File and Document Management
Clicksign
6 min
clicksign is a digital signature platform that allows users to send, approve, and sign electronic documents with legal validity, making the process secure and paperless with the clicksign app in {{product name}} , y ou can manage documents and signatories in your clicksign account requirements to use the clicksign app in {{product name}} , you must have a paid clicksign account for subscription information, refer to the clicksign pricing page connect clicksign and {{product name}} to get started, you must first create a connection between clicksign and {{product name}} , allowing the two services to communicate to create the connection, you need to clicksign /#obtain your access token in clicksign clicksign /#create the connection in obtain your access token in clicksign before you create the connection in {{product name}} , you should first obtain an access token in your clicksign account to obtain the access token log in to your clicksign account at the bottom of the left sidebar, click settings > api click generate access token button in the access token description field, provide a name for the token click generate copy the access token and store it in a safe place you'll use this value in the a ccess token connection field in {{product name}} create the connection in {{product name}} once you have your clicksign access token, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add a clicksign module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection in the access token field, enter the access token you copied from your clicksign account in the sandbox environment , click yes click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the clicksign app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj clicksign modules after connecting to the clicksign app, you can choose from a list of available modules to build your {{scenario plural lowercase}} to view the comprehensive list of modules and their functionality, see the clicksign integrations page templates you can look for clicksign templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} clicksign resources clicksign api documentation clicksign help center