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
Login process:
- Login to your monday.com account
- Install the Lumin app
- Confirm permissions
- Open Lumin from monday.com
- Log in to your monday.com account.
- 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.
- Confirm the integration by clicking "Allow access".
- To open Lumin from monday.com; add the Lumin app to a board view:
- In a Project: clicks Add view (+) → Explore more apps → search Lumin → add into project.
- In a Task: clicks Add view (+) → search Lumin → add into task.
How to use
- Access the Lumin tab in a task: open the task and navigate to the Lumin tab.
- Upload/select a file:
- 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.
- If there are already files in the task, and you need to upload a new file, click the upload button.
- Prepare and send the contract: select the due date, specify signers and senders, then click Send to dispatch the contract for signatures.
- View contracts in the doc list: the contracts will be listed in the Doc list within the task.
- Access all contracts at the project level: to view all contracts, navigate to the project level and click on the Lumin board.
File limitation
- Users can upload a maximum of 5 files per task.
- The maximum file size must be less than 20MB.
For a complete overview, please watch the video below: