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You do not need to understand the difference between content types just to get started. Follow the core setup path first, then move into task-specific How-Tos when you need them.
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Find the right guide for where you are now.
Start with the fundamentals, or jump straight into a specific document workflow. Getting Started and How-To guides live in one searchable resource library.
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Getting Started
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Getting Started
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How-To
Getting Started with GetSign
Imagine your team is working on multiple contracts, purchase orders, or agreements in monday.com, and you…
How to send documents for eSignature on monday.com board?
If your team manages contracts, agreements, or approvals within monday.com, you’ve likely run into the limitation…
How to generate documents from monday.com board data using GetSign
If your team uses monday.com to manage deals, projects, HR workflows, finance, or client operations, you’re…
Automate eSignature workflow on monday.com with GetSign
Sending documents one by one, chasing signers, and manually tracking statuses can slow down your entire…
Resource library
Everything you need to use GetSign well.
Browse everything together, or narrow the library by lifecycle stage, topic and difficulty.
35 guides
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How-To
4 min
How to automate PDF forms in monday.com: A Complete guide to tax, HR, and compliance workflows
PDF forms are still at the center of many critical workflows. Whether it’s collecting W-9s from contractors, sending I-9 forms…
How-To
Intermediate · 4 min
Automate data collection and document signing in monday.com with GetSign Form Filler
The GetSign Form filler feature helps your team create more user-friendly forms within monday.com, simplifying data collection from clients, vendors,…
How-To
Advanced · 4 min
How to delete webhooks on monday.com created by GetSign?
To keep your monday.com workspace organized and secure, it is essential to periodically clear out old and unused webhooks, especially…
How-To
1 min
Update: Digital Signature Now Available for All Document Types on GetSign
Digital Signatures in GetSign were originally limited to documents generated inside the app. Users who uploaded their own PDFs or…
How-To
3 min
Digitizing printable forms on monday.com with a click using GetSign
Manually converting printable forms into digital, signable documents has always been a time-consuming process. Traditionally, if you uploaded a PDF…
How-To
2 min
New GetSign features to power your document workflows in monday.com
We’ve been working hard to make GetSign more powerful and flexible for your document workflows inside monday.com. Here are the…
How-To
2 min
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…
How-To
3 min
How to send email from custom domain on monday.com using GetSign
Many of our customers requested the ability to send email from custom domain instead of the default GetSign domain. The…
How-To
4 min
Discover new updates in GetSign App on monday.com
The new GetSign experience brings a powerful, intuitive, and flexible way to manage document signing workflows inside monday.com. With this…
Still not sure where to start?
Install GetSign, then follow the Getting Started path from your first document to your first reusable workflow.