/reference/objects/folders/delete.md) - API reference > Objects > Folders [Get folder](https://developers.docusign.com/docs/clm-api/reference/objects/folders/get.md) - API reference > Objects > Folders [Get folder by eosObjectType and eosObjectId](https://developers.docusign.com/docs/clm-api/reference/objects/folders/getbyeos.md) - API reference > Objects > Folders [Get folder by path](https://developers.docusign.com/docs/clm-api/reference/objects/folders/getbypath.md) - API reference > Objects > Folders [Get folder by path or system folder type](https://developers.docusign.com/docs/clm-api/reference/objects/folders/getbysystemtype.md) - API reference > Objects > Folders [Get folders in folder](https://developers.docusign.com/docs/clm-api/reference/objects/folders/getchildfolders.md) - API reference > Objects > Folders [Get documents in folder](https://developers.docusign.com/docs/clm-api/reference/objects/folders/getdocuments.md) - API reference > Objects > Folders [Get share links of folder](https://developers.docusign.com/docs/clm-api/reference/objects/folders/getsharelinks.md) - API reference > Objects > Folders [Update folder](https://developers.docusign.com/docs/clm-api/reference/objects/folders/patch.md) - API reference > Objects > Folders [Create folder](https://developers.docusign.com/docs/clm-api/reference/objects/folders/post.md) - API reference > Objects > Folders [Put](https://developers.docusign.com/docs/clm-api/reference/objects/folders/put.md) - API reference > Objects > Folders [Search for folders](https://developers.docusign.com/docs/clm-api/reference/objects/folders/search.md) - API reference > Objects > Groups [Get group](https://developers.docusign.com/docs/clm-api/reference/objects/groups/get.md) - API reference > Objects > Groups [Get groups](https://developers.docusign.com/docs/clm-api/reference/objects/groups/getallgroups.md) - API reference > Objects > Groups [Get members of group](https://developers.docusign.com/docs/clm-api/reference/objects/groups/getusers.md) - API reference > Objects > MailingLists [Delete mailing list](https://developers.docusign.com/docs/clm-api/reference/objects/mailinglists/delete.md) - API reference > Objects > MailingLists [Get mailing list](https://developers.docusign.com/docs/clm-api/reference/objects/mailinglists/get.md) - API reference > Objects > MailingLists [Get mailing lists](https://developers.docusign.com/docs/clm-api/reference/objects/mailinglists/getallmailinglists.md) - API reference > Objects > MailingLists [Get members of mailing list](https://developers.docusign.com/docs/clm-api/reference/objects/mailinglists/getusers.md) - API reference > Objects > MailingLists [Update mailing list](https://developers.docusign.com/docs/clm-api/reference/objects/mailinglists/patch.md) - API reference > Objects > MailingLists [Create mailing list](https://developers.docusign.com/docs/clm-api/reference/objects/mailinglists/post.md) - API reference > Objects > MailingLists [Put](https://developers.docusign.com/docs/clm-api/reference/objects/mailinglists/put.md) - API reference > Objects > Members [Get member](https://developers.docusign.com/docs/clm-api/reference/objects/members/get.md) - API reference > Objects > Members [Get current member](https://developers.docusign.com/docs/clm-api/reference/objects/members/getcurrent.md) - API reference > Objects > Members [Get current member's permission sets](https://developers.docusign.com/docs/clm-api/reference/objects/members/getcurrentpermissionsets.md) - API reference > Objects > Members [Get recently accessed documents of current member](https://developers.docusign.com/docs/clm-api/reference/objects/members/getcurrentrecentdocuments.md) - API reference > Objects > Members [Get watched documents of current member](https://developers.docusign.com/docs/clm-api/reference/objects/members/getcurrentwatcheddocuments.md) - API reference > Objects > Members [Get watched documents' process tracking activities](https://developers.docusign.com/docs/clm-api/reference/objects/members/getcurrentwatcheddocumentsprocesstrackingactivities.md) - API reference > Objects > Members [Get workflow inbox of current member](https://developers.docusign.com/docs/clm-api/reference/objects/members/getcurrentworkflowactivities.md) - API reference > Objects > Members [Get workflow queues of current member](https://developers.docusign.com/docs/clm-api/reference/objects/members/getcurrentworkflowqueues.md) - API reference > Objects > Members [Get groups of user](https://developers.docusign.com/docs/clm-api/reference/objects/members/getgroups.md) - API reference > Objects > Members [Get groups of current user](https://developers.docusign.com/docs/clm-api/reference/objects/members/getgroupscurrent.md) - API reference > Objects > Members [Get managed users of current member](https://developers.docusign.com/docs/clm-api/reference/objects/members/getmanageduserscurrent.md) - API reference > Objects > Members [Get members](https://developers.docusign.com/docs/clm-api/reference/objects/members/getmembers.md) - API reference > Objects > Members [Get permission sets that member has assigned](https://developers.docusign.com/docs/clm-api/reference/objects/members/getpermissionsetsformember.md) - API reference > Objects > Members [Get workflow inbox of member](https://developers.docusign.com/docs/clm-api/reference/objects/members/getworkflowactivities.md) - API reference > Objects > Members [Get workflow queues of member](https://developers.docusign.com/docs/clm-api/reference/objects/members/getworkflowqueues.md) - API reference > Objects > Members [Update member](https://developers.docusign.com/docs/clm-api/reference/objects/members/patch.md) - API reference > Objects > Members [Update current member](https://developers.docusign.com/docs/clm-api/reference/objects/members/patchcurrent.md) - API reference > Objects > Members [Put](https://developers.docusign.com/docs/clm-api/reference/objects/members/put.md) - API reference > Objects > Members [Put current](https://developers.docusign.com/docs/clm-api/reference/objects/members/putcurrent.md) - API reference > Objects > Options [Delete option](https://developers.docusign.com/docs/clm-api/reference/objects/options/delete.md) - API reference > Objects > Options [Update option [partial]](https://developers.docusign.com/docs/clm-api/reference/objects/options/patch.md) - API reference > Objects > Options [Create option](https://developers.docusign.com/docs/clm-api/reference/objects/options/post.md) - API reference > Objects > Options [Update option [full]](https://developers.docusign.com/docs/clm-api/reference/objects/options/put.md) - API reference > Objects > Parties [Delete party](https://developers.docusign.com/docs/clm-api/reference/objects/parties/delete.md) - API reference > Objects > Parties [Get party](https://developers.docusign.com/docs/clm-api/reference/objects/parties/get.md) - API reference > Objects > Parties [Get parties in account with paging](https://developers.docusign.com/docs/clm-api/reference/objects/parties/getallparties.md) - API reference > Objects > Parties [Partial update party](https://developers.docusign.com/docs/clm-api/reference/objects/parties/patch.md) - API reference > Objects > Parties [Create party](https://developers.docusign.com/docs/clm-api/reference/objects/parties/post.md) - API reference > Objects > Parties [Update party](https://developers.docusign.com/docs/clm-api/reference/objects/parties/put.md) - API reference > Objects > PermissionSets [Get permission set](https://developers.docusign.com/docs/clm-api/reference/objects/permissionsets/get.md) - API reference > Objects > PermissionSets [Get permissions for executing account](https://developers.docusign.com/docs/clm-api/reference/objects/permissionsets/getall.md) - API reference > Objects > Reviews [Cancel external review by](https://developers.docusign.com/docs/clm-api/reference/objects/reviews/delete.md) - API reference > Objects > Reviews [Get external review](https://developers.docusign.com/docs/clm-api/reference/objects/reviews/get.md) - API reference > Objects > Reviews [Create external review](https://developers.docusign.com/docs/clm-api/reference/objects/reviews/post.md) - API reference > Objects > Reviews [Complete external review as admin or sender](https://developers.docusign.com/docs/clm-api/reference/objects/reviews/put.md) - API reference > Objects > ShareLinks [Delete share link](https://developers.docusign.com/docs/clm-api/reference/objects/sharelinks/delete.md) - API reference > Objects > ShareLinks [Get share link](https://developers.docusign.com/docs/clm-api/reference/objects/sharelinks/get.md) - API reference > Objects > ShareLinks [Update share link](https://developers.docusign.com/docs/clm-api/reference/objects/sharelinks/patch.md) - API reference > Objects > ShareLinks [Create share link](https://developers.docusign.com/docs/clm-api/reference/objects/sharelinks/post.md) - API reference > Objects > ShareLinks [Put](https://developers.docusign.com/docs/clm-api/reference/objects/sharelinks/put.md) - API reference > Objects > WorkflowDefinitions [Get workflow definition by its InstanceId](https://developers.docusign.com/docs/clm-api/reference/objects/workflowdefinitions/get.md) - API reference > Objects > WorkflowDefinitions [List available workflow definitions](https://developers.docusign.com/docs/clm-api/reference/objects/workflowdefinitions/getall.md) - API reference > Objects > WorkflowQueues [Get workflow queue](https://developers.docusign.com/docs/clm-api/reference/objects/workflowqueues/get.md) - API reference > Objects > WorkflowQueues [Get work items of workflow queue](https://developers.docusign.com/docs/clm-api/reference/objects/workflowqueues/getworkitems.md) - API reference > Objects > Workflows [Stop workflow instance](https://developers.docusign.com/docs/clm-api/reference/objects/workflows/delete.md) - API reference > Objects > Workflows [Get workflow instance](https://developers.docusign.com/docs/clm-api/reference/objects/workflows/get.md) - API reference > Objects > Workflows [Start workflow instance by definition name](https://developers.docusign.com/docs/clm-api/reference/objects/workflows/post.md) - API reference > Objects > Workflows [Signal workflow instance](https://developers.docusign.com/docs/clm-api/reference/objects/workflows/postsignal.md) - API reference > Objects > WorkItems [Get work item](https://developers.docusign.com/docs/clm-api/reference/objects/workitems/get.md) - API reference > Objects > WorkItems [Get documents of work item](https://developers.docusign.com/docs/clm-api/reference/objects/workitems/getdocuments.md) - API reference > Objects > WorkItems [Update work item](https://developers.docusign.com/docs/clm-api/reference/objects/workitems/patch.md) - API reference > Objects > WorkItems [Update work item assignment](https://developers.docusign.com/docs/clm-api/reference/objects/workitems/patchassignment.md) - API reference > Objects > WorkItems [Update work item to be unassigned](https://developers.docusign.com/docs/clm-api/reference/objects/workitems/patchunassignment.md) - API reference > Objects > WorkItems [Put](https://developers.docusign.com/docs/clm-api/reference/objects/workitems/put.md) - API reference > Tasks > BulkWorkflowTasks [Delete workflows via bulk job](https://developers.docusign.com/docs/clm-api/reference/tasks/bulkworkflowtasks/delete.md) - API reference > Tasks > BulkWorkflowTasks [Get bulk workflow task](https://developers.docusign.com/docs/clm-api/reference/tasks/bulkworkflowtasks/get.md) - API reference > Tasks > BulkWorkflowTasks [Send task to start workflows via bulk job](https://developers.docusign.com/docs/clm-api/reference/tasks/bulkworkflowtasks/post.md) - API reference > Tasks > ChangeSecurityTasks [Check status of task to set folder security](https://developers.docusign.com/docs/clm-api/reference/tasks/changesecuritytasks/get.md) - API reference > Tasks > ChangeSecurityTasks [Set security on folder](https://developers.docusign.com/docs/clm-api/reference/tasks/changesecuritytasks/post.md) - API reference > Tasks > CopyTasks [Check status of task to copy documents/folders](https://developers.docusign.com/docs/clm-api/reference/tasks/copytasks/get.md) - API reference > Tasks > CopyTasks [Copy documents/folders](https://developers.docusign.com/docs/clm-api/reference/tasks/copytasks/post.md) - API reference > Tasks > DocLauncherTasks [ID is returned by doclaunchertasks POST method](https://developers.docusign.com/docs/clm-api/reference/tasks/doclaunchertasks/get.md) - API reference > Tasks > DocLauncherTasks [Create DocLauncher task](https://developers.docusign.com/docs/clm-api/reference/tasks/doclaunchertasks/post.md) - API reference > Tasks > DocumentCompareTasks [Get status of DocumentCompareApiTask](https://developers.docusign.com/docs/clm-api/reference/tasks/documentcomparetasks/get.md) - API reference > Tasks > DocumentCompareTasks [Perform compare on two documents](https://developers.docusign.com/docs/clm-api/reference/tasks/documentcomparetasks/post.md) - API reference > Tasks > DocumentLoadTasks [Get previous document load task](https://developers.docusign.com/docs/clm-api/reference/tasks/documentloadtasks/get.md) - API reference > Tasks > DocumentLoadTasks [Get result of document load task](https://developers.docusign.com/docs/clm-api/reference/tasks/documentloadtasks/getdocumentloadresult.md) - API reference > Tasks > DocumentLoadTasks [Load documents](https://developers.docusign.com/docs/clm-api/reference/tasks/documentloadtasks/post.md) - API reference > Tasks > DocumentMergeTasks [Check status of task to merge documents](https://developers.docusign.com/docs/clm-api/reference/tasks/documentmergetasks/get.md) - API reference > Tasks > DocumentMergeTasks [Merge multiple documents into PDF](https://developers.docusign.com/docs/clm-api/reference/tasks/documentmergetasks/post.md) - API reference > Tasks > DocumentProcessTrackingTasks [Fetch active documents by reference ID](https://developers.docusign.com/docs/clm-api/reference/tasks/documentprocesstrackingtasks/get.md) - API reference > Tasks > DocumentProcessTrackingTasks [Fetch document process history by reference ID](https://developers.docusign.com/docs/clm-api/reference/tasks/documentprocesstrackingtasks/gethistory.md) - API reference > Tasks > DocumentProcessTrackingTasks [Fetch active documents by folder](https://developers.docusign.com/docs/clm-api/reference/tasks/documentprocesstrackingtasks/post.md) - API reference > Tasks > DocumentProcessTrackingTasks [Fetch document process history by document](https://developers.docusign.com/docs/clm-api/reference/tasks/documentprocesstrackingtasks/posthistory.md) - API reference > Tasks > DocumentSearchTasks [Get previous document search](https://developers.docusign.com/docs/clm-api/reference/tasks/documentsearchtasks/get.md) - API reference > Tasks > DocumentSearchTasks [Get result of search](https://developers.docusign.com/docs/clm-api/reference/tasks/documentsearchtasks/getsearchresult.md) - API reference > Tasks > DocumentSearchTasks [Search for documents](https://developers.docusign.com/docs/clm-api/reference/tasks/documentsearchtasks/post.md) - API reference > Tasks > DocumentXmlMergeTasks [Check status of XML document merge task](https://developers.docusign.com/docs/clm-api/reference/tasks/documentxmlmergetasks/get.md) - API reference > Tasks > DocumentXmlMergeTasks [Merge document template with XML data](https://developers.docusign.com/docs/clm-api/reference/tasks/documentxmlmergetasks/post.md) - API reference > Tasks > ExternalReviewTasks [Cancel outstanding external review](https://developers.docusign.com/docs/clm-api/reference/tasks/externalreviewtasks/delete.md) - API reference > Tasks > ExternalReviewTasks [Get external review task](https://developers.docusign.com/docs/clm-api/reference/tasks/externalreviewtasks/get.md) - API reference > Tasks > ExternalReviewTasks [Get documents sent for external review](https://developers.docusign.com/docs/clm-api/reference/tasks/externalreviewtasks/getdocuments.md) - API reference > Tasks > ExternalReviewTasks [Send documents for external review](https://developers.docusign.com/docs/clm-api/reference/tasks/externalreviewtasks/post.md) - API reference > Tasks > FolderArchiveTasks [Check status of folder archive task](https://developers.docusign.com/docs/clm-api/reference/tasks/folderarchivetasks/get.md) - API reference > Tasks > FolderArchiveTasks [Create zip of documents and folders](https://developers.docusign.com/docs/clm-api/reference/tasks/folderarchivetasks/post.md) - API reference > Tasks > FolderSearchTasks [Get previous folder search](https://developers.docusign.com/docs/clm-api/reference/tasks/foldersearchtasks/get.md) - API reference > Tasks > FolderSearchTasks [Get previous folder search result](https://developers.docusign.com/docs/clm-api/reference/tasks/foldersearchtasks/getsearchresult.md) - API reference > Tasks > FolderSearchTasks [Search for folders](https://developers.docusign.com/docs/clm-api/reference/tasks/foldersearchtasks/post.md) - API reference > Tasks > ProcessDefinitions [Get process definition by its InstanceId](https://developers.docusign.com/docs/clm-api/reference/tasks/processdefinitions/get.md) - API reference > Tasks > ProcessDefinitions [List available process definitions](https://developers.docusign.com/docs/clm-api/reference/tasks/processdefinitions/getall.md) - API reference > Tasks > SalesforceAttachmentImportTasks [Check status of Salesforce attachment import task](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforceattachmentimporttasks/get.md) - API reference > Tasks > SalesforceAttachmentImportTasks [Import attachments from Salesforce object](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforceattachmentimporttasks/post.md) - API reference > Tasks > SalesforceContentDocumentExportTasks [Check status of Salesforce document export task](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentexporttasks/get.md) - API reference > Tasks > SalesforceContentDocumentExportTasks [Export document to Salesforce object's files](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentexporttasks/post.md) - API reference > Tasks > SalesforceContentDocumentImportTasks [Check status of Salesforce document import task](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentimporttasks/get.md) - API reference > Tasks > SalesforceContentDocumentImportTasks [Import content document from Salesforce object](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentimporttasks/post.md) - API reference > Tasks > SignatureTasks [Cancel outstanding electronic signature task](https://developers.docusign.com/docs/clm-api/reference/tasks/signaturetasks/delete.md) - API reference > Tasks > SignatureTasks [Check status of electronic signature task](https://developers.docusign.com/docs/clm-api/reference/tasks/signaturetasks/get.md) - API reference > Tasks > SignatureTasks [Send document for electronic signature](https://developers.docusign.com/docs/clm-api/reference/tasks/signaturetasks/post.md) - API reference > Tasks > SplitDocumentTasks [Check status of task to split document](https://developers.docusign.com/docs/clm-api/reference/tasks/splitdocumenttasks/get.md) - API reference > Tasks > SplitDocumentTasks [Split document](https://developers.docusign.com/docs/clm-api/reference/tasks/splitdocumenttasks/post.md) ## OpenAPI Specification The raw OpenAPI 3.1 specification for this API is available at: - [OpenAPI JSON](https://developers.docusign.com/openapi.json) - [OpenAPI YAML](https://developers.docusign.com/openapi.yaml) > **Note:** This page contains both a page directory (above) and the landing page content (below). The page directory is generated for agent use and does not appear on the landing page. > You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # CLM API overview > Integrate Docusign CLM workflow, document generation, and document management into your Salesforce and custom apps by accessing Docusign CLM’s object, task, and content APIs. > **Warning** > > 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](https://www.docusign.com/contact-sales). Integrate document generation and management workflow into your Salesforce and custom apps. The Docusign Contract Lifecycle Management (CLM) API enables developers to interact with Docusign CLM documents, data, and services. > **Note** > > This content is for the latest version of the Docusign CLM API. If you are looking for legacy Spring CM API content, see the [CLM.CM API](/docs/clm-api/clm.cm) version. ## Places to start * [API 101](/docs/clm-api/clm101) * [API reference](/docs/clm-api/reference) ![API overview gist graphic](/_fern-files/_img/07438f910bb49c2fda5f61d64c6482755d105554e2a0971bb24ae7bb3d498441.webp) ## Features #### Easy transition from SOAP API to CLM API 1-to-1 mapping of endpoints with additional endpoints to use #### Cross-Origin Resource Sharing (CORS) Access a normally restricted resource via JavaScript, such as uploading and downloading documents, directly to Docusign CLM from white-listed domains #### Access tokens for more security Along with other authentication flows, an access token must be used to make any API call ## Discover more * [Understand key features of Docusign CLM](https://www.docusign.com/products/clm) * [Follow along with the Guide to contract lifecycle management](https://www.docusign.com/sites/default/files/resource_event_files/guide_to_contract_lifecycle_management.pdf)