SmartSign

SmartSign allows Administrators to prepare, route, and track electronic signatures for Board Directors securely.

Section 1: Creating & Managing Templates

Using templates saves time when sending repetitive documents (such as standard resolutions or board consent forms.

1.1 Access SmartSign Templates

• Navigate to SmartSign on the left menu, then click on Templates.

1.2 Build & Save Template

• Click + Add Template. Name the template, and set Administrator and Signatories. Then, click Save.

Section 2: Creating a Document for E-Signing

Follow these steps to set up and send a new document for signature, including setting response deadlines.

2.1 Upload Document & Set Up Signatories

• Go to SmartSign > Click + Add Document.
• Upload the document.
• Choose a pre-saved template from Section 1 (optional).
• Set a deadline (if required).
• Set if Signatories to receive a notification when document is complete. 
• Assign the required signatories from your user list or add new Signatories.
• Click Next to set signature field.

Section 3: Managing Reminders for Pending Signatories

Once a document is live, monitor progress and send manual reminders if needed.

3.1 Sending Manual Reminders

• Click Select Action > Notify.
• Locate any pending signatories and send a notification.

3.2 Schedule Reminders

• Click Select Action > Set Reminder.
• Set Single or Recurring Reminders.

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).