• VOID
  • ARCHIVE
  • RESTORE
  • HUMAN

How to manage document lifecycles with your AI

Connect DottedSign to your AI client once. After that, you can control document statuses through simple chat commands.

Ask AI about this page

Short answer

How can I manage my DottedSign documents with AI?

You can void, archive, or restore signing tasks by asking your agent to do so. This gives you direct control over your document statuses without opening a browser. Here is how the different outcomes work.

Task outcomes

Where your documents land.

The AI moves tasks into these specific states based on your instructions.

VOID

Cancelled tasks

The AI uses void_task to stop a signing process immediately. Use this when a document is no longer needed.

ARCHIVE

Cleaned lists

The AI uses archive_task to move completed items out of your active view. This keeps your main list clean.

RESTORE

Recovered tasks

The AI uses restore_task to bring a previously archived document back into your active workflow.

HUMAN

Manual actions

Some tasks require you to log in to DottedSign. The AI cannot edit the actual text or legal content inside a document.

The workflow

What your AI does when a task arrives.

The AI acts as the interface between your chat and the DottedSign platform.

  1. Identify the task

    Your agent finds the specific signing task you want to modify.

    update_task

  2. Stop signing processes

    The AI cancels documents that are no longer valid or needed.

    void_taskdiscard_task

  3. Clear your view

    The AI moves finished or irrelevant tasks into storage.

    archive_task

  4. Retrieve old tasks

    The AI pulls tasks out of the archive and back into your active list.

    unarchive_taskrestore_task

Try it

Copy these to start.

Use these prompts to trigger actions in DottedSign.

Starting points

These are opening lines. Swap the bracketed text for your specific document names or IDs.

DottedSign Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Tyq9dT3atbix8emXjkBNee0b2Gkhq7jnnKa55cOT/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — DottedSign capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dottedsign-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Tyq9dT3atbix8emXjkBNee0b2Gkhq7jnnKa55cOT/mcp"
    }
  }
}
Copy into chat04

  • Void the signing task for the Smith contract.

  • Archive all completed tasks from the marketing folder.

  • Restore the document I archived earlier today.

  • Update the status of the Johnson agreement.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect DottedSign once, then ask.

Link your account once and your credentials stay encrypted on our side. You can find the full list of capabilities on the Connector page.

Connect DottedSign to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit the text inside my documents?

    No. The AI can only change the status or metadata of the task, not the document content itself.

  • 02

    Will the AI delete my documents permanently?

    No. The tools only allow for voiding, discarding, archiving, or restoring tasks.

  • 03

    Can I undo a voided task through the AI?

    No. Once a task is voided, you cannot restore it through the AI; you would need to create a new task in DottedSign.

  • 04

    Does the AI see my login password?

    No. Your login stays encrypted and is never shared with the AI model.

  • 05

    Can I use this with any AI client?

    Yes, as long as your client is MCP-compatible, like Claude, Cursor, or Windsurf.

  • More questions about DottedSign? The Connector page answers them. See everything the DottedSign Connector can do

Connect DottedSign to Claude, Cursor, ChatGPT & more