| name | docusign-manager |
| description | Export and archive DocuSign envelopes, templates, and documents for migration to Documenso. Read-only — no creating or modifying content. Use when: downloading signed documents, exporting templates, bulk archiving, querying envelope status, migrating to Documenso. Triggers on: docusign, export, archive, migration, signed documents, bulk download. |
| argument-hint | [command] [args...] — e.g., 'status', 'list-templates', 'bulk-download', 'export-templates' |
| model | claude-opus-5 |
| effort | high |
| paths | ["scripts/","references/","~/Downloads/","~/.docusign-export/","~/DocuSign-Export/"] |
| allowed-tools | ["Bash","Read","Write","Glob","Grep"] |
| extended-thinking | true |
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:
- Enumerate — paginate through all completed envelopes, collect IDs (~30 seconds)
- 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 |
