Approve a file for inclusion in a Meeting Book

When you're assigned a file to approve, you're verifying that the workroom administrator can include it in a Meeting Book. Before responding to the approval, review the file, sign it, if required, and then submit your response. Your signature will be saved for future use. This topic describes how to view an approval document, add your digital signature, and submit a response.

  1. Sign in to your BoardEffect account, then select Approvals on the Navigation Bar on the left of the home page. An indicator displays the number of approvals that are pending your response.

  2. An Approval dialog opens on the far right of the home page. Select the file name to open and review it.

  3. After reviewing the file, you can add your response. First select Response required. The Your Response window displays.

  4. Select one of the following responses: Approve, Abstain, or Deny.

  5. If your admin has enabled comments, you have the option to add a comment in the Comments field.

  6. To view the approval document, select View Document. If a signature is required, this button displays View and Sign Document.

  7. To submit your response, select Submit.

Sign a document

If you are required to add your signature before submitting a response, you'll need to open the approval document, and then sign it with your digital signature.

  1. Select View and Sign Document in the Your Response dialog. The approval document opens.

  2. Move down the approval document until you can view a signature field with your name, located on the last page.

  3. To add your digital signature, select Sign here in the signature field. A dialog appears with options to sign your name.

  4. You can draw, type, or upload your signature. To draw your signature, first select the Draw tab.

  5. Use your mouse or move your finger across a touchscreen to sign your name in the Sign here field.

  6. To change the color of your signature, select one of the colored circles.

  7. To type your signature, select the Type tab, and then enter your name in the name field.

  8. To upload a file with your signature, select the Upload tab, then select Choose a signature. Next, select a file to upload.

    Note

    The following file types are supported: .png, .jpg, and.jpeg.

  9. To erase your digital signature and sign again, select Clear.

  10. To save your digital signature and add it to the approval document, select Create.

  11. A window appears to confirm your signature is saved. Select Done to close the window.

  12. Your signature is saved in View, so you can use it again when responding to an approval.

  13. To submit your response with your digital signature, select Submit.