Board.Vision
Welcome
Login
Home
Solutions
Enter your search term here...
Search
New support ticket
Check ticket status
+65 6909 7100
Knowledge base
General Information
General
3
What is Board.Vision?
Who are the Board.Vision Main Users?
How do I Start a Free Trial of Board.Vision?
User Roles & Permissions
2
1. What are the Different User Roles on Board.Vision?
2. What are the Types of Administrators on Board.Vision?
Getting Started
11
1. Account Activation
2. Activating your Board.Vision Account (Mobile Device Users - Normal Users)
3. Activating your Board.Vision Account (Mobile Device Users - Single-Sign On Users)
4. Activating your Board.Vision Account (Desktop or Laptop Users - Normal Users)
5. Activating your Board.Vision Account (Desktop or Laptop Users - Single-Sign On Users)
View all 11
Installing the Board.Vision App on your Mobile Device
4
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
Devices & Platform Compatibility
1
Board.Vision Supported Devices and Browsers
Access & Login Issues
15
1. I Forgot My Password
2. Changing Your Board.Vision Login Email Address
3. Can I Use One Email Account for Multiple Companies?
4. Error Message 'Oops! Session Timeout. Try re-login again.'
5. Error Message 'Wrong email or password'
View all 15
Security & Data Privacy
1
Security & Data Privacy
Account Closure
2
1. Terminating Your Company's Board.Vision Account
2. What should the Administrator do to Preserve an Entity’s Records when the Entity’s Board.Vision Instance is to be Terminated?
Support & Help
1
How do I Contact the Board.Vision Support Team?
Administrators Guide
Users
23
1. How to Create a User
2. How to Create Multiple Users via Bulk Upload
3a. How to Activate and Notify a Draft User
3b. How to Resend an Activation Email to a User to Activate their Account
4. How to Create an Executive Assistant
View all 23
User Groups
10
1. How to Create a User Group
2. How to Add a Member to an Existing User Group
3. How to Remove Member from an Existing User Group
4. How to Edit a Member’s Role in a User Group
5. How to Deactivate an Existing User Group
View all 10
Planning & Scheduling
13
1. How to Create a Schedule
2. How to Change a Schedule Voting Deadline
3. How to Set an Auto Reminder for Participants and Executive Assistants to Respond on a Schedule
4. How to Cancel a Schedule
5. How to Vote for a Director
View all 13
Meetings & Events
21
1. How to Create a Meeting
2. How to Add an Approval to the Meeting Agenda
3. How to Add a Meeting Link
4. How to Delete a Meeting with a Draft Status
5. How to Recuse a User or User Group from a Meeting Agenda
View all 21
Approvals
19
1. How to Create an Approval
2. How to Delete a Draft Approval
3a. How to Notify Administrator(s) when Participants Act on an Approval
3b. How to Notify Administrator(s) when the Passing Condition is Met
3c. How to Allow Directors to View the Certificate of Completion (CoC) Report
View all 19
Documents
5
1. Where to View all your Documents
2. How to Search for Related Documents in all Documents Tab
3. How to Download and Enable Directors to View an Archived Report
4. How to Delete or Restore an Archived Report
5. How to View and Download Logs for Archived Items
Reports
6
1. How to Generate a Financial Year End Report
2. How to Generate a Current Directorship Report
3. How to Generate a Past Directorship Report
4. How to Generate Approvals and Meetings Statistics Report
5. How to Generate Approvals and Meetings Listings Report
View all 6
SmartSign
12
1. How to Create a Document for E-Signing
2. How to Delete a Document
3. How to Void a Document
4. How to Create a New Template
5. How to Preview a Document after Sending it
View all 12
Survey Questionnaire
2
1. How to Create a Survey
2. How to Delete a Survey
Registers
49
Register of Directors: How to Add a Director's Appointment and Confirm his or her Date of Appointment
Register of Directors: How to Archive the Registered Directors
Register of Directors: How to Edit a Director's Information
Registers: How to Filter Past or Present Records in the Registers Module
Register of CEOs: How to Add a CEO And Confirm his or her Date of Appointment
View all 49
Profile Settings
5
1. How to View your Profile
2. How to Edit your Profile
3. How to Reset your Password
4. How to Update your Registered Phone Number
5. How to Set Your Preferred Method for Receiving One-Time Passwords (OTP)
Company Profile Settings
2
How to Update the Company Name
How to Update the Company Registration Number
Access Rights Settings
3
How to Assign an Administrator a Sub-Role
How to Remove an Administrator’s Sub-Role
Where to View an Administrator’s Access Rights
Global Settings
12
1. Security Settings: How to Enable or Disable the 4-Digit PIN for Mobile Users
2. Security Settings: How to Enable or Disable the Require OTP Option for Approvals
3. Security Settings: How to Mask Users' Contact Infomation from Business Users and Executive Assistants View
4. Register Settings: How to Enable or Disable the Option to Set a New Registered Secretary to be Automatically Named as the Company Secretary by Default
5. Document Settings: How to Enable or Disable the 'Allow Download' Option for Documents
View all 12
Other Information
7
How to Save Board.Vision Password and Email Address in Google Chrome
How to Switch between Multiple Companies
How to View the Audit Logs
Where to View the Privacy Statement
Where to View the Release Notes
View all 7
Admin Dashboard
9
Users: How to Create a User for Multiple Companies
Users: How to Delete a User from Multiple Companies
Users: How to Deactivate a User from Multiple Companies
User Groups: How to Create a User Group from Admin Dashboard
User Groups: How to Deactivate a User Group from Admin Dashboard
View all 9
Business Users Guide
iPad Users
32
1. How to View Meeting Information and Agenda Documents
2. How to Access a Meeting Link
3a. How to Annotate on a Shared Document with Other Directors and Administrators Simultaneously
3b. How to Annotate on Personal Copy Documents
4. How to Leave Your Executive Assistant a Message
View all 32
iPhone or Android Users
32
1. How to View Meeting Information and Agenda Documents
2. How to Access a Meeting Link
3a. How to Annotate on a Shared Document with Other Business Users And Administrators Simultaneously
3b. How to Annotate on Personal Copy Documents
4. How to Leave your Executive Assistant a Message
View all 32
Desktop or Laptop Users
33
1. How to View Meeting Information and Agenda Documents
2. How to Access a Meeting Link
3a. How to Annotate on a Shared Document with Other Business Users And Administrators
3b.How to Annotate on Personal Copy Documents
4. How to Tag Other Participants in Comments
View all 33
BU Dashboard
2
How to Act on Multiple Approvals via the Business User Dashboard via Desktop/Laptop
How to Act on Multiple Approvals via the Business User Dashboard via iPad
Executive Assistants Guide
Desktop or Laptop
17
1. How to View Meeting Information and Agenda Documents and Notify your Director of an Upcoming Meeting
2. How to Send a Reminder to your Director to Act on an Approval
3a. How to Vote and Propose an Alternative Date for an Upcoming Board Meeting for your Director
3b. How to Change your Votes on the Director's Availability
4. How to View Participants' Votes
View all 17
iPhone or Android
18
1. How to View Meeting Information and Agenda Documents And Notify Your Director of An Upcoming Meeting
2. How to Send a Reminder to your Director to Act on an Approval
3a. How to Vote and Propose an Alternative Date for an Upcoming Board Meeting for your Director
3b. How to Change your Votes on Director's Availability
4. How to View Participants' Votes
View all 18
User Managers Guide
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
Auditors Guide
Desktop/Laptop
10
Meetings & Events: 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
For Directors (Business User) Section 156
12
How to Add a New Appointment/Interest
How to Change your Appointment/Interest
How to Delete your Appointment/Interest
How to Circulate a Section 156 Disclosure
How to Cease an Appointment or Interest and View your Past Appointments or Interests
View all 12
For Directors (Business User) Section 165
25
How to Add a New Shareholding or Interest
How to Edit Your Shareholdings or Interests before Circulation
How to Submit a Notice of Change in Interest
How to Circulate a Disclosure
How to Notify an Authorised Preparer to Circulate a Disclosure
View all 25
For Preparers (Administrator / Executive Assistant) Section 156
12
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 12
For Preparers (Administrator / Executive Assistant) Section 165
20
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 Interest
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 20
For Mobile Users Section 156
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
For Mobile Users Section 165
12
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 12
Director's Disclosure FAQs
7
Why the Secretary's Name Does Not Appear in the Disclosure Distribution List?
How Does Adding a New Shareholding and Notice of Change as a Past Record without a Date Affects the Year-End Disclosure
Why are the Director or Authorised Preparer Unable to View the Director's Disclosure Reports?
Can a Director Circulates the Section 165 Disclosure to a Non-Related Company?
Who Will Be Notified When a Director or an Authorised Preparer Circulates the Section 156/165 Disclosure?
View all 7
Board.Vision User Guide
Administrators
1
Desktop or Laptop Users
Business Users on iPhone & Android
1
iPhone or Android Users
Executive Assistants on Desktop or Laptop
1
Desktop or Laptop Users
Business Users on iPad
1
iPad Users
Executive Assistants on iPhone or Android
1
iPhone or Android Users
Business Users on Desktop or Laptop
1
Desktop or Laptop Users
User Managers
1
Desktop or Laptop Users
Auditors
1
Desktop or Laptop Users
Features Update 2025
Business User - Release Features Update for iPad and iPhone on 01 July 2025
3
iPad and iPhone Users: AI Document Assistant on Board.Vision
iPad and iPhone Users: Allowing Users to Set Your Preferred Method for Receiving One-Time Passwords (OTP) on iPad
iPhone Users: An Enhancement to Show Meeting Date on Completed Items Page
Business User and Administrator - Release Features Update on 11 Jul 2025
7
Allowing Auditors to View the Approval Supporting Documents
Allowing Administrators to Customise Email Reminder for Approvals, Meetings and Schedule
For SCS only - Allowing Administrators to Delete Business User's Submitted Document to Allow Resubmission
Survey Questionnaire: Allowing Respondents to Save and Resume their Responses
Allowing Administrators to Create Custom Dashboards in Board.Vision
View all 7
Business User - Release Features Update for Android on 11 June 2025
2
Android Users: Allowing Users to Set Your Preferred Method for Receiving One-Time Passwords (OTP) on d Android
Android Users: Allowing Business Users to Vote on the Proposed Dates Submitted by Other Business Users
Business User and Administrator - Release Features Update on 27 May 2025
6
Allowing Users to Set Your Preferred Method for Receiving One-Time Passwords (OTP)
An Enhancement to Notify Administrator for New User Account Creation
Allowing Administrators to Add Tags When Uploading or Editing Documents
Allowing Administrators to Set Up Scheduled or Recurring Reminders for Meetings
An Enhancement to the Document Collaboration Feature to Allow Users to Tag Other Participants in Comments
View all 6
Business User - Release Features Update for iPad and iPhone on 16 Apr 2025
4
iPad and iPhone Users: Allowing Business Users to Vote on the Proposed Dates Submitted by Other Business Users
iPad and iPhone Users: Allowing Administrators to Enable or Disable the "Add Remarks" Feature for Approvals
iPad Users: Allowing Business Users to Sync Documents Offline Directly from Board Space
iPhone Users: Allowing Business Users an Option to Receive OTP via Email
Business User and Administrator - Release Features Update on 01 Apr 2025
7
Introducing AI Document Assistant in Board.Vision
An Enhancement to the Meeting Agenda Pop-Up Screen in the Meetings Module
Allowing Document Type Creation and Uploading of Documents to the Record Management System
Survey Questionnaire: Introducing "Build Survey with AI"
Survey Questionnaire: Allowing Surveyors to Add User Groups as Respondents
View all 7
Business User and Administrator - Release Features Update on 27 Feb 2025
8
An Enhancement to Allow Auditors to Download Documents Related to Approvals, Meetings and Registers Module
Allowing Administrators to Set Up Recurring Reminders for Approvals and Schedules
Allowing Administrators to Archive Records in the Register of Directors, CEOs, Secretaries and Auditors
Introducing the Record Management System
Survey Questionnaire - Allowing Surveyors to Use Text Editor in the Survey Questionnaire Module
View all 8
Preparer and Signatory - Release Features Update on 27 Feb 2025
1
SmartSign: New Zoom Function for Better Document Viewing
Business User - Release Features Update for iPad on 13 Jan 2025
3
iPad Users: Allowing Business Users to Access Documents Offline from the Board Space
iPad Users: Allowing Business Users to Toggle to Dark Mode for Document Viewing
iPad Users: Allowing Business Users an Option to Receive OTP via Email
Help Desk Software
by Freshdesk