Allow files to be uploaded to monday.com

Using the monday.com & PageProof integration? You can set up an automation to upload files to monday.com when a proof reaches a status.

Gemma avatar
Written by Gemma
Updated over a week ago

With the PageProof and monday.com integration, you can set up an automation that uploads the proof’s original file into a file column in monday.com when a proof reaches a certain status.

For example: when a proof is approved, upload the proof’s file into the final file column.

Setting up this automation means you can then add further automation to store approved files into your monday.com connected digital asset management system.

Note
If you see the below image in monday.com, you need to follow the below instructions (step 1 & step 2) to adjust your integration settings:

monday.com image seen if you need to adjust your file uploading settings in PageProof

Enabling uploading files to monday.com

Step 1

As the team administrator, click your avatar and select team, then integrations, and then click the cog icon on the monday.com integration card.

monday.com integration card

Step 2

Enable the allow sending files to monday.com setting.

Enable the setting for allow sending files to monday.com

Note
Files uploaded to monday.com will not be encrypted using PageProof’s triple-layer encryption, but will still be transmitted securely. This setting overrides the proofs can download setting.

Step 3

Add one of the following templates to your monday.com board:

Template for when a proof referencing an item reaches a status, upload a file to a column

Choose the proof status and also what file column you’d like the proof’s original file to be downloaded into, then add the template to your board.

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