eSignatures are included with Premium and Ultimate Plans.
Sign a document
When a document is ready for you to sign, you will receive an email notification. Select Review & Sign in the email to open the document in BoardPro and sign it.
Alternatively, you can sign the document from Pending Signatures on your BoardPro dashboard or in the BoardPro Notes iOS app. Select Sign Document to open the document.
When you are ready to sign, select Review & Sign in the bottom-right corner. The document will automatically scroll to the first signature field.
Click the highlighted signature field. A pop-up will appear allowing you to add your signature.
You can choose to draw your signature, upload an image, or type your signature. You can also choose to save your signature for future use.
Note:
When you add a signature, any associated date field is automatically populated with the current date.
If your signature is required in multiple locations, select Next to move automatically to the next signature field.
After signing
Once all required signers have signed the document, the requester will receive a completion notification.
Important:
After all signatures have been completed, the document is automatically converted to a PDF