Board.Vision

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?

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Get to Know More About Board.Vision 15

• 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 ?

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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 28

• 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?

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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 Are Operating Systems Required to Access Board.Vision?

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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

iPad 25

• 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 Voters' Remarks in The Approval

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iPhone/Android 27

• 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 Act on An Approval with Face / Touch ID

See all 27 articles

Desktop/Laptop 24

• 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

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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

Desktop/Laptop 113

• 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

See all 113 articles

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 Amend Director's Votes on Available Dates
• Schedules: How to View The Finalized Date

See all 13 articles

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

See all 20 articles

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

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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) 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

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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

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How-to Guide for Section 165 - For Director (Business User) 14

• 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

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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

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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

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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

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

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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

Business User - Release Features Update on 30 Nov 2021 2

• iPad Users: Using Face / Touch ID to Act on An Approval
• iPad Users: Adding A Refresh Button in The Documents Module

Business User and Administrator - Release Features Update on 26 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

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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

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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

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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

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

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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

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

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

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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