Send documents for e-signature
If a document is to be e-signed by someone outside the organization, it is possible to request an e-signature from signatories outside the organization.
If you need help uploading a document to the document archive, follow this guide: Upload documents.
If the document to be signed is already in the document archive, follow the guide below.
On the left menu, click "Documents" and "All documents." Then click on the icon with three dots (···) to the right of the file you want to send and select the "Send for E-Signing" option.
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.
Check the option "Allow signatories outside organization". You can also check users in your organization who will sign the document.
Enter their Name and Email in the fields and click "Send." If you want to send the document to several people, click on the button "Add signatory outside organization" and fill in their Names and Emails in the new fields. Click the check box behind the name to remove a field.
If you want external people to access the document after signing, check the "Let external signatories access the document after signing" option.
After sending the document for e-signature, you can see the status of the signature case by navigating to "Documents" and then "E-signatures" in the left menu. The signing matter can be found in the "Requires my signature" or "Needs others' signatures" tab, depending on whether you will sign the document yourself.
If an email address is displayed under the name of an external person, it is because the person does not have a user account in Boardeaser associated with that email address.