All integrationsE-Signatures
Documenso
Send documents for e-signature with Documenso, the open-source signing app: from a template or a PDF, then follow each signer, remind them and save the signed PDF.
- actions
- 10
- triggers
- 3
Triggers
Start a workflow when something happens in Documenso.
- Document completedRuns when everyone has signed a Documenso document, so the signed PDF is ready to download.
- Document signed by a recipientRuns each time one person signs or approves a Documenso document, the last of them included.
- Document rejectedRuns when a recipient rejects a Documenso document instead of signing it, with the reason they gave.
Actions
Steps a workflow can run in Documenso.
- Send from templateMake a document from a template, fill in who signs and the template's fields, and send it for signature.
- Send PDF for signatureSend a PDF to be signed. Text such as {{signature, r1}} in the PDF becomes a field for the first recipient; a signer with none gets a signature box at the foot of the last page.
- Send documentSend a draft to its recipients. A signer with no signature field gets a box at the foot of the last page.
- Get documentGet a document's status and where each recipient is up to: sent, opened, signed or rejected.
- Find documentsFind documents by words in the title or a recipient, by status or by the template they came from. Newest first.
- Download documentSave a document's PDF as a file in Lodol, to attach to an email or store elsewhere. The signed PDF includes Documenso's signing record.
- Resend documentEmail the request to sign again to everyone who hasn't signed yet, or to one of them.
- Cancel documentStop a sent document from being signed. It stays in Documenso, marked cancelled.
- Delete documentDelete a document. A draft is gone for good; a sent document is withdrawn from its recipients and taken off your list.
- List templatesList the team's templates, with their recipients in order.
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