How to add PDF Docs to a monday.com board
PDF Docs, Invoices + eSignatures · Updated
Short answer
Install the app from the monday.com marketplace, then on your board click + next to the views, choose Apps and pick PDF Docs, Invoices + eSignatures. Press Connect to monday the first time it opens. That is done once for your whole account.
Steps
- 1Install: add PDF Docs, Invoices + eSignatures from the monday.com marketplace.
- 2Add the view: on your board, click + next to the board's views, choose Apps, then PDF Docs, Invoices + eSignatures.
- 3Connect once: press Connect to monday and approve. After that, everyone on the account can use the app.
- 4Start: you land on Make a document. The menu on the left takes you to everything else.
| In the menu | What it is for |
|---|---|
| Make a document | Create a PDF (and a Word file) from one item, or from the whole board |
| Send an email | Email someone about an item, from your own Gmail |
| Get a signature | Send a document to be signed and get the signed copy back on the item |
| My templates | Every Word, PDF, email and signature template your team has set up |
| History | Everything made and sent from the board, and who still has to sign |
Tip: Add the view to each board you make documents from. Templates are shared across your account, so each one is set up once.
Note: Viewers cannot use the app. If you see "Viewer access not supported", ask the board owner to change your role.
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Still stuck? Email support@fortimus.co or book a 15-minute call. Don’t have the app yet? Add PDF Docs to monday.com.