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 is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To resolve 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 Resolve from the pop-up menu.
Note: The Preparer is able to resolve a SmartSign document with In Circulation and Deadline Ended statuses.
5) Once you have clicked on the Resolve button, a Resolve Document window will pop up. Click on Confirm.
6) Once resolved, the document status will be updated to 'Completed'.
Important Note:
Once the document has been resolved by the preparer, signatories who click on the "Review Document" link in the email will be directed to the document for viewing only. They will no longer be able to sign the document.
You have completed the tutorial on how to resolve 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).