get_account_info
Get Account Info
Retrieve OKSign account information including credit balance, team members, and email templates. Returns a combined view of account details useful for monitoring usage and managing team access.
get_account_info
Retrieve OKSign account information including credit balance, team members, and email templates. Returns a combined view of account details useful for monitoring usage and managing team access.
get_form_descriptor
Retrieve the form descriptor (field configuration) for a document. Returns all configured fields, signer information, and signing options.
upsert_contacts
Add or update contacts in your OKSign account. Contacts are uniquely identified by the combination of email and name. If a contact with the same email and name already exists, it will be updated; otherwise, a new contact is created.
send_notification
Send email and/or SMS notifications to signers informing them a document is ready for signing. Supports HTML email body, configurable reminders, CC recipients, and sequential signing workflows. Replaces any previously pending notifications for the document.
list_contacts
Retrieve all contacts from your OKSign account. Returns the full contact list with names, emails, mobile numbers, roles, and groups.
check_document
Check if a document exists on the OKSign platform and retrieve its basic info including filename and whether it's a reusable template. Also retrieves the form descriptor if the document has one configured.
get_editor_express
Retrieve configuration and details of an existing EditorExpress session.
get_sign_express
Retrieve configuration and details of an existing SignExpress session.
create_editor_express
Launch an embedded OKSign document editor that allows users to interactively add and position signature and form fields on a document. After editing, use the "Get Form Descriptor" tool to retrieve the updated field configuration for use in the standard signing flow.
get_document_metadata
Retrieve detailed metadata from a signed document, including signature details (who signed, when, authentication method), form field values, and document status. Uses the v2 metadata endpoint for enhanced field information.
list_active_documents
Retrieve a list of documents that are currently active (pending signatures) on the OKSign platform.
create_sign_express
Create an embedded "Sign now" signing flow for face-to-face signing scenarios. Generates a time-limited signing URL for a specific signer and set of documents that can be embedded in your application. Default validity is 90 days.
get_linked_documents
Look up linked source and signed document ID pairs. Given a document ID, returns the mapping between original (source) and signed document IDs.
remove_sign_express
Delete a SignExpress session from the OKSign platform, invalidating its signing URL.
configure_form
Define signature and form fields on an uploaded document, configure signers, and receive signing URLs. Supports signature boxes, text fields, text areas, select dropdowns, date fields, and checkboxes. Fields can be positioned using coordinates or text markers embedded in the document. Returns a signing URL for each signer.
create_briefcase
Bundle multiple documents together so signers can sign all of them using a single signing link. Each document must have its form descriptor configured beforehand, and all documents must use the same signer IDs. Supports custom package names displayed during signing.
update_token_config
Update the callback URL, return URL, and/or webhook URL linked to the current organizational token (API key). These URLs control where OKSign sends signature callbacks, browser redirects, and notification delivery error reports.
remove_editor_express
Delete an EditorExpress session from the OKSign platform.
remove_contact
Remove a contact from your OKSign account by their contact ID.
get_briefcase
Retrieve configuration and details of an existing briefcase (document bundle).
upload_document
Upload a PDF or Word document to OKSign for signing. Word documents (.doc, .docx) are automatically converted to PDF upon upload. Returns a document ID that is used in all subsequent operations (form configuration, notifications, signing).
remove_briefcase
Delete a briefcase (document bundle) from the OKSign platform. This does not delete the individual documents.
remove_document
Remove a document from the OKSign platform. Documents are automatically removed once all signatures are collected, but this tool allows manual removal. Cannot be undone.
get_audit_trail
Retrieve the audit trail report for a signed document as a base64-encoded PDF. The audit trail provides certified proof of all actions performed on the document — access, review, and signatures — with timestamps and document hash verification.
calculate_signer_id
Calculate an OKSign signer ID from a person's name and email. Signer IDs are required when configuring form fields and sending notifications. The ID follows the format: bt_00000000-0000-0000-0000-0000000-XXXXXXXXXXXX.
Upload PDF or Word documents, define signature and form fields, and collect legally binding electronic signatures via eID, itsme, SMS, Smart-ID, or pen/scribble. Configure signer workflows with ordered email/SMS notifications and reminders. Bundle multiple documents into briefcases for single-link signing. Embed signing flows (SignExpress) or document editors (EditorExpress) into external applications. Manage contacts, retrieve signed document metadata and audit trails, and monitor account credits and storage. Supports simple, advanced, and qualified electronic signatures compliant with EU eIDAS regulation.
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