Create a New Resolution

The My eResolutions is the central location for managing all resolutions. From here, administrators can create new resolutions, monitor signing progress, and access completed documents and audit reports.

To create a new resolution, click + New Resolution.

Step 1: Upload a Document

Enter a title for the resolution and upload the document to be signed.

Note: Only Word (.docx) documents are supported.

Step 2: Select What the Resolution Is Related To

Use the Related To field to specify whether the resolution is associated with an existing meeting, committee, or neither.

You can choose from the following options:

Meeting: Link the resolution to a specific meeting.
Committee: Link the resolution to a specific committee.
Not Related: Create a standalone resolution that is not associated with any meeting or committee.

Linking a resolution to a meeting or committee makes it easier to organize and locate related documents within BoardCloud.

Step 3: Select Signatories

Choose who will be required to sign the document.

Select individual signatories from the drop-down list.

Step 4: Configure Resolution Settings

Complete the remaining resolution settings:

Reference Number: Enter an internal reference number if required.
Message to Signatories: Include a message that will be sent with the signature request.
Expiry Date: Specify the date by which signatures must be completed. The default expiry period is 30 days.
Signing Order: Enable this option if signatures must be collected in a specific sequence.

Click Finish to create the resolution.

The signature request will be sent to the selected signatories and the resolution will appear on the My eResolutions page, where you can monitor its progress.

Signing Order

Enable Signing Order when signatures must be collected in a specific sequence.

When selecting signatories, choose them from the drop-down list in the order that you want them to sign the document. The signing sequence will follow the order in which the signatories are added.

When Signing Order is enabled, signature requests are sent to signatories one at a time. The next signatory will only receive their signature request after the previous signatory has completed and submitted their signature.

For example, if three signatories are selected, the second signatory will not be notified until the first has signed the document, and the third will not be notified until the second has signed.