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HOW IT WORKS · WALKTHROUGH 3 OF 6

The quorum: three of five sign

A board, a council, an assembly: it is enough that N of M sign, and the rest are recorded as no longer needed.

Sketch of the screen, not a capture. Screen labels appear exactly as the product shows them.

Sender · Ana

Five signers and a quorum

Ana adds five signers, chooses All at once, the same document and, in the step header of the flow, next to Needs, picks 3 of 5.

PrepareDraft
1 · Chair
2 · Director B
3 · Director C
4 · Director D
5 · Director E
Needs3 of 5
Signers

All five get their link at once

With all at once, nobody waits for anyone: each person can open the document and sign in any order.

Five inboxes
Chair: Ana asks you to sign: Services agreement · Blue IncDirector B: Ana asks you to sign: Services agreement · Blue IncDirector C: Ana asks you to sign: Services agreement · Blue IncDirector D: Ana asks you to sign: Services agreement · Blue IncDirector E: Ana asks you to sign: Services agreement · Blue Inc
Signers 1 and 2

Two sign

The plan of the document says any 3 of 5 must sign. Two signatures are in, one more is needed.

Signers2 / 3
✓Chair
✓Director B
Director C
Director D
Director E
Signer 3

The third signature completes it

Director C signs. The document completes at that moment, with the signatures it asked for, and shows as Signed.

SignersSigned
✓Chair
✓Director B
✓Director C
Director D
Director E
Signers 4 and 5

Their signature is no longer required

The signers panel shows Not needed for them. If they open their link, the page tells them the document already has all the signatures it needs.

Signers
4 · Director DNot needed
5 · Director ENot needed
Services agreement · Blue Inc

Your signature is no longer needed. The required signatures for this document are in. Nothing else is asked of you.

Everyone

What stays: who signed and why not the rest

The completion report says who signed, who did not and why it was not needed. Nothing stays pending forever.

Completion reportSigned
ChairSigned
Director BSigned
Director CSigned
Director DNot needed
Director ENot needed

Not needed: the step already had the signatures it asked for

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