File and Document Management
eDocBox by #makeitfuture.
19 min
edocbox is a web based electronic document management and esignature solution allowing users to sign, share, and manage pdfs securely without software installation 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 https //www nepatec de/edocbox/ 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 v2 account and generate api keys, null 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/edocbox/ click the install button 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 edoobox v2 account login to your edoobox v2 account using your credentials navigate to the settings section labeled api zugangsverwaltung click on the option to add a new key select the desired permissions for the new key click to confirm and generate the new key retrieve and securely store the two generated credentials key (public key) and secret (secret key) 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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 this module allows you to submit a business case, making it easily accessible in the search results for the business case owner this helps streamline the process of tracking and managing business cases within your organization add group creates a brand new group, allowing you to organize users or resources into a specific collection for easier management and collaboration add user adds a new user to your edocbox account, allowing them to access and use the platform create an share business case externally add a business case to edocbox this module allows you to create and add a detailed business case directly into your edocbox account by using this feature, you can organize and store important business case information, making it easily searchable and accessible for the business case owner within their search results this helps streamline decision making and keeps all relevant documentation in one convenient place create an ad hoc business case add an ad hoc business case to edocbox this module allows you to create and submit a custom business case directly to your edocbox account you can define the specific details and requirements for each case, making it easy to handle unique or one off business scenarios efficiently get api version fetches and displays the current version of the server's api, helping you stay informed about which api version is currently active get business case fetches detailed information about a specific business case from the api get system version fetches and displays the current version of your edocbox system, letting you know exactly which version you’re running 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 currently logged in user 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 all 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, making it easy to view and manage the different groups in 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 based on 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 list ids of internal share of a business case retrieves and displays the unique ids for every internal share associated with a specific business case, helping you keep track of all internal sharing activities make an api call perform a custom api request to interact directly with the selected service, allowing you to access specific endpoints and functions that may not be available in the standard modules 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}} edocbox resources you can have access to more resources related to this app on the following links