Can GetSign Form Filler populate the with data from monday.com?

Yes. After GetSign automatically detects the fields in your , GetSign Form Filler can populate those fields using data already stored in your monday.com board. Information such as names, emails, company details, reference numbers, and other mapped values can be inserted automatically before the form is sent. This reduces repetitive data entry, improves accuracy, and helps teams generate completed forms faster.

Can I convert an existing PDF into a digital form?

Yes. GetSign allows teams to upload existing PDF and transform them into interactive digital experiences. Instead of printing, scanning, or editing PDFs manually, recipients can complete the form through a guided online workflow.

Do need a monday.com account to complete the form?

No. receive a secure link and can complete the form directly in their browser. They do not need access to your monday.com workspace, a monday.com license, or a separate GetSign account.

Can the be sent automatically on monday.com?

Yes. GetSign supports monday.com automations for that can generate and send forms based on workflow events. This helps teams eliminate repetitive manual tasks and ensure documents are sent at the right stage of a process.

Can I track the status of a after sending it on monday.com?

Yes. GetSign provides visibility into the document lifecycle, allowing teams to see when the has been sent, opened, completed, or signed. This makes it easier to follow up and keep processes moving forward.

Can the collect legally binding electronic signatures on monday.com?

Yes. GetSign supports legally binding electronic signatures and maintains an audit trail for completed . Teams can collect approvals, acknowledgements, and signatures without requiring recipients to print or scan paperwork.

Financial Services and Banking · monday.com

Automate CRS declaration form on monday.com

Q: Can GetSign automatically detect fields in the ?

Yes. GetSign automatically detects fields in the . Upload the PDF once and GetSign automatically identifies fillable fields throughout the document. Text inputs, dropdowns, dates, checkboxes, signatures, and other supported fields are detected without requiring manual setup. Once detected, those fields can be mapped to monday.com data and used with GetSign Form Filler.

A CRS declaration form captures account holder name, country of tax residence — required whenever financial services and banking needs a complete, signed record on file. GetSign sends, fills, and syncs it from monday.com, with the signed copy attached to your board automatically.

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14-day free trial20 free documentsNo credit card

What is the CRS declaration form on monday.com?

A CRS (Common Reporting Standard) declaration form collects the tax residency information required from account holders at financial institutions under the OECD's Common Reporting Standard for automatic exchange of financial account information.

How it works

How GetSign handles the CRS declaration form.

Upload the form once, connect it to monday.com, and give recipients a focused completion experience.

01 · DETECT

Auto-detect every field, instantly.

GetSign detects supported text inputs, dropdowns, dates, checkboxes, and signatures.

Field detectionReady

Document form

Name FIELD

Company FIELD

Email FIELD

Signature FIELD

Board data mappingReady

Sourcemonday.com board

StatusReady to send

Recipient ← Contact

Company ← Account

Email ← Email

02 · PRE-FILL

Pre-fill known details from your board.

Map account holder name, country of tax residence, TIN for each jurisdiction, entity type, and controlling person details if applicable once so known values are ready before the form is sent.

03 · COMPLETE

Guide recipients through a clean form.

Recipients complete only what is missing and sign from a secure browser link without a monday.com account.

Guided completionReady

Review your information

Recipient input

Continue →

Setup

How to collect the CRS declaration form in monday.com.

No separate form system or custom integration is required.

Upload your form

Add the source document once and let GetSign detect supported fields.

Map board columns

Connect existing monday.com values to the fields that can be pre-filled.

Trigger from the board

Send manually or start the form when a workflow status changes.

Collect responses

Account holders at financial institutions complete and sign through a secure browser link.

Sync the result

Update the board and attach the completed document to the source item.

Who it's for

Who uses GetSign for the CRS declaration form?

Compliance or onboarding teams send the CRS declaration form to new and existing clients from the client onboarding board item in monday.com, collecting signed tax residency declarations, and routing multi-jurisdiction accounts to the CRS reporting workflow automatically.

Compliance officer, onboarding team

Works from the relevant monday.com board item and sends it with known details already filled.

→Secure link
No login

Account holders at financial institutions

Opens a secure browser link and completes a guided, one-question-at-a-time form — no account required.

FAQ

Frequently asked questions about the CRS declaration form on monday.com.

How GetSign connects the form, its data, and the completed record to your board.

Can GetSign automatically detect fields in the CRS declaration form?−

Yes. Upload the form once and GetSign identifies supported text inputs, dropdowns, dates, checkboxes, and signature fields.

Can the CRS declaration form be pre-filled from monday.com?+

Yes. Map board columns once and GetSign can pre-fill known values such as account holder name, country of tax residence, TIN for each jurisdiction, entity type, and controlling person details if applicable before sending.

Do recipients need a monday.com account?+

No. Account holders at financial institutions receive a secure browser link, complete the required fields, and sign without joining your monday.com account.

Who can start this form workflow?+

Compliance officer, onboarding team can trigger it from the relevant board item or through a monday.com automation.

monday.com certified app

Start automating your CRS declaration form workflow today.

14-day free trial · 20 free documents · No credit card

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