eDocBox

edocbox is a digital document management and e signature solution offering secure storage, pdf editing, handwritten and remote signatures, automation, and offline use integrating with make com enables automated document workflows and streamlined digital signature processes for businesses this is ai generated content based on official edocbox documentation the content may still contain errors—please verify important information if you have questions, contact edocbox support directly how to get support on edocbox edocbox 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=edocbox\&app slug=edocbox\&app unique id=edocbox ojb9ii vjfmax ndfsbc requirements to use the edocbox app in make, you must have an active edoobox account and an api key, create your account on edocbox app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect edocbox and {{product name}} to get started, you must first create a connection between edocbox 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 your api keys from your account settings login to your edoobox v2 account navigate to settings go to api access management click on add key to generate a new key select the desired right for the api key click on add to finalize the creation of the api key retrieve the two unique credentials key and secret store the key and secret in a safe place, as they are only issued once in full 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=edocbox\&app slug=edocbox\&app unique id=edocbox ojb9ii vjfmax ndfsbc create the connection in {{product name}} log in in your make account , add the edocbox 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 edocbox 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 edocbox modules after connecting to the edocbox app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add business case add a business case to edocbox, allowing it to show up in the search results for the owner of that business case this module helps you organize and track business cases more efficiently by ensuring that owners can easily find and access their cases through targeted search functionality add group creates a new group, allowing you to organize users or items together for easier management and collaboration add user adds a new user to your edocbox account, allowing them to access and collaborate within your edocbox workspace create an share business case externally add a business case to edocbox this module allows you to create and store a business case within edocbox, making it easily accessible and searchable by the business case owner this helps ensure that important business cases are organized and can be quickly found when needed create an ad hoc business case add an ad hoc business case to edocbox this module allows you to create a new, customized business case directly within your edocbox account you can specify all relevant details for the business case, making it easy to organize and manage your business documentation as needed get api version fetches and displays the current version number of the server's api, helping you stay informed about which api version is currently active get business case fetch detailed information about a specific business case directly from the api get system version get detailed information about the current version of your edocbox system get user retrieves detailed information about a specific user from the internal user database within edocbox get username fetches and returns the username of the person currently logged into the system get all id users retrieves and displays the unique ids of all users currently available in your edocbox account get all id of reseller customers retrieves and displays the unique ids of customers associated with a specific reseller get external share of a business case retrieve an external sharing link for a specific business case, allowing you to easily share access to that case with others outside your organization get internal share of a business case retrieve an internal sharing link for a specific business case, allowing you to easily share access with colleagues within your organization list groups retrieves a complete list of all groups within your tenant, helping you easily view and manage every group associated with your organization list id's of business cases retrieves a list of business case ids, allowing you to apply filters to narrow down the results according to your specific criteria list ids of external share of a business case retrieves and displays the unique ids for all external shares associated with a specific business case, helping you keep track of where and with whom your business case has been shared outside your organization list ids of internal share of a business case retrieves and displays the unique ids for all internal shares associated with a specific business case make an api call perform a custom api request to interact directly with the chosen service, allowing you to access or send specific data not covered by the standard modules templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} edocbox resources you can have access to more resources related to this app on the following links edocbox website edocbox documentation edocbox api documentation edocbox page on make