Documenso

Open-source electronic signature platform for documents, envelopes, recipients, fields, attachments, and embedded signing sessions.

Supports signature workflows that build documents from templates, add bulk recipients and fields, attach supporting files, and provision embedded authoring tokens.

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Example Use Cases

These are example ways Snow can use Documenso when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.

Create Document Beta

Tool to create a new document using the beta endpoint that returns a presigned URL for file upload. After calling this action, upload the PDF file to the returned uploadUrl using a PUT request. Use when you need to create a document and upload the file separately.

Create Document Field

Tool to create a single field for a document. Use when you need to add a signature, initials, text, or other field type to a specific location on a document page. The document must be in DRAFT status to add fields.

Create Document Fields (Bulk)

Tool to create multiple fields on a document in a single operation. Use when you need to add signature fields, text fields, or other input fields to a DRAFT document. This bulk operation is more efficient than creating fields one at a time. All fields must reference valid recipient IDs from the document.

Create Document Recipient

Tool to create a single recipient for a document. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing document.

Create Document Recipients Bulk

Tool to create multiple recipients for a document at once. Use when you need to add multiple recipients (signers, approvers, viewers, etc.) to a document in a single operation. The document must be in DRAFT status before adding recipients.

Create Embedding Presign Token V2 Beta

Create a presign token for Documenso embedded authoring sessions. Use this tool to generate a token that authorizes embedding document/template creation and editing interfaces in your application. The token is passed to Documenso embed components (EmbedCreateDocument, EmbedUpdateDocument, etc.). Note: This feature requires a Documenso Teams Plan or above. Returns 401 UNAUTHORIZED if the account lacks embedding permissions.

Create Envelope

Tool to create a new envelope in Documenso. Use when you need to create a document or template envelope with optional file uploads, recipients, and configuration settings. The envelope can be configured with signing order, authentication requirements, and notification settings.

Create Envelope Attachment

Create a new attachment for an envelope in Documenso. Use this action to add supporting documents or files to an existing envelope. The file must be provided as a base64-encoded data URI in the format: data:<mime-type>;base64,<base64-data>.

Create Envelope Items Bulk

Tool to create multiple items for an envelope with optional file attachments. Use when you need to add items (documents) to an existing envelope in Documenso.

Create Envelope Recipients Bulk

Tool to create multiple recipients for an envelope in bulk. Use when you need to add several recipients to an existing envelope at once. Each recipient must have an email, name, and role (SIGNER, APPROVER, VIEWER, ASSISTANT, or CC).