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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
How to Create a Document for E-Signing
How to Void a Document
How to Download a Signed Document and the Certificate of Completion (CoC) Report
How to Preview a Document after Sending it
How to View the Activity Logs
View all 12
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
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