Documenso by Codex Solutions International

documenso is an open source e signature platform that enables users to securely send, sign, and manage documents online integrating with make com streamlines automated document workflows, enhancing productivity and reducing manual handling of agreements and contracts 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 chklpu requirements to use the documenso app in make, you must have an active 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 create 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 descriptive name for your api key select 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 only be shown once 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}} 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 from a template generates a brand new document by filling out an existing template with your specified data create a recipient for a document adds a new recipient to a document, allowing you to specify 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 specifically when it has been stored using amazon s3 as the storage method get a document​ retrieve a 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 retrieves a complete list of all your documents, allowing you to view and manage every document stored in your account list all templates retrieve a complete list of all available templates, making it easy to browse and choose the one that best fits your needs make an api call allows you to make a custom api request to the connected service using your own parameters and settings, giving you flexibility to access 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 a document and specify who needs to sign it, making it easy to collect legally binding signatures online upload a document upload a new document and instantly receive a presigned url, allowing you to securely share or access the uploaded file 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