--- title: DocuWare slug: docuware image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_docuware.png createdAt: 2025-02-03T13:28:47.489Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/docuware.png" alt="DocuWare logo" caption size="50" width="512" height="512"} | DocuWare is a document management and workflow automation platform that enables secure storage, retrieval, and sharing of business documents. Integrating DocuWare with Make.com allows users to automate document capture, approval processes, and secure file storage across business applications. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | # Requirements To use the DocuWare app in Make, you must have an active [DocuWare account](https://login.docuware.com/identity/Account/Register). For subscription, refer to the [DocuWare pricing page](https://start.docuware.com/). :::hint{type="success"} To be able to use DocuWare with Make, it is necessary to have a DocuWare Cloud System running. ::: # Connect DocuWare and Make To get started, you must first create a connection between DocuWare and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem [Obtain your OAuth2 credentials in your DocuWare account](docId\:VOLhabXOORmOW_ARpSElt). ::: :::WorkflowBlockItem [Create the connection in Make](docId\:VOLhabXOORmOW_ARpSElt). ::: :::: ## Obtain your OAuth2 credentials in your DocuWare account Before you create the connection in Make, you should first obtain your **OAuth2 credentials** in your DocuWare account. To obtain your **OAuth2 credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** Configuration page** in DocuWare. ::: :::WorkflowBlockItem Click** App Registrations** from the sidebar or configuration list. ::: :::WorkflowBlockItem Click to create a new** App Registration** or select an existing** App Registration**. ::: :::WorkflowBlockItem If prompted, enter the** callback URI**: `https://www.integromat.com/oauth/cb/docuware` ::: :::WorkflowBlockItem Copy the** Client ID** displayed in the** General section**. ::: :::WorkflowBlockItem Copy the** Client secret** displayed in the** General section** if it is shown for** Web application type**. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://developer.docuware.com/dotNet_CodeExamples/basic_operations/1ae0b191-7903-4a65-82e2-93c34134bd7c.html) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the DocuWare module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem In the **DocuWare Server URL** field, enter the DocuWare Cloud System URL. For example, `organization.docuware.cloud`. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your DocuWare account or follow the on-screen instructions to create the connection. ::: ::::: You have successfully connected the DocuWare app with the Make and can now build scenarios. For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # DocuWare modules After connecting to the DocuWare app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Append a File Adds a file as an attachment to an existing document. ::: :::ExpandableHeading ### Convert the Index Fields to a Flat List Transforms the indexed data from documents into a single, flat list of items. ::: :::ExpandableHeading ### Delete a Document Removes a specific document from a selected file cabinet. ::: :::ExpandableHeading ### Delete a File Removes a specific file from within a document. ::: :::ExpandableHeading ### Download a Document Downloads a selected document in your preferred format, such as the original file, a PDF with annotations, or a PDF without annotations. ::: :::ExpandableHeading ### Download a File Retrieves and downloads a specific file attached to a document. ::: :::ExpandableHeading ### Get Dialogs Fetches all dialogs linked to the specified file cabinet. ::: :::ExpandableHeading ### Get Document Information Retrieves all index-related information for a specified document. ::: :::ExpandableHeading ### Get File Cabinets and Document Trays Fetches a complete list of all file cabinets and document trays that are currently accessible in your account. ::: :::ExpandableHeading ### Get Stamps Fetches all stamps linked to the specified document tray or file cabinet. ::: :::ExpandableHeading ### Import to Document Tray Uploads a document into a specified document tray for storage or processing. ::: :::ExpandableHeading ### List Documents in Document Tray Retrieves a complete list of all documents stored within a specified document tray. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Place a Stamp Adds a stamp to a specific page within a document. ::: :::ExpandableHeading ### Receive a Webhook Triggers when DocuWare sends data to the webhook, after you have configured the webhook within your DocuWare account. ::: :::ExpandableHeading ### Replace a File Replaces an existing file within a specified document with a new file. ::: :::ExpandableHeading ### Search in File Cabinet Search for specific documents stored within a designated file cabinet. ::: :::ExpandableHeading ### Store to File Cabinet Save a document into a specified file cabinet for organized storage. ::: :::ExpandableHeading ### Transfer Documents Moves documents from one specified location to another within your system or between connected services. ::: :::ExpandableHeading ### Update Index Fields Updates the indexed information of a specific document in your database. ::: :::ExpandableHeading ### Validation Webhook Response Generates a validation response for a dialog, confirming whether the provided input meets the required criteria. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # DocuWare resources You can have access to more resources related to this app on the following links - [DocuWare topics on Make community](https://community.make.com/search?q=DocuWare) - [DocuWare website](https://start.docuware.com/) - [DocuWare API documentation](https://developer.docuware.com/rest/examples/postman-collection-download.html) - [DocuWare page on make](https://www.make.com/en/integrations/docuware)