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E-Signatures - Prepare and Send Documents

E-Signatures - Prepare and Send Documents

Learn how to prepare and send signable documents with e-signatures.
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Written by Jocelyn Gombos
Updated over a week ago

TABLE OF CONTENTS

I Overview of E-Signatures

II Choose Document for Signature

III Prepare and Send Document for Signature

I Overview of E-Signatures

E-Signatures speed up the document signing and approval process. Legally sign documents without the hassle of traditional paper signatures. Administrators can upload a document, request a signature, and review the status of document signatures, all within the Boardable platform.

E-Signatures is available to organizations on the Professional or Enterprise plans.

If the document is not currently in PDF format, Boardable will convert as follows if the document is selected from the Document Center:

  • These document types will be converted into PDF from the Document Center:

    • Comma Separated Values (.csv)

    • Image files (.jpeg, .png)

    • Keynote (.key)

    • Microsoft Word (.docx)

    • Powerpoint (.ppt)

    • Pages (.pages)

  • .XLSX - will not be converted into PDF

II Choose Document for Signature

There are two ways to choose and prepare a document for signature - both accessible through the Document Center:

  1. Upload Document to Sign

    1. Use this option if the document that needs signatures does not already exist in the Document Center

    2. The document must be in PDF format

  2. Select Document from Document Center

    1. Use this option if the document that needs signature resides in Boardable's Document Center

    2. If the Get Signatures button is not available, there may be several reasons:

      1. The organization's plan does not have access to e-signatures

      2. The user signed in is not an Administrator

      3. The document is not in a format Boardable can use for signatures

i. Upload Document to Sign

When uploading a new document for signature (using this method), Boardable will only accept PDF files.

To add a signable document:

  1. Log in to Boardable

  2. Click Documents from the main menu panel

  3. Under the Signatures section in the left panel of the Document Center, click All

    1. The Signatures section only shows in Professional and Enterprise plans

  4. Click the Add a Document to Sign button

  5. Upload or Drag and Drop PDF

    1. Click anywhere in the Click to Upload box to upload a PDF from your computer (or)

    2. Drag and drop your PDF from your computer

  6. The document will open with the Add Signable Document at the top, proceed to the section with this document: Prepare and Send Document for Signature


ii. Select Document from Document Center

If the document to be signed is not PDF, Boardable will make an effort to convert to PDF for signature purposes.

To make an existing document signable:

  1. Log in to Boardable

  2. Select Documents from the main menu panel

  3. Click Home (or Starred) and navigate to the desired document

    1. Click the document name to open it

  4. When the document opens, there will be options listed under the name of the document

    1. Click Get Signatures (only Administrators will see this)

    2. If the Get Signatures button is not available, this document cannot be used for signatures as is - try converting to PDF first

  5. The document will open with the Add Signable Document at the top, proceed to the section with this document: Prepare and Send Document for Signature

III Prepare and Send Document for Signature

At the top of the signable document, the following options are available:

  1. Add drop-down

    1. Option to select Signature or Date

  2. Field For drop-down

    1. Select the individual's name to sign

  3. on page drop-down

    1. Select the page number where the signature box should appear)

For each signature desired, do the following:

  1. Add Signature box

    1. Select Signature from the drop down Add options

    2. Select the name of the individual who will be signing the document from the drop-down Field For options

    3. Select the page number where the signature box should appear next to on page

    4. Click the Add button

    5. Click and drag the individual signature box to the area you want the signature(s) displayed within document

  2. Add Date box

    1. Select Date from the drop down Add options

    2. Select the name of the individual who will be signing the document from the drop-down Field For options

    3. Select the page number where the signature box should appear next to on page

    4. Click on the Add button

    5. Click and drag the individual date box to the area you want the date to be displayed within document (next to the corresponding signature)

  3. Repeat steps 1 and 2 for each additional signature and date

  4. After creating and placing all signature / date fields for each individual who will need to sign the document, click Save

    1. Once the document is saved, a bell notification (within Boardable) and an email are immediately sent to each individual who was added for signature

      1. Example Bell Notification

      2. Example Email Notification

Additional tips:

  • If only initials are desired rather than signature, do the following:

    • Double click the signature box created and replace "Signature" with "Initial here"

    • Click out of the box and the change is complete

  • If a signature was added in error - do the following to delete it:

    • Click on the signature box

    • Click the trash can icon directly below it

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