This new enhancement allows Preparers to copy and send the document link to the Signatories from the Notify Pending Signatories pop-up window.
Previously, the Notify Pending Signatories pop-up window did not provide an option for Preparers to copy the document link for sending via SMS, or other messaging apps; reminders could only be sent via email.
Below is a comparison of the previous and current designs for your reference.
Previous Design The Notify Pending Signatories pop-up window did not have the "Copy Document Link" function. |  |
Current Design Once the Preparer clicks on this button, the link will be copied, allowing them to send it to the Signatory via SMS or other messaging apps. |  |
If you face any issues, 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.
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