Using eSignatures
BoardSpot's eSignatures feature is a robust tool that allows your organization to request signatures on documents, and store those signed documents for easy access.
Organization Admins can manage documents with electronic signatures. Contact your organization's administrator(s) for assistance with these tasks.
Navigate to the Documents page and select the "eSignatures" tab.
Click + Create eSignature Document.
Type a name for this document, in the text field.
Upload the document by selecting the Choose file button. Note: Only pdf, doc, docx, ppt, pptx, xls, and xlsx documents can be used to create a signed document. Select Continue.
Choose which portal members will sign this document. Click the "+" symbol to add people. Use the "x" to remove people. You can add a group of people by their role or committee membership, and then remove individuals, as needed. Once correct people are selected (confirm list of people whose names are circled, on the right), click Continue.
Add the signing elements you wish to add to this document. Place cursor on the signing element you wish to add and drag/drop the element into the document at the exact spot where you want it added. You can easily move and reposition the element as needed.
An element can be resized by selecting the element and grabbing the blue dots and dragging them in or out.
By default the "Required" checkbox is selected. If you wish to make an element optional, select the element and uncheck the "Required" checkbox.
Some elements offer a choice of font size. To change the font size, select the element and use the arrow to select the desired font size.
Some elements offer a choice of date format. To change the date format, select the element and use the arrow to select the desired format.
To remove a signing element, select the element and click the Trash Can symbol.
Once document is complete, click Continue and then click Finish & Send Email. This will send an email to each member, requesting their signature. Note: you can add additional custom text to the email by typing your message into the open text box.
Questions? Chat with us
Organization Admins can manage documents with electronic signatures. Contact your organization's administrator(s) for assistance with these tasks.
The eSignatures tab hosts a list of documents each portal member has signed/will sign. Org-wide admins also see a list of every eSignature Document in the portal and whether requested signatures are complete.
The eSignature tab:
Creating a document for signatures:
Navigate to the Documents page and select the "eSignatures" tab.
Click + Create eSignature Document.
Type a name for this document, in the text field.
Upload the document by selecting the Choose file button. Note: Only pdf, doc, docx, ppt, pptx, xls, and xlsx documents can be used to create a signed document. Select Continue.
Choose which portal members will sign this document. Click the "+" symbol to add people. Use the "x" to remove people. You can add a group of people by their role or committee membership, and then remove individuals, as needed. Once correct people are selected (confirm list of people whose names are circled, on the right), click Continue.
Adding document and choosing signers:
Add the signing elements you wish to add to this document. Place cursor on the signing element you wish to add and drag/drop the element into the document at the exact spot where you want it added. You can easily move and reposition the element as needed.
An element can be resized by selecting the element and grabbing the blue dots and dragging them in or out.
By default the "Required" checkbox is selected. If you wish to make an element optional, select the element and uncheck the "Required" checkbox.
Some elements offer a choice of font size. To change the font size, select the element and use the arrow to select the desired font size.
Some elements offer a choice of date format. To change the date format, select the element and use the arrow to select the desired format.
To remove a signing element, select the element and click the Trash Can symbol.
Once document is complete, click Continue and then click Finish & Send Email. This will send an email to each member, requesting their signature. Note: you can add additional custom text to the email by typing your message into the open text box.
Adding signing elements and sending email:
Email example:
Managing eSignature Documents
Confirm which documents have been signed:
See which signers have completed a document:
View document:
Rename a document, send reminder email, ask new signers to sign a document, create a copy of this document, or put document in trash:
Questions? Chat with us
Updated on: 05/11/2024
Thank you!