File and Document Management
pdfFiller
21 min
pdffiller is a cloud based platform for editing, e signing, converting, and managing pdf documents integrating pdffiller with make com enables automated document editing, e signature requests, and pdf conversions within workflows, streamlining document processes across business applications this is ai generated content based on official pdffiller documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www pdffiller com/en/contact htm directly requirements to use the pdffiller app in make, you must have an active pdffiller account and an api key, https //www pdffiller com/ for subscription, refer to the https //www pdffiller com/ connect pdffiller and {{product name}} to get started, you must first create a connection between pdffiller and {{product name}} , allowing the two services to communicate obtain your api key in your pdffiller account create the connection in make obtain your api key in your pdffiller account before you create the connection in {{product name}} , you should first obtain your api key in your pdffiller account to obtain your api key navigate to the settings panel after logging in click the api applications or integrations section select or create a new application as required copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs pdffiller com/docs/pdffiller/zmnt034fyekxf pdf filler api create the connection in {{product name}} https //www make com/en/register , add the pdffiller 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 pdffiller account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page pdffiller modules after connecting to the pdffiller app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add signature request recipients adds extra recipients to an existing email message cancel a fill request cancels a specific document fill request using its unique fill request id cancel a signature request cancels an ongoing document signature request using the specified signature request id copy a document creates a duplicate of a selected document and saves it to a specified destination folder create signature requests generates new signature requests using a pre existing document create a fill request creates a new fill request using a specified template id create a template constructor link generates a new constructor link for a specific template using its template id create a template from template generates a new template by populating an existing template with your data; note that templates with radio button fields are not supported delete a document deletes a specific document from your account using its document id download a document downloads a selected document or template from your account and saves it as a file to your device download a filled form downloads a completed form as a pdf file using the specified filled form id download an additional document downloads a supplementary document associated with a completed form, using the specific filled form id get a filled form fetches a completed form using its unique form id and the associated fill request id get a filled form data retrieves comprehensive information about a specific submitted form using its unique id get a signature request fetches detailed information about a specific signature request using its unique signature request id list documents finds documents that match specified search criteria list fill requests searches for document fill requests that match specified criteria list filled forms retrieves all completed forms associated with a specific fill request id list signature request recipients retrieves detailed information about all recipients associated with a specific signature request, using the signature request id list signature requests searches for document signature requests based on specified criteria make an api call executes a custom api request to the connected service using your authorized credentials move a document transfers a selected document from its current location to a specified destination folder rename a document renames a specific document using its unique document id send a signature request reminder sends a reminder to a specific recipient, identified by their recipient id, about their pending signature request upload a document uploads a document to the platform using either a direct url link or by selecting a file from your device watch events triggers when a fill request, a signature request, or a document created with the document constructor is completed 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}} pdffiller resources you can have access to more resources related to this app on the following links https //community make com/search?q=pdffiller https //www pdffiller com/ https //docs pdffiller com/docs/pdffiller/zmnt034fyekxf pdf filler api https //www make com/en/integrations/pdffiller