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E-SignaturesDocuments

Send documents for e-signature with SignNow from a workflow: upload a document from a link, fill in its text fields, and invite one signer or several roles in order, or hand out a signing link instead. Follow or cancel the invites, get a download link to the signed PDF, file documents in folders, and make new documents from templates.

20 actions

Actions

Steps your workflow can run in SignNow.

Get my accountRead the SignNow account this connection acts as: its email, name and document counts. The email is the only address SignNow will send invites from.
Search documentsFind documents and document groups by name, id, sender, signer or the text inside them, most recently updated first.
List foldersEvery folder in the account, nested ones included, with its path and how many documents it holds.
Get a folderList the documents in a folder, optionally only those at one signing stage. This is how SignNow lists documents.
Create a folderMake a new folder inside an existing one.
Delete a folderDelete a folder. SignNow does not document what happens to documents inside it, so move or delete them first.
Upload a document from a URLHave SignNow fetch a document from a public link (PDF, Word, an image and most office formats, up to 50 MB) into the Documents folder.
Get a documentRead a document: its roles, its fields, and every field invite out on it with its status (pending, fulfilled, canceled or skipped).
Fill in text fieldsWrite text into a document's text fields before sending it: a client's name, an amount, a date.
Get a download linkA link anyone can use to download the document as a PDF. It works once: after the first download, ask for a new one.
Move a documentFile a document in another folder.
Delete a documentDelete a document or a template from the account.
Send a freeform inviteAsk one person to sign a document that has no fields; they place their own signature wherever it is needed.
List freeform invitesThe freeform invites sent for one document, each pending, fulfilled or canceled.
Cancel a freeform inviteWithdraw one freeform invite so it can no longer be signed.
Send a field inviteAsk each role on a document to fill in and sign its own fields, in signing order. The document needs fields and roles: upload it with 'Turn text tags into fields' ticked, or make it from a template. Returns the invites created.
Cancel field invitesWithdraw every field invite out on a document, so a new one can be sent.
Create a templateSave a document's layout, fields and roles as a template, so new documents can be made from it.
Create a document from a templateMake a new document from a template, with its fields and roles, ready to fill in and send.
Create a signing linkMake a shareable link that opens a document ready to sign, instead of emailing an invite. The document needs at least one role that does not already have a fixed e-mail on it.

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