BoardPro’s eSignatures simplfy your document workflow

3 min read
Aug 6, 2024 10:15:25 AM
Signing documents is now simplified, streamlined, and more secure with BoardPro’s new Electronic Signatures feature

Many non-profit organisations and small-and-medium enterprises currently use inefficient and frustrating manual processes to manage document and minute signing, which impacts their ability to follow best practices for good governance.

These legacy processes create workflow and security issues, including:

  • delays due to misplaced documents for signing sitting in email accounts
  • the inefficient practice of downloading and re-uploading documents
  • security risks due to the use of third party signing apps
  • extra administrative burden on already busy board members and administrators

Electronic Signatures in BoardPro helps to manage the document signing process from beginning to end, ensuring good governance practices, document security, and streamlined workflows within a board management software solution.

Built-in good governance with BoardPro

Electronic Signatures simplify the process of getting the board to sign documents and embed good governance in your administrative workflow. 

Signature requests sent with just one click

Simple by design, BoardPro enables you to open any document in Governance Documents, select a Request Signature to add signature fields and initiate a signature request. With one click, BoardPro sends a signature request to each signer via a personalised secure link.

With minutes, signing is built into the minutes confirmation process. This means the signing action flows with the natural workflow of a board meeting, minimising the chance of forgetting to sign the minutes and automating good governance practices.

Send signature requests with one click

Automatic document version control

Once a document is signed, the new version automatically replaces the unsigned document, minimising the inconvenience of updating documents in multiple places. Once all signatures are completed, the document is protected from further editing or modification, maintaining the integrity of the document.

Automatic document version control

Sign any document, from anywhere, at anytime

Simply login to BoardPro to see your pending signature requests, or use the BoardPro Notes app on iPhone or iPad. Administrators can check the signing status of a document, and check off items.

Sign documents where they are

Confidential documents are secure

All document signing is handled within BoardPro to maintain the integrity of your governance systems and ensure documents remain secure. This eliminates the risks of downloading documents, storing them in email and on local drives, and trusting third-party signing services with confidential documents.

Keep confidential documents secure
Simplify the process of document signing for your board, and remove the administrative burden from your team with BoardPro’s Electronic Signatures. 

Login to your BoardPro account to test out the new features or learn more about BoardPro's eSignature feature.

When you're ready here's how BoardPro can help

 

Start a Free Trial — run a whole board meeting cycle for free, no credit card needed. You’ll be able to create board packs in a click, and have all minutes, decisions, actions and interests in one place. Be more effective, save time, and have everyone on the same page!

Book a Demo — see BoardPro in action in this 30-minute demo, and have all your questions answered by a BoardPro specialist. You’ll get an introduction to all of BoardPro’s features — see how to set an agenda, create board packs, and take minutes. 

Attend a Free Governance Webinar — learn from our community of governance experts on subjects such as strategy, understanding board dynamics, reporting, and running effective meetings. You’ll join hundreds of others in these engaging events covering the latest governance topics.

Find a Governance Template — practical documents to make governance easy! Templates cover strategic planning, board evaluation, risk assessment, SWOT analysis, and many other essential governance and business topics to grow your organisation and adopt good governance practices. 

 

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