Sending Documents Without Requiring Signatures in GetSign

Until recently, sending a document in GetSign required adding at least one signature field. This was a limitation when you simply needed to share a document for review, reference, or record-keeping without collecting signatures. For example, sometimes a supervisor only needs the final signed copy, or a colleague just needs to preview a draft. Making signature fields mandatory made these workflows unnecessarily complex.

That problem is solved now. GetSign now allows you to send documents without requiring signatures. This makes it easier to share documents at different stages of your workflow, whether or not signers are involved.

Real-Life Use Cases

This new feature enables three major scenarios:

1. Sending documents as-is
   Upload a document and send it directly to recipients, without requiring any signatures. Useful for sharing reports, references, or any file where signatures are not needed.
   
2. Sending generated documents from monday.com data
   Use data from your monday.com board to generate a document, and then send it without asking anyone to sign. Perfect for auto-generated reports or confirmations.
   
3. Sharing final signed copies with non-signers
   Collect signatures from the required people, but also send the completed signed file to others (e.g., supervisors, auditors, or colleagues) who need access but don’t need to sign.
   

How to Send a Document Without Signatures

1. Open your document in the GetSign app.
   
2. Go to the Share tab and then to the Send To section.
   
3. Enter the recipient’s email address in the box provided.
   
   • If you’re requesting signatures, those emails will appear under “Request signatures from”.
     
   • If you’re not requesting signatures, simply enter the email of the recipient who should receive the document.

4. (Optional) Add a custom message in the Email Content box.
   
5. Click Send.
   

The recipient will get the document in their inbox—whether it’s an as-is file, a generated document, or a final signed copy.