OwnersRoom now supports digital document signing. Board meeting minutes, general meeting minutes, financial statements or any other document can now be sent out for signature directly from OwnersRoom.
We are constantly working to improve the processes related to ownership in private companies and capital events. Our latest step in this direction is to offer integrated digital document signing directly from our documents module. This feature is currently available on all plans.
The process is simple:
- Make sure your document is a pdf file.
- Upload your pdf document to a folder in your OwnersRoom
- From the context menu on this file you click “Request signatures”
- Select your recipients from your members list in OwnersRoom and optionally check “Require Norwegian BankID” if needed.
- Send the document out for signature
- Track the progress of signatures in the progress pane that appears above your stored documents. “View status” will tell you who has signed and who is still pending.
- Once the document is signed by all parties, the signed copy automatically replaces the original.
Sometimes documents are for certain eyes only and you can manage this by setting an access level on the folder your document resides in. For board meetings for instance, create a group with all of your board members and restrict the access level on your folder to this group only. (SuperAdmin and Admins always have access)
If someone needs a little push you can always send a reminder from the status pane. Once everyone has signed the document, the progress pane will disappear and the new signed document will replace your original unsigned document in the folder. You can easily see what documents have been signed by the checkmark added to the file icon.
Last but not least I’d like to thank all our beta testers that have provided feedback during development! We have received lots of helpful comments and suggestions and some are still on our todo list. We really appreciate this!
If you want to provide more feedback or come across any bugs, then please let us know. The quickest way to reach us is by using the chat window inside the OwnersRoom app, but the support mail works just as fine. We’d be happy to hear from you!
For all the nitty gritty details, read our knowledgebase entry on digital signing.
Known issues and limitations:
- The file limit is 10 MB. Files larger than this are not supported.
