How-to Guide for Preparers
The preparer is who creates the document for e-signature
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a document for e-signing. Important Note: The Board.Visi...
Tue, 17 Sep, 2024 at 3:03 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to set a deadline for a document. Important Note: The Board.Visi...
Wed, 11 Sep, 2024 at 2:17 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to preview a document after sending it. Important Note: The Boa...
Wed, 18 Sep, 2024 at 11:29 AM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to resolve a document. Important Note: The Board.Vision web app ...
Fri, 1 Nov, 2024 at 11:53 AM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to void a document. Important Note: The Board.Vision web app is ...
Wed, 11 Sep, 2024 at 1:03 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to delete a document. Important Note: The Board.Vision web app i...
Wed, 11 Sep, 2024 at 1:04 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to send a reminder or notify pending signatories. Important Not...
Wed, 11 Sep, 2024 at 1:55 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to set an auto reminder to notify pending signatories. To set ...
Wed, 11 Sep, 2024 at 1:54 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to copy and send a document link. Important Note: The Board.Visi...
Wed, 11 Sep, 2024 at 1:56 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to download a signed document and the Certificate of Completion (CoC...
Wed, 18 Sep, 2024 at 11:35 AM