eSignatures

The "Signatures" Feature allows you to streamline the process of requesting, tracking, and managing eSignatures directly from your monday.com boards.

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It automates signature workflows, supports multiple signers, and ensures secure storage of signed documents, making it ideal for a wide range of professional use cases.

This feature is included in the Professional Plan and above.

Some example use cases

1. Customer Contracts

Automatically send agreements to clients and capture their signatures electronically.

2. Employee Onboarding

Use the feature to gather new hire signatures on NDAs or agreements.

3. Approval Workflows

Streamline internal or external document approval processes with status tracking.

5. Lease Agreements

Simplify the process of signing rental or leasing documents directly within monday.com.

Functionality

Key Features

• Automatic Signature Detection: Automatically identifies placeholders such as {{Signature:NameColumn}} in templates.

• Multiple Signatures: Supports multiple signers by leveraging names and email placeholders.

• Status Tracking: Monitor the status of signature requests with a dedicated column.

• Legal Compliance and Certificate: The final signed files can be legally binding and are non-editable PDFs which include a signature certificate powered by BoldSign.

• Document Storage: Automatically store signed documents in configured columns.

• Customized Branding: Add logos and customize the signature page to reflect your brand.

• Post-Signature Redirection: Redirect signees to a specified page after signing.

• Placeholder for Signature Dates: Use the {{SignatureDate}} placeholder to automatically include the date when the signature was applied.

• Revocation of Signature Requests: Board owners can revoke signature requests when necessary.

• Configurable Expiry Dates: Set expiry dates for signature requests to manage timelines effectively.

How to

Get Started with the Signature Feature

Note: In this video, you are seeing version 1 of the app. However, the functionality behind the eSignatures has not changed, so you will still get a good impression of how it works.

Step 1: Add Branding and Post-Signature Redirection (Optional)

• Navigate to the DocExport settings to upload your company logo.

• Configure redirect URLs for signees after they complete the signing process.

• Configure Signature Request expiration time.

By default, signees are redirected to a success page indicating the signature was successful.

Step 2: Design a Word Template

Create a Word document with placeholders for signatories:

• {{Signature:People}}: For a single signer using a specified column.

• {{Signature:NameColumn;EmailColumn}}: For multiple signers.

• {{Signature:john doe;[e-mail]}}: For specific individuals.

Use {{SignatureDate}} to display the date of the signature.

To select a custom email template, append its name to the placeholder. In these examples, Signature Request is the name of the email template being used:

• {{Signature:NameColumn;EmailColumn;Signature Request}}

• {{Signature:John Doe;[e-mail];Signature Request}}
• {{Signature:People;;Signature Request}}

Step 3: Configure the Signature Workflow

• Document Generation: Add an Action/Automation and use the "File to column" action to store the document after signing. This ensures the completed document with signatures is saved.

• Email Notifications: Configure "Send via email to..." actions for automated signature requests.

• Tracking: After initiating your first signature request DocExport will automatically create a column named “Signature Status” containing the following values:

  • Waiting, Declined, Expired, Revoked, Error, Completed

• Set Expiry Days: Navigate to DocExport settings to configure the expiration time for signature requests.

• Revoke Signature Requests: Use the "Revoke" option in the Tab "Documents" if a request needs to be invalidated.

Technical Details

• Supported Formats: Only Microsoft Word (.docx) templates are supported.

• Placeholders:

  • {{Signature:NameColumn}}: Single signee.

  • {{Signature:NameColumn;EmailColumn;TemplateName}}: Multi-signer with a custom email template.

  • {{SignatureDate}}: Dynamic placeholder for signature date.

• Authentication: Users must authenticate to complete the signature process.

• Default Email: If no email template is specified, the default signature email template is used

Related Features and Links

Custom Email Templates | DocExport

Create Templates | DocExport

Generate documents | DocExport

FAQs

• How can I purchase more eSignatures? You can purchase more eSignature credits (no subscription) on demand: eSignature packs
• Can I resize the signature field? Yes, adjust the font size of the placeholder in the template to modify the field size.

• Can I collect multiple signatures on one document? Yes. Use placeholders such as {{Signature:NameColumn;EmailColumn}} to configure multiple signers.

• What happens if a signature request is declined? The status column will update to "Declined," and you can resend the request or modify signer details.

• Can I track signature progress? Yes. Add a "Signature" status column to your board. Supported statuses include Waiting, Declined, and Completed.

• What is the default behavior for post-signature redirection? By default, signees are redirected to a success page confirming the signature's completion. You can customize this in DocExport settings.

• Can I revoke a signature request? Yes, use the "Revoke" option in the "Documents" tab to cancel a signature request.