Documenso by Maxmel Tech

documenso is an open source e signature platform offering compliant, embeddable signing and robust api workflows integrating with make com would enable users to automate document signing and streamline signature processes within broader business workflows this is ai generated content based on official documenso documentation the content may still contain errors—please verify important information if you have questions, contact https //docs documenso com/users/support directly how to get support on documenso documenso is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=documenso\&app slug=documenso community\&app unique id=documenso 2s8v7a requirements to use the documenso app in make, you must have an active individual or team account and an api key, https //documenso com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/documenso community/ click the install button follow the on screen instructions to complete the setup connect documenso and {{product name}} to get started, you must first create a connection between documenso and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate an api key from your account settings click on your avatar in the top right corner of the dashboard select team settings from the dropdown menu navigate to the api tokens tab click the button to create a new api key choose a name for the api key choose an expiration date for the api key or set it to never expire click the create token button to generate the api key copy and securely store the generated api key as it will not be shown again some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=documenso\&app slug=documenso community\&app unique id=documenso 2s8v7a create the connection in {{product name}} https //www make com/en/register , add the documenso 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 documenso or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page documenso modules after connecting to the documenso app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a document creates a new document in the chosen service, allowing you to easily generate and store your content where you need it create a document from a template generates a new document by filling out an existing template with your specified data create a field for a document adds a new field to a document, allowing you to store and manage additional information within that document create a recipient for a document adds a new recipient to a document, allowing you to specify who will receive or sign the document create a template creates a brand new template and generates a presigned url that you can use to securely access or share the template delete a document permanently removes a selected document from the chosen service, ensuring it is no longer accessible within that platform delete a field from a document removes a specific field from an existing document, helping you keep your data organized by eliminating information you no longer need delete a recipient from a document removes a selected recipient from a specific document, ensuring that person no longer has access or involvement with the document delete a template permanently removes a selected template from your system, ensuring it is no longer available for use download a signed document downloads a signed document stored in an s3 bucket, allowing you to easily retrieve and access your completed files get a document retrieves the details of a specific document get a template retrieves detailed information about a specific template list documents fetches and displays a list of all available documents from your account, allowing you to view and manage your stored files easily list templates fetches a complete list of all available templates, allowing you to view and choose from every template offered make an api call allows you to make a custom api request to the connected service, enabling you to access features or endpoints that aren't available in the standard modules resend a document for signing sends a document again to the recipient, prompting them to review and sign it if they haven’t already send a document for signing sends a document to recipients, allowing them to review and sign it electronically update a field for a document updates a specific field within an existing document, allowing you to modify the value of that field as needed update a recipient for a document updates the details of a specific recipient associated with a document, such as their name, email address, or other relevant information 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}} documenso resources you can have access to more resources related to this app on the following links https //documenso com https //docs documenso com/users/support https //docs documenso com/developers/public api https //www make com/en/integrations/documenso community