File and Document Management
Documenso
18 min
documenso is an open source document signing platform that streamlines digital signature workflows integrating documenso with make com enables users to automate document creation, sending, and signing processes, saving time and reducing manual effort documenso is published by community users and is developed, supported and maintained by community make does not maintain the application to get support on documenso, reach out to the developer https //f make com/r/w4eaar?app name=documenso\&app slug=documenso community requirements to use the documenso service api, you need to create a free documenso account app installation start by installing the app from the integration page here click the install button and 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 methods api key api key instructions you need to generate your api key to authenticate requests login to your documenso account using your credentials navigate to the user settings or api section in your account dashboard locate the section labeled api keys click the option to generate a new api key copy the generated api key value and store it securely when making api requests, include the api key in the authorization header as follows authorization bearer your api key documenso modules after connecting to the documenso app, you can choose from a list of available modules to build your {{scenario plural lowercase}} actions modules create a document creates a new document in your chosen documenso workspace, making it easy to manage and access your files right where you need them create a document from a template this module lets you quickly generate a new document by filling in an existing template with your own information it's a handy way to create personalized documents without starting from scratch create a field for a document adds a new field to your document, allowing you to collect specific information or signatures from recipients create a recipient for a document adds a new recipient to a specific document, allowing them to receive and interact with that document create a template this module lets you create a brand new template and gives you a secure, presigned url so you can easily access or upload your template file delete a document this module lets you permanently remove a document from your selected service, helping you keep your files organized and up to date delete a field from a document removes a specific field from a selected document, helping you keep your documents organized and up to date delete a recipient from a document removes a specific recipient from a chosen document, making sure that person no longer has access or involvement with that document delete a template this module permanently removes a selected template from your system, making it unavailable for future use download a signed document this module lets you download a signed document that's stored in an s3 bucket get a document retrieves detailed information about a specific document get a template retrieves detailed information about a specific template, letting you access all its settings and content in one go resend a document for signing sends a document out again to request signatures from the designated signers send a document for signing this module lets you send a document to one or more recipients, allowing them to review and sign it electronically update a field for a document this module lets you update a specific field within a document, making it easy to keep your document details accurate and up to date update a recipient for a document this module lets you update the details of a specific recipient for a document, making it easy to keep recipient information accurate and up to date searches modules list documents this module lets you easily fetch a list of all your documents, so you can quickly see and manage everything that’s stored in your account list templates this module lets you fetch a complete list of all available templates from your account, making it easy to view and manage your template library universals modules make an api call lets you make a custom api request to connect with any endpoint and interact with data exactly how you need 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 explore how make can help you join the academy learn make at your own pace with hands on courses that build practical skills learn the basics get to know make, how automation works, and the meaning of apis get the support from make comunity connect with other makers, 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