eSignature workflow

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".

Next step: Overview of the signing process