SmartSign: How to Approve a SmartSign Document

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to approve a SmartSign document.

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 approve a document:

1) Log in to your Board.Vision account using your registered email address and password. 

2) From your Home dashboard, go to SmartSign. Then, under the To-Do: SmartSign section, click View in the Action column. 

3) The document will open in a new tab. Click Next, and you will be directed to the field that requires your signature. 

Click Add signature.

4) Click one of the following options:

• Use Board.Vision Signature – This option will appear if you have saved a signature via Save Signature in your profile settings.
• Use Saved Signature – Allows you to use a previously used signature when signing documents.
• New Signature – Allows you to create and use a new signature.

5) Click on Submit Document.

If you face any issues, 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).