Docnify connects to a Nagent workspace with an API key. Once it is connected, agents can call 13 Docnify actions, such as "Add Document Recipient", "Create Document Fields" and "Get Document". Nothing is enabled on connect: each action is allowed one at a time, and an action with side effects runs or waits for a person according to the agent's level.
Every operation an agent can call against Docnify, with input parameters and output schema.
DOCNIFY_ADD_DOCUMENT_RECIPIENTTool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Input parameters
Full name of the recipient
Role of the recipient
Email address of the recipient
ID of the document to add a recipient to
Recipient-level authentication options (Enterprise only).
Zero-based order in which the recipient should act
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_CREATE_DOCUMENT_FIELDSTool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Input parameters
List of field definitions to add to the document
ID of the document to modify
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_DELETE_DOCUMENTTool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Input parameters
The ID of the document to delete (must be >= 1).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_DELETE_DOCUMENT_FIELDSTool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Input parameters
Document ID
Identifier of the field to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_DELETE_DOCUMENT_RECIPIENTTool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Input parameters
Target document ID; must be a positive integer
ID of the recipient to remove; must be a positive integer
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_GET_DOCUMENTTool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Input parameters
The ID of the document to retrieve (must be >= 1).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_GET_TEMPLATETool to fetch a specific template by its ID. Use to view a template's details and metadata.
Input parameters
The ID of the template to retrieve (must be >= 1).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_LIST_DOCUMENTSTool to list documents in the Docnify account.
Input parameters
Page number for pagination
Number of items per page
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_LIST_TEMPLATESTool to list templates in the Docnify account.
Input parameters
Page number for pagination
Number of items per page
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_RESEND_DOCUMENTTool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
Input parameters
ID of the document to resend
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_SEND_DOCUMENTTool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Input parameters
ID of the document to send for signing
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_UPDATE_DOCUMENT_FIELDSTool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Input parameters
List of field metadata updates
ID of the document containing fields to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCNIFY_UPDATE_DOCUMENT_RECIPIENTTool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
Input parameters
Full name of the recipient
Role of the recipient on the document
Email address of the recipient
ID of the document to update; must be a positive integer
ID of the recipient to update; must be a positive integer
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
Agents can call 13 Docnify actions on Nagent, including "Add Document Recipient", "Create Document Fields" and "Get Document". Add Document Recipient: Add a recipient to a document. Each action is listed on this page with its input parameters and its output.
Docnify connects with an API key, under your workspace's own connection. Nothing is enabled on connect: each action is allowed one at a time and can be scoped to the agents that need it.
Add Document Recipient takes 4 required inputs: name, role, email and documentId. It also takes 2 optional inputs: authOptions and signingOrder. It returns data, error and successful.