The signature request feature is exclusive to the Enterprise plan. With it, you can request signatures for minutes, knowledge base documents, governance documents, and deliberation reports.
⚠️ Important: Only the meeting owner can publish the minutes and request signatures.
To request signatures, simply follow the steps below:
Acesse na reunião onde deseja solicitar a assinatura
No campo da Ata clique em “Solicitar Assinatura”
Selecione o tipo de assinatura:
Assinatura eletrônica
Assinatura digital (o usuário precisa possuir E-CPF).
Select the users who must sign the document and click on “Next”.
If any participant does not appear on the list, it may be because they have restricted access to the meeting content.
You have the option to enable the signatory order. However, it is important to remember that once this option is activated, the signatures must follow exactly the defined sequence. That is, the second signatory will only be able to sign after the first has completed their signature.
Accept the terms and click on “Request”.
Edit the signature fields. Add the following to the document:
a. Signatures
b. Initials
c. Personal data
d. These elements must be inserted individually and adjusted within the document.
Click on “Next” and, if desired, write an optional message that will be sent along with the request email.