Adds a specific metadata value to a document, allowing you to store additional information or details about the document for easier organization and retrieval.

Creates and adds a new party (such as a person or organization) to a document, allowing you to specify details about the party involved.

Adds a new person as a signatory to a document, allowing them to review and sign it.

Generates a brand new document by using a selected template as the starting point.

Creates a brand new document by converting and importing the content from an uploaded PDF file.

Removes a specific metadata value from a document, helping you keep your document information organized and up-to-date.

Removes a specific signatory from a document, ensuring that the selected person no longer has signing access to that document.

Retrieves and downloads the most recent version of a specific document, ensuring you always have access to the latest updates.

Fetches and returns the details of a specific document that you select.

Fetches and displays a list of metadata details for your documents, giving you an overview of key information about each one.

Fetches and displays a list of all parties associated with a specific document, helping you see who is involved in that document.

Fetches and displays a detailed list of all individuals who are designated to sign a specific document.

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.

Moves a document into the review stage, allowing your team to begin the review process and provide feedback or approval.

Moves a document forward to the signing stage, allowing designated recipients to review and sign the document as part of your workflow.

Searches your account to find and retrieve specific documents based on your chosen criteria.

Updates a specific document with new or modified information.

Updates the value of a specific dynamic field within a document.

Updates the details of a specific party associated with a document, such as their contact information or role.

Updates the details of a document signatory, allowing you to modify information such as their name, email address, or signing role.

Uploads a PDF document file to your chosen destination, allowing you to easily store or share PDF files as part of your workflow.

This module activates whenever a new document is created or an existing document is updated, allowing you to automatically respond to changes or additions in your document collection.