Save signed Docusign documents to monday.com

Two decisions before you start

Saving a signed document is one automation, but two choices decide whether it suits your records:

• What to keep: the signed documents, the Certificate of Completion, or both.
• Where it lives: on the working item, on an item you move to an archive, or on a separate record for every envelope.

1. Envelope completed
2. The app downloads the PDF from Docusign
3. File column on the item or archive board

How long you keep documents, and whether you need the certificate, depends on your own policy. Check with the person who owns it before you pick.

Decide what to keep

this completion document has three options:

The file is named after your choice and the envelope ID: signedOnly-….pdf, certificateOnly-….pdf or merged-….pdf for both.

Option 1: Keep it on the item

This suits most boards. The signed contract stays next to the deal or client it belongs to.

Client contracts

This month

Contract	Client email	Contract status	Docusign Documents
Acme service agreement	jordan@acme.com	Signed	merged-1a2b3c4d.pdf
Globex NDA	priya@globex.com	Sent
Initech renewal	lee@initech.com	Signed	merged-9f8e7d6c.pdf

1. Click Automate in your board’s top bar, click Create and search for Docusign.
2. Choose the template that adds the completed document to the item.
3. Click Docusign and choose the connection that sends your envelopes.
4. Click Condition and choose item that sent envelope (Select only if envelope is sent using this app). For envelopes sent from Docusign, choose item where signer is in an Email column.
5. Click this completion document and choose the document.
6. Click template and keep 🌐 All Envelopes, or pick one template to save only those envelopes.
7. Click this column and pick a File column, or ➕ Create File Column to let the app add one named “Docusign Documents”.
8. Create the automation.

With email matching, the document is added to every matched item, up to 30 items. A repeat client’s signed contract can therefore land on all of their items. See Choose how items are matched.

Option 2: Move signed items to an archive

Add a second automation on the same completed event. To archive inside the same board, move the item to a group:

To archive on another board, for example Signed contracts, move it there:

A group is the safer choice, because the item keeps the same columns. Moving to another board needs two checks:

• The columns have to match. monday.com matches columns by type and title when an item moves between boards, according to its API reference. Give the archive board a File column with the same title.
• The two automations run separately. The upload and the move both react to the same event, and neither waits for the other. Test with a sandbox envelope and check that the file arrives on the archive board.

If the file doesn’t arrive, move the item to a group instead, or use Option 3.

Option 3: Create a record for every envelope

This template doesn’t look for an existing item. It creates a new one for each completed envelope, so a dedicated board becomes a log of what was signed, including envelopes sent from Docusign itself.

Add it to the archive board and map the envelope data to the new item:

Without a name, the item is called “Docusign envelope -” followed by today’s date.

This template has no Condition, so three things follow:

• It covers the whole account. It runs for every completed envelope in the connected Docusign account.
• It needs a Docusign administrator. It uses the same Connect configuration as email matching. If the connected user isn’t an administrator, saving fails with Integration Setup Failed.
• The document depends on the connected login. If that login didn’t send the envelope and isn’t a recipient, the item is created without the document.

Combine it with a status change

The document and the status are separate automations on the same event. Most boards use both:

Update monday.com when a Docusign envelope is signed covers the status, the signer names and the date.

Test it

1. Use a sandbox connection, so the test runs aren’t counted.
2. Send an envelope from an item with your own email as the signer.
3. Sign it, and wait for the file to appear in the File column.
4. Open the PDF and check that it holds what you chose. With a certificate, it’s at the end of the file.

If no file appears, check that the automation’s Docusign connection sent the envelope or is one of its recipients. With email matching, the run fails with Docusign envelope access denied when it isn’t. For everything else, see Save completed documents to monday.com.