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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?
See all 11 articles
Get to Know More about Board.Vision
8
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 8 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
2
Activating your Board.Vision Account - For Mobile Device Users
Activating your Board.Vision Account - For Desktop / Laptop Users
Known Issues and Error Messages
26
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 26 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
How-to Guide for Business Users
iPad
18
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
Schedule: How to Vote for Your Preferred Meeting Date(s)
See all 18 articles
iPhone/Android
10
Meetings: How to View Meeting Information and Agenda Documents
Annotations: How to Annotate on Documents
Approvals: How to Act on an Approval
Approvals: How to Act on an Approval without Signature
Schedule: How to Vote for Your Preferred Meeting Date(s)
See all 10 articles
Desktop/Laptop
15
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
Schedules: How to Vote for Your Preferred Meeting Date(s)
See all 15 articles
How-to Guide for Administrators
Desktop/Laptop
58
Users: How to Create a User
Users: How to Edit an Existing User's Details
Users: How to Delete a User
Users: How to Resend Invite to a User
Users: Where to View the List of Users within the Company
See all 58 articles
How-to Guide for Executive Assistants
Desktop/Laptop
11
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 Preferred Meeting Dates on behalf of the Director
Schedules: How to Change Director's Votes on Available Dates
Schedules: How to View the Finalized Date
See all 11 articles
Director's Disclosure
Section 156 - For Director (Business User)
6
How to Add a New Appointment or Interest
How to Change your Appointments or Interests
How to Delete your Appointments or Interests
How to Circulate a Disclosure
How to View your Circulation History
See all 6 articles
Section 156 - For Preparer (Administrator / Executive Assistant)
6
How to Add Director’s New Appointments or Interests
How to Change Director’s Appointments or Interests
How to Delete Director’s Appointments or Interests
How to Notify Director to Circulate Disclosure
How to View Director’s Circulation History
See all 6 articles
Section 165 - For Director (Business User)
10
How to Add a New Shareholding or Interest
How to Change your draft Shareholdings or Interests
How to Delete your draft Shareholdings or Interests
How to Circulate a Disclosure
How to View your Notice of Change History
See all 10 articles
Section 165 - For Preparer (Administrator / Executive Assistant)
9
How to Add Director’s New Shareholding or Interest
How to Change Director’s draft Shareholdings or Interests
How to Delete Director’s draft Shareholdings or Interests
How to Notify Director to Circulate Disclosure
How to View Director’s Notice of Change History
See all 9 articles
Features Updates 2020
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
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
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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