How to Sign a Document
How to Sign a Document
Once a document has been set up for signatures, BoardCloud automatically creates signature boxes for each designated signatory. A new signature page is added at the end of the document.
Steps to Sign
- Open the Document in the agenda by clicking on the document that requires your signature. You can sign during the active meeting or after the meeting has ended.
- Select Your Signature Box. Only the signature block associated with your name will be selectable. Each member can only sign their own box; no one else (including admins) can sign on their behalf.
- Add Your Signature. Use your mouse or touch input to draw your signature.
Alternatively, you can upload a saved signature file by clicking the Upload button. - When ready, click Create to save your signature.
Signatures are collected one at a time in a round-robin process, ensuring order and accountability.
Verification and Security
Each signed document is automatically verified with the identity of the logged-in user who signed and the date and time of the signature.
Once a document is signed, it appears in the Signature Vault. Neither the document nor the signature can be edited, ensuring the integrity of signed records.