Get started

This guide sets up Sign Sync on one board in about three minutes.

1. Add the view

Open the board that holds your deals, contracts or clients. Click + next to the board views, choose Apps and pick Sign Sync. To send from inside an item, also add the DocuSign item view (open an item, click + in the item card and choose Apps, then DocuSign).

2. Authorize monday access

Click Authorize monday access. This lets the app update the board while nobody has it open, for example when someone signs at night. A monday admin needs to do this once per account.

3. Connect DocuSign

Click Connect DocuSign and sign in with the DocuSign user that should send the envelopes. Envelopes are sent from this user’s account and count toward its DocuSign plan. To try the app without touching your live account, use Use a DocuSign developer account with a free DocuSign developer sandbox.

4. Choose the template

Pick a DocuSign template. Templates must have recipient roles (for example “Client”) with the name and email left empty; Sign Sync fills them from the item. No template yet? Click Create a sample template to get a simple service agreement in your DocuSign account.

5. Map who signs

For each role, choose the column that holds the signer’s email (an email or text column) and, optionally, the column with their name. Template fields such as “Company” or “Order value” can be prefilled from columns too.

6. Write back to the item

Click Add recommended columns to add:

• Signature: Sent, Viewed, Signed, Declined or Voided.
• Signed document: the signed PDF with the certificate of completion.
• Signers: each signer and their progress.
• Signed on: the date everyone signed.
• DocuSign envelope: a link to the envelope in DocuSign.

You can also choose your own columns.

7. Send automatically (optional)

Turn on Send when a status changes, pick a status column (for example “Stage”) and the label that should send the envelope (for example “Ready to sign”). Sign Sync won’t send a second envelope while one is still out for signature.

8. AI contract terms (optional, Pro plan)

A monday admin adds an Anthropic API key (the AI usage is billed to your own Anthropic account). Turn on Read contract terms when signed and add the terms you want, each with a column and a short description such as “Total contract value” or “End date”. After everyone signs, the values appear on the item, and an update shows the sentence each value came from.

9. Save and send

Click Save settings. Use Send next to an item in the view, the button in the item’s DocuSign view, or your status trigger. The status updates on the item within seconds of each change in DocuSign.