Here is a typical scenario: you need your client (or vendor or partner) to fill out some information on a web form, then have them sign a document containing this information. For example, your customers may need to submit insurance claims using your claim form and also sign those forms for legal reasons. 

This article will show you how you can build an automated A-to-Z workflow in monday.com that allows you to collection the customer's information, generate a document using your template, and send out the document for signature by the customer.

1. Collect customer information using monday.com WorkForms

Whether it's an insurance claim, a vendor application, or a non-disclosure agreement, the best way to collect information is using a Web form, and what better forms that monday.com's very own WorkForms! WorkForms are easy to set up and share. Find out more here. 

2. Generate documents using DocuGen

Once your client/vendor/partner/etc submits their information using a WorkForm, the information automatically added as a new row in your monday.com board. The next steps is to populate this information into your own document template. This is where DocuGen comes in handy.

There are four steps to setting this up:

a. Create your template

b. Add a DocuGen view to your board and upload the template

c. Add an integration recipe

d. Add an automation recipe to auto-generate documents

a. Create your template

Starting with a sample MS Word (.docx) document of your own claim form, transform the document into a DocuGen template by inserting placeholders that define where data from your board should be populated. 

Here is a handy guide on how to create your own template starting with one of your own documents.

Alternatively, you can use the sample claim form template at the end of this article. Make sure your board contains the following columns (the column names must be exactly as below for the sample claim form template to work properly):

• Date of claim (date column)
• Claim value (number column)
• Description (text column)

b. Add a DocuGen view to your board and upload the template

Adding a DocuGen view is just like adding any other view to your board, except that you need to select "Apps" from the dropdown menu and search for DocuGen in the Views Center:

Once you've added the DocuGen view, go to the view, then click on the "Setup" tab, then "Document design" left tab, and upload the template:

You will also need to tell DocuGen to save the generated document in a Files column: go ahead an add a Files column to your monday.com board, then go to the DocuGen view, click on the Settings tab, then the "Document delivery" left tab, and check the box to "Attach to file column":

c. Add an integration recipe

In order to trigger DocuGen into generating a document, add a Status column to your board with one of the options being "Generate PDF" and another option "Send for e-signature":

After adding the Status column, go to your monday.com board, click on the "Integrate" button (top right), search for "DocuGen", and add a Status integration recipe:

d. Add an automation recipe to auto-generate documents

If you want DocuGen to automatically generate a document as soon as a form is submitted (without manual intervention), you will need to add a simple automation recipe that changes the Status column to "Generate PDF" as soon as a new item is created in the board:

3. Send the document out for signature

Well done so far: you've set up a form that collects data and a Status column that generates a document automatically whenever a new form is submitted. The next step is to send the document for e-signature.

You can use DocuGen Sign for electronic signatures.  solution compatible with monday.com to send out your document for signature:

Congratulations, you've completed your fully-functioning automated claims processing workflow!