Board.Vision

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)

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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'

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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?

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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

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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

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

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

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

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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

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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

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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

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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

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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

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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?

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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

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

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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

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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

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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

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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