> 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 # Tasks Category API methods that expose Docusign CLM services that are invoked as asynchronous tasks, such as zipping files or running searches. > **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). ## [BulkWorkflowTasks](/docs/clm-api/reference/tasks/bulkworkflowtasks) **Methods supported** * [Delete](/docs/clm-api/reference/tasks/bulkworkflowtasks/delete) * [Get](/docs/clm-api/reference/tasks/bulkworkflowtasks/get) * [Post](/docs/clm-api/reference/tasks/bulkworkflowtasks/post) ## [ChangeSecurityTasks](/docs/clm-api/reference/tasks/changesecuritytasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/changesecuritytasks/get) * [Post](/docs/clm-api/reference/tasks/changesecuritytasks/post) ## [CopyTasks](/docs/clm-api/reference/tasks/copytasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/copytasks/get) * [Post](/docs/clm-api/reference/tasks/copytasks/post) ## [DocLauncherTasks](/docs/clm-api/reference/tasks/doclaunchertasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/doclaunchertasks/get) * [Post](/docs/clm-api/reference/tasks/doclaunchertasks/post) ## [DocumentCompareTasks](/docs/clm-api/reference/tasks/documentcomparetasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/documentcomparetasks/get) * [Post](/docs/clm-api/reference/tasks/documentcomparetasks/post) ## [DocumentLoadTasks](/docs/clm-api/reference/tasks/documentloadtasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/documentloadtasks/get) * [GetDocumentLoadResult](/docs/clm-api/reference/tasks/documentloadtasks/getdocumentloadresult) * [Post](/docs/clm-api/reference/tasks/documentloadtasks/post) ## [DocumentMergeTasks](/docs/clm-api/reference/tasks/documentmergetasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/documentmergetasks/get) * [Post](/docs/clm-api/reference/tasks/documentmergetasks/post) ## [DocumentProcessTrackingTasks](/docs/clm-api/reference/tasks/documentprocesstrackingtasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/documentprocesstrackingtasks/get) * [GetHistory](/docs/clm-api/reference/tasks/documentprocesstrackingtasks/gethistory) * [Post](/docs/clm-api/reference/tasks/documentprocesstrackingtasks/post) * [PostHistory](/docs/clm-api/reference/tasks/documentprocesstrackingtasks/posthistory) ## [DocumentSearchTasks](/docs/clm-api/reference/tasks/documentsearchtasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/documentsearchtasks/get) * [GetSearchResult](/docs/clm-api/reference/tasks/documentsearchtasks/getsearchresult) * [Post](/docs/clm-api/reference/tasks/documentsearchtasks/post) ## [DocumentXmlMergeTasks](/docs/clm-api/reference/tasks/documentxmlmergetasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/documentxmlmergetasks/get) * [Post](/docs/clm-api/reference/tasks/documentxmlmergetasks/post) ## ExternalReviewTasks **Methods supported** * [Delete](/docs/clm-api/reference/tasks/externalreviewtasks/delete) * [Get](/docs/clm-api/reference/tasks/externalreviewtasks/get) * [GetDocuments](/docs/clm-api/reference/tasks/externalreviewtasks/getdocuments) * [Post](/docs/clm-api/reference/tasks/externalreviewtasks/post) ## [FolderArchiveTasks](/docs/clm-api/reference/tasks/folderarchivetasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/folderarchivetasks/get) * [Post](/docs/clm-api/reference/tasks/folderarchivetasks/post) ## [FolderSearchTasks](/docs/clm-api/reference/tasks/foldersearchtasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/foldersearchtasks/get) * [GetSearchResult](/docs/clm-api/reference/tasks/foldersearchtasks/getsearchresult) * [Post](/docs/clm-api/reference/tasks/foldersearchtasks/post) ## [ProcessDefinitions](/docs/clm-api/reference/tasks/processdefinitions) **Methods supported** * [Get](/docs/clm-api/reference/tasks/processdefinitions/get) * [GetAll](/docs/clm-api/reference/tasks/processdefinitions/getall) ## [SalesforceAttachmentImportTasks](/docs/clm-api/reference/tasks/salesforceattachmentimporttasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/salesforceattachmentimporttasks/get) * [Post](/docs/clm-api/reference/tasks/salesforceattachmentimporttasks/post) ## [SalesforceContentDocumentExportTasks](/docs/clm-api/reference/tasks/salesforcecontentdocumentexporttasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/salesforcecontentdocumentexporttasks/get) * [Post](/docs/clm-api/reference/tasks/salesforcecontentdocumentexporttasks/post) ## [SalesforceContentDocumentImportTasks](/docs/clm-api/reference/tasks/salesforcecontentdocumentimporttasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/salesforcecontentdocumentimporttasks/get) * [Post](/docs/clm-api/reference/tasks/salesforcecontentdocumentimporttasks/post) ## [SignatureTasks](/docs/clm-api/reference/tasks/signaturetasks) **Methods supported** * [Delete](/docs/clm-api/reference/tasks/signaturetasks/delete) * [Get](/docs/clm-api/reference/tasks/signaturetasks/get) * [Post](/docs/clm-api/reference/tasks/signaturetasks/post) ## [SplitDocumentTasks](/docs/clm-api/reference/tasks/splitdocumenttasks) **Methods supported** * [Get](/docs/clm-api/reference/tasks/splitdocumenttasks/get) * [Post](/docs/clm-api/reference/tasks/splitdocumenttasks/post) ## Docs - [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 - BulkWorkflowTasks [Delete workflows via bulk job](https://developers.docusign.com/docs/clm-api/reference/tasks/bulkworkflowtasks/delete.md) - BulkWorkflowTasks [Get bulk workflow task](https://developers.docusign.com/docs/clm-api/reference/tasks/bulkworkflowtasks/get.md) - BulkWorkflowTasks [Send task to start workflows via bulk job](https://developers.docusign.com/docs/clm-api/reference/tasks/bulkworkflowtasks/post.md) - ChangeSecurityTasks [Check status of task to set folder security](https://developers.docusign.com/docs/clm-api/reference/tasks/changesecuritytasks/get.md) - ChangeSecurityTasks [Set security on folder](https://developers.docusign.com/docs/clm-api/reference/tasks/changesecuritytasks/post.md) - CopyTasks [Check status of task to copy documents/folders](https://developers.docusign.com/docs/clm-api/reference/tasks/copytasks/get.md) - CopyTasks [Copy documents/folders](https://developers.docusign.com/docs/clm-api/reference/tasks/copytasks/post.md) - DocLauncherTasks [ID is returned by doclaunchertasks POST method](https://developers.docusign.com/docs/clm-api/reference/tasks/doclaunchertasks/get.md) - DocLauncherTasks [Create DocLauncher task](https://developers.docusign.com/docs/clm-api/reference/tasks/doclaunchertasks/post.md) - DocumentCompareTasks [Get status of DocumentCompareApiTask](https://developers.docusign.com/docs/clm-api/reference/tasks/documentcomparetasks/get.md) - DocumentCompareTasks [Perform compare on two documents](https://developers.docusign.com/docs/clm-api/reference/tasks/documentcomparetasks/post.md) - DocumentLoadTasks [Get previous document load task](https://developers.docusign.com/docs/clm-api/reference/tasks/documentloadtasks/get.md) - DocumentLoadTasks [Get result of document load task](https://developers.docusign.com/docs/clm-api/reference/tasks/documentloadtasks/getdocumentloadresult.md) - DocumentLoadTasks [Load documents](https://developers.docusign.com/docs/clm-api/reference/tasks/documentloadtasks/post.md) - DocumentMergeTasks [Check status of task to merge documents](https://developers.docusign.com/docs/clm-api/reference/tasks/documentmergetasks/get.md) - DocumentMergeTasks [Merge multiple documents into PDF](https://developers.docusign.com/docs/clm-api/reference/tasks/documentmergetasks/post.md) - DocumentProcessTrackingTasks [Fetch active documents by reference ID](https://developers.docusign.com/docs/clm-api/reference/tasks/documentprocesstrackingtasks/get.md) - DocumentProcessTrackingTasks [Fetch document process history by reference ID](https://developers.docusign.com/docs/clm-api/reference/tasks/documentprocesstrackingtasks/gethistory.md) - DocumentProcessTrackingTasks [Fetch active documents by folder](https://developers.docusign.com/docs/clm-api/reference/tasks/documentprocesstrackingtasks/post.md) - DocumentProcessTrackingTasks [Fetch document process history by document](https://developers.docusign.com/docs/clm-api/reference/tasks/documentprocesstrackingtasks/posthistory.md) - DocumentSearchTasks [Get previous document search](https://developers.docusign.com/docs/clm-api/reference/tasks/documentsearchtasks/get.md) - DocumentSearchTasks [Get result of search](https://developers.docusign.com/docs/clm-api/reference/tasks/documentsearchtasks/getsearchresult.md) - DocumentSearchTasks [Search for documents](https://developers.docusign.com/docs/clm-api/reference/tasks/documentsearchtasks/post.md) - DocumentXmlMergeTasks [Check status of XML document merge task](https://developers.docusign.com/docs/clm-api/reference/tasks/documentxmlmergetasks/get.md) - DocumentXmlMergeTasks [Merge document template with XML data](https://developers.docusign.com/docs/clm-api/reference/tasks/documentxmlmergetasks/post.md) - ExternalReviewTasks [Cancel outstanding external review](https://developers.docusign.com/docs/clm-api/reference/tasks/externalreviewtasks/delete.md) - ExternalReviewTasks [Get external review task](https://developers.docusign.com/docs/clm-api/reference/tasks/externalreviewtasks/get.md) - ExternalReviewTasks [Get documents sent for external review](https://developers.docusign.com/docs/clm-api/reference/tasks/externalreviewtasks/getdocuments.md) - ExternalReviewTasks [Send documents for external review](https://developers.docusign.com/docs/clm-api/reference/tasks/externalreviewtasks/post.md) - FolderArchiveTasks [Check status of folder archive task](https://developers.docusign.com/docs/clm-api/reference/tasks/folderarchivetasks/get.md) - FolderArchiveTasks [Create zip of documents and folders](https://developers.docusign.com/docs/clm-api/reference/tasks/folderarchivetasks/post.md) - FolderSearchTasks [Get previous folder search](https://developers.docusign.com/docs/clm-api/reference/tasks/foldersearchtasks/get.md) - FolderSearchTasks [Get previous folder search result](https://developers.docusign.com/docs/clm-api/reference/tasks/foldersearchtasks/getsearchresult.md) - FolderSearchTasks [Search for folders](https://developers.docusign.com/docs/clm-api/reference/tasks/foldersearchtasks/post.md) - ProcessDefinitions [Get process definition by its InstanceId](https://developers.docusign.com/docs/clm-api/reference/tasks/processdefinitions/get.md) - ProcessDefinitions [List available process definitions](https://developers.docusign.com/docs/clm-api/reference/tasks/processdefinitions/getall.md) - SalesforceAttachmentImportTasks [Check status of Salesforce attachment import task](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforceattachmentimporttasks/get.md) - SalesforceAttachmentImportTasks [Import attachments from Salesforce object](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforceattachmentimporttasks/post.md) - SalesforceContentDocumentExportTasks [Check status of Salesforce document export task](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentexporttasks/get.md) - SalesforceContentDocumentExportTasks [Export document to Salesforce object's files](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentexporttasks/post.md) - SalesforceContentDocumentImportTasks [Check status of Salesforce document import task](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentimporttasks/get.md) - SalesforceContentDocumentImportTasks [Import content document from Salesforce object](https://developers.docusign.com/docs/clm-api/reference/tasks/salesforcecontentdocumentimporttasks/post.md) - SignatureTasks [Cancel outstanding electronic signature task](https://developers.docusign.com/docs/clm-api/reference/tasks/signaturetasks/delete.md) - SignatureTasks [Check status of electronic signature task](https://developers.docusign.com/docs/clm-api/reference/tasks/signaturetasks/get.md) - SignatureTasks [Send document for electronic signature](https://developers.docusign.com/docs/clm-api/reference/tasks/signaturetasks/post.md) - SplitDocumentTasks [Check status of task to split document](https://developers.docusign.com/docs/clm-api/reference/tasks/splitdocumenttasks/get.md) - 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)