Adding a Signature Document
Adding a Signature Document
To enable electronic signatures in BoardCloud, the document must be in PDF format.
- Upload the PDF document that requires signatures into your agenda.
- Click the three dots (kebab menu) next to the document you want signed.
- From the Agenda Document Options menu, select Document Signatures.
- The Assign Attendees window will open. Here you can select which meeting attendees need to sign the document.
- Choose the required member(s), then click Generate Signatures at the bottom right of the pop-up.
- A confirmation message will appear.
- Please note: any prior signatures will be reset if you regenerate signatures. Click Generate Signatures again to confirm.
The document requiring signatures is now added to your agenda. A signature page is automatically inserted at the end of the PDF, containing signature boxes for each signatory. The names of the members required to sign will appear under the document name in the agenda.
You can move the document (including its signature page) to a different section of the agenda by dragging it, just like any other agenda item.
Additional Options
When working with a signature PDF, you’ll see extra options when you click on the 3 dots (kebab), such as:
- Include/Exclude Item
- Document Signatures
- Delete