Clicksign

clicksign is a digital signature platform that enables users to send, sign, and manage legally binding documents online integrating clicksign with make com allows automated document workflows, such as sending contracts for signature and tracking their status within other business processes this is ai generated content based on official clicksign documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www clicksign com/en directly requirements to use the clicksign app in make, you must have an active account and access to the api documentation, https //www clicksign com/en for subscription, refer to the https //www clicksign com/en 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 obtain your api key in your clicksign account create the connection in make obtain your api key in your clicksign account before you create the connection in {{product name}} , you should first obtain your api key in your clicksign account to obtain your api key navigate to settings in the side menu navigate to the api tab click the generate access token button enter a name for the token and confirm copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //netlex zendesk com/hc/en us/articles/4414432672279 configure subscription provider clicksign create the connection in {{product name}} https //www make com/en/register , add the 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 enter the authentication credentials you copied from your clicksign account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page clicksign modules after connecting to the clicksign app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a signatory to a document adds one designated signer to a specific document create a document via template generates a new document based on a selected template create a document via upload uploads a file to create a new document create a signatory adds a new person as a signatory to a document or agreement get a document retrieves the details of a specific document get a signatory retrieves detailed information about a specific signatory list documents retrieves a complete list of all available documents make an api call executes a custom api request to the connected service using your authorized credentials templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} clicksign resources you can have access to more resources related to this app on the following links https //www clicksign com/en https //www clicksign com/en/api https //www make com/en/integrations/clicksign