Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to electronically sign a document with your Board.Vision signature.
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).
To electronically sign a document with your Board.Vision signature:
1) Access your Inbox or Junk email.
2) 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”.
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.
On the "My Signature" pop-up window, click on the Use Board.Vision Signature button (for Board Vision users):
6) Click on Yes Proceed to provide your consent to the use of your Board.Vision signature for document signing purposes.
7) Enter the One-Time Password (OTP) sent to your email/mobile and click Verify for confirmation.
8) On the "Saved Signature" pop-up screen, select your Board.Vision Signature and click on Done. Once click on done your signature will be added to the document in all the signature fields.
9) Update the required fields and click on Finish.
10) 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”.
2) When all the Signatories have signed on the document, the system will auto-seal the document. An email from notifications@board.vision with the title “<Company Name>: SmartSign - Your document has been completed” will be sent to all the Signatories, Observer(s), and Preparer.
Note: The Signatories will receive this email ONLYwhen the Preparer has enabled the option for the Signatories to receive it.
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.
You have completed the tutorial on how to electronically sign a document with your Board.Vision signature.
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).