Templates and draftingOperationsE-signature

Images in your documents

Add images to an operation's documents. Signature and filing are also handled inside the operation.

Illustrate your operation documents. Add images with the dedicated button, by drag and drop or by pasting. PNG, JPEG, WebP and SVG files are supported.

Read the document drafting guide

Operation document editor with an inserted image (fictional Vauban Industries logo), with a close-up of the logo inserted in the minutes.
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The whole operation in one place

Run your operation end to end, in one place. The signature and filing steps are now handled inside the operation, without a separate page. With review and notices, the whole operation fits on a single page.

Read the general meetings guide

Operation page: documents and decisions on the left, review, notice, signature, filing and closing on the right, with a close-up of the operation's documents and decisions.
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Fuller notices of meeting

Attach everything your notices need. Add documents already in the company's Documents space to a notice of meeting. The preview is wider and stays readable next to the list of attachments.

Attaching documents from the company's Documents space to a notice.

All changes

The full list for this release. Only changes our customers can see are listed.

New

Improved

  • E-signatureWith DocuSign, signature fields can be optional.
  • E-signatureAn absent signer can be excused without cancelling or restarting the request.
  • Templates and draftingA list's values can be edited straight from the document.
  • Templates and draftingWhen you choose a legal representative, every representative is listed and saving is clearly shown.
  • Interface and navigationA partial failure tells you how many items failed, and why.