How to Enable the Option for Preparers to Resolve Documents Prior to Completion

Welcome to Board.Vision Tutorials! 

In this tutorial, we will walk you through the steps to enable the option for Preparers to resolve documents prior to completion.

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 enable the option for Preparers to resolve documents prior to completion:

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

2) Go to Your Profile Picture at the top right of your screen and click on Global Settings from the dropdown menu.   

3) Scroll down to the SmartSign Settings section and click on the 'Allows the preparer to resolve the SmartSign document prior to completion by all signatories' option to enable.

4) Once selected, the 'Resolve' option is available even when the document is still in circulation.

You have completed the tutorial on how to enable the option for Preparers to resolve documents prior to completion. 

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).