File and Document Management
SignWell by Maxmel Tech
15 min
signwell is an electronic signature platform for drafting, sending, and signing documents with legally binding e signatures integrating with make com enables automated document workflows, streamlining contract management and approval processes across various business applications this is ai generated content based on official signwell documentation the content may still contain errors—please verify important information if you have questions, contact signwell support directly how to get support on signwell signwell 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=signwell\&app slug=signwell community\&app unique id=sign well 93hbc9 ollc1u requirements to use the signwell app in make, you must have an active signwell account and an api token, create your account on signwell app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect signwell and {{product name}} to get started, you must first create a connection between signwell 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 key login to your signwell account navigate to the account settings or api section locate the option to generate or view your api key copy the generated api 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=signwell\&app slug=signwell community\&app unique id=sign well 93hbc9 ollc1u create the connection in {{product name}} log in in your make account , add the signwell 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 signwell 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 page signwell modules after connecting to the signwell app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a bulk send initiates a bulk send, allowing you to send documents or envelopes to multiple recipients at once create a document generates a brand new document for you to start working with create a document from template generates a brand new document based on a selected template by using its template id, allowing you to quickly create standardized documents with predefined content and formatting delete a document permanently removes a specific document from your collection using its unique id download a completed pdf downloads a pdf file of a document that has been completed, allowing you to access and save the finalized version get a document fetches a specific document from your collection using its unique id, allowing you to access all its details make an api call executes a custom api request to the connected service, allowing you to interact with any available endpoint using your authorized account send a reminder sends a reminder notification to the people who have received your document, prompting them to take action or review it update and send a document updates an existing document with new information and sends the updated document to the specified recipient watch events start an automation when specific events occur in the connected app, such as when a new record is created, updated, or deleted templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} signwell resources you can have access to more resources related to this app on the following links signwell website signwell documentation signwell api documentation signwell page on make