Skip to How to Sign the Minutes if you have already received a signature request and need help with signing.
​
When taking Minutes for a meeting, the Confirm Minutes smart agenda item allows you to confirm the Minutes of a previous meeting.

Next to the set of Minutes being confirmed, click the blue Confirm button.

A pop-up will appear with options to Confirm as presented or Confirm with changes. Once you have chosen which option (and noted changes, if any), select the toggle to Request Signature.

Click on the drop-down menu labelled Signer 1 to select a signer. You can also select an optional second signer under Signer 2, or leave it blank if you only need one.

Once you have selected your signers, click the Confirm button.

The Confirm Minutes agenda item will be updated to show that the Minutes are Confirmed and Pending Signature. BoardPro has automatically sent signature requests to your chosen signers.

When your signature has been requested on a set of Minutes, you will receive an email containing a direct link to Sign the Minutes. You can also find documents awaiting your signature under the Pending Signatures section of My BoardPro or Home on the web, or in the BoardPro Notes iOS app.

Sign the Minutes will take you directly to the Minutes, where BoardPro has automatically added a signature field at the end of the document.

When you are ready to sign the minutes, click on the signature field and the signing tools will appear:

NOTE: Regulations vary between regions and use cases regarding which forms of electronic signature are legally accepted. If you are unsure whether your chosen method is valid, we recommend seeking advice in your local jurisdiction.

Select the Save Signature checkbox at the bottom left if you wish to easily use this signature again in future.

When you have completed your signature, click Done at the bottom right.

Your signature will be previewed on the document. To confirm the signature, click Agree & Finish.