Sensitive contracts and agreements should never be stored without the right protections in place. With GetSign’s secure document storage feature on monday.com, your signed files are automatically saved in a locked File column—ensuring only authorized users have access.
This guide will walk you through how GetSign protects your documents and how you can implement security settings that meet compliance and governance needs.
What is secure document storage in GetSign?
When a document is signed using GetSign, it becomes a Completed Document and is automatically stored in the File column on your monday.com board. You can lock access to this column to ensure only specific users can view or download signed files.
This makes GetSign ideal for storing sensitive files like:
- Employment contracts
- Client agreements
- Financial documents
- Legal disclosures
Why secure storage matters
- Protects sensitive data: Prevent unauthorized access to confidential files
- Ensures legal compliance: Helps meet GDPR, HIPAA, or industry-specific standards
- Supports audit-readiness: Trackable records and restricted access help during regulatory reviews
- Prevents file loss: Automatically stores all signed docs directly in the board
Use cases for secure document storage
1. Financial services
Store loan agreements and NDAs where only compliance officers and managers have access.
2. HR & employee files
Keep signed offer letters, onboarding docs, and policy acknowledgments secured for HR-only visibility.
3. Legal or procurement workflows
Restrict vendor contracts or partner MOUs to the legal or sourcing teams for sensitive handling.
4. Healthcare and medical consent forms
Ensure HIPAA-compliant storage by locking access to signed medical records.
In GetSign, signed documents are referred to as Completed Documents and are automatically stored in the File column. To enhance security, you can restrict access to this column for specific users.
Step-by-Step: How to Secure Document Storage on monday.com
Companies often store sensitive customer data for monday.com boards, including contracts, agreements, and confidential records. Without the right security measures, you risk data breaches, compliance violations, and lost customer trust.
By using GetSign’s locked File column and automated workflows, you can securely store documents and ensure only authorized team members have access.
1. Install GetSign from the monday.com Marketplace
1. Navigate to the monday.com Apps Marketplace and search for GetSign.
2. Click “Install” to add it to your workspace.
This gives you instant access to GetSign’s secure eSignature and document storage features.
2. Upload a Document Securely
1. Click the “+” icon next to your columns in monday.com.
2. Select “Files” from the drop-down menu.
3. Lock the file column to limit access to specific account users, preventing unauthorized viewing or editing.
3. Restricting the File Column
1. Lock & Limit: By locking the File column, you ensure only designated users can access these signed files.
Maintain Compliance: This extra layer of security supports compliance with data protection regulations, safeguarding your organization from potential breaches.
Benefits of using secure document storage with GetSign
- Advanced security controls: Lock columns and restrict visibility to select users
- Built-in automation: No need to manually upload or save signed documents
- Supports compliance standards: Store files according to security best practices
- Real-time availability: Access signed documents immediately within the board
- Full audit trail: Track signature history, timestamps, and access logs
Use case spotlight: Protecting customer agreements
Scenario: A financial services firm collects signed loan agreements from clients.
Old process: Signed PDFs are stored in email threads or cloud folders with limited control.
With GetSign and monday.com:
- Contracts are signed digitally and automatically stored in a locked File column
- Only the compliance and customer success teams can access the files
- Audit logs track when documents were signed and by whom
Result: More secure file handling, faster audits, and fewer compliance risks.
FAQs: Secure document storage in GetSign
Can I restrict file access to specific users only?
Yes. Use the column permissions feature in monday.com to limit who can view or download documents.
Is file storage automatic after signing?
Yes. Completed documents are saved in the File column as soon as the signature process is completed.
Can I use this with other GetSign workflows?
Absolutely. Secure storage is available for all signature workflows, including document generation, sign by link, and signing order.
Are the stored documents audit-ready?
Yes. Each file includes a timestamp, signature metadata, and full audit logs.
Is this compliant with data protection standards?
Yes. GetSign supports compliance with GDPR, HIPAA, and other industry standards.
Conclusion
Storing signed documents securely is critical for any business handling contracts, HR files, or sensitive data. GetSign makes this effortless by combining eSignature workflows with real-time, permission-controlled storage on monday.com.
Protect your documents, streamline access, and stay compliant—all without leaving your board.
