1.1 Board.Vision Supported Devices and Browsers
Overview of compatible devices, operating systems, and browsers for the best experience.
1.2 Different User Roles on Board.Vision
Explanation of different user roles: Administrators, Business Users, Executive Assistants.
1.3 Installing the Board.Vision App on your Mobile Devices
Step-by-step instructions for installing the Board.Vision App.
1.4 Activating your Board.Vision Account
Step-by-step instructions for account activation via email and password.
Guide on logging in through SSO-enabled corporate accounts.
---------------------------------------------------------------------------------------------------------------------------
2. Meetings & Events
2.1 Viewing Meeting Information and Agenda documents
How to access meeting details and documents.
Instructions for joining virtual meetings (Zoom, MS Teams, etc.) via Board.Vision.
Guide on marking up your documents privately.
2.4 Annotating Shared Documents with Other Business Users and Administrators
Instructions on making annotations visible to other users.
2.5 Accessing Meeting Documents Offline
How to access your meeting documents without wifi connection.
---------------------------------------------------------------------------------------------------------------------------
3. Approvals
3.1 Acting on Approvals and Viewing Supporting Documents
How to view, approve, reject, or comment on circulated resolutions.
3.2 Acting on Approvals without a Signature
How to approve circulated resolutions without a signature.
3.3 Acting on Approvals using Face / Touch ID
How to approve circulated resolutions with face or touch ID.
3.4 Acting on Approvals as an Alternate Director
How to approve circulated resolutions as an Alternate Director.
3.5 Viewing Voters' Remarks in the Approval
How to view comments left by other decision-makers.
3.6 Viewing an Approval Certificate of Completion (CoC) Report
How to download and review the CoC report.
3.7 Accessing Approval Documents Offline
How to access your approval documents without wifi connection.
---------------------------------------------------------------------------------------------------------------------------
4. Planning & Scheduling
4.1 Voting and Proposing an Alternate Date for an Upcoming Board Meeting
Guide to respond to scheduling polls and propose alternative dates.
4.2 Viewing Participants' Votes
How to view who has responded and their proposed availability.
4.3 Viewing the Finalised Meeting Date
How to view the confirmed upcoming meeting date.
---------------------------------------------------------------------------------------------------------------------------
5. Documents
5.1 Viewing All Your Documents
Where to access all documents shared with you.
---------------------------------------------------------------------------------------------------------------------------
6. Users
6.1 Viewing the List of Users within the Company
Instructions on where to view other users within your company’s Board.Vision account.
---------------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------------
8. User Account Menu
8.1 My Profile
8.3 Settings
8.6 Release Notes
---------------------------------------------------------------------------------------------------------------------------
9. Support & Help