E-Signatures

Future Boards lets you send a PDF for electronic signature without leaving your board portal. Each document you send is an envelope: the PDF, the people who need to sign it, and the fields each of them fills in. Envelopes belong to a space and live on its Signed Documents page.

Set your signature and initials

You can save your signature and initials once and reuse them every time you sign.

1. Open the Account menu and select Profile settings, then go to Signature.
2. Draw, type, or upload an image of your signature, then select Save signature.
3. Do the same for your initials and select Save initials.

If you upload a photo of a paper signature, the background is trimmed and the image is cropped to the ink. Removing a saved signature doesn't affect documents you've already signed.

Send a document for signature

1. In your space, go to Signed Documents and select New envelope.
2. Upload: drag a PDF onto the page or click to browse. Files must be PDFs of up to 25 MB.
3. Signers: enter each signer's Email and, optionally, their Name, then select Add signer. Signers can be people outside your organisation.
4. Turn on Sequenced if each signer should wait for the previous one. Leave it off to invite everyone at the same time. When sequenced, drag signers into the order they should sign.
5. Fields: choose a field type, then click on the page to place it. Assign each field to a signer. The field types are Signature, Initial, Date, Text and Checkbox.
6. Review: check the document, routing, signers and fields, then select Send envelope.

Each signer gets an email with a personal link to sign. With sequenced routing, each person is emailed as soon as it's their turn.

Track an envelope

The Signed Documents page has three tabs: Open, Completed and Drafts. Open an envelope to see each signer's status and its activity history.

• Remind a signer sends a reminder email to someone who hasn't signed yet.
• Void cancels an envelope that's in progress. You're asked for a reason.
• Continue setup picks up a draft where you left off.
• Download final PDF appears once everyone has signed.

You're emailed and notified in the app as each person signs and when the envelope is complete. An envelope can show as Draft, In progress, Completed, Declined, Voided or Expired.

Sign a document sent to you

1. Open the link in your signature request email, or go to My signatures in the sidebar and select Sign now.
2. Read the Electronic signature consent notice and tick I agree to use electronic signatures.
3. Select Start to jump to your first field, then Next field to move through the rest.
4. When you reach a signature or initials field, adopt your signature if you haven't saved one. You can tick Save signature to my Future Boards account to reuse it later.
5. Select Finish.

If you can't sign, select Decline to sign and add a short reason so the sender understands.

Find your signed documents

My signatures lists documents people have asked you to sign, in three groups: Action required, Awaiting others and Completed. Select Download signed PDF on a completed document to keep a copy. The link in the "signing complete" email also keeps working.

You can also see and sign documents from the mobile app. For signers outside your organisation, see Guests and external signers.