Documenso by Synergetic

documenso is an open source e signature platform offering secure, compliant digital signing with robust api and team features integrating with make com enables users to automate document workflows and streamline signature processes within broader business automation scenarios 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 xy5qqs nkdvry qrhdjd 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 create 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 descriptive 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 the key 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 xy5qqs nkdvry qrhdjd 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 using a selected template as the starting point, allowing you to quickly create consistent and pre formatted files make an api call allows you to make a custom api request to the service using your authorized account, enabling you to access endpoints or features not covered by the standard modules send a document send a document to a recipient for their electronic signature this module allows you to upload a file and initiate the signing process, making it easy to collect signatures digitally watch completed documents triggers when a document has been fully completed, letting you know as soon as the document reaches its finished state watch created documents triggers whenever a brand new document is added, allowing you to automatically kick off workflows whenever a document is created in your connected app watch opened documents this module activates whenever someone opens a document, allowing you to kick off automated actions as soon as a document is accessed watch sent documents triggers when a document is successfully sent, allowing you to start automated workflows whenever a document is dispatched to a recipient watch signed documents triggers when a document has been successfully signed, allowing you to take action as soon as the signing process is complete 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