Frequently Asked Questions
For Board.Vision Users If the company has subscribed to the SmartSign module, all the Active Users designated by the company will be able to access SmartSi...
Wed, 31 Jul, 2024 at 2:46 PM
No, Signatories do not need a SmartSign account to sign documents. Your document will be sent via email from notifications@board.vision. Recipients can ...
Fri, 16 Aug, 2024 at 3:20 PM
No, Signatories can access the link in the email as long as the status of the document is "In Circulation", "Completed" or "before ...
Fri, 16 Aug, 2024 at 3:09 PM
Documents within an account will remain in the system unless deleted by the preparer. If you have any queries, please reach out to our Board.Vision Cust...
Fri, 16 Aug, 2024 at 3:22 PM
A preparer can only view and update documents that they have created and those to which they have been added. For example Preparer A cannot view the ...
Fri, 16 Aug, 2024 at 3:32 PM
All Signatories will separately receive an email notification from notifications@board.vision with the title “<Company Name>: SmartSign - ‘Preparer...
Fri, 16 Aug, 2024 at 3:34 PM
No, the Preparer is unable to edit the document after sending it. If you have any queries, please reach out to our Board.Vision Customer Success Team ...
Wed, 31 Jul, 2024 at 2:58 PM
Yes, the Preparer can void the document if the status of the document is "In Circulation" or "Declined". If you have any queries,...
Wed, 31 Jul, 2024 at 2:59 PM
When the Preparer voids the document, an email from notifications@board.vision with the title “<Company Name>: SmartSign - Document was void” will be ...
Fri, 16 Aug, 2024 at 3:17 PM
Yes, the Preparer will be able to view when each Signatory signs the document. An email from notification@smartsign.vision with the title “SmartSign - ‘Sign...
Wed, 31 Jul, 2024 at 3:01 PM