eSignatures are included with Premium and Ultimate Plans.
Signers receive an email notice to sign the document. They can click the Review & Sign button in the email to open the document in BoardPro and sign it directly.
The signature request will also show under Pending Signatures on your BoardPro dashboard or in the BoardPro Notes iOS app. Select Sign Document to open the document for signing.
Once you're ready to sign, select Review & Sign at the bottom right. The document will automatically scroll to the first signature field.
The signature field will be highlighted for you to sign. Click the signature field to sign the document. A pop-up will appear asking for your signatures.
You can choose to draw, upload an image, or type your signatures, and optionally choose to save the signatures for later reuse.
When you add signature and date fields, the date fields are automatically filled with the current date after your signatures are placed.
If your signatures are required in multiple locations, you will see a Next button. Click on this button to automatically scroll to the next signature field.
Once all signers have signed the document, a completion notice will be sent to the requester. Once signed, documents are converted to PDF.