Send a Docusign envelope to multiple signers from monday.com

Choose how you add the signers

There are three ways to send one envelope to several people, and each one treats recipients differently.

Use a template when the same document goes out with the same roles, which is the setup this guide walks through. For a one-off file, see Send a monday.com file for signature with Docusign.

This example has a client and a manager who sign in order, and finance gets a copy:

1. Client signs
2. Manager signs
3. Finance gets a copy
4. Status changes to Signed

Step 1: Set up the roles in Docusign

1. In Docusign, open your template and add one role per person, for example Client, Manager and Finance.
2. Set Client and Manager as signers, and Finance as a CC recipient with your finance team’s name and address as its default.
3. Put the roles in the order you want, so Client comes before Manager.
4. Add each signer’s signature field to the document.

Each role becomes a pair of fields in the app. The app reads the roles and the signing order from the template, so change them in Docusign, not in monday.com.

Step 2: Prepare the board

Client contracts

This month

Contract	Client name	Client email	Manager	Contract status
Acme service agreement	Jordan Price	jordan@acme.com	DL Dana Lee	Ready for signature
Globex NDA	Priya Shah	priya@globex.com	SO Sam Ortiz	Sent

People or Email columns

The first-person rule is what catches most boards. A People column with Dana and Sam in it fills the Manager role with Dana. Sam gets nothing, and an automation gives no warning. To have both sign, add a second role and a second People column.

Step 3: Map each role

1. Click Automate in your board’s top bar, click Create and search for Docusign.
2. Choose a sending template:

3. Set the trigger, then choose Draft while you test.
4. Click Account and Template and pick your connection and template.
5. Click Data and map a name and an email to every role:

6. Create the automation.

Two template rules help here:

• Defaults stay. A role with a default in the template, such as the fixed finance address here, can stay unmapped. If you map only the email, the template’s default name is kept, and the other way around.
• Missing people stop the send. If a role has no email or name, and the template has no default, the app keeps the envelope as a draft and the notification names the role.

Only signer roles get signer fields. CC, editor and other roles only have a name and an email. See Map the data.

Signing order

With a template, the order comes from Docusign. In the item view, the Recipients and fields section of Map your data shows one card per role, in signing order, with each role’s routing order number.

With From scratch, you set it yourself. Turn on Set a signing order and use the arrows to change the order. When it’s off, all recipients receive the envelope at the same time.

Without a template, the File column automation sends to Signer 1, then Signer 2, then Signer 3, and CC recipients share the last signer’s step.

Track an envelope with several signers

Tracking automations run on envelope events, not on each signer. That changes what you can show on the board:

• completed runs when every recipient has finished, so one automation covers the whole group.
• declined runs when a recipient declines to sign.
• viewed isn’t a per-signer event. Don’t use it to tell who has opened the envelope.

To see the progress, open the envelope in the item view. It shows signing progress, such as “1/2 signed”, and each recipient’s status. See Track envelopes, activity and voiding.

When the envelope is done, the update columns template can write 👥 All Signer Names to a Text column, or 👤 First Signer Name if you only want the first. Values the signers type into the document don’t come back to monday.com. See What comes back, and what doesn’t.

Test it

1. Use a sandbox connection, and put your own addresses in the signer columns.
2. Change an item’s status to your trigger label.
3. Open the draft from the item view and check that each role has the right person.
4. Send it, then sign as each signer in turn.
5. Check that the board only changes after the last signer finishes.

If the envelope was saved as a draft, the notification lists the reason. See Why an envelope became a draft. To build the status trigger itself, read Send a Docusign envelope when a monday.com status changes.