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Knowledge base
Frequently Asked Questions
General
10
What is Board.Vision?
What are Board.Vision Supported Devices and Browser?
Who are the Board.Vision Main Users?
How do I Start a Free Trial of Board.Vision?
What Integrations does Board.Vision Offer?
See all 10 articles
Get to Know More about Board.Vision
13
How do I Know My Board.Vision Account Has Been Created ?
Can I Change My Email Address Once My Account is Activated ?
Can I Use One Email Account for Multiple Companies?
Can I Receive My OTP if I Am Overseas ?
What Happens if I Do Not Receive OTP Via SMS ?
See all 13 articles
Installing the Board.Vision App on your Mobile Device
5
Step 1 - Ensure that Your Device is Updated to The Latest Version
Step 2 - Enable Automatic App Updates
Step 3 - Enable JavaScript
Step 4 - Install Board.Vision App
Step 5 (Optional) - Install Authy App
Activating your Board.Vision Account
4
Activating your Board.Vision Account - For Mobile Device Users (Normal Users)
Activating your Board.Vision Account - For Mobile Device Users (Single-Sign On Users)
Activating your Board.Vision Account - For Desktop / Laptop Users (Normal Users)
Activating your Board.Vision Account - For Desktop / Laptop Users (Single-Sign On Users)
Known Issues and Error Messages
30
All Users : Why am I Not Receiving Emails from Board.Vision?
All Users: Why I Did Not Receive OTP on My First Log In to Board.Vision?
All Users: My User Name and My Password are Blocked. What Should I Do?
All Users: Why am I Unable to View the Document? Screen Shows 'Loading'.
All Users: Why am I Getting this Error Message 'Looks like an Error. 404 Error' while Accessing the Document?
See all 30 articles
Security
16
How many login attempts before the account is being locked out?
Who can unblock if the account is being locked out?
Does Board.Vision receives an email notification when a User's account failed to verify the 2FA Authentication upon login?
Does Board.Vision allows Users to login via mobiles devices and web portal concurrently?
What is the operating system required to access Board.Vision web portal?
See all 16 articles
Board.Vision User Guide
User Guide for Business Users (iPad)
1
Table of Contents
User Guide for Business Users (iPhone/Android)
1
Table of Contents
User Guide for Business Users (Desktop/Laptop)
1
Table of Contents
User Guide for Administrators (Desktop/Laptop)
1
Table of Contents
User Guide for Executive Assistants (Desktop/Laptop)
1
Table of Contents
User Guide for Auditors (Desktop/Laptop)
1
Table of Contents
User Guide for User Manager (Desktop/Laptop)
1
Table of Contents
How-to Guide for Business Users
iPad
21
Meetings: How to View Meeting Information and Agenda documents
Meetings: How to Leave Your Executive Assistant a Message
Annotations: How to Annotate on Documents
Approvals: How to Act on an Approval and View Approval Supporting Documents
Approvals: How to View an Approval Certificate of Completion (COC) Report on iPad
See all 21 articles
iPhone/Android
16
Meetings: How to View Meeting Information and Agenda Documents
Annotations: How to Annotate on Documents
Approvals: How to Act on an Approval and View Approval Supporting documents
Approvals: How to Act on an Approval without Signature
Approvals: How to Use Face / Touch ID to Act on an Approval
See all 16 articles
Desktop/Laptop
17
Meetings: How to View Meeting Information and Agenda documents
Meetings: How to Leave Your Executive Assistant a Message
Annotations: How to Annotate on Documents
Approvals: How to Act on an Approval and View Approval Supporting Documents
Approvals: How to View the Approval Certificate of Completion Report
See all 17 articles
How-to Guide for Observers
Desktop/Laptop
1
Approvals: How to View an Open Approval and Supporting Documents as an Observer
iPad
1
Approvals: How to View an Open Approval and Supporting Documents as an Observer
iPhone/Android
1
Approvals: How to View an Open Approval and Supporting Documents as an Observer
How-to Guide for Administrators
Desktop/Laptop
96
Users: How to Create a User
Users: How to Create a User with an Auditor Role
Users: How to Activate and Notify a Draft User
Users: How to Delete a Draft User
Users: How to Resend the Invite to a User To Activate His/Her Account
See all 96 articles
How-to Guide for Executive Assistants
Desktop/Laptop
13
Meetings: How to View Meeting Information and Notify Director of an Upcoming Meeting
Approvals: How to Send a Reminder to Director to Act on an Approval
Schedules: How to Vote and Propose an Alternate Date for an Upcoming Board Meeting on behalf of the Director
Schedules: How to Change Director's Votes on Available Dates
Schedules: How to View the Finalized Date
See all 13 articles
How-to Guide for User Manager
Desktop/Laptop
15
Users: How to Create a User
Users: How to Create a User with an Auditor Role
Users: How to Add Multiple New Users at Once
Users: How to Edit an Existing User's Details
Users: How to Delete a User
See all 15 articles
How-to Guide for Auditors
Desktop/Laptop
9
Meetings: How to View Meeting Information and Minutes
Approvals: How to View an Approval and the Certificate of Completion Report
Registers: How to Filter Past or Present Records in the Registers Module
Activity Logs: Where to View Your Activity Logs
Settings: How to Reset Password
See all 9 articles
Director's Disclosure
Activating your Director's Disclosure Account - For Desktop / Laptop Users (AD User)
2
Activating your Director's Disclosure Account - For Desktop / Laptop Users (Single-Sign On Users)
Activating your Director's Disclosure Account - For Desktop / Laptop Users Activating your Board.Vision Account - For Desktop / Laptop Users (Normal Users)
How-to Guide for Section 156 - For Director (Business User)
10
How to Add a New Appointment or Interest
How to Add a Current Appointment or Interest as Past Record
How to Change your Appointment or Interest
How to Delete your Appointment or Interest
How to Circulate a Disclosure
See all 10 articles
How-to Guide for Section 156 - For Preparer (Administrator / Executive Assistant)
8
How to Add a New Appointment or Interest for Director(s)
How to Add a Current Appointment or Interest as Past Record for Director(s)
How to Change an Appointment or Interest for Director(s)
How to Delete an Appointment or Interest for Director(s)
How to Notify a Director to Circulate a Disclosure
See all 8 articles
How-to Guide for Section 165 - For Director (Business User)
13
How to Add a New Shareholding or Interest
How to Change your draft Shareholding or Interest
How to Delete your draft Shareholding or Interest
How to Circulate a Disclosure
How to Add a New Authorised Preparer
See all 13 articles
How-to Guide for Section 165 - For Preparer (Administrator / Executive Assistant)
11
How to Add a Director’s New Shareholding or Interest
How to Change a Director’s draft Shareholding or Interest
How to Delete a Director’s draft Shareholding or Interests
How to Notify a Director to Circulate Disclosure
How to Act on a Notification to Circulate a Disclosure on Behalf of a Director
See all 11 articles
How to Guide for Section 156 - For Mobile Users
8
How to Add a New Appointment or Interest
How to Change your Appointment or Interest
How to Delete your Appointment or Interest
How to Circulate a Disclosure
How to Cease an Appointment or Interest and View your Past Appointments or Interests
See all 8 articles
How to Guide for Section 165 - For Mobile Users
7
How to Add a New Shareholding or Interest
How to Change your draft Shareholding or Interest
How to Delete your draft Shareholding or Interest
How to Circulate a Disclosure
How to Notify an Authorised Preparer to Circulate a Disclosure
See all 7 articles
Chat
How-to Guide for iPhone Users
6
How to install the Board.Vision Chat App on your iPhone
How to Start a Chat
How to Create a Group Chat
How to Add Users to an Existing Group Chat
How to Switch Company
See all 6 articles
Features Updates 2021
Business User and Administrator - Release Features Update on 13 Aug 2021
6
Allowing Administrators to Edit the UEN/Registration No. for Companies with a Pending or Confirmed Status under the Register of Members
Executive Assistant will Receive an Email Notification when His/Her Director has Acted on an Approval
Revision Of Recipients Under The 'To' & 'CC' Fields For Notification Emails
Director's Disclosure - Allowing Director and Authorised Preparer to Edit and Delete a Pending New Shareholding/Interest Record Before Circulation
Director's Disclosure - Addition of a "Joint" Option for Direct Interest
See all 6 articles
Business User - Release Features Update on 26 July 2021
2
iPhone Users: To View the Activity Logs on iPhone
iPad Users: Allowing Business User to Act on Approvals through the Documents module
Business User and Administrator - Release Features Update on 08 July 2021
4
Allowing Administrators to Edit the Date of Appointment for Secretaries or Auditors with a Confirmed Status in the respective Registers
Allowing Administrators to Delete Records with a pending status in certain Registers
Director's Disclosure - Section 165 Details of a Deemed Interest Held By Others will be reflected in the Current Shareholdings View History, Notice of Change Disclosure, and Year End Disclosure Report
Director's Disclosure - Revision of Recipients when a Director Notifies an Authorised Preparer to Circulate Disclosure on his behalf
Business User - Release Features Update on 04 June 2021
3
iPad/iPhone Users: Allowing Administrator to Hide Meeting Agenda Title for Recused Participant(s)
iPad Users: Allowing an Alternate Director to View the Principal Director's Response in a Closed Approval and Vice Versa
iPhone Users: Using Face / Touch ID to Act on an Approval
Business User and Administrator - Release Features Update on 14 May 2021
1
Director's Disclosure - Allowing Director and Authorised Preparer to Update an Existing Shareholding/Interest as Past Record under Section 165
Business User and Administrator - Release Features Update on 30 April 2021
5
Allowing Administrators to Add Administrator User Group in Approvals, Meetings & Events and Planning & Scheduling
A New Function in the Register of Members that Allows Administrators to view Share Allotment and Transfer details under a Shareholder's Current Holding
Director's Disclosure - Allowing Director and Authorised Preparer to Add a Current Appointment/Interest as Past Record under Section 156
Director's Disclosure - Revision of Recipients under the 'To' & 'CC' Fields for Circulation Emails
Director's Disclosure - Allowing Authorised Preparer to Send Year End Disclosure(s) on Behalf of a Director
Business User - Release Features Update on 22 March 2021
1
iPad/iPhone Users: A New User Interface Design for Document Sharing Feature
Business User and Administrator - Release Features Update on 17 March 2021
3
Allowing Administrator to Hide Meeting Agenda Title for Recused Participant(s)
Director's Disclosure – Allowing Preparer (Executive Assistant) to Circulate a Disclosure on Behalf of a Director
Director's Disclosure – Section 165 SharePlan Disclosures
All Users - Release Features Update on 24 February 2021
1
iPhone Users: Board.Vision Chat
Business User - Release Features Update on 23 February 2021
5
iPad/iPhone/Android Users: A New User Interface Design for Schedule Module
iPad/iPhone/Android Users: New Designs for New Proposed Dates in an Activated Schedule
iPad/iPhone/Desktop/Laptop Users: Approval Rating Calculation will Exclude Abstained Participant
iPad/iPhone/Android Users: To View the Approval Certificate of Completion (COC) Report
iPad/iPhone/Android Users: To Navigate Users to Board.Vision App Directly from an Email Link
Administrator - Release Features Update on 19 Jan 2021
9
New Designs for New Proposed Dates in an Activated Schedule
A New Function in Planning & Scheduling for Administrators to Download a Summary of Responses as an Excel Spreadsheet
A New Function for Administrators to Notify the Newly Added Participant and Executive Assistant in an Activated Schedule or Approval
An Option for Administrators to Choose Whom to Notify When Finalising an Upcoming Meeting Date
Allowing Executive Assistant to View Meeting Agenda Documents
See all 9 articles
Features Updates 2020
Administrator - Release Features Update on 4 Dec 2020
6
A New Audit User Role
A New Function in Schedule for Administrators to Vote on behalf of a Director
New User Interface Designs for Schedule Module
A New Function to Populate Shares from the Statutory Registers to Director's Disclosure
A New Function for Administrators to Generate Directorship and Financial Year End Reports
See all 6 articles
Administrator - Release Features Update on 23 Oct 2020
5
A New Function for Administrators to Add Multiple New Users at once
Allowing Business Users to View the Approval Certificate of Completion (COC) Report
A New Function to Download Archived Documents
To View the Logs for Registers
To View Temasek Related Companies List in the Director's Disclosure Web App
Business User - Release Features Update on 23 October 2020
1
Web App Only: To View the Approval Certificate of Completion Report
Administrator - Release Features Update on 11 Sep 2020
2
Allow All Administrators in the Company to Receive Email Notifications for Approvals/Meetings/Schedules
Allow to Type in Salutation when Adding a New User
Business User - Release Features Update on 17 Jul 2020
2
Section 156
Section 165
Administrator - Release Features Update on 17 Jul 2020
6
Striking Off a Company Feature in the Company Profile Page
Addition of Board Committees Field in the Company Profile Page
Able to Capture More Than a Company Former Name in the Company Profile Page
Able to Filter Past or Present Records in the Registers Module
Added New Fields within Register of Directors, Secretaries and CEO
See all 6 articles
Business User - Release Features Update on 06 Jan 2020
3
Web App Only: Able to Mark Documents as Unread
Web App Only: 'Approvals & Resolutions' has been Renamed to 'Approvals'
Mobile App Only: Access Board.Vision Mobile App with / without 4-Digit PIN
Features Updates 2019
Administrator - Release Features Update on 30 Dec 2019
4
Set How a User's Name is Displayed
Set Approval Notification Options for Administrators
Hide a Meeting from Business Users
'Approvals & Resolutions' Renamed to 'Approvals'
Business User - Release Features Update on 22 Nov 2019
4
iPhone: Vote for Preferred Meeting Dates
iPhone : How to View your Profile
Android: View Minutes of Meeting
Android: View Recused Participants within a Meeting
Administrator - Release Features Update on 20 Nov 2019
4
Add to Registers
Delete and Restore Archived Documents
Add Viewers in Ended Meetings
Change Passing Percentage for Resolutions
Business User - Release Features Update on 31 Oct 2019
2
Web App only : 'Submit to Admin' from Action Button
Web App only : Erase Annotations
Administrator - Release Features Update on 31 Oct 2019
3
Archive Resolutions
Add participants to Schedules with "Pending Confirmation" status
Hide Resolutions with "Visible to Business User" Switch
Business User - Release Features Update on 1 Oct 2019
8
iPad: See Number of Pending Items from Badges
iPad: See Number of Pending Items from Counters
iPad: Allow Download of Documents
iPad: View Supporting Documents as an Observer
iPad: Annotate Document with Highlighter
See all 8 articles
Administrator - Release Features Update on 1 Oct 2019
6
View Supporting Evidence in Certificate Of Completion (COC) Report
Get Notified of Approvals
View User Group Logs
Publish or Unpublish Resolutions
Add Users from Select User Dialog Box
See all 6 articles
Administrator - Release Features Update on 29 Aug 2019
5
Download Meetings Log
Download Resolutions Log
Add Observer in Resolution
Change Deadline for Schedules and Resolutions
Get Notified of Updates on Schedules/Meetings/Resolution/User Groups via Email
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