File and Document Management
SignWell
14 min
signwell is a cloud based e signature platform for creating, sending, and managing legally binding documents online integrating with make com enables users to automate document workflows, streamline signature collection, and connect e signature processes 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 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 start by installing the app from the make integration page click the install button and 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 token login to your platform using your credentials navigate to the settings section go to the api page create or locate your api token copy the generated api token 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 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 requests to several recipients at once, allowing you to efficiently manage and distribute bulk communications create a document generates a brand new document from scratch, allowing you to start working on fresh content right away create a document from template generates a brand new document based on a selected template by using the specified template id 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 using its unique id, allowing you to access all the details and content of that document make an api call executes a custom api request to the service, allowing you to access any authorized endpoint and perform specific actions or retrieve data as needed send a reminder sends a reminder notification to recipients who have not yet completed or responded to the document update and send a document updates an existing document with new information and sends the updated document to the specified recipient or location watch events activate this module to automatically start your scenario whenever specific events occur in the connected app, such as new records being 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