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 is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To delete a document:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once you are logged in, click on SmartSign from the left menu.
3) Click on the Select Action button under the "Action" column.
4) Then, select Delete from the pop-up menu.
Note: The Preparer is able to delete a SmartSign document with Draft, Completed, Cancelled, or Declined statuses.
5) Once you have clicked on the Delete button, a Delete Item window will pop up. Click on Delete.
6) Once deleted, the document will be removed from the SmartSign listing page.
Important Note:
Once the document has been deleted by the preparer, signatories will be directed to the screen below when they click on the "Review Document" link in the email.
You have completed the tutorial on how to delete a document.
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).