File and Document Management
Signi
13 min
signi is an electronic signature platform that enables users to digitally sign, send, and manage documents securely integrating signi with make com allows automated document signing workflows, notifications, and seamless document management across business applications this is ai generated content based on official signi documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //signi com/ directly requirements to use the signi app in make, you must have an active account and an api key, signi com for subscription, refer to the signi com connect signi and {{product name}} to get started, you must first create a connection between signi and {{product name}} , allowing the two services to communicate obtain your api key in your signi account create the connection in make obtain your api key in your signi account before you create the connection in {{product name}} , you should first obtain your api key in your signi account to obtain your api key click the api button on the left side of the screen enter your password when prompted select the workspace for which you want to generate the api key click the generate new api key button copy the api key displayed on the 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 //helpdesk signi com/cs/support/solutions/articles/201000062794 jak vygenerovat api kl%c3%ad%c4%8d create the connection in {{product name}} https //www make com/en/register , add the signi 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 signi account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page signi modules after connecting to the signi app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contract preview from template generates a partially completed contract template and provides an html preview of the contract create a contract from document generates a new contract based on a selected document and allows you to include optional file attachments create a contract from template generates a new contract based on a selected template and allows you to include optional file attachments delete a contract deletes a specific contract from your account using its unique id download a pdf downloads the pdf file of a specific contract using its unique id get a contract retrieves comprehensive information about a specific contract using its unique id get a contract revision list downloads a pdf document containing the complete history of the contract list contracts fetches a list of all contracts associated with your account or with a specific counterparty list templates retrieves a list of available templates that can be used to fill in data fields and collect signatures make an api call executes a custom api request to the connected service using your authorized credentials 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}} signi resources you can have access to more resources related to this app on the following links https //community make com/search?q=signi signi com https //signi refined site/space/pknb/690585631/integrace+ +api https //www make com/en/integrations/signi