ceven

Documenso

Automates the full document lifecycle from template instantiation and recipient routing to final PDF archival and team distribution.

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Why use Ceven?

  1. AI native Documenso integration

    • Describe the outcome and Ceven picks the right Documenso calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Documenso data, across all 77 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Documenso access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Documenso, when, and on whose behalf.
    • The agent pauses and asks when Documenso is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Documenso.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Documenso action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Documenso, and when to use it.

Use template
Use this to create a new document from a template, including adding recipients and prefilling data fields.
Distribute document
Send a prepared document to all pending recipients or a specific subset to start the signing process.
Download signed document
Pull the finalized PDF file once all parties have signed for archival or auditing.
Find documents
Search for documents using pagination to retrieve specific IDs for further workflow actions.
Update document recipient
Change the name, email, signing order, or authentication requirements for a document signer.
Redistribute document
Resend the signing request to pending recipients when a document has stalled or details changed.
Create embedding token
Generate a presign token to launch an embedded authoring session within your own application.
Update document fields
Modify the properties of existing fields on a document after it has been created.
Delete document fields
Remove specific fields from a document using their unique IDs, supporting both single and batch deletions.
Duplicate document
Create an exact copy of an existing document to use as a starting point for a new agreement.
List templates
Pull a list of all available document templates to identify the correct ID for automation.
Get template
Fetch the detailed configuration and field mapping of a specific template by its ID.
Move document
Transfer a document from a personal account to a shared team account for visibility.
Resend document
Trigger a new signing notification for a document that is already in the sent state.
Delete template
Permanently remove a template from the account using its unique identifier.
Remove team member
Revoke access for a specific member of a team account.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Move Document V2
Tool to move a document to a team. Use when transferring documents between personal and team accounts.
Redistribute Document V2
Tool to redistribute a document to its pending recipients. Use when you need to re send or re distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.
Remove Team Member V1
Tool to remove a member from a team.
Resend Document For Signing V1
Tool to re send a document for signing via POST /api/v1/documents/{id}/resend.
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.

26 actions · scroll to see them all

Frequently asked questions

Ceven manages the signing order by interacting with the recipient roles defined in your Documenso templates. When the agent uses a template, it assigns specific users to those roles. Documenso then enforces the signing order naturally. Ceven monitors the document status through the API and only triggers downstream actions, like sending a welcome email or notifying a Slack channel, once the document state moves to signed. If a signer is stuck, you can tell the agent to check the status and redistribute the document to that specific person to nudge them forward in the sequence.
Ceven primarily focuses on the instantiation and management of documents using existing templates. While the agent can list, fetch, and delete templates, the actual visual design of a template is best handled within the Documenso UI to ensure field placement is precise. Once you have a template finalized, Ceven takes over by pulling that template ID and injecting the real time data from your other tools to create a live document. This ensures your legal branding stays consistent while the data population remains fully automated.
If a recipient provides an incorrect email or a bounce occurs, you can use the Update Document Recipient action. The Ceven agent can be programmed to watch for failed delivery notifications or manual flags in your CRM. Once a corrected email is found, the agent calls the Documenso API to update the recipient record. This happens without needing to void the entire document or start the process over, which preserves the audit trail and keeps the signing timeline on track for all other parties involved.
Ceven is limited by the API rate limits set by Documenso. Depending on whether you are using the cloud version or a self hosted instance, Documenso may throttle a high volume of rapid API calls. To prevent failures, Ceven implements an exponential backoff strategy. If the agent hits a rate limit, it will pause and retry the request automatically. For users with massive bulk sending needs, we recommend scheduling the workflows in batches rather than firing thousands of requests in a single second to ensure stability.
Yes. Ceven can use the Create Embedding Presign Token action to generate a secure token for your users. This token allows you to render the Documenso signing interface directly within your own application frontend. The agent handles the backend handshake to get the token, which you can then pass to your UI. This provides a seamless experience where the user never feels like they are leaving your platform, while Documenso handles the legal weight of the electronic signature and the secure storage of the final PDF.
The Move Document action allows Ceven to transition a document from a personal workspace to a team workspace. This is particularly useful for freelancers or account managers who draft a document in their own space and then transfer it to the company team once the client approves the terms. The agent can automate this move based on a trigger, such as a status change in a project management tool, ensuring that the final legal record is owned by the organization rather than an individual user account.
Ceven does not act as a permanent file storage system. Instead, it acts as the transport layer. The agent uses the Download Signed Document action to retrieve the file from Documenso and immediately pushes it to your preferred destination, such as Google Drive, SharePoint, or an AWS S3 bucket. This ensures that your sensitive legal documents remain in your controlled environment and are not stored on Ceven servers longer than necessary to complete the transfer process.
Yes. The Delete Document Fields tool supports both single and batch deletions. If a workflow determines that certain optional clauses or data fields are no longer relevant for a specific client, the agent can send a list of field IDs to be removed in one call. This is much more efficient than calling the API for every single field. This capability is often used in complex contract workflows where the final document structure depends on several conditional logic steps processed by the AI agent.

Alternatives to Documenso

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

DocuSign logoDocuSignHelloSign logoHelloSignPandadoc logoPandadoc

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