Board Organizer - Finalise minutes with signature

In the minutes editor, click on 'Approval' in the bottom-right corner:

Make sure you stay in the first finalisation workflow named 'Request approval', which is selected by default:

Select the user(s) that should approve & sign the minutes, set a deadline, and add a message to be displayed in the notification if needed:

Start the approval & signature request by clicking on 'Request approval' in the bottom-right corner:

You are redirected to a page showing the signature status of the meeting. This page will be displayed every time you open the meeting from your dashboard or meeting page, until the signature process is completed. You cannot edit the minutes any longer at this step:

You can remind the pending signatories manually in addition to the system notifications anytime by sending personal reminders through the 'Remind' buttons or using the option 'Remind all pending signatories' to notify all pending users simultaneously:

If you have selected yourself as signatory too (minutes taker), you will see a button to sign the minutes next to your name:

If you need to access the meeting content during the signature process, please note that you can open the minutes preview as well as the pdf version of the minutes (and board book if available) anytime:

If you need to cancel the signature process for any reason, you can use the button on the right side:

Once all signatures have been submitted, you will be able to click on the button 'Finalise & share minutes':

Select the user(s) who should receive a notification, then confirm the process by clicking on 'Finalise' in the bottom-right corner:

Your meeting is now in 'Final' state: