How to Create a New SmartSign Template

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a new SmartSign template.

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 create a new SmartSign template: 

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 Templates at the top right of your screen.

3) On the "SmartSign Templates" page, click on +Add Template.

4) Enter the SmartSign Template Name.

5) To add preparer(s), click Add Preparer and select the Board.Vision user from the "Preparer" pop-up window.

Note: Preparers will have administrative access to the document.

6) Scroll down to the Add Signatories section and click Select Signatory. 

7) To add a Signatory who is not a Board.Vision user, click Add Signatory. 

8) Enter the Signatory’s name and email address. 

A mobile number is required if the Signatory chooses to receive the one-time password (OTP) via SMS.

Then, click Add Signatory.

9) Select the Board.Vision users and non-Board.Vision users from the Signatories list, then click Confirm Selection.

10) Select the required action for the Signatory:

• Need to Sign – The Signatory is required to sign the document.
• Need to Review – The Signatory is required to review the document (i.e. Reviewer).
• Receive a Copy – The Signatory is not required to sign or review the document and will only receive a copy of the document (i.e. Observer).

11) Once the template has been created, it can be selected from the Select Template dropdown list when creating a new SmartSign document. 

You have completed the tutorial on how to create a new smartsign template.

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).