Board.Vision

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