Learn how to approve Minutes
TABLE OF CONTENTS
I. Introduction to Minutes Signatures
II. Request Minutes Signatures
III. Sign Minutes
I. Introduction to Minutes Signatures
Minutes Signatures allow organizations to note approval of minutes for each meeting.
This feature is supported only for Professional organizations. For organizations on other service levels, the Get Signatures button at the top right side of the Edit Minutes window is greyed out, and cannot be clicked. To access this button, upgrade to Professional.
When signatures are requested for Minutes, this places a PDF of the Minutes as they exist at the time of request in the following locations:
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The Signatures section of the Document Center
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The Documents tab of the meeting page
This document's title uses the following format:
[Meeting title] [Meeting date] Approval
Minutes can be edited after they are signed. These edits are not applied to the signed copy in the document center.
II. Request Minutes Signatures
Notes:
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Meeting signatures are supported for our Professional and Enterprise service levels only
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Only meeting invitees can be invited to sign a document
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Only users with the following roles can request signatures on Minutes:
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Organization admin
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Meeting creator
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Meeting collaborator / Meeting admin
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To invite a user sign a meeting's Minutes:
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Navigate to the meeting page
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To learn how to do this, please see Related Articles
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Click Edit Minutes
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Click Get Signatures
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Get signatures menu opens
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Click Select to drop down signee options
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Click desired signee from options this expands
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Selected signee's name is added to Get signatures menu
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To select multiple signee:
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Add first signee as described above
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Click caret (V) to the left of previously selected signee's name
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Click desired signee from the options this expands
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To deselect a selected signee:
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Click the X to the right of the unwanted signee's name
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Click Submit
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The signee selected during step 5 receives a notification inviting them to sign the
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A PDF of the Minutes as they currently exist is placed in the Signatures section of the Document Center
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III. Sign Minutes
When signatures are requested, they can be signed from three locations:
To Sign Minutes from Document Center
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Click Documents on the main menu panel
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Click on Signatures
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Click Outstanding
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Click Sign next to the Minutes approval document
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PDF copy of Minutes opens
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Click the arrow (>) at the bottom of the document viewer to go to the last page of the document
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Click 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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Click Save
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Signature is saved to PDF copy of Minutes
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Click Documents on the main menu panel
Click on Signatures
To sign Minutes from Meeting page
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Navigate to the meeting page
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To learn how to do this, please see Related Articles
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Click Documents in the center of the meeting page
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Click Sign beside the e-sign copy of the Minutes
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A PDF copy of the Minutes opens
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Click the arrow (>) at the bottom of the document viewer to go to the last page of the document
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Click 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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Click Save
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Signature is saved to PDF copy of Minutes
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To sign Minutes from notifications
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Click Notifications
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Notifications drop down
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Click notification for signature request
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PDF of Minutes opens
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Click the arrow (>) at the bottom of the document viewer to go to the last page of the document
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Click 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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Click Save
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Signature is saved to PDF copy of Minutes
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Related Articles
- Navigate to Boardable Meeting Page: Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
- Document Center Overview: learn how to find files, move files, and general use of Boardable's Document Center
- E-Signatures — Prepare and Send Documents: learn how to prepare and send signable documents with e-signatures
- View Status of Document Signatures: learn how to view the status of e-signatures requested as well as resend the request
- Print / Download Signed Document: learn how to print and download a document that was signed in Boardable
- Add Watermark to Signed Documents: learn how to add watermarks to documents that have been signed in Boardable
- Sign an E-Signature Document: learn how to sign a document in Boardable
- Copy Signed Documents to Document Center: learn how to move a document once signed to the same location your organization stores other documents