SmartSign User Guide: How to Sign Documents

1. Overview

The SmartSign module allows signatories to review and approve document requests securely. You can complete signing requests using two methods:   

Option A: Signing via Email Notification (Quick access without logging into the app first)   

Option B: Signing directly within Board.Vision (Via the Board.Vision Web Portal or Mobile App)   

2. Option A: Signing via Email Notification

• Open the SmartSign Notification Email received in your inbox.
  
• Click the Review Document button within the email body.
  
• Complete OTP Verification if prompted (enter the One-Time Password sent to your mobile phone or registered email).
  
• Review the document content and tap/click the designated Signature Field.
  
• Apply your saved e-signature or draw your signature in the signature popup box.
  
• Click Finish.
  

3. Option B: Signing directly within Board.Vision

• Log in to app.board.vision or open the Board.Vision Mobile App.
  
• Navigate to SmartSign from the main dashboard or side menu.
  
• Under the To-Do: SmartSign tab, click View for the document awaiting your signature.
  
• Review the document details and supporting attachments.
  
• Review the document content and tap/click the designated Signature Field.
  
• Apply your saved e-signature or draw your signature in the signature popup box.
  
• Click Finish.

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).