Documenso by Codex Solutions International

documenso is an open source e signature platform for creating, sending, and managing secure, legally compliant digital signatures integrating with make com would enable users to automate document workflows and embed signature processes within broader business automations 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 documenso 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 chklpu requirements to use the documenso app in make, you must have an active account and an api key, create your account on documenso app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 keys api keys instructions you need to generate an api key from your user settings login to your platform using your credentials click on your avatar in the top right corner of the dashboard select user 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 the generated api key and store it securely you will not be able to see it again after leaving the page 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 chklpu create the connection in {{product name}} log in in your make account , 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 connect an application 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 from a template generates a brand new document by filling out an existing template with your specified information create a recipient for a document adds a new recipient to a specific document, allowing you to define who will receive or sign the document delete a document permanently removes a specific document from your collection using its unique id delete a template permanently removes a specific template from your account using its unique id download a signed document download a signed document directly when it’s stored using s3 (amazon simple storage service) as the storage method get a document​ retrieve one specific document from your collection get a template retrieve a specific template of your choice this module allows you to select and obtain detailed information about one particular template from your available options list all documents retrieve a complete list of all your documents, allowing you to view and manage every document stored in your account list all templates retrieve a comprehensive list of all available templates, making it easy to browse and select the ones that best fit your needs make an api call executes a custom api request to the service using your authorized account, allowing you to access specific features or data not covered by the standard modules send a document for signing send a document to a recipient for their electronic signature this module allows you to upload and send a document directly to someone, making it easy for them to review and sign it online upload a document upload a new document to the system and receive a presigned url, which you can use to securely access or share the uploaded file templates you can look for more templates in make's template gallery , 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 documenso website documenso documentation documenso api documentation documenso page on make