Conditional signing is an active feature on some case file types that has the role board member included in its signing flow.
This feature enables you to set how many with the role board member must sign. Please do note that the role, chairman of the board, does not count. For example, if you have 5 board members but only 3 need to sign, you would need to create all 5 and give 4 of them the role of board member and one chairman of the board. To achieve this, type 2 in the field of required board members. By typing 2 in the field, 2 of the board members will sign and the chairman of the board. The last 2 board members will be notified that their signature is no longer required. This way, 3 out of 5 will have signed.
By default, this number is set to 10. This does not mean that there MUST be 10 members, but that Penneo allows up to 10 signing board members. As long as the number that is stated is higher than the number of board members that have been created, they will all be asked to sign. Note that this number cannot be changed after you have sent out the case file.
IMPORTANT!
Never write "0" in the field as this can ruin the case file. Penneo will believe that one single signer is enough. If you do not have any board members then ignore the field and leave the standard be (10).
This function can be activated in the following Penneo applications:
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How to use conditional signing in the Desktop app
This feature will be available under Settings on the second page of the desktop app. The following picture shows the field in which you can change the number of required board members to sign:
How to use conditional signing in the Penneo Web app V1
In step 3 in the Web app V1 a new feature will appear at the bottom of the page where you add signatories. The field where you change the number of board members is here:
