How to Sign a Document Electronically from an Email

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

Important Note: The Board.Vision web app is optimised and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).

To sign a document electronically:

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

Search for an email from notifications@board.vision, with the title “<Company name>: SmartSign - <Preparer’s Name> has sent you a document to review and sign”.

2) Click on Add Signature.

3) Click on Add Signature.

4) Once you have clicked on the Add Signature field, select from the options on the "My Signature" pop-up window:

• Use Board. Vision Signature (available for Board.Vision users) 
• Use Saved Signature 
• New Signature

Refer to the link here to see how to use Board.Vision signature.   

For New Signature:

i) Option 1: Type 

• Type your name in the white box provided below, then select the font type and size. 
• Select the check box at the bottom to "Save my signature" and to "Apply the same signature to all my signature fields".
• Next, click on Done.

ii) Option 2: Draw

• Draw within the white box provided below. 
• Select the check box at the bottom to "Save my signature" and to "Apply the same signature to all my signature fields".
  
• 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. 
• Select the check box at the bottom to "Save my signature" and to "Apply the same signature to all my signature fields".
• Then, click on Done.

5) Once completed, click on Finish.

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

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

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On Email Notifications

1) The preparer and you will receive an email from notifications@board.vision with the title “<Company Name>: SmartSign - 'Signatory's 'Name' has signed your document”. 

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2) When all Signatories have signed the document, the system will automatically seal it. An email from notifications@board.vision with the subject line “<Company Name>: SmartSign - Your document has been completed” will be sent to all Signatories, Observer(s), and the Preparer.

Note: Signatories will receive this email only if the Preparer has enabled the option for them to receive the document and report.

The email will include two attachments:

a) The completed document containing all Signatories’ signatures and/or inputs.
b) The Certificate of Completion (CoC) report.

Important: The View Complete Document and View Certificate of Completion links provided in the email will expire 7 days after the email is received.

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 Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 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).