File and Document Management
SignWell by Maxmel Tech
15 min
signwell is an easy to use electronic signature platform for creating, sending, and managing legally binding e signatures integrating with make com enables users to automate document workflows, streamline approvals, and connect e signature actions with thousands of other business tools 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 https //signwell com 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 account and an api token, 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/signwell community/ 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 key api key instructions you need to create your api key login to your signwell account using your credentials navigate to the settings section go to the api page within the settings section create your 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 the process of sending multiple documents or envelopes to several recipients at once, allowing you to manage bulk sending tasks efficiently create a document generates a brand new document for you to start working with create a document from template creates a brand new document based on a selected template by using its template id this lets you quickly generate documents with the same structure and formatting as your chosen template delete a document permanently removes a specific document from your collection using its unique id download a completed pdf downloads a finished document in pdf format, allowing you to easily access and save the completed file get a document fetches a specific document from your collection using its unique id, allowing you to access and view its details make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform actions not covered by the standard modules send a reminder sends a reminder notification to people who have received your document, prompting them to review or complete any required actions update and send a document updates an existing document with new information and sends it to the specified recipient watch events initiate workflows automatically when specific events occur in your connected app, allowing you to respond instantly to changes or new activity 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}} signwell resources you can have access to more resources related to this app on the following links