Minutes Signing is included with Premium and Ultimate Plans.
Learn how to upgrade to unlock Minutes Signing.
Skip to Sign the Minutes if you have already received a signature request and need help with signing the minutes.
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 with options to Confirm as presented or Confirm with changes will appear. 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 choose 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.
What happens if I accidentally choose the wrong person to sign? Is it possible to remove them and start over?
Yes, you can!
The minutes will need to be in the Draft Minutes stage.
Next to the meeting that you are confirming where it says Pending Signature --> click on the three dots (Context Menu)
When you click Reverse, a pop-up box will ask you to verify that you want to Reverse the minutes. "Are you sure you want to do this? Once reversed, any signatures or signature requests will be removed." Click the red Reverse button.
You will now need to go through the steps to confirm as presented or with changes and add the new signee's name(s).