Your team is often responsible for generating and securing signatures on a high volume of documents, such as client proposals, HR offer letters, or vendor agreements.
Previously, setting up document templates in GetSign involved manual field placement, verifying sender emails, and constant toggling between GetSign and monday.com to create new data columns, which created bottlenecks and slowed down critical business processes.
GetSign’s latest updates dramatically streamline your document workflows on monday.com with features like AI-powered field detection, simplified sender setup, customizable audit trails, direct column creation, and an ‘upload signature’ option, allowing your team to configure templates faster and improve the overall signing experience.
Feature 1: AI-Powered Field Detection for Templates
This feature eliminates the tedious process of manually placing every field in your document templates. Previously, setting up document templates in GetSign required manually placing every field in your document. This was a tedious, time-consuming process that slowed down template configuration.
Now, you simply upload your document (like a contract PDF) and the AI automatically scans and places suggested form fields for you. This new power eliminates bottlenecks, saving significant time and allowing you to configure templates much faster.
- Use Case/Benefit: You can now upload a new document template (e.g., a PDF of your contract) and let the AI scan the document to automatically place suggested form fields. This saves significant time in template configuration.
- How it works: After the AI detects the fields, review them, and assign each detected field to the corresponding monday.com column (e.g., an email field to your ‘Signer Email’ column). Always double-check that fields are correctly placed and assigned before saving your template.
Feature 2: Simplified Sender Details Setup
This update removes friction from the sending process. Before this update, starting the sending process required a cumbersome email verification step.
This created unnecessary friction and delay. Now, the verification step is gone, and you only need to enter your desired Sender Name and Sender Email in the app settings. This simple change allows for immediate, frictionless deployment of documents.
- Use Case/Benefit: You no longer need to complete an email verification step to start sending documents. This allows for immediate deployment of documents.
- How it works: Simply navigate to the GetSign app settings, enter your desired Sender Name and Sender Email, and click Save.
Feature 3: Turn Odd Audit Trail Display On Final Documents
Maintain cleaner, more professional final documents. Previously, the audit log was included by default on the final page of every downloaded document. While necessary for compliance, this log could make the final document look less professional.
Now you can maintain cleaner, more professional final documents by toggling Off the display of the audit log on the final page. The full audit trail remains accessible within GetSign settings for record-keeping, giving you both professionalism and compliance.
- Use Case/Benefit: You can now choose whether or not to include the audit log on the final page of the downloaded document.
- How it works: In the GetSign app settings, locate the option to ‘display the audit log on the document’ and toggle it Off. Remember that the full audit trail will still be accessible within your GetSign settings for compliance and record-keeping purposes, even if you turn off the log on the final document.
Feature 4: Direct monday.com Column Creation
This streamlines the process of integrating document fields with your board data. Prior to this feature, setting up a new document field that mapped to your data required constantly toggling between the GetSign app and monday.com to manually create a new column. This back-and-forth was a significant bottleneck.
Now, while editing a template, you can simply drag a new field, select Create a new column in the editor, and the column is instantly added to your monday.com board. This direct creation streamlines data integration and eliminates application toggling.
- Use Case/Benefit: While editing a document template in the GetSign editor, you can now drag and drop a new field and select the option to Create a new column from the column selector in the GetSign editor. This instantly adds the new column to your monday.com board, eliminating the need to constantly toggle between the apps to set up data inputs.
- Tip: After saving your template, remember to return to your monday.com board to input data into that new column, as it will appear empty in GetSign until populated.
Feature 5: ‘Upload Signature’ Option for Signers
This improves the overall signing experience for users. Older versions of GetSign may have limited signers to drawing or typing their signatures, which may not meet the quality standards for professional documents.
To improve the signing experience, signers now see a new Upload option when they click a signature field. This allows them to select a high-resolution saved signature file (like a PNG or JPEG) from their computer, which is ideal for maintaining a professional appearance.
- Use Case/Benefit: When signers click on a signature field, a new Upload option appears, allowing them to select a saved signature file (e.g., a PNG or JPEG of a handwritten signature) from their computer. This is ideal for professional documents where high-quality, pre-existing signatures are preferred.
- Tip: For professional documents, ensure the uploaded signature file is high-resolution and clean to maintain a professional appearance.
Conclusion
With these new GetSign features, your team can now set up complex document templates in minutes instead of hours, send agreements without delay, provide cleaner final documents, and streamline both template configuration and the actual signing process.
This results in faster client onboarding, quicker HR processes, and more efficient management of all your signed documents directly within monday.com.
