File and Document Management
Xodo Sign
15 min
eversign is a digital signature platform that enables secure electronic signing and document management integrating it with make com streamlines automated workflows involving contracts, approvals, and document handling, saving time and reducing manual paperwork for businesses this is ai generated content based on official xodo sign documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //eversign com/contact directly requirements to use the xodo sign app in make, you must have an active account and an api access key, https //eversign com/ connect xodo sign and {{product name}} to get started, you must first create a connection between xodo sign and {{product name}} , allowing the two services to communicate you can connect using the following method api access key api access key instructions you need to retrieve your api access key and business id login to your platform using your credentials navigate to the top left dropdown menu select the developer section locate your api access key locate your business id create the connection in {{product name}} https //www make com/en/register , add the xodo sign 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 xodo sign or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page xodo sign modules after connecting to the xodo sign app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a document cancels an existing document, stopping any further processing or actions related to it create a document generates a new document from provided data create a template creates a new template for use within your selected application delete a document deletes a selected document or template, but only if it is in a cancelled or draft status download a final document downloads the finalized pdf document to your device download an original document downloads the original pdf file from the specified source get a document retrieves a specific document from your account get a template retrieves the details of a specific template list businesses retrieves a list of all businesses currently associated with your account list documents retrieves and displays a list of available documents list templates retrieves a list of available templates make an api call executes a custom api request to the connected service using your authorized credentials send a reminder sends a reminder notification to a specific signer; reminders can only be sent individually to each signer upload a file uploads a selected file to the specified destination use a template generates a new document by filling in a chosen template with your specified data watch new documents triggers when a new event related to a document, such as creation, update, or deletion, occurs watch new templates triggers when a new event is added to a template 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}} xodo sign resources you can have access to more resources related to this app on the following links https //eversign com/ https //eversign com/api/documentation https //www make com/en/integrations/eversign