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.

Installing the DocuSign app

To install the DocuSign app onto your account, start by heading to the monday marketplace from the puzzle icon on the top right of your screen. Next, search for and select DocuSign, and then click Install app.

On the next screen, choose which workspace you'd like to download the app onto and then click Install. download (3).gif

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

Screenshot 2024-06-20 at 20.30.12 1.png

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. Group 64 (16) (1) 1.png

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

Group 64 (17).png

Now you're ready to start adding envelopes! Screenshot 2024-06-20 at 20.40.20 1 (1).png

The DocuSign app integration

To add the DocuSign app integration, head to the Automation Center and click on DocuSign. Screenshot 2024-06-20 at 20.43.39 1.png

Next, select the DocuSign template. There you'll see the available template: Group 64 (18).png

Once added, you'll be prompted to authorize DocuSign. Group 64 (19).png

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

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

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. Screenshot 2024-06-20 at 20.51.52 1.png