What can we help you with?

DocuSign app

 

Who can use this feature:
Available to DocuSign Business Pro 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.

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Next, choose whether you'd like to use the DocuSign app as an integration or as an Item View and click "Next". 

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

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The DocuSign app integration

To add the DocuSign app integration, select the integration box at the end of the installation flow, and choose a workspace and board.

Next, select a recipe. Currently, there is one available recipe, but we're always working on improving and expanding, so stay tuned!

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Once added, you can accept the terms and enter your DocuSign login information. 

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Fill in the underlined fields in the recipe and add it to your board!

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Tip: An "envelope" is a folder of documents sent to a recipient for their signature. 

 

The DocuSign Item View

To add the DocuSign app Item View, select the item view box at the end of the installation flow, and choose a workspace and board.

You will be directed back to your board and the item view will open up on your first item. Click "Connect" and enter your login information. 

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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

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Now you're ready to start adding envelopes! 

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More assistance

If you need more help navigating DocuSign within monday.com, check out DocuSign's resources to learn more!

Curious to see what other apps we have for you to use on monday.com? Check out the full monday apps marketplace and explore all that is available. 

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If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!

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