Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to set an auto reminder to notify pending signatories.
To set an auto reminder to notify pending signatories:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once you are logged in, click on SmartSign from the left menu.
3) Click on the Select Action button under the "Action" column.
4) Then, select Set Reminder from the pop-up menu.
5) Next, click on the "Set Automatic Reminder" checkbox and the system will provide you with the option to set a single reminder or recurring reminders.
6) To set a Single Reminder, enter the Date and Time and click on Confirm.
The reminder will be sent on the date and time set, only to pending signatories.
7) To set a Recurring Reminder, enter the following:
a) Reminder Time
- Set the specific time when reminders should be sent.
b) Reminder Frequency
Choose how often reminders should be sent by entering a value in the "Number of days between reminders" textbox:
- Daily – Enter 1
- Alternate days - Enter 2
- Weekly – Enter 7
- Monthly – Enter 30
8) Once the auto reminder has been set, the signatories who have not signed the document will receive a separate reminder email from notifications@board.vision with the title “<Company Name>: SmartSign reminder - ‘Preparer's Name’ has sent you a document to review and sign”.
You have completed the tutorial on how to set an auto reminder to notify pending signatories.
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).