Sending Agreements
Send documents for signature directly from your monday.com boards.
Sending from an Item
- Open (or select) a monday.com item
- Click the SignFlow button in the item view
- Fill in the agreement details:
- Name — the agreement title
- Recipients — email addresses of the signers
- Document — upload a file or select a template from your Adobe Sign library
- Message — optional message to include in the signing email
- Click Send for Signature
The agreement is created in Adobe Sign. If the agreement state is IN_PROCESS, recipients receive a signing email immediately. Agreements created in DRAFT or AUTHORING state do not send emails until they are moved to IN_PROCESS.
Agreement Options
When creating an agreement, you can configure the following options:
- Signing deadline — set a specific expiration date for the agreement
- Reminder frequency — how often recipients are reminded (once, daily, weekly, every other day, every third day, every fifth day)
- Password protection — require a password to view the document
- CC recipients — send a copy to additional email addresses
Agreement Statuses
Once sent, the status column on your board updates automatically (if status sync is enabled):
| Status | Meaning |
|---|---|
| DRAFT | Agreement is in draft state, not yet sent |
| AUTHORING | Agreement is being authored (adding fields) |
| IN_PROCESS | Agreement sent, awaiting signatures |
| SIGNED | All parties have signed |
| CANCELLED | Agreement was cancelled by sender |
| EXPIRED | Signing deadline passed |
Multiple Recipients
You can add multiple recipients to an agreement. Recipients sign sequentially in the order they are listed — the first recipient signs first, then the second, and so on.
Cancelling an Agreement
To cancel a pending agreement:
- Open the item
- Click the SignFlow status indicator
- Click Cancel Agreement
- Confirm the cancellation
The recipient will be notified and the status will update to CANCELLED.