Sign Monday docs

It is possible to set up an approval process for Monday documents?
I know docugen can achieve this for word or pdf documents but have not yet found a possibility for Monday docs.

Hi @MatthewGRCguard Welcome to our community!

Implementing an approval process specifically for monday.com Docs can be challenging, as direct support for this feature is currently limited. However, you can consider the following approaches to manage approvals within your workflow:

  1. Utilize the Approvals for monday.com App: This integrated app streamlines the review and approval process within monday.com. While it may not offer direct integration with monday.com Docs, you can use it to manage approvals for items and tasks associated with your documents. By creating items that represent your documents, you can set up approval workflows to track their status.
    https://www.appfox.io/products/approvals-monday-com

  2. Set Up a Custom Approval Workflow: You can create a dedicated board to manage the approval process. By customizing columns to display approvers, approval statuses, and timelines, and by implementing automations to notify approvers and move items upon approval, you can establish a structured workflow. Although this method doesn’t directly integrate with monday.com Docs, it allows you to track document-related approvals effectively.
    https://www.youtube.com/watch?v=qzcZM86InCA

appfox.io

  1. Explore Third-Party Integrations: Consider using third-party tools like PageProof, which integrates with monday.com to facilitate review and approval processes. This can be particularly useful for creative asset reviews, providing features such as on-file annotations, versioning, and comprehensive audit trails. While primarily designed for creative assets, it might be adaptable to your document approval needs.

monday.com

Currently, direct approval workflows within monday.com Docs are not natively supported. By leveraging the above methods, you can create an effective approval process tailored to your requirements.

For a visual guide on setting up an approval process in monday.com, you might find this video helpful:https://youtu.be/qzcZM86InCA

Thank you for your answer, but it is not exactly what I had in mind.

Is it possible in Monday Docs to make it clear that the document has been approved by the document owner? Some sort of visible approval for readers