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Name of society, precis title, document date, and reference to the meeting or decision.
A clear Society Precis Document makes decisions discoverable, preserves evidence of authority, and helps meet regulatory and donor transparency expectations. It reduces ambiguity about who approved actions, when they occurred, and the scope of authority delegated to officers or committees.
Distribution and maintenance responsibilities normally fall to the secretary or designated records custodian to ensure accuracy and timely filing.
Name of society, precis title, document date, and reference to the meeting or decision.
One-paragraph statement of the action taken and the reason for the decision or meeting.
Numbered list of resolutions or actions with concise operative language and references to full minutes.
Record of quorum, votes cast, and any delegated authority or special voting rules applied.
Names, titles, signatures, and signature dates for officers certifying the precis.
Referenced exhibits, resolutions, financial schedules, or bylaws excerpts attached as exhibits.
| Template Name | Create a standard precis template used for all meetings. |
|---|---|
| Conditional Fields | Use conditional blocks to display resolutions only when applicable. |
| Bulk Distribution | Configure recipient groups for board, staff, and external stakeholders. |
| Signer Authentication | Choose email link, SMS code, or stronger authentication for signers. |
| Export Formats | Save completed precis as PDF/A for long-term retention. |
Ensure the platform you choose can produce tamper-evident signed PDFs and export audit trails for long-term retention.
Optica consolidated meeting outcomes into a single precis for external partners
Martin Properties shifted to online precis templates for leaseholder resolutions
The date of the meeting being summarized; anchor for the precis.
Date officers sign the precis; should match or follow meeting date.
Provide finalized precis to members and stakeholders within 30 days.
Annual review of governance records recommended to verify completeness.
Schedule retention disposition according to policy and legal requirements.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Varies | Varies | Varies | Varies |