Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to preview a document after sending it.
Important Note: The Board.Vision web app is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). Please note that this support is intended for desktop environments and is not applicable to mobile devices.
To preview a document after sending it:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to SmartSign and click on the Select Action button under the Action column. Then select Preview.
3) On the Preview documents pop-up window, select the checkbox then click on Preview.
4) The document will be opened in a new window.
Note: If there are signatories who have signed, their signatures will be included in the PDF document.
5) For documents with a "Completed" status, the Preview documents pop-up window will allow you to select the Approval document alongwith all Signatories' signatures and the COC report.
You may select the checkboxes and then click on Preview.
You have completed the tutorial on how to preview a document after sending it.
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).