Board.Vision

Frequently Asked Questions 12

• Who has the Access to SmartSign?
• Do Signatories Need a SmartSign Account?
• Do SmartSign Notification Emails Expire?
• How Long does SmartSign Store My Documents?
• Can Preparer See All the Documents in SmartSign?

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How-to Guide for Preparers 11

• How to Create a Document for E-Signing
• How to Set a Deadline for a Document
• How to Preview a Document after Sending it
• How to Resolve a Document
• How to Void a Document

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How-to Guide for Signatories 6

• How to Electronically Sign a Document from an email
• How to Electronically Sign a Document from Board Vision
• How to Electronically Sign a Document with OTP Verification
• How to Electronically Sign a Document with Your Board.Vision Signature
• How to Decline to Sign a Document

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