In order for the board members or other users to sign a document electronically, you have to create a signature request so that they can sign (and approve) or reject the shared document.
To create a signature request, go to the folder which contains the document that you would like to have signed. Select the document in the left side box, click More Actions and then Signature request.
Select the users that need to sign from the list of users. You may choose to notify the users by E-mail, SMS or Push message.
The default due date is 30 days, but there is an option to set your own custom due date if the default is not appropriate for your request. The default required signature level is set to Advanced electronic signature.
Note that a user with Limited electronic signature will not be able to sign the document with the default value unless the user changes his electronic signature settings (if possible), or else the value must be changed to Limited electronic signature. When the signature level is set to Limited electronic signature, all users will be able to sign the document (with Advanced electronic signature and Limited electronic signature).
You may set up to three automatic reminders to the users requested to sign. Based on the selected due date the option of selecting a reminder of 2 weeks before due date, 1 week, 3 days or 2 days will be presented accordingly. You may also custom the reminder date for any of your reminders by selection the Custom option in the drop-down menu.
Please note that if any signatures are missing at the due date, the document will need to be signed again by everyone who is requested to sign, so we recommend using the reminder options to ensure your document will be signed in time.
An automatic reminder about missing signatures will be sent to you 2 days before due date, and you may choose to receive a notification when all signatures are completed.
The last page displays a summary, click on Send request to finalize the process.
