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IT and Security · monday.com

Automate Vendor security assessment form on monday.com

IT security teams use a vendor security assessment form to formalise IT and security details and get sign-off before the process moves forward. GetSign pre-fills it from your monday.com board and collects vendors and third-party technology suppliers sign-off without any manual follow-up.

14-day free trial20 free documentsNo credit card

What is the Vendor security assessment form on monday.com?

A vendor security assessment form collects information about a technology vendor's security controls, certifications, and data handling practices before the vendor is approved to access company systems or data.

How it works

How GetSign handles the Vendor security assessment 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 vendor name, product or service, data types processed, security certifications, and encryption standards 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 Vendor security assessment form in monday.com.

No separate form system or custom integration is required.

1

Upload your form

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

2

Map board columns

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

3

Trigger from the board

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

4

Collect responses

Vendors & third-party technology suppliers complete and sign through a secure browser link.

5

Sync the result

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

Who it's for

Who uses GetSign for the Vendor security assessment form?

IT security or procurement teams send the vendor security assessment to technology suppliers from the vendor onboarding board item in monday.com, collecting the completed assessment and vendor signature, and routing the results to the CISO for approval before vendor access is granted.

S

IT security team, procurement manager, CISO

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

Secure link
No login
R

Vendors & third-party technology suppliers

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

FAQ

Frequently asked questions about the Vendor security assessment form on monday.com.

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

Yes. Upload the form once and GetSign identifies supported text inputs, dropdowns, dates, checkboxes, and signature fields.
Yes. Map board columns once and GetSign can pre-fill known values such as vendor name, product or service, data types processed, security certifications, and encryption standards before sending.
No. Vendors & third-party technology suppliers receive a secure browser link, complete the required fields, and sign without joining your monday.com account.
IT security team, procurement manager, CISO can trigger it from the relevant board item or through a monday.com automation.
monday.com certified app

Start automating your Vendor security assessment form workflow today.

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