eSignatures is included with Premium and Ultimate Plans.
Click here to view this article in the brand new BoardPro interface.
Signers receive an email notice to sign the document. They can click the Review & Sign button in the email to open the document directly in BoardPro for signing.
The signature request will also appear under Pending Signatures on the BoardPro home page 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 reusing.
If you choose to upload an image, the accepted file types are PNG, JPG and JPEG.
When you add signature and date fields, the date fields are automatically filled with the current date after your signatures are placed.
You will see a Next button if your signatures are required in multiple locations. Click on this button to automatically scroll to the following 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.