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

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

Administrators can upload a document, request a signature, and review the status of document signatures, all within the Boardable platform.

E-Signatures speed up the document signing and approval process. Legally sign documents without the hassle of traditional paper signatures.

When all requested signatures are complete, the requesting user receives an email notification whose body includes the following

  • The text "document signed"

  • The organization title

  • The organization logo, if any

  • The title of the document

  • A View document button which opens the in-app view of the document

II. Choose Document for Signature

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

    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

    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

Boardable accepts only PDF documents for signing.

To add a document for signing:

  1. Log in to Boardable

  2. Click Documents from the main menu panel

  3. Click Signatures

  4. Click New

  5. Field labeled Drop PDF Here or Click to Upload appears

    1. To add an e-sign document via click:

      1. Click Drop PDF Here or Click to Upload

      2. The file directory pop-up window will appear (Finder, File Explorer, Launcher, etc. depending on operating system)

      3. Navigate to the appropriate directory

      4. Double click the desired file to upload it to Boardable

    2. To add an e-sign document via drag and drop:

      1. Select a file or files from your computer's document navigation (i.e. Finder, Explorer, etc.)

      2. Click and drag them to the field labeled Drop PDF Here or Click to Upload

      3. Release the mouse

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

Signatures can be requested only for documents which meet the following criteria:

  • Document is hosted on Boardable, and not linked from Google Drive, Dropbox, or OneDrive

  • Document can be previewed as PDF; to learn which documents can be previewed, please reference related articles

To request a signature for a document which does not meet these criteria, convert it to a PDF and re-upload it to the document center.

To request a signature on an existing document:

  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

  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 Complete and Send

    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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