Tired of juggling multiple apps just to collect signatures and important data? GetSign offers a simple yet powerful way to transform your documents into fillable forms right within monday.com—whether they’re PDFs, DOCs, or other file formats. With drag-and-drop fields, automated data capture, and legally binding eSignatures, your workflows become faster, more accurate, and incredibly convenient.
Create a PDF Fillable Form on monday.com with GetSign
Turn documents into dynamic, fillable forms. Users can insert their e-signatures in the Signature fields and enter their names or any required information in the Text box field.
Step-by-Step process of Creating PDF Fillable Form on monday.com
Experience the ease of creating a PDF fillable form on monday.com—or any other document type—with GetSign. Speed up your workflows, enhance data accuracy, and offer a user-friendly signing experience.
a. Install GetSign from the monday.com Apps Marketplace.
b. Upload your preferred document format.
c. Drag & Drop fillable fields and map them to board columns.
d. Send and let GetSign handle the rest!
1. Upload Your Document
1. From your monday.com board, open GetSign and select “Upload a New Template.”
2. Choose any file format—PDF, DOC, DOCX, or others—to create your fillable form.
3. Click “Next” to proceed to the document editor.
2. Add Fillable Fields (Text Boxes, Signatures, etc.)
1. In the GetSign Document Editor, drag the Text Box field onto your document.
2. For signatures, use the Signature field to capture legally binding eSignatures.
3. Repeat for any other fields you need—such as checkboxes, dates, or dropdowns—to gather all relevant information.
3. Map Fields to Board Columns
1. Click on each text box or signature field to map it to a corresponding column in your monday.com board (e.g., “Customer Name,” “Email,” or “Project Details”).
2. If you don’t already have a matching column, you can create one within monday.com for seamless data organization.
3. Once mapped, any data entered by recipients automatically populates in the specified columns.
Benefit: No more copying and pasting—your board updates in real time with accurate, consistent information.
4. Add text box field in the document
1. Utilize GetSign eSignature to efficiently complete all required fields such as text boxes, allowing you to collect additional data from the recipient and store it in the board.
2. Navigate to the document editor and effortlessly drag the Text Box field
3. Upon selecting a text box, you have the flexibility to store the data directly in board columns.
4. Once finished, opt for the “Save” function to prepare the document for sending.
5. Save & Send Your Fillable Form
1. Click “Save” to finalize the template.
2. Press “Send” to dispatch the fillable form to your recipients.
3. Recipients receive a secure link where they can complete all required fields and sign digitally.
Instantly eliminate manual back-and-forth and keep everything in one place—monday.com.
6. Track Data & Signatures in Real Time
1. Monitor the document’s progress via your monday.com board, where you can see who has filled out the form and who has signed.
2. Each Text Box entry and Signature is captured and timestamped, creating an audit trail for compliance.
3. Once completed, your final, signed document is automatically stored for future reference.
Transparency: No more guessing who’s done what—live status updates keep everyone aligned.
Key Benefits of Document Fillable Forms with GetSign
- Versatile Document Formats
- While PDF fillable forms are popular, GetSign supports DOC, DOCX, and other file types, ensuring flexibility for any business need.
- Streamlined Data Capture
- Collected information is automatically stored in your monday.com board columns, eliminating manual entry and reducing errors.
- Legally Binding eSignatures
- Each signature captured is fully compliant with eSignature regulations, offering speed, security, and peace of mind.
- Enhanced Collaboration
- Invite team members or external stakeholders to fill in required fields, sign, and share feedback—all within your existing monday.com environment.
- Time & Cost Savings
- Ditch the print-scan cycle. Handle everything digitally and store records in one place for easy access and compliance.
Use Cases for PDF Fillable Form on monday.com
- Client Onboarding: Collect essential details like contact info, company name, and scope of work in one fillable form.
- HR & Recruiting: Let candidates fill out applications or NDAs electronically, storing all data in a single board.
- Sales & Contracts: Simplify the signing process for proposals, quotes, and agreements with automated data capture.
- Event Registrations: Gather participant details, preferences, and eSign consents without juggling multiple tools.
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.
