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Documenso + Memtro

Ask who still has to sign a contract in Documenso, and send a reminder.

Connect Documenso with an API token and Memtro reads one team's documents and templates with each recipient's signing status, an envelope's audit trail, folders and attachments. Leave the host blank for Documenso Cloud or name your self-hosted server. Signing links are never read. It reads on demand and there is no hourly sync. When asked, and once an administrator has granted the action by name, it can create documents from templates and send them, which emails every signer at once, resend signing emails, place fields, manage recipients and attachments, cancel or permanently delete documents, and manage folders.

In Memtro

What you can do with Documenso in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Documenso tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Documents and templates by title, status, type or folder, with how many have signed
  2. 02One document in full: each recipient's role, signing, read and sent status, and any rejection reason
  3. 03An envelope's audit trail of sent, opened, signed and completed events, without IP addresses or devices
  4. 04Folders with their parent and visibility, and link attachments, never the recipients' signing links
  5. 05When asked and granted, creates a document from a template as a draft or sends it, emailing every signer at once, resends signing emails, or makes a draft signable without emailing anyone
  6. 06When asked and granted, places fields, changes recipients and attachments, records a decline, renames, duplicates, cancels or permanently deletes documents, and manages folders

Acts when asked

When you ask it to

These tools change something in Documenso. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Make a draft document signable without emailing anyone (links are shared from Documenso)
  2. 02Resend the signing email to recipients who have not acted
  3. 03Add recipients to a document (a pending document may invite them at once)
  4. 04Change a recipient's name, email, role or signing order
  5. 05Remove a recipient from a document
  6. 06Rename a document, change its external id or move it to a folder
  7. 07Duplicate a document or template
  8. 08Cancel a pending document (its signing links stop working)
  9. 09Delete a document permanently
  10. 10Create a folder
  11. 11Rename, move or pin a folder
  12. 12Delete a folder
  13. 13Create a document from a template, as a draft or sent to its signers
  14. 14Place signature and other fields on a draft document
  15. 15Remove a field from a document
  16. 16Record that a recipient declined to sign
  17. 17Attach a link to a document
  18. 18Change an attachment's label or link
  19. 19Remove an attachment
  20. 20Remove one file from a document

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Documenso, choosing the same kinds; the tab shows Documenso's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. Documenso sends a secret with every delivery, and one without it is refused.

Events and webhooks
  • 01Document created
  • 02Document sent to recipients
  • 03A recipient opened a document
  • 04A recipient signed
  • 05A recipient finished their part
  • 06Document completed by everyone
  • 07A recipient rejected a document
  • 08Document cancelled
  • 09A recipient's signing deadline passed
  • 10Reminder sent
  • 11Template created
  • 12Template updated
  • 13Template deleted
  • 14Document created from a template
In practice

Ask it like you would a colleague

Once Documenso is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Documenso logoDocumenso + Memtro
  • Has the Northwind contract been signed yet?

  • Who still has to sign the Brightwave Ltd NDA?

  • When did Dan Fletcher open the Acme order form?

  • Which documents were rejected or cancelled last month?

  • Send a reminder to everyone who has not signed the BigCo renewal

01

Chasing a signature

The account lead asks who has not signed the Northwind renewal. Memtro reads the document: Priya Nair signed on Monday, the finance director opened it on Tuesday but has not signed. With the action granted, Memtro resends his signing email.

02

A contract from the template

Dan Fletcher asks Memtro to send the standard order form to Laura Bennett at Acme. Memtro creates the document from the order form template with Laura as signer and sends it, so Documenso emails her a signing link at once.

Teams

Where it fits

The teams that lean on Documenso most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Documenso is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Also in Documents and wikis

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

Setup

How to connect

Connect withAPI token
  1. 1

    In Documenso open Team → Team Settings → API Tokens → Create Token, name it Memtro and pick an expiry. The token sees one team's documents with full API access and no scopes

  2. 2

    Leave Host blank for Documenso Cloud (app.documenso.com), or type your self-hosted server's host name only, a public DNS name with a publicly trusted certificate, on a release with the v2 envelope API

  3. 3

    Paste the API token, which starts api_ and is shown once, into Connections → Documenso in Memtro and connect

  4. 4

    Ask what is still waiting for signature

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Documenso tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in Documenso?+

Only when you ask, and only what it has been granted: make a draft document signable without emailing anyone (links are shared from Documenso); resend the signing email to recipients who have not acted; add recipients to a document (a pending document may invite them at once); change a recipient's name, email, role or signing order; remove a recipient from a document; rename a document, change its external id or move it to a folder; duplicate a document or template; cancel a pending document (its signing links stop working); delete a document permanently; create a folder; rename, move or pin a folder; delete a folder; create a document from a template, as a draft or sent to its signers; place signature and other fields on a draft document; remove a field from a document; record that a recipient declined to sign; attach a link to a document; change an attachment's label or link; remove an attachment; remove one file from a document. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Documenso connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Documenso data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect Documenso?+

API token. In Documenso open Team → Team Settings → API Tokens → Create Token, name it Memtro and pick an expiry. The token sees one team's documents with full API access and no scopes.

Can Documenso start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Documenso, choosing the same kinds; the tab shows Documenso's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect Documenso in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

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