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Knowledge base
Frequently Asked Questions
General
11
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?
View all 11
Get to Know More About Board.Vision
27
How Do I Know My Board.Vision Account Has Been Created?
Can I Change My Email Address Once My Account Is Activated ?
How to Clear Cache on iPad/iPhone/Android/Web Browsers
Can I Use One Email Account for Multiple Companies?
Why OTP Is Required for First Time Log In to Board.Vision Account ?
View all 27
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 SMS 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?
View all 30
Security
22
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 Are Operating Systems Required to Access Board.Vision?
View all 22
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
33
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 Act on An Approval without Signature
View all 33
iPhone/Android
30
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 Act on An Approval without Signature
View all 30
Desktop/Laptop
26
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 Act on An Approval without Signature
View all 26
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
138
Users: How to Create A User
Users: How to Create A User with An Executive Assistant Role
Users: How to Create A User with An Auditor Role
Users: How to Create Multiple Users via Bulk Upload
Users: How to Assign An Executive Assistant to A Business User after Bulk Uploading Users
View all 138
How-to Guide for Executive Assistants
Desktop/Laptop
16
Meetings: How to View Meeting Information And Agenda Documents And Notify Your Director of An Upcoming Meeting
Documents: How to Download A Document
Approvals: How to Send A Reminder to Your Director to Act on An Approval
Schedules: How to Vote And Propose An Alternate Date for An Upcoming Board Meeting on behalf of Your Director
Schedules: How to Change Your Votes on Director's Availability
View all 16
iPhone
19
Meetings: How to View Meeting Information And Agenda Documents And Notify Your Director of An Upcoming Meeting
Documents: How to Save And Share A Document
Approvals: How to Send A Reminder to Your Director to Act on An Approval
Schedules: How to Vote And Propose An Alternate Date for An Upcoming Board Meeting on behalf of Your Director
Schedules: How to Change Your Votes on Director's Availability
View all 19
How-to Guide for User Manager
Desktop/Laptop
20
Users: How to Create A User
Users: How to Create A User with An Auditor Role
Users: How to Create Multiple Users via Bulk Upload
Users: How to Assign An Executive Assistant to A Business User after Bulk Uploading Users
Users: How to Change An Executive Assistant Assigned to The Business User
View all 20
How-to Guide for Auditors
Desktop/Laptop
10
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
Switch Company: How to Switch between Multiple Companies
Profile: How to View Your Profile
View all 10
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 (Normal Users)
How-to Guide for Section 156 - For Director (Business User)
11
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
View all 11
How-to Guide for Section 156 - For Preparer (Administrator / Executive Assistant)
9
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
View all 9
How-to Guide for Section 165 - For Director (Business User)
17
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
View all 17
How-to Guide for Section 165 - For Preparer (Administrator / Executive Assistant)
13
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
View all 13
How-to Guide for Section 165 - Shareplan Disclosures
2
How to Confirm Your SharePlan Disclosure
How to Confirm A SharePlan Disclosure on behalf of A Director
How to Guide for Section 156 - For Mobile Users
11
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
View all 11
How to Guide for Section 165 - For Mobile Users
9
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
View all 9
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
View all 6
Release Features Update on 13 August 2021
5
Allowing Users to Copy And Delete Messages
Feature Update Function in The Board.Vision Chat App
Search Function in The Switch Company Page
Added An Admin Label to The Group Chat Administrator
An Improvement in Push Notification
Features Updates 2022
Business User and Administrator - Release Features Update on 09 Sep 2022
9
Allowing Administrators to Trigger Notification to Executive Assistants When Adding Or Removing Members from An Existing User Group
A New User Interface Design for The Effective Date Field When The Administrator Deactivates or Reactivates A User or Deactivates or Dissolves A User Group
A New Function for Administrators to Archive Schedules
A New User Interface Design When The Administrator Recuses A User Group from An Agenda or From Viewing The Agenda Document in The Meetings Module
Display Participants' Names in Alphabetical Order in The Approval COC Report
View all 9
Business User and Administrator - Release Features Update on 01 Aug 2022
2
Revision of Recipients under the 'To' & 'CC' Fields for Open Approvals' Email Notifications
Director's Disclosure - Allowing Authorised Preparer to Circulate Disclosure with A Supporting Document
Business User and Administrator - Release Features Update on 17 June 2022
7
Allowing Administrators to View The Reason For Deactivating Or Reactivating A User And User Group
Allowing Administrators to View And Select Only PDF Document Files For Uploading to Board.Vision
Web & iPad Users: Displaying Names of Participants in Alphabetical Order in The Meetings & Events, Approvals, And Planning & Scheduling Modules
iPad Users: A New User Interface Design for Vote Count in The Schedule Module
iPad Users: Allowing A Director to View Other Participants' Profiles from A Meeting Event
View all 7
Business User and Administrator - Release Features Update on 27 May 2022
5
Allowing Administrator to Select Dual System Roles from The Bulk Upload Template
Allowing Administrator to Replace Document Files in The Meeting & Events Module
Allowing Administrator to Delete Observers from Activated Approvals
Allowing Administrator to Enter The Approval Date When Uploading An Offline Decision on behalf of A Director
Allowing Administrator to View The Type of Document in The Event Logs
Business User and Administrator - Release Features Update on 22 April 2022
7
Display Participants' Names in Alphabetical Order in Meetings & Events, Approvals, And Planning & Scheduling Modules
Reorder The Sequence of The Report in The Reports Module
A New Function for Administrators to Generate Approvals And Meetings Listings Report
Allowing Users to Search A List of Related Documents by The Document or Event Name in The Document Module
Allowing Administrator to Add Post Meeting Documents to An Activated Meeting
View all 7
Business User - Release Features Update on 7 April 2022
2
iPad Users: Allowing Directors to View Presenter's Email Address from The Meeting Agenda
iPad Users: Combine The Resolutions And Approvals Filter from The Current Schedule
Business User and Administrator - Release Features Update on 21 March 2022
4
iPhone Users: Allowing Directors to View Presenter's Email Address from The Meeting Agenda
Added A Filter Function in The Register of Allotment
Director's Disclosure - Allowing Directors to View Their Own Profiles on Mobile Devices
Director's Disclosure - Allowing Directors to View And Edit Their Temasek Companies Related Grouping List
Business User and Executive Assistant - Release Features Update on 23 Feb 2022
3
iPhone Users: Allowing Director to Filter by User Group on The Upcoming And Completed Page
iPhone Users: Allowing Director to Notify His/Her Executive Assistant of The Upcoming Meeting And Scheduling
iPhone Users: Executive Assistants Will Be Able to Receive Push Notification on His/Her iPhone
Business User and Administrator - Release Features Update on 18 Feb 2022
4
Allowing Administrator to Trigger Notification When Uploading Signed Minutes to An Ended Meeting
Allowing Administrator to Trigger Notification When Adding A Viewer to An Ended Meeting
Allowing Administrator to Add Observer to An Approval with All Status
Director's Disclosure - Allowing Directors to Prepare Year End Disclosure on Mobile Devices
Business User and Administrator - Release Features Update on 11 Jan 2022
4
Allowing Administrators to Add Administrator(s) in Approvals and Meetings & Events with All Status
A New Function for Administrators to Generate Past Directorship Reports
Director's Disclosure - Allowing Director And Authorised Preparer to Save The Circulation Distribution List for The Next Circulation
Director's Disclosure - A New Feature to Allow Non-Board.Vision Companies to be Auto Populated in The Year End Disclosure
Business User - Release Features Update on 11 Jan 2022
2
iPad Users: Using Face / Touch ID to Act on An Approval
iPad Users: Adding A Refresh Button in The Documents Module
Executive Assistant - Release Features Update on 13 Jan 2022
1
Allowing Executive Assistants to Access Board.Vision on iPhone
Features Updates 2021
Business User and Administrator - Release Features Update on 30 Nov 2021
9
Allowing Administrators to Recuse A User Group from Viewing The Meeting Agenda Document
Allowing Administrators to Hide Serial Number in The Meeting Agenda Details
Allowing Administrators to Set An Auto Reminder for Directors And Executive Assistants to Respond to The Schedules And Approvals
Allowing Administrators to Prevent Unauthorized Access from Lost Mobile Devices
Allowing Administrators to Change The Type of Currency for A Current Holding
View all 9
Business User and Administrator - Release Features Update on 29 Sep 2021
4
A New Function for Administrators to Generate Approvals And Meetings Statistics Reports
Director’s Disclosure – Inclusion of Authorised Preparer(s) in The Circulation Distribution List
Director’s Disclosure – Allowing Director And Authorised Preparer to Edit And Delete A Pending Past Shareholding/Interest Record before Circulation
Director's Disclosure - Allowing Director And Authorised Preparer to Save A Notice of Change Record as Draft
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
View all 6
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
View all 9
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
View all 6
Business User - Release Features Update on 4 October 2020
4
Android Users: 'Approvals & Resolutions' Has Been Renamed to 'Approvals'
Android Users: View Voters' Remarks in The Approval
Android Users: Propose An Alternate Date And Add Remarks in The Schedule
Android Users: Alternate Director Approval Voting
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
View all 6
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 a User's Display Name
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 : 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
View all 8
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
View all 6
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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