Managing board governance cleanly starts with an investor accreditation form — capturing investor name, entity type and formal sign-off from investors. CFOs trigger it from monday.com and have the completed, signed copy archived to the board automatically.
4.8 on monday.com Marketplace · 4,000+ teams
GetSign is a monday.com-native document app. Upload your Investor accreditation form PDF once and GetSign auto-detects every field — investor name, entity type, net worth declaration, income declaration, regulatory category, certifying statements, investor signature, date. No manual field setup.
GetSign auto-detects every field in the Investor accreditation form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including investor name, entity type, net worth declaration, income declaration, regulatory category, certifying statements, investor signature, date , is identified instantly.
If you already have the recipient’s name, company, or
contact details on your board, GetSign populates those
fields before sending. The recipient only fills what you do
not already know.
Recipients see one field at a time in a simple step-by-step
flow. No scrolling through pages, no missed fields — and
higher completion rates every time.
No API setup. No third-party integrations. Everything happens inside monday.com.
Name, email, company — pre-filled on every send.
Manually, or via a monday.com automation on status change.
In their browser — no account no app to download.
Columns update and the signed PDF attaches immediately.
CFO, legal counsel, fund administrator use GetSign to send the Investor accreditation form to Investors directly from their monday.com board. Legal or finance teams send the investor accreditation form to prospective investors from the fundraising board item in monday.com, collecting the signed declarations, and clearing the investor for participation in the round before any subscription documents are issued.
Contractor
Work straight from the board — one click sends
the form, pre-filled with what you already know.
Employee
Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.
Tax · 3 board columns
NDA (Non-disclosure Agreement)
Legal · 2 board columns
HR · 5 board columns
Procurement · 3 board columns
Account · 2 board columns
Operations · 5 board columns
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