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.
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.
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.
Now you're ready to start adding envelopes!
The DocuSign app integration
To add the DocuSign app integration, head to the Integrations Center and click "DocuSign".
Next, select a recipe. Currently, there is one available recipe, but we're always working on improving and expanding, so stay tuned!
Once added, you can accept the terms and enter your DocuSign login information.
Fill in the underlined fields in the recipe and add it to your board!
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.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.