How to collect Signature using Document Signing Links on monday.com using GetSign

4 Minutes Read

Updated on May 14, 2025

Tired of attaching PDFs and sending repetitive emails to collect signatures? With GetSign’s Document Signing Link on monday.com, you can create a secure, sharable URL for any document template—making it easy for recipients to sign, no matter where they are or what platform they’re using.

This guide shows you how to generate signing links, share them with your clients or teammates, and track every signature without ever leaving monday.com.

What is a document signing link in GetSign?

A signing link is a unique URL that allows anyone with access to sign a document without the need for back-and-forth email threads or attachments. Simply create your template in GetSign, generate a signing link, and share it through email, chat, CRM, or any other platform.

No additional logins. No software installations. Just a click-to-sign experience.

Why use document signing links?

  • Effortless sharing: Share via Slack, WhatsApp, email, or embed in CRMs—your choice
  • Speed and convenience: Signers can access the document instantly from any device
  • Live tracking: See real-time status updates directly on your monday.com board
  • Enhanced UX: No extra logins, just click the link and sign securely

Use cases for document signing links

1. Client approvals

Send out marketing proposals, SOWs, or campaign plans via link to fast-track sign-off from clients.

2. Remote vendor agreements

Share onboarding agreements with vendors by link so they can sign anytime, without needing platform access.

3. Internal consent forms

Have internal teams or project approvers sign policy updates, compliance forms, or audits by link.

4. Mass communication sign-offs

Send one signing link to multiple recipients during policy rollouts, team training consent, or annual compliance declarations.

Step-by-step: How to generate a signing link using GetSign on monday.com

Step 1: Choose your signing workflow

Pick from three GetSign workflows:

  • Create Templates + Sign Documents: Merge board data and collect eSignatures
  • Sign Documents: Upload static documents for signature
  • Create Templates + Generate Documents: Combine board data with templates, then save to your board

Choose the workflow based on whether your document uses live board data or not.

Step 2: Upload and prepare your document

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  • Click “Upload New Template” in the GetSign panel
  • Choose a document (PDF or DOCX)
  • Click “Prepare” to open the editor

Step 3: Customize your form fields

Template Creator for monday.com using GetSign - field supported GetSign
  • Drag and drop:
    • Signature fields
    • Text boxes
    • Checkboxes, dropdowns, or date fields
  • Add board-based dynamic fields (e.g., Item name, Status, Email)

Once ready, click Save to finalize your template.

Step 4: Generate your document signing link

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  • Navigate to the finalized template view
  • Click “Copy Link” to generate the signing URL
  • Share it via any communication channel—email, CRM note, WhatsApp, or Slack

The recipient receives a link that opens a secure, signable document. No sign-up or download required.

Step 5: Track document status in monday.com

Every signature action updates live:

  • Know who has signed and who hasn’t
  • View time-stamped completions
  • Download or audit documents from the File column

Benefits of using signing links with GetSign

  • Simple to use: One link. No file attachments. No emails to chase.
  • Quick turnaround: Collect signatures in minutes
  • Real-time dashboard visibility: Track everything from your board
  • Full legal compliance: Signatures are secure, verified, and compliant with eSignature laws
  • Cross-platform flexibility: Works across email, chat, CRM, mobile, and desktop

Use case spotlight: Faster proposal approvals

Scenario: A marketing agency needs multiple clients to approve project scopes within 48 hours.

Old way: Emailing individual PDFs, tracking in spreadsheets, following up repeatedly.

With signing links:

  • Upload one project proposal template
  • Customize fields like Client Name, Scope, and Sign Date
  • Generate a signing link
  • Share via email or chat
  • Track every signed proposal instantly in their monday.com board

Result: Proposals signed within hours instead of days—with full transparency.

FAQs: Signing links with GetSign on monday.com

Can I use the same link for multiple signers?
Yes. You can reuse the link to collect individual signatures on duplicate instances.

Are the links secure?
Yes. Each session is encrypted, and access is logged.

Can I revoke or expire a link?
Yes. You can manage and deactivate links at any time from your template settings.

Does this require recipients to sign in?
No. Signers do not need a GetSign or monday.com account.

Are links mobile-friendly?
Yes. All links are optimized for mobile, tablet, and desktop.

Conclusion

GetSign’s Document Signing Link gives your team a faster, easier way to collect eSignatures—with full visibility, legal compliance, and zero manual follow-up.

Whether you’re sending contracts, policy forms, or client approvals, sharing a secure link saves time and centralizes everything in one place.

Start using signing links today and simplify your signature collection process.