Integrating Lumin with monday.com

Streamline document workflows by seamlessly integrating Lumin with monday.com. Send files for signatures directly from your boards, track real-time progress, and update your boards automatically upon completion.

Overview

• Log in process
• How to use

Login process:

1. Login to your monday.com account
2. Install the Lumin app
3. Confirm permissions
4. Open Lumin from monday.com

1. Log in to your monday.com account.
2. Install the Lumin app by going to monday marketplace and search "Lumin" to install the Lumin app or you can install it by following this link. 
3. Confirm the integration by clicking "Allow access".
4. To open Lumin from monday.com; add the Lumin app to a board view:
   1. In a Project: clicks Add view (+) → Explore more apps → search Lumin → add into project.
   2. In a Task: clicks Add view (+) → search Lumin → add into task.

How to use

1. Access the Lumin tab in a task: open the task and navigate to the Lumin tab.
2. Upload/select a file:
   1. If there are no files in the task yet, simply click on the upload field or drag and drop your file into the upload area.
   2. If there are already files in the task, and you need to upload a new file, click the upload button.
3. Prepare and send the contract: select the due date, specify signers and senders, then click Send to dispatch the contract for signatures.
4. View contracts in the doc list: the contracts will be listed in the Doc list within the task.
5. Access all contracts at the project level: to view all contracts, navigate to the project level and click on the Lumin board.