How to send a document for eSignature from monday.com

PDF Docs, Invoices + eSignatures · Updated 5 October 2026

Short answer

Set up a signature template once (a Word file with {{Signature}} and {{Date}}, or a PDF with up to 5 signature boxes). Then in Get a signature, pick the template, the item and the signers, and press Send for signing. Signers sign in the browser with no account.

Get a signature: pick the document, the item and who signs — Pick the document, the item and who signs, then press Send for signing.

Set up the signature template

Word: {{Signature}} and {{Date}}, or numbered {{Signature1}}, {{Date1}}, {{Signature2}}, {{Date2}} for several people.
PDF: drag up to 5 Signature boxes onto the page.
Keep signature fields in the main text, not a header or footer.

Send it

1Pick the template under What should they sign?
2Pick the item under For which item?
3Enter one email per signer under Who signs.
4Optionally set the email, the file column for the signed copy and the signing record under More options.
5Press Send for signing. Everyone gets their link at the same time.

After signing

The signed PDF is saved on the item.
A signing record shows who opened and signed, when and from which IP address.
History shows progress; Remind emails the link again (at most once an hour).
Links do not expire, and there is no decline button.

Full walkthrough: how to get documents signed in monday.com.

Still stuck? Email support@fortimus.co or book a 15-minute call. Don’t have the app yet? Add PDF Docs to monday.com.