Send Automatic Signature Reminders with GetSign
Following up with signers manually wastes time and creates gaps in your document workflow. GetSign now lets you…
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.
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.
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.
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.
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.
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.
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.
Generate, send, sign and track documents without leaving your workflow.