Add app
To add the app function for ad hoc signing of documents, an element must first be opened in the desired monday board. The function can then be added in the element view via the "+" → "Explore more views" → "Installed apps" → "signoSign remote" tab. The added tab can then be renamed as desired.
If not already done, the connection data to signoSign/Universal must be configured before using the app.
When requesting a remote signature, it must be a PDF form with signature fields or search terms must be configured for the dynamic placement of the signature fields. Documents without signature fields cannot be signed by the recipient.
Request remote signature
To request a remote signature for a document, the newly added app tab must be selected. The following functions are then available in the selected tab.
File
|
Option |
Description |
|---|---|
|
File to sign |
The desired document for signing can be selected from this list. The selection list shows all PDF documents of the active monday element with the respective file name followed by the column name in brackets. If there is only one PDF file in the element, this is preselected. |
|
Storage location for signed file |
This selection determines in which column the signed document is to be saved. If the element only contains one file column, this is preselected. The app remembers the last selection used for each user per board. |
Delivery
|
Option |
Description |
|---|---|
|
Delivery method |
Specifies how the document is to be provided for signature.
An extended licence is required for the use of SMS functions. The app remembers the last selection used for each user per board. Default: E-Mail |
|
Load recipient from column |
Determines whether the e-mail address or mobile phone number should be read from a column or entered manually. To deselect a selected column, you can use the 'x' symbol in the selection field. The app remembers the last selection used for each user per board. |
|
Recipient |
Specifies the e-mail address or mobile phone number to which the access link to the document is sent.
|
Authentication
|
Option |
Description |
|---|---|
|
Authentication method |
Specifies whether access to the document should be protected with additional authentication.
An extended licence is required for the use of SMS functions. |
|
Password |
Defines the password for accessing the document. The option is only visible if "Password" is set as the type of authentication. For security reasons, the password is not automatically transmitted to the recipient and must be communicated manually. |
|
Load recipient from column |
Determines whether the e-mail address or mobile phone number should be read from a column or entered manually. To deselect a selected column, you can use the 'x' symbol in the selection field. The app remembers the last selection used for each user per board. |
|
Recipient |
Specifies the e-mail address or mobile phone number to which the TAN for accessing the document is sent.
|
Signature fields
In this area, you can specify which search terms should be used to automatically create signature fields in the document.
The search terms defined in the global settings are automatically specified and can be removed or extended before dispatch.
|
Option |
Description |
|---|---|
|
Optional fields |
Displays the saved search terms for optional signature fields. If there are any, they can be removed by clicking on the 'X' next to the term. Default: empty |
|
Search terms for optional signature fields |
This text field can be used to add new search terms for optional signature fields. After entering the search term, the term can be added to the list using the 'Enter' key or the "+" button. The search term is only active once it has been added to the list. Almost any search terms can be used, e.g. text within the document content or special text phrases, which can also be inserted into the document "white on white" in advance. |
|
Required fields |
Displays the saved search terms for mandatory signature fields. If there are any, they can be removed by clicking on the 'X' next to the term. Default: empty |
|
Search terms for mandatory signatures |
The text field can be used to add a new search term for mandatory signature fields. After entering the search term, the term can be added to the list using the 'Enter' key or the "+" button. The search term is only active once it has been added to the list. Almost any search terms can be used, e.g. text within the document content or special text phrases, which can also be inserted into the document "white on white" in advance. |
Request signature
The "Request signature" button is used to send the recipient the access link to the document according to the settings made.
Once the user has completed the document, it is automatically stored in the target column of monday. At the same time, a notification is sent by e-mail that the document has been signed by the recipient.
The link in the automatically generated confirmation email may not work because the document has already been imported into monday at the same time and is therefore no longer available in signoSign/Universal.