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Interact with the DocuSign eSignature REST API v2.1 — complete enterprise coverage

Actions341

Envelope Transfer Rule → Create

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Summary

Creates a new envelope transfer rule in the specified DocuSign account.

Inputs

  • authentication — Authentication method to use: OAuth2 or JWT (Service Integration). Defaults to OAuth2.
  • category — The API category to work with. Defaults to 'envelopes'.
  • accountId (required) — The DocuSign Account ID (GUID). Find it in DocuSign Admin → API and Keys.
  • requestBody (required) — The JSON request body for the operation, defining the transfer rule configuration.

Output shape

a single record

Returns the created envelope transfer rule object.

Examples

Example 1: Set up an automatic rule to transfer an envelope to a specific group after it is completed.

Set category to 'envelopes', provide the accountId, and define the transfer rule JSON in Request Body (e.g., specifying the target group and trigger event).

Example 2: Configure a rule to move an envelope to an archive folder when the signer completes the action.

Set category to 'envelopes', provide the accountId, and include the archive destination and completion trigger in the Request Body JSON.

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