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:
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Click to review and sign from one of the following:
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From Boardable Bell Notification
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Click on the bell at the top of the page to view notification
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Click on the Signature requested entry and the document will open
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From Email Received
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Click Review & Sign
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Log in to Boardable if not already logged in
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From the Document Center
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Click on Signatures
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Click Outstanding
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Click Sign next to a document title
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The document will open and display the number of signatures needed
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Click Next
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Click on Click to sign
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Add a signature
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Draw is selected by default
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To draw, use the mouse or a mouse pad to draw the signature
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To restart the drawing, click Clear
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To type, click Type and type the appropriate name
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To upload, click Upload and upload the file by dragging and dropping or click Choose a signature
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When finished, click Create
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Click Next (the date box will automatically fill with the current date) until all pages have been signed
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The signature created was saved
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Click on the signature to accept it
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OR click Add New Signature to create a new signature
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When all signing is complete, click Save
Related Articles
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Document Center Overview: learn how to find files, move files, and general use of Boardable's Document Center
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Document Center — Download Files & Folders: learn how to download documents from the Document Center, one at a time, or in bulk
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How to Disable Document Downloads: learn how to prevent document downloads
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Administrators Only:
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E-Signatures — Prepare and Send Documents: learn how to prepare and send signable documents with e-signatures
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View Status of Document Signatures: learn how to view the status of e-signatures requested as well as resend the request
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Print / Download Signed Document: learn how to print and download a document that was signed in Boardable
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Add Watermark to Signed Documents: learn how to add watermarks to documents that have been signed in Boardable
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Document Audit Log: learn which document actions are logged and how to view them
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Copy Signed Documents to Document Center: learn how to move a document once signed to the same location your organization stores other documents
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