How do I access a signature request?
Signature requests are available from the Tasks section of the BoardWorks iPhone app.
To access a signature request:
Tap Tasks from the navigation bar at the bottom of the screen.
Select the Pending tab.
Tap the signature request you want to review.
The document opens and is available for review and signing.
How do I sign a document?
To sign a document:
Open the signature request.
Review the document.
Tap the Pen icon in the lower-right corner of the screen.
Select the Signature icon at the top-right of the screen.
The Add Signature screen opens.
How do I create a signature?
BoardWorks allows you to create a signature in several ways.
To create a signature:
Open the Add Signature screen.
Select one of the available options:
Draw
Image
Type
Create or enter your signature.
Tap Add.
Your signature is added to the document.
How do I place my signature on a document?
After creating your signature:
Position the signature in the appropriate signature area.
Adjust the placement and scaling as needed.
Your signature remains editable until you finalize the signing process.
How do I accept a signature request?
After placing your signature:
Tap the Pen icon in the lower-right corner of the screen.
Select Accept.
The signature is embedded into the document and the signature request is completed.
Note: Once accepted, your signature is embedded within the document.
How do I reject a signature request?
If you are unable to sign a document:
Open the signature request.
Tap the Pen icon in the lower-right corner of the screen.
Select Reject.
The signature request is marked as rejected.
How do I add comments to a signature request?
You can provide additional information when reviewing a signature request.
To add comments:
Open the signature request.
Tap the Pen icon in the lower-right corner of the screen.
Select Comments.
Enter your comments.
Save your changes.
Comments can be used to communicate information related to the document or signing process.
What can I do next?
After signing a document, you can:
Review completed signature requests
Access meetings and Board Books
Complete voting, surveys, and evaluations
Review reference documents
Participate in BoardWorks Chat
For more information, see:
Completing Tasks on iPhone
Working with Meetings on iPhone
Using the Board Book on iPhone
Accessing Reference Documents on iPhone
Using BoardWorks Chat on iPhone