DocuSign app

4 min read

Feature

Who can use this feature:

Available to admin in DocuSign Business Pro account and above, or to accounts with Advanced API enabled

Here at monday.com, we're all about saving time, working efficiently, and keeping everything in one place. With this in mind, we want to introduce the DocuSign app! With this app, you don't have to click out of your workflow to sign important documents because you have everything embedded right within your board! Let's take a look at how it works.

How to install it

To install the DocuSign app onto your account, start by heading to the apps marketplace from the puzzle icon in the left panel. Next, search for and select "DocuSign", click "Add to your account" and then "Install" on the following screen.

Next, select "DocuSign - item view" and click "Next". You can still choose to use the app as in integration at a later stage, but you must first set up the item view in order to continue.

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You will then be prompted to select a workspace and a board to connect the app to.

The DocuSign Item View

After installing DocuSign from the apps marketplace, you will automatically be directed back to the board you selected, and the item view will open up on your first item. Click "Connect" and enter your login credentials.

Note: If you're not automatically redirected or wish to choose a different board, simply navigate to the board and open any item. Click the plus sign in the top right corner to add a new view, and choose "DocuSign" under Installed apps.

To make the most of this app, there are a suggested list of columns to add to your board. You can add them on your own, or add them all at once by clicking the yellow "Add DocuSign columns" button. If you don't want to add these columns, you can click "Skip this step" to continue.

Show me what these columns do!

Latest Envelope Status - the DocuSign integration will update this column with the item's last sent envelope status
Last Updated - the DocuSign integration will update this column with the time the item was most recently updated
File - The app will import files from this column to your envelope. Use our integration to add the signed documents back to this column automatically
Email - The app will display all envelopes sent to the item Email Column. When the Email Column is blank, no envelope will be displayed