The GetSign Form filler feature helps your team create more user-friendly forms within monday.com, simplifying data collection from clients, vendors, or internal teams.
Use Case / Scenario
Imagine your sales team frequently sends out quotations or service agreements that require clients to provide specific details like warranty preferences, delivery dates, or contact information. Or perhaps your HR department needs new hires to fill out onboarding forms with personal details and emergency contacts.
Problem
Previously, collecting this information involved sending a document where the signer must actively locate and fill out various fields scattered across the pages. This process can be cumbersome, leading to missed fields, errors, or frustration for the signer, ultimately delaying important processes and requiring manual follow-ups for your team.
Solution Overview with GetSign Form Filler:
The GetSign Form filler feature addresses this challenge by presenting all required fields in a dedicated, user-friendly form before the signer interacts with the document itself. Users input their data directly into this structured form, and GetSign automatically populates the corresponding fields within the document.
This significantly streamlines data collection, improves the signer experience, and ensures accurate information is captured and synced directly to your monday.com board.
Step-by-step Setup of GetSign Form Filler
These steps guides you to configure the GetSign Form filler for your team:
- Add GetSign as an Item View:
- Navigate to your relevant monday.com board (e.g., “Client Agreements,” “Onboarding Forms”).
- Click on an item and search for and select “GetSign.” This will create a new Item View for GetSign.
- Upload your template and set-up your form:
- Within the GetSign Item View, start by selecting an existing template or creating a new one.
- If building from scratch, use the standard field section to drag and drop required fields (e.g., Text Box, Date Picker, Signature). Watch this video to learn about it from scratch.
- Link Form Fields to monday.com Columns:
- For each field you add to your GetSign form, connect it to a corresponding column on your monday.com board. GetSign allows you to select an existing column or create a new one directly from the field configuration. This ensures that data collected via the form automatically populates your board.
- Save Your Initial Form Configuration:
- Once your form fields are set up and linked to monday.com columns, click “Save” to save your basic form structure.
- Configure the GetSign Form Filler Experience:
- After saving your form, click “Edit Form” within the GetSign Item View. This opens a new window dedicated to configuring the Form Filler.
- Customize Form Details:
- Change the “Form Title” (e.g., “Electronics Order Form”).
- Add a brief description or instructions.
- Optionally, upload a logo to brand your form, which will appear at the top.
- Arrange Form Fields:
- On the right-hand side, you’ll see a field list. Click on individual fields or “Select All” to select multiple.
- Drag and rearrange the fields in the order you want them to appear to the end-user. This defines the flow of the pre-document form.
- Save Form Filler Settings:
- Once you’re satisfied with the order and customization, click “Save.” Remember to also click any final “Save” or “Apply” buttons if prompted to ensure all your changes are reflected.
- Share the Document:
- From the GetSign Item View, click “Share” and then “Send” to send the document and its associated form to your intended recipient via email.
Tips, and Caveats on GetSign Form Filler
- Prioritize Column Linking: Always ensure your GetSign form fields are correctly linked to your monday.com columns. This is crucial for automated data transfer.
- Clear Field Labels: Use descriptive labels for your form fields to guide signers effectively (e.g., “Warranty Period (Years)” instead of just “Warranty”).
- Test Thoroughly: Before sending important documents, test the entire workflow yourself. Send the form to your own email address to experience it as a signer would.
- Don’t Forget to Save: After making any changes in the GetSign Item View or the Form Filler configuration window, always click “Save” to apply them.
What the User Can Now Do with GetSign Form Filler:
With the GetSign Form filler feature set up, your team will experience a smoother, more efficient document workflow. When you send documents, your clients, employees, or vendors will first encounter a clear, organized form to fill out all necessary information upfront. This eliminates the need for them to search for fields within the document, leading to faster completion times and fewer errors.
Crucially, all the data they provide is automatically populated onto your monday.com board, ready for your team to use instantly without manual entry or review.
