Have recently set up our Docusign integration and am now able to send out docusign contracts from the Monday item updates/ activity log box. Within the Docusign window I can see the associated contract too so the item seems be linking across correctly.
I have hit a snag though - The docusign status and last updated columns are not updating on the board. I thought this was a docusign issue but they have replied back that they believe it to be a Monday issue. Has anyone come across the same problem and managed to get it working?
Hi Jacob. No I haven’t unfortunately. We have been opening the item updates box and manually checking the progress of the contract through the Docusign window. It would be nice to get the status columns working correctly in the future though, so please let me know if you find a solution!
You can try other PDF gnerator and eSignature platforms like BoloSign… they are integrated with Monday well. You can find it on the monday marketplace.
I use that it’s easy to use and does most things.
This sounds like a frustrating integration issue
It is good that the contract links but status not updating is confusing
Questions like this are common on a support website
Hopefully someone has found a simple fix