GetSign improves new document template editing UI for better workflow automation on
When editing a GetSign document template in monday.com, it hasn't always been obvious whether your changes would affect just one document or update the master template for every item on your board. GetSign has added clear warning messages that tell you exactly what scope your edit will have — before you commit to it.
TL;DR: GetSign now shows distinct warnings when you edit from the gallery level (global, affects all items) versus the item level (local, affects only that document). This video walks through both scenarios so you always know what you're changing and why.
In this video you'll learn:
How the new gallery-level warning works and what "changes applied to all items" means in practice
How to edit a single document from the item's Share section without touching the master template
What each warning message says and when to click Continue Editing vs. Cancel
How to confidently choose the right editing level for your workflow
This update is useful for any team using GetSign document templates on monday.com — whether you're managing client proposals, internal reports, contracts, or any other templated document type.
⏱ CHAPTERS:
0:00 - What changed for template editing in GetSign?
0:09 - How to edit a shared template from the gallery level
0:15 - How do I know if my changes will apply to all items?
0:24 - Continue Editing or Cancel — which should I choose?
0:31 - Editing a document from the item level in monday.com
0:44 - How does item-level editing differ from global template changes?
RESOURCES:
► Step by step guide: https://getsign.io/how-tos/new-docume...
► Getting started with GetSign: https://getsign.io/getting-started/ge...
► Install GetSign FREE from monday.com Marketplace: https://try.monday.com/installgetsign
FREQUENTLY ASKED QUESTIONS:
Q: What's the difference between editing from the gallery level and the item level?
A: Gallery-level edits update the master template and apply to all existing and future items generated from it. Item-level edits only change that one specific document — the template stays untouched.
Q: If I edit from the item level, will it change the template for my teammates?
A: No. Changes made from the item's Share section apply only to that item. Your master template and all other documents remain exactly as they were.
Q: Can I undo an accidental global template edit?
A: Not automatically. If you make a global change by mistake, the safest option is to duplicate the original template before editing. That way you always have a version to fall back on.
Q: Do both warning messages appear every time I click Edit?
A: Yes — GetSign shows the relevant warning each time you initiate an edit, whether from the gallery or item level. It's a deliberate prompt to confirm your intent before you reach the editor.
Q: Does this affect documents that have already been generated from a template?
A: Gallery-level edits do affect existing items generated from that template. If you only want to update future documents, consider creating a new template version instead.
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