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 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 xy5qqs nkdvry qrhdjd requirements to use the documenso app in make, you must have an active account and an api key, http //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 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 {{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 in an existing template with your specified data make an api call allows you to make a custom, authorized api request to the connected service, enabling you to access features or data not covered by the standard modules send a document send a document to a recipient for them to review and sign electronically 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 start workflows or actions in response to the creation of each new document watch opened documents triggers when someone opens a document, allowing you to take action whenever a document is accessed watch sent documents triggers when a document is successfully sent, allowing you to automatically start workflows whenever a document is dispatched to its 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 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 http //documenso com https //docs documenso com/users/support https //docs documenso com/developers/public api https //www make com/en/integrations/documenso community