In this article you will learn :
- How to send minutes for signatures,
- What types of signature are available,
- What happens for signers.
How to send the minutes for signature?
When the minutes need to be signed, you can launch the signing process by clicking Send for signatures.
Make sure the final version has been published to all users beforehand, as no further publication changes will be possible once the process has started.
This action opens a multi-step workflow:
- Prepare the Minutes in Edit Mode: go to the Minutes tab in Edit Mode. Click Request signatures.
- Select agenda items: choose which agenda items should be included in the Minutes PDF. This selection overrides permissions from the Agenda tab.
- Select the signers: pick who needs to sign the document. Only users who have access to the meeting can be selected.
- Set a due date and optional message: set a deadline and, if needed, add a custom message for the signers.
- Choose the type of signature: you can choose between Sherpany's built-in method and Docusign (this option only appears in rooms where the feature is enabled).
- Request signatures: click the Request signatures button. If "Sign with Docusign" was selected, a new tab will open to log in to your Docusign account, if not the request is finished.
Track signatures: under Manage signatures in the Minutes tab, check the status and timestamps per user.
Note
You can also stop the signing process, but his action discards all signatures collected so far and requires confirmation.
What types of signature are available?
Sherpany offers the possibility to sign your Minutes PDF with the following methods:
AES (Advanced Electronic Signature) is used by default in Sherpany's current signing method
QES (Qualified Electronic Signature): is the highest standard in the EU, legally equivalent to a handwritten signature
Docusign supports both types, depending on the signer’s identity verification and the customer’s configuration.
Information
Signatures are collected using an Advanced Electronic Signature, which meets legal requirements. Signers can draw, upload, or type their signature. See the dedicated article to learn more about available signature types and how the DocuSign integration works.
What happens for signers?
If "Sign with Sherpany" was selected, signers will receive an email with a link to sign the document in Sherpany. Once pressed "Review and sign":
- You will be redirected to the Document where the signature was requested
- In the top right corner, you will find the button "Sign"
- You can choose from an existing signature, or add a new one where you can choose between:
- Draw your signature,
- Upload your image,
- Type your name.
- Once signed, a new button in the top right corner will appear. Press on "Finish signing" to conclude the process.
If "Sign with Docusign" was selected, please see this dedicated article, to learn more about the signature process with the DocuSign integration.
Information
If you do not click on "Finish signing", the signature will be saved, but in the "Manage Signatures" section it will be shown as pending.