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E-Signatures — Prepare and Send Documents

Learn how to prepare and send signable documents with e-signatures.


TABLE OF CONTENTS

I. Overview of E-Signatures

II. Choose Document for Signature

  • Upload Document to Sign
  • Select Document from Document Center 

III. Prepare and Send Document for Signature


I. Overview of E-Signatures

E-Signatures can be used organizations on the Professional or Enterprise plans.

Administrators can request signatures on any document from other admins, members, and observers.

Requesting an e-signature provides each signee with a notification. These notifications are sent to signees for each signature request, and not for each document. This means a single document with multiple signature requests for the same person will cause this person to receive multiple notifications.

To learn how signees can use these notifications to complete the signature requests, please see Related Articles.

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

    E-signatures — Prepare and Send

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

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

    Download Files & Folders 2
  3. Click Signatures

  4. Click New

    E-signatures — Prepare and Send 2
  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

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

    Download Files & Folders 2
  3. Click Home (or Starred) and navigate to the desired document

    1. Click the document name to open it

      E-signatures — Prepare and Send 3
  4. When the document opens, there will be options listed under the name of the document

    1. Click Get Signatures

      E-signatures — Prepare and Send 4
  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

    E-signatures — Prepare and Send 5

III. Prepare and Send Document for Signature

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

    • Add drop-down
    • Option to select Signature or Date

  • Field For drop-down

    • Select the individual's name to sign

  • on page drop-down

    • Select the page number where the signature box should appear)

      E-signatures — Prepare and Send 6

For each signature desired, do the following:

  1. Add Signature box

    1. Select Signature from the drop down Add options

      E-signatures — Prepare and Send 7
    2. Select the name of the individual who will be signing the document from the drop-down Field For options

      E-signatures — Prepare and Send 8

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

      E-signatures — Prepare and Send 9Click the Add button

      E-signatures — Prepare and Send 10
    4. Click and drag the individual signature box to the area you want the signature(s) displayed within document

      E-signatures — Prepare and Send 11
  2. Add Date box

    1. Select Date from the drop down Add options

      E-signatures — Prepare and Send 12
    2. Select the name of the individual who will be signing the document from the drop-down Field For options

      E-signatures — Prepare and Send 8
    3. Select the page number where the signature box should appear next to on page

      E-signatures — Prepare and Send 9
    4. Click on the Add button

      E-signatures — Prepare and Send 10
    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)

      E-signatures — Prepare and Send 13
  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

    E-signatures — Prepare and Send 14
    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

        E-signatures — Prepare and Send 15
      2. Example Email NotificationE-signatures — Prepare and Send 16

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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