Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to electronically sign a document. 


To electronically sign a document:


1) Access your Inbox or Junk email. 


2) Search for an email from notification@smartsign.vision, with the title SmartSign - ‘Preparer’s Name’ has sent you a document to review and sign. 


3) From the email, click on the Review Document link in green and you will be directed to the document page. 


4) On the document page, you will be able to view the number of fields that are pending your action at the top center of the document. 


By clicking on Next, you will be directed to the respective fields. 


5) To add your signature, click on the Add signature field and select from the options.


In the Add Signature pop-up window:


i) Option 1: Type 

Type your name in the white box provided below, then select the font type and size

Next, click on Done.


ii) Option 2: Draw

Draw within the white box provided below. Then, click on Done.


iii) Option 3: Upload

To upload an image of your signature, click on Upload from computer. You can use the crop handles to crop the image. Then, click on Done.


6) Once you have clicked on Done, your signature will be added to the document. 


7) To add your initial, click on Add Initial field. On the Add Initials pop-up window, enter your name in the box and click on Done.  


8) To add your name, click on Add name field. On the Add Name pop-up window, enter your name in the box and click on Done.

 

9) If there is an Add Date field, the field will be auto-filled with today's date. Then, select the checkbox if it is required. 


10) If you wish to edit your inputs, just click on the field and edit it accordingly.  

11) Click on Finish


Note: Once you have clicked on Finish, you will not be able to edit any fields on the document.  


12) Once your document has been successfully signed, you will be directed to the screen below. 


13) The preparer and yourself will receive an email from notification@smartsign.vision with the title SmartSign - 'Signatory's 'Name' has signed your document


Additional Information:

When all the Signatories have signed on the document, the system will auto-sealed the document. An email from notification@smartsign.vision with the title SmartSign - Your document has been completed” will be sent to all the Signatories, Observer(s) and Preparer. 


The email will include two attachments:

a) The document with all the Signatories' signatures/ other inputs.

b) The Certificate of Completion (CoC) report. 


Note: The 'View Complete Document' and 'View Certificate of Completion' links provided in the email will expire on the 7th day of email receipt.


Congratulations! You have completed the tutorial on how to electronically sign a document. 


If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 and we will be happy to help.   


Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).