Manually sending out individual documents for signing can be time-consuming and error-prone. By leveraging GetSign’s batch sign in monday.com feature, teams can dispatch multiple documents simultaneously, reducing administrative overhead and accelerating contract turnaround times.
Batch eSignatures enable fast signing of multiple documents
Sending each documents one by one the process can become time-consuming and cumbersome.
With GetSign’s batch signature, you can streamline this process by sending a group of documents to customers at once, simplifying the signing procedure for a more efficient and user-friendly experience. Say goodbye to the hassle of managing individual document signings and embrace a smoother, more organized approach with GetSign batch signatures.
Key Advantages of Batch Sign in monday.com:
- Time Savings: Send multiple documents at once, eliminating repetitive steps.
- Streamlined Workflow: Keep all signing statuses updated in real time within your monday.com board.
- Improved Organization: Reduce clutter and maintain consistency across large volumes of contracts, proposals, or onboarding documents.
Step-by-Step: How to Batch Sign in monday.com using GetSign
Below is a step-by-step guide to using GetSign’s batch eSignature functionality, allowing you to batch sign in monday.com for a faster, more organized workflow.
1. Create a New Status Label for Batch Sending
1. Open Your Board: In monday.com, navigate to the board where you plan to use GetSign.
2. Add or Edit a Status Column: Click the “+” next to your columns or edit an existing status column.
3. Label It “AutoSend” (or any name that suits your process): This label distinguishes items intended for batch sending.
4. Save Your Changes: Click “Apply” to confirm the new label.
Pro Tip: Naming the status label “AutoSend” makes it easy to spot which items need bulk eSignature processing.
2. Add the GetSign Integration
1. Go to Integrations: While still on the same board, click “Integrate” at the top.
2. Select “Add New Integration”: Look for the “GetSign Auto Send Integration” option.
3. Map Your Status Column: Choose the status column you just created and set “AutoSend” as the trigger label.
4. Click “Add to board”: Finalize your integration to link the status label with GetSign’s batch eSignature feature.
Outcome: The integration is now ready to automatically dispatch documents whenever an item’s status changes to “AutoSend.”
3. Send with Automation:
Simply select the items you want to dispatch, switch their status to “AutoSend,” and GetSign handles the rest.
4. How to Send Batch eSignatures in One Click?
To send signatures in batches, it’s as simple as selecting the items you want to send and changing their status to “AutoSend.” GetSign will then take care of the rest, processing the signatures efficiently.
Efficiency Boost: This step transforms a tedious, manual task into a quick and organized operation—perfect for handling large volumes of documents.
Benefits of Using Batch eSignature on monday.com
- Faster Turnaround: Reduce the time it takes to get multiple signatures, accelerating contract closures or project kickoffs.
- Reduced Administrative Burden: Free your team from sending individual documents, allowing them to focus on higher-level tasks.
- Consistent Document Management: Keep every record and signature trail within your monday.com board, ensuring compliance and easy audits.
- Scalable for Growth: As your business expands, batch eSignatures help maintain efficiency without increasing manual workload.
Use Case: Onboarding New Employees in Bulk
Scenario: An HR department needs to onboard multiple new hires at once, sending out offer letters, NDAs, and other documents simultaneously.
- Create a Status Label “AutoSend”: For each new hire’s row in your HR board, update the status to “AutoSend.”
- Batch Dispatch: GetSign automatically sends all relevant onboarding documents to each candidate.
- Track Progress: HR can see who has signed, who is pending, and who has completed onboarding tasks—all in one board.
Result: The HR team processes new hires faster, reduces manual errors, and provides a smoother onboarding experience.
See GetSign eSignatures in action
Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.
Ready to Transform Your Workflow?
Experience batch eSignature capabilities on monday.com with GetSign—start your free trial today and eliminate the hassle of sending documents one by one. Enjoy a smoother, more organized approach to document signing that scales as your business grows.
