SmartSign: Allowing Preparers to Save Documents as Drafts without Adding any Fields : Board.Vision

SmartSign: Allowing Preparers to Save Documents as Drafts without Adding Any Fields Print

Modified on: Thu, 21 Dec, 2023 at 4:08 PM

This new enhancement allows the Preparer to save their documents as drafts without the requirement to add any fields for Signatories.

Below is a comparison of the previous and current designs for your reference.

Previous Design

On the document, the Preparer was required to add at least one field, selecting from options such as:

i) Signature

ii) Initial

iii) Name

iv) Date

v) Checkbox

vi) Add text

This step was necessary before being able to save the document as a draft.

Current Design

Now, the Preparer has the option to save the document as a draft even without adding any fields.

To save the document as a draft, simply click on the "More Options" button and select 'Save and Close'.

If you face any issues, 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).

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SmartSign: Allowing Preparers to Save Documents as Drafts without Adding Any Fields Print