How to create fillable forms and collect data using GetSign in monday.com

While monday.com offers a native form view to collect structured input into a board, it comes with limitations—particularly for teams that need branded, printable, and signable documents. monday.com forms don’t support document-style formatting, signatures, or outputting the collected data in a formal, shareable file like a PDF or DOCX.

That creates challenges when your workflow requires more than just collecting data—such as sending a fillable form that looks like a proper document, includes your branding, and needs to be signed and stored for compliance or record-keeping.

For teams in marketing, HR, sales, and operations, this limitation means using external tools like Google Forms, Typeform, or manual documents—leading to fragmented workflows and scattered data.

Create forms that look like proper documents

With GetSign’s form functionality, you can build interactive, fillable forms directly in your monday.com board using a DOCX template. You can:

• Collect lead or client data via email-based forms
  
• Insert fillable text fields mapped to board columns
  
• Include a signature field for confirmation
  
• Store all responses directly in your board for easy follow-up and automation
  

This means smoother workflows, fewer tools, and faster data capture—all while keeping your records centralized and secure.

Upload your form template or create in GetSign Editor

You upload a DOCX form template into the GetSign item view, customize it with text fields linked to board columns, and send it to a user via email. Once completed and signed, the responses automatically populate in the board, and the signed document is stored.

How teams can leverage GetSign’s fillable forms

• Marketing Teams: Collect information from leads after webinar signups or social campaigns
  
• HR & Recruiting: Send candidate forms asking about job preferences, availability, or equipment needs
  
• Customer Success: Capture onboarding preferences, goals, and expectations
  
• Event Teams: Gather pre-event form responses for logistics and planning
  
• Sales: Qualify inbound leads or confirm client requirements with a signed document
  

Step-by-Step Setup Guide

1. Prepare your board

Start by creating a monday.com board with an item for each lead, client, or recipient. Add text columns for each field you want to collect (e.g., “Current Position,” “Expectations,” “Questions”).

2. Upload your form template

• Open the GetSign item view on your board
  
• Click Add Template
  
• Upload your DOCX form (make sure it includes section headers where you want fields to appear)
  
• Once uploaded, the GetSign Editor will launch automatically

3. Add form fields and map to columns

• Use the editor to drag and drop:
  
  • Board Fields like Item Name and Email
    
  • Text Fields for free-form responses
    
• For each field, link it to a column on your board
  
• Create new board columns directly from the editor if they don’t already exist

• Set fields as required where needed
  
• Add a Signature Field at the end of the form (required for sending)

4. Save the template

• Once all fields are added and mapped, click Save Template
  
• Close the editor to return to the board
  

5. Configure signature collection & delivery

• Go to Signature Collection in the GetSign view
  
• Choose:
  
  • A Status Column to track document progress (e.g., “Form Status”)
    
  • A File Column to store the completed form
    
• In Send Settings:
  
  • Customize the subject line
    
  • Upload your logo
    
  • Verify your sender email if prompted
    
• Save your settings
  

6. Send the Form

You can either:

• Click Share > Send manually
  
• Or trigger the send by updating the status column (e.g., set to “Ready to Send”)

7. Collect Responses

• The recipient receives an email with a link to fill and sign the form
  
• Once they complete it, all responses are saved into the corresponding board columns
  
• The signed document is also attached in the File Column
  
• The status column is updated to reflect completion
  

Summary

GetSign’s form feature makes it easy to collect information from leads, clients, or employees—directly inside monday.com. You can send branded, fillable forms with signature fields, map responses to your board, and centralize all records in one place.

Whether you’re qualifying leads, onboarding new hires, or preparing for an event, GetSign turns forms into fully trackable workflows inside your monday.com boards.

Try it out by uploading a form template today, and see how easy data collection can be.