Documenso by Synergetic
  | Documenso is an open-source e-signature platform offering embedded signing, automation through API, and enterprise-grade security. Integrating it with Make.com enables users to automate document workflows and streamline secure electronic signature processes within their existing automation scenarios. |
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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 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. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Documenso and Make
To get started, you must first create a connection between Documenso and Make, 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 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.
Set an expiration date for the API key or choose to never expire.
Click Create token to generate the API key.
Copy and securely store the generated API key displayed on the screen.
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 Make
Log in in your Make account, add the Documenso module to your scenario, 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 applicationConnect an application. page.
Documenso modules
After connecting to the Documenso app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Documenso resources
You can have access to more resources related to this app on the following links :