Securely store docs

Secure Document Storage on monday.com: Protect Sensitive Data with GetSign

Ensure every document you sign remains protected with GetSign’s secure e-signature solution. By automatically storing completed documents in a dedicated File column on your monday.com board, GetSign simplifies record-keeping while providing advanced security features to protect sensitive data.

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.

Key Benefits of Secure document storage on monday.com

1. Enhanced Security – Locking the File column prevents unauthorized viewing and editing, safeguarding high-value information.
2. Regulatory Compliance – Meet data protection standards by restricting access to sensitive files, helping you avoid costly legal issues.
3. Streamlined Workflows – Automatically store completed documents in the File column, eliminating manual steps and reducing human error.
4. Audit Trails – Track every action taken on your documents, offering transparency and easy traceability during audits.

Use Case: Protecting Customer Agreements

Imagine a financial services team that needs to collect signatures for loan agreements. By integrating GetSign into monday.com, they can securely store documents—like NDAs or loan forms—directly in a locked File column. This approach ensures only relevant stakeholders can access and edit the files, reducing the risk of data leakage while improving efficiency.

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.