Before this feature, managing multi-signer documents wasn’t possible using the Sign Anywhere option. GetSign’s “Sign Anywhere” with multi-signer capabilities solves this by transforming your monday.com board into a central hub for signature collection. You can select an existing document, specify multiple signers using email columns on your board, and send it out for signature directly. The app then automatically tracks the signing status and saves the completed document back to your board, eliminating manual steps and providing clear visibility.
Step-by-Step Setup
Follow these steps to configure GetSign for multi-signer “Sign Anywhere” documents:
- Prepare the Document Source and Activate Features
- Access the GetSign app: From your monday.com board, click on the GetSign app view or integration settings.
- Enable “Use Stored Documents”: In the GetSign configuration, toggle on the “Use Stored Documents” option. This feature works exclusively with documents already uploaded to a File column on your monday.com board, not with templates.
- Select your source File column: Choose the specific File column on your board that contains the documents you want to send for signature. Ensure your unsigned documents are already uploaded here.
2. Establish Status Tracking and Destination
- Turn on “Signature Collection”: Ensure this option is enabled within the GetSign settings.
- Configure status tracking: Select your current board. Choose a Status column on your board that will reflect the document’s signing progress. Select a specific status value (e.g., “Sent for Signatures”) that will indicate when a document has been dispatched.
- Designate a destination File column: Select the File column where GetSign will store the completed and signed documents once all parties have signed.
- Activate “Sign Anywhere”: Toggle on the “Sign Anywhere” option.
- Select multi-signer Email columns: Since you have multiple signers, you will see options to select distinct Email columns. Choose the Email columns on your board that hold the email addresses for each of your signers.
3. Specify Signers and Complete Setup
- Configure email sender details: Fill in the necessary details for the email sender, such as the sender name and reply-to email address.
- Save your configuration: Click “Save” to apply all the settings.
Once configured, you can send documents for signature:
* Go to the “Shared” section of an item on your board. You will now see a “Send” button provided by GetSign.
* Alternatively, if you configured status tracking, changing the item’s status in the designated `Status column` to your chosen “Sent for Signatures” value can trigger the document to be sent.
Tips, Caveats, and Best Practices
- Stored Documents Only: Remember, “Sign Anywhere” for multi-signers exclusively uses documents from your board’s File columns. It does not work with GetSign templates.
- Dedicated Email Columns: For a smooth workflow, ensure you have separate Email columns for each signer if their email addresses are unique per item, or a single email column if all signers are consistently listed there (e.g., using comma-separated values, though separate columns are generally clearer for multi-signers).
- Clear Status Tracking: Utilize a Status column effectively to monitor the signing process. This provides your team with real-time updates without having to open individual documents or check email.
- Pre-populate Documents: Ensure the correct, unsigned document is uploaded to the source File column before sending it out.
What the user can now do
With GetSign’s “Sign Anywhere” multi-signer feature set up, your team can now effortlessly send existing documents for signature to multiple recipients directly from monday.com. You’ll gain clear visibility into the signing process, receive completed documents automatically on your board, and significantly reduce the administrative overhead of managing multi-party agreements. This means faster approvals, fewer errors, and more time focusing on critical tasks.