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, User Managers and Auditors
1.3 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.
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2. Users
2.1 Creating a User
How to create a new Board.Vision user.
2.2 Creating an Executive Assistant
How to create a Personal Assistant as a new Board.Vision user.
How to create an Auditor as a new Board.Vision user.
2.4 Resending an Activation Email to a User to Activate their Account
Guide on resending an activation email to a user.
2.5 Resetting a User's Password
How to reset a user's password.
How to deactivate a user from Board.Vision.
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3. User Groups
How to create a user group ( e.g., Committees, Boards).
How to deactivate a user group.
How to permanently dissolve a user group.
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4. Planning & Scheduling
4.1 Creating a Schedule
How to create a schedule.
4.2 Canceling an Activated Schedule
How to cancel an activated schedule.
4.3 Changing the Schedule Deadline
How to change the schedule deadline.
4.4 Voting on Behalf of a Director
How to vote on proposed dates on behalf of a Director.
4.5 Setting an Auto-Reminder for Participants Who Haven't Voted
How to set an automatic reminder for participants.
4.6 Finalising the Meeting Date
How to finalise the meeting date.
How to archive a past schedule.
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5. Meetings & Events
How to create a meeting.
How to add a meeting link (e.g Zoom, MS Teams, etc.) for virtual meetings.
5.3 Changing a Meeting Date
How to change a meeting date.
5.4 Canceling a Scheduled Meeting
How to cancel a scheduled meeting.
5.5 Downloading a Set of Meeting Documents
How to bulk download all the meeting documents.
5.6 Annotating on a Shared Copy of the Document
Instructions on making annotations visible to other users.
How to archive a past meeting.
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6. Approvals
How to create an approval.
6.2 Canceling an Activated Approval
How to cancel an activated approval.
6.3 Changing the Approval Deadline
How to change the approval deadline.
6.4 Setting an Auto-Reminder for Participants Who Haven't Responded
How to set an automatic reminder for participants.
6.5 Uploading an Offline Decision for a Director
How to upload an offline decision for a Director.
How to archive a past approval.
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7. Documents
7.1 Viewing All Your Documents
Guide on viewing all documents related to Users, User Groups, Meetings, and Approvals
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8. Record Management System (RMS)
How to search for documents related to any modules ( e.g, Users, User Groups, Meetings, and Approvals)
8.2 Adding Document Tags
How to add tags to documents for easy search.
How to create a document type.
How to upload documents not related to any modules ( e.g Users, User Groups, Meetings, and Approvals)
How to delete documents uploaded in RMS.
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9. Reports
9.1 Generating the Financial Year End Report
Generate a list of companies in the same company group.
9.2 Generating the Current Directorship Report
Generate a list of current directors in the same company group.
9.3 Generating the Past Directorship Report
Generate a list of past directors in the same company group.
9.4 Generating the Approvals and Meetings Statistic Report
- Generate a list of all pending outcome/passed/confirmed/failed/deadline ended approvals in the same company group.
- Generate a list of scheduled/ongoing/ended meetings in the same company group.
9.5 Generating the Approvals and Meetings Listings Report
- Generate a list of passed and confirmed approvals in the company.
- Generate a list of ended meetings in the company.
9.6 Generating the Planning & Scheduling Listings Report
- Generate a list of finalised schedules in the company.
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10. SmartSign
10.1 Creating a Document for e-Signing
How to create a document for e-signing.
10.2 Setting a Deadline for a Document with Draft or In Circulation statuses
How to set the document deadline.
10.3 Voiding a Document with In Circulation or Declined statuses
How to void a document.
10.4 Deleting a Document with Draft, Complete, Cancelled, or Decline statuses
How to delete a document.
10.5 Sending a Reminder to Signatories Pending their Signature
How to send a reminder to signatories.
10.6 Setting an Auto Reminder to Signatories Pending their Signature
How to set automatic reminders to signatories.
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11. Registers
11.1 Adding a Director to the Register of Directors
How to add a directorship appointment.
11.2 Adding a CEO to the Register of CEOs
How to add a CEO appointment.
11.3 Adding a Secretary to the Register of Secretaries
How to add a Corporate Secretary appointment.
11.4 Adding an Auditor to the Register of Auditors
How to add an Auditor.
11.5 Adding a Member to the Register of Members
How to add a member's appointment.
11.6 Registering an Allotment of Shares
How to add an allotment of shares.
11.7 Registering a Transfer of Shares
How to add the transfer of shares.
11.8 Adding a Director's & CEO's Shareholdings
How to add director/CEO shareholdings.
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12. User Account Menu
12.1 My Profile
12.2 My Logs
12.3 Audit Logs
12.4 Terms of Use (TOU)
12.5 Privacy Statement
12.6 Release Notes
12.7 Company Profile Settings
12.8 Access Rights Settings
- View the List of Administrators and their Sub-Role
- Assign an Administrator a Sub-Role
- Remove an Administrator's Sub-Role
12.9 Global Settings
a. Security Settings
- Enable or disable the 4-digit PIN for mobile users
- Enable or disable the option to set OTP for Approvals
- Masking of the user's information from the Business Users and Executive Assistants' view
b. Register Settings
c. Document Settings
d. Approval Settings
- Enable or disable the option to allow Business Users to add remarks
- Enable or disable the option to set scheduled reminders for participants
- Enable or disable the option to set recurring reminders for participants
e. Schedule Settings
- Enable or disable the option to set scheduled reminders for participants
- Enable or disable the option to set recurring reminders for participants
f. Meeting Settings
g. SmartSign Settings
12.10 Switching Companies
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13. Support or Help