> For the complete documentation index, see [llms.txt](https://help.docexport.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.docexport.com/features/esignatures/esignature-workflow.md). # eSignature workflow Learn how to setup the eSignature workflow when you have prepared your template. ### Setup the eSignature workflow in 3 steps: 1. Upload the template and match the signers 2. Define actions 3. Set up automation ### Step 1: Upload the template * Open the **DocExport board view** and click on the **upload icon** * Upload your template * Match the signers on the right side: Select a name column (e.g. Client Name) and select an email column (e.g. Client Email). You can also choose a "People" column, and the email address will be pulled automatically from the monday user (e.g. Sales Rep). Click on the "arrow" icon to add a message for the specific signer (e.g. "Please sign as discussed") or add a custom message for all. This message will show up in the email the signers will receive. If you check "Signing order", the second signer will only receive the email as soon as the first signer has signed. If you leave it unchecked, both signers will receive the signing email at the same time.
### Step 2: Define actions * Click on "**Actions / Automation**" * Select a **file column** for the **signed PDF** -> the final PDF will be saved to this column * Select a **file column** for the "**Audit Log**" PDF -> the audit log PDF will be saved to this column. The audit log includes detailed information and time stamps to validate the eSignature (optional) * Click on "**Setup automation**"
### Step 3: Setup monday automation The last step is to setup the automation to trigger the workflow with just a click or a status change. * Click on "**Integration**" on the top right * Search for "DocExport" and click on the DocExport logo * Select your preferred automation. In this example, it's "When status changes to something..."
### First test of automation Congratulations, everything is set up and ready to go! Open your monday board and trigger the automation to generate and send out the contract for signature. In our example, change the status to "Send contract".
### Optional: Track the signing progress on your board DocExport can write the signing progress back to your monday board while the document is still being signed. This is useful if you want to see who is still missing, or if you want to start a monday automation as soon as someone has signed. To use it, add two **text columns** to the board with exactly these titles:
Column titleWhat DocExport writes
Signed byThe names of all signers who have already signed, separated by commas
Pending SignersThe names of all signers who have not signed yet, separated by commas
This is how it should look on your board:
Both columns are updated after every single signature, not only when the document is completed. In a contract with two signers, the columns look like this: * **After the client signs:** "Signed by" shows the client, "Pending Signers" shows your sales manager * **After your sales manager signs:** "Signed by" shows both names, "Pending Signers" is empty In addition, DocExport posts an item update reading "Signed by \[name]" every time someone signs, so the full history stays on the item. {% hint style="warning" %} **Important:** The columns are not created automatically. You have to add them yourself as **text columns**, and the titles have to match exactly, including upper and lower case: `Signed by` and `Pending Signers`. If a column is missing or named differently, nothing is written to it. {% endhint %} **Start a monday automation when someone signs** Because the columns are updated with every signature, you can use them as a trigger in monday: * Open your board and click on **Integration** or **Automations** * Create an automation based on a column change of the **Signed by** column, for example "When column changes, notify someone" or "When column changes, change status" Typical use cases: * Notify the account manager as soon as the client has signed, without waiting for the second signature * Move the item to a "Partly signed" status while other signers are still pending * Send a reminder to the team when "Pending Signers" is still filled after a few days You only need the two columns on the boards where you want to track the progress. Boards without these columns continue to work exactly as before. **Next step:** [Overview of the signing process](/features/esignatures/signing-process.md)