How-to Guide for Preparers (SmartSign.Vision)
Preparer is who creates the document for signature
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a user account. To create a user account: 1) Log in to...
Fri, 23 Jun, 2023 at 10:25 AM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to activate your SmartSign.Vision account. To activate your acc...
Sat, 6 May, 2023 at 6:06 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a document for electronic signature. To create a documen...
Sat, 6 May, 2023 at 6:06 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to void a document. To void a document: 1) Log in to your Sm...
Sat, 6 May, 2023 at 6:07 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to preview a document after sending it. To preview a document ...
Sat, 6 May, 2023 at 6:07 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to send a reminder or notify pending signatories. To send a re...
Sat, 6 May, 2023 at 6:07 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to download a signed document and the Certificate of Completion (CoC...
Sat, 6 May, 2023 at 6:08 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to view the activity logs. To view the activity logs: 1) Lo...
Sat, 6 May, 2023 at 6:08 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add a contact to the contact list. To add a contact to the ...
Sat, 6 May, 2023 at 6:09 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to import contacts to the contact list. To import contacts to the...
Sat, 6 May, 2023 at 6:09 PM