Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to send a reminder or notify pending signatories.
Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To send a reminder or notify pending signatories:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to SmartSign, and click on the Notify icon under the Action column.
Note: Preparer can only send reminders or notify pending signatories when the document is in "In Circulation" status.
3) On the Notify Pending Signatories pop-up window, select the checkboxes next to the signatories' email and click on Send Notification.
The signatory's checkbox will be greyed out when he/she has signed the document.
4) Once the reminder has been sent out successfully, the signatories will receive a separate email from firstname.lastname@example.org with the title “SmartSign reminder - Preparer 'Name' has sent you a document to review and sign”.
Congratulations! You have completed the tutorial on how to send a reminder or notify pending signatories.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at email@example.com or +65 69097100 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).