Send documents automatically and effortlessly.
Sending documents one by one can be tedious and time-consuming. With GetSign’s automatic sending feature, you can simplify the process. Automatically dispatch your documents and say farewell to the hassle of handling them individually. Embrace a more efficient and organized method with GetSign.
Choose the workflow that's right for you
Discover the perfect approach for your business needs.
1. Create Templates + Sign Documents
Merge data from my board into documents that need to be regularly signed.
2. Sign Documents
My documents are ready to be signed.
3. Create Templates + Generate Documents
Merge data from my board into documents and save them on my board.
Effortless Document Upload in a Flash
Once you’ve selected your preferred workflow, just click the ‘Upload a New Template’ button – it’s that straightforward! Whether you prefer using an existing document or wish to upload a fresh one, the choice is entirely yours. Experience seamless document management at your fingertips!”
Automatically pull data from your board columns
Kickstart the process by simply clicking the ‘Prepare’ button, and you’ll seamlessly transition to the GetSign signature builder. Customize your document effortlessly with drag-and-drop functionality.
- Drag and drop the fields you need to personalize your document.
- Hit “Save” and we’ll take care of the rest.
We have all the fields you need to collect information from your customers:
- Text boxes for collecting free-form text
- Checkboxes for getting agreements
- Sign Date fields for capturing signed date
- Drop-downs for selecting options
- Line items for listing products or services
Here are the fields you can find on your board: Item name, status, email, text, number, formula, date, and many more.
Save your changes, and we’ll handle the rest. Our versatile fields cater to all your customer data collection needs.
And that’s just the beginning! Explore a wealth of options for a personalized document experience.
Streamline Your Document Dispatch with Automation
With GetSign, your document can be automatically dispatched by updating its status.
Create a new status label
In the board where you plan to use GetSign, either add a new status column or edit an existing one.
Create a new label that will distinguish the auto send, for example, label it as “AutoSend.” Once you’ve done that, don’t forget to click on Apply to save your changes.
Add the GetSign integration
In the board where you plan to use GetSign, either add a new status column or edit an existing one.
Create a new label that will distinguish the auto send, for example, label it as “AutoSend.” Once you’ve done that, don’t forget to click on Apply to save your changes.
Send with automation
To trigger the automation, 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.
