Sign an E-Signature Document

Learn how to sign a document in Boardable.



When a document is sent out for signature, each individual included in the signature process will be sent a bell notification (through Boardable), as well as an email notification.

To sign a document:

  1. Click to review and sign from one of the following:

    1. From Boardable Bell Notification

      1. Click on the bell at the top of the page to view notification

        top-menu-notification-bell
      2. Click on the Signature requested entry and the document will open

        notification-signature
    2. From Email Received

      1. Click Review & Sign

        1. Log in to Boardable if not already logged in

          signature-review-email
    3. From the Document Center

      1. Click on Signatures

        signature-doc-center
      2. Click Outstanding

        signature-outstanding
      3. Click Sign next to a document title

        signature-doc-sign-button
  2. The document will open and display the number of signatures needed

    1. Click Next

      signature-next
  3. Click on Click to sign

    signature-clicktosign
  4. Add a signature

    1. Draw is selected by default

      signature-draw
      1. To draw, use the mouse or a mouse pad to draw the signature

        1. To restart the drawing, click Clear

      2. To type, click Type and type the appropriate name

      3. To upload, click Upload and upload the file by dragging and dropping or click Choose a signature

    2. When finished, click Create

  5. Click Next (the date box will automatically fill with the current date) until all pages have been signed

    1. The signature created was saved

    2. Click on the signature to accept it

    3. OR click Add New Signature to create a new signature

  6. When all signing is complete, click Save

    signature-save

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