How signotive works
Welcome to signotive! Follow these simple steps to streamline your document signing process using our integration with monday.com.
Effortless Document Signing with Signotive: A Comprehensive Step-by-Step Guide
Step 1 : Install signotive
1.
Access monday.com Marketplace
Navigate to the monday.com’s marketplace within your workspace.
2.
Search for signotive
Use the search bar to find “signotive” and click on the app
3.
Install signotive app
Click the install button to add signotive to your monday.com workspace
Step 2 : Prepare Your PDF Document
1.
Upload your document
Option1: You can utilize an existing PDF document that requires signatures.
Option2: Generate document with docotive. Use docotive to generate document
We’ve used an NDA document as an example to illustrate the signing process. The Non-Disclosure Agreement is sent for signatures to the Disclosing Party and the Receiving Party via signotive.
We opted for option 2 i.e. generate document by docotive app on monday.com
NDA Board setup We’ve created an NDA board in docotive to generate a document for signing.
Step 3 : Configure signotive Settings
1.
Set Up Columns
From your monday.com board, identify the column names for the individuals from whom you will request signatures. For instance, in NDA you have columns labeled “Disclosing Party” and “Receiving Party.”
Disclosing Party details in the signotive app’s board
Receiving Party details in the signotive app’s board
Enter these columns names in the signotive’s settings
2.
Specify Document Storage:
Define the location where you want the signed document to be stored once all signatures are collected.
Let’s create a file column named “Signed NDA” in the signotive’s board and mention the same into signotive’s app settings
3.
Track Signing Status
Define the location where you want the signed document to be stored once all signatures are collected.
Let’s create a file column named “Signed NDA” in the signotive’s board and mention the same into signotive’s app settings
4.
Add the “Send for Signature” Button
Include a “Send for Signature” button on your signotive’s board. This button triggers signotive to start the document signing process
Step 4 : Integrate signotive
1.
Access Integrations
Go to Integrate on the top right
Search for signotive
Select the signotive-Integration template
Click Use template button
2.
Select Action
Choose the required action for signotive integration to ensure that the app is set up to handle document signing tasks
Step 5 : Send Document for Signature
1.
Initiate Signing Process
Click the “Send for Signature” button on your signotive’s board
Go to Documents in the signotive app. The document will be ready for you to assign signature fields.
Click the document name
Note : “monday.com has some API throttling limits for concurrent requests made from the same board. So it is advised to the users not to trigger more than 100 requests through the board integration at a time.”
2.
Configure the Document
Clicking the document name, You will be asked to enter the recipients details.
In this NDA scenariao – we enter details of Disclosing Party and Receiving Party.
By default the signotive app will pick the Email from the board.
signotive provides the flexiblity to add more recipients
Drag and drop signature, initials, and other placeholders onto the PDF where required.
signotive provides the flexiblity to add more recipients
3.
Send the Document
Click “Send” on the top right to dispatch the document to the recipients for their signatures
Step 6 : Recipients sign the Document
1.
Receive the Document
Recipients will receive an email with a passcode to access the document
signotive provides flexibility in customizing your email templates.
Go to signotive’s Settings and select Email Settings from the left menu
Select Custom Email Template from the dropdown. In this case it is Send pdf to sign template
Enable Use Custom “Send pdf to sign template” and type your own email
In the same way you can have your own Custom Email ID and also can customize sender name in the email address
2.
Sign the Documnet
Once recipient opens the document to Review and Sign
He will be asked to select the Signature Style
signotive offer a selection of pre-designed fonts and styles for typed signatures, allowing signers to choose a style that reflects their preference
signotive also offers signer to manually draws their signature
Once signer finalizes the signature style, click on Start Signing to start the signature on document
Clicking the “Sign” highlighted field it will put signer’s adopted signatures
3.
Submit the Signed Document
When signer will sign all the highlighted fields, he will Click Submit button on the top right of the document to submit the signed document
4.
Track Document Status
Signer can view the complete history of the document by going into signotive’s Document and clicking on the Action next to the document name on right side.
He can track down his document on recent activities. pending signature and document status
Google Drive Integration
You can easily save the signed document to your Google Drive through our built-in integration with Google Drive.
Go to signotive’s Settings and select Google Drive from the left menu. Enter the required folder name
