File and Document Management
DocuGenerate
10 min
docugenerate is a platform for generating personalized documents from templates using data integrating docugenerate with make com enables automated creation and delivery of custom documents, such as contracts or certificates, directly from your workflows using dynamic data sources this is ai generated content based on official docugenerate documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www docugenerate com/legal/privacy/ directly requirements to use the docugenerate app in make, you must have an active docugenerate account and an api key, https //www docugenerate com/?utm source=make\&utm medium=web\&utm campaign=integration page for subscription, refer to the https //www docugenerate com/?utm source=make\&utm medium=web\&utm campaign=integration page connect docugenerate and {{product name}} to get started, you must first create a connection between docugenerate and {{product name}} , allowing the two services to communicate obtain your api key in your docugenerate account create the connection in make obtain your api key in your docugenerate account before you create the connection in {{product name}} , you should first obtain your api key in your docugenerate account to obtain your api key navigate to the settings page click on the developers tab click the generate api key button confirm the generation of a new api key in the dialogue box copy the api key displayed in the modal 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 //www docugenerate com/help/articles/how can i generate a new api key/ create the connection in {{product name}} https //www make com/en/register , add the docugenerate 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 docugenerate account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page docugenerate modules after connecting to the docugenerate app, you can choose from a list of available modules to build your {{scenario plural lowercase}} generate a document creates a new document by filling a predefined template with data from a specified data set make an api call executes a custom api request to the connected service using your authorized credentials watch new document triggers when a new document is automatically created based on a specified template watch new template triggers when a new template is added to your account 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}} docugenerate resources you can have access to more resources related to this app on the following links https //community make com/search?q=docugenerate https //www docugenerate com/?utm source=make\&utm medium=web\&utm campaign=integration page https //api docugenerate com/ https //www make com/en/integrations/docugenerate