Note that only .pdf files can be sent for e-signature. If the .pdf-file is also uploaded to a private folder, it cannot be sent for e-signature.
Send documents for e-signature
Click "Documents" and "All documents" on the left menu. Select the file to send for e-signature by clicking the icon with three dots (···) and then selecting the "Send for E-signing" option.
If you need help uploading a document to the document archive, follow this guide: Upload documents.
Please select the applicable e-signature options, add a message if desired, and indicate who should sign. You can also set it to "Notify all signatories when the document has been signed by all".
It is also possible to add signatories from outside the organization. Click that option, then add the name and email address afterwards.
Send the e-signature case by clicking "Send".
The organization can set which e-signing options apply to it. The settings for which signing options should be allowed in the organization are found under "Administration" > "Settings" > "Advanced settings" > "E-signing".
Once the e-signature case has been sent, you will find the case under E-signatures. Click "Documents" and "E-signatures" on the left menu. Depending on whether you are set as a signatory, the e-signature matter ends up either under the "Requires your signature" or "Requires others' signature" tab.
Troubleshooting
If you are not presented with the option to send a document for e-signature, you can ensure:
- The document is a pdf file. If not, you need to upload the file as a pdf.
- If the file extension is pdf in Boardeaser, you can click on the file. If the "Download original" button is visible, it is not a pdf file. Then click that button and open the downloaded file locally on your computer. Convert the file to PDF correctly, then upload it again.