This new enhancement allows the Preparers to set a deadline for document signing in SmartSign.
Important Note: The "Set Deadline" checkbox is disabled by default.
Below is a comparison of the previous and current designs for your reference.
Previous Design
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Current Design - We have added a "Set a Deadline" checkbox in the new Settings section on the Add Document page. |  |
For Preparers
Once the Preparer has prepared the document and sent it to all Signatories for signing, he/she can view or edit the deadline under View More Settings from the SmartSign listing page.
Note: Preparers can edit the deadline for documents with Draft, In Circulation, or Deadline Ended statuses.
Upon clicking the View More Settings icon, a More Settings window will pop up. Once the deadline has been updated, click on the Save button.
For Signatories
If Signatories review a document that has reached its deadline, he/she will be prompted with the following screen.
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).