About (1)
Learn what Board.Vision is and who uses it.
Getting Started (2)
Step-by-step guides to set up your account and app.
Support & Help (4)
Got a question? We're here to answer! If you don't see your question here, drop us an email at support@board.vision
Administrators Guide (17)
How-to guides for Administrators via Desktop or Laptop
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How to Create a User Group
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How to Add a Member to an Existing User Group
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How to Remove a Member from an Existing User Group
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How to Create a Schedule
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How to Change a Schedule Voting Deadline
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How to Set an Auto Reminder for Participants and Executive Assistants to Respond on a Schedule
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How to Create an Approval
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How to Delete a Draft Approval
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How to Notify Administrator(s) when Participants Act on an Approval
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Where to View all your Documents
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How to Search for Related Documents in all Documents Tab
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How to Download and Enable Directors to View an Archived Report
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How to Generate a Financial Year End Report
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How to Generate a Current Directorship Report
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How to Generate a Past Directorship Report
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Register of Directors: How to Add a Director's Appointment and Confirm his or her Date of Appointment
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Register of Directors: How to Edit a Director's Information
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Register of Directors: How to Cease Director's Appointment
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Security Settings: How to Enable or Disable the 4-Digit PIN for Mobile Users
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Security Settings: How to Enable or Disable the Require OTP Option for Approvals
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Security Settings: How to Mask Users' Contact Infomation from Business Users and Executive Assistants View
Business Users Guide (5)
How-to guides for Business Users via iPad, iPhone, Android Phone, and Desktop or Laptop
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How to View Meeting Information and Agenda Documents
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How to Access a Meeting Link
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How to Annotate on a Shared Document with Other Business User and Administrators Simultaneously
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How to View Meeting Information and Agenda Documents
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How to Access a Meeting Link
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How to Annotate on a Shared Document with Other Business Users And Administrators Simultaneously
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How to View Meeting Information and Agenda Documents
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How to Access a Meeting Link
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How to Annotate on a Shared Document with Other Business Users And Administrators
Executive Assistants Guide (2)
How-to guides for Executive Assistant via iPhone, Android Phone, and Desktop or Laptop
User Managers Guide (1)
How-to guides for User Managers via Desktop or Laptop
Auditors Guide (1)
How-to guides for Auditors via Desktop or Laptop
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How to Add a New Appointment/Interest
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How to Change your Appointment/Interest
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How to Delete your Appointment/Interest
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How to Add a New Shareholding or Interest
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How to Edit Your Shareholdings or Interests before Circulation
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How to Submit a Notice of Change in Interest
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How to Add a New Appointment or Interest for Director(s)
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How to Add a Current Appointment or Interest as Past Record for Director(s)
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How to Change an Appointment or Interest for Director(s)
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How to Add a Director’s New Shareholding or Interest
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How to Change a Director’s Draft Shareholding or Interest
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How to Delete a Director’s Draft Shareholding or Interest
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How to Add a New Appointment or Interest
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How to Change your Appointment or Interest
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How to Delete your Appointment or Interest
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How to Add a New Shareholding or Interest
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How to Change your Draft Shareholding or Interest
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How to Delete your Draft Shareholding or Interest
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Why the Secretary's Name Does Not Appear in the Disclosure Distribution List?
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How Does Adding a New Shareholding and Notice of Change as a Past Record without a Date Affects the Year-End Disclosure
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Why are the Director or Authorised Preparer Unable to View the Director's Disclosure Reports?
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An Enhancement to Allow Administrators to Preview Documents Directly Within the View Documents Pop-up
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An Enhancement to Allow Administrators an Option to Transfer Users' Annotations When Replacing Files
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An Enhancement to Allow Administrator to Manage Event Visibility from Summary List
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Allowing Auditors to View the Approval Supporting Documents
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Allowing Administrators to Customise Email Reminder for Approvals, Meetings and Schedule
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Survey Questionnaire: Allowing Respondents to Save and Resume their Responses
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Allowing Users to Set Your Preferred Method for Receiving One-Time Passwords (OTP)
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An Enhancement to Notify Administrator for New User Account Creation
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Allowing Administrators to Add Tags When Uploading or Editing Documents
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iPad and iPhone Users: Allowing Business Users to Vote on the Proposed Dates Submitted by Other Business Users
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iPad and iPhone Users: Allowing Administrators to Enable or Disable the "Add Remarks" Feature for Approvals
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iPad Users: Allowing Business Users to Sync Documents Offline Directly from Board Space
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Introducing AI Document Assistant in Board.Vision
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An Enhancement to the Meeting Agenda Pop-Up Screen in the Meetings Module
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Allowing Document Type Creation and Uploading of Documents to the Record Management System
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An Enhancement to Allow Auditors to Download Documents Related to Approvals, Meetings and Registers Module
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Allowing Administrators to Set Up Recurring Reminders for Approvals and Schedules
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Allowing Administrators to Archive Records in the Register of Directors, CEOs, Secretaries and Auditors