How to add an e-Signature to your minutes

You must be the recording secretary to add an e-signature.

Adding an e-signature requires the minutes to be approved first. An e-signature DOES NOT replace a motion to approve the minutes. 

I'll use an example.

The Board of Acme Foundation wants to e-sign the minutes from October 17, 2023. 

Before adding an e-signature, the board must wait for a subsequent meeting to approve the minutes. 

This meeting takes place on November 22, 2023. The minutes from Oct 17 are approved with a motion to approve the minutes. 

In BoardSpace it results in the minutes being locked and no further editing possible. 

Now that the minutes have been approved, the Recording Secretary can add an e-signature by following the steps below. 

1. Go to e-Signatures (left-hand side menu)

2. Go to New e-Signature (top right-hand side)

3. Select the meeting date from drop-down

4. Add checks beside the directors who are being invited to sign. Directors invited to esign see a tile on Home inviting them to eSign. 

Signing an eSignature - For Directors 

On your Home page, you will see a specific Tile related to e-signing. Click on this Tile.

Select the Meeting to Sign (the row is highlighted):

A new page will open, showing the meetings that require your signature. Locate the meeting that needs your e-signature and click on it to highlight the section.

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Initiate the Signature Process:

After clicking on the highlighted meeting, a new page will open. Look for the "Sign" button (orange).

Click the "Sign" button. This action confirms your e-signature on the meeting minutes.

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By following these steps, directors can easily e-sign meeting minutes, ensuring efficient and secure signing processes.

Updated January 2024