eSigning is included with Premium and Ultimate Plans.
Upload your document to Governance Documents. Feel free to store it in a folder or move it around like any other document. If your document is already uploaded to Governance Documents, then you don't need to upload it again.
In Governance Documents, open the Options menu on the document and select Request Signature. This option is available for all types of documents except spreadsheets.
Selecting this option will open a pop-up where you can see the document and:
Select your signer,
Place signature fields at appropriate locations.
Select the first signer from the drop-down menu, then drag and drop the required fields from the sidebar onto the document. If a field is not correctly sized for your document, you can adjust it by selecting it and resizing it with the circular grab handles.
You can place as many signature fields as you like for the same signer. If you need to place fields for multiple different signers, select a different person from the drop-down menu to place fields for them.
Note: You cannot select someone as a signer who cannot access the document. Find out more.
Once all required signature fields are placed, select Next at the bottom right to notify the signers.
The notification pop-up will appear, and BoardPro will automatically select the signers based on the signature fields placed in the document.
Here you can customise the greeting and include any additional comments or notes for the signers. Click the Send button to send the email notices to all signers.
People who cannot be selected as a Signer
There are multiple reasons why a person in your organisation may not have access to a document, and therefore cannot be selected as a signer:
The person has not accepted their invitation to join your organisation in BoardPro.
The document is contained in a Board Only folder, and that person is not a board member.
The person has had their access to your organisation revoked.
