Board.Vision

1) What is the Board.Vision Supported Devices and Browsers

2) Who is the Board.Vision Main Users

3) How to Activate your Board.Vision Account

    - For Normal Users

    - For Single-Sign On Users

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Users

1) Creating a User

2) Creating an Executive Assistant

3) Creating an Auditor

4) Deactivating a User

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User Groups

1) Creating a User Group

2) Deactivating a User Group

3) Dissolving a User Group

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Planning & Scheduling

1) Creating a Schedule

2) Canceling an Activated Schedule 

3) Changing the Schedule Deadline

4) Voting on Behalf of a Director

5) Setting an Auto-Reminder for Participants Who Haven't Voted 

6) Finalising the Meeting Date

7) Archiving a Schedule

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Meetings & Events

1) Creating a Meeting

2) Adding a Meeting Link

3) Changing a Meeting Date 

4) Canceling a Scheduled Meeting

5) Downloading a Set of Meeting Documents

6) Annotating on a Shared Copy of the Document

7) Archiving a Meeting

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Approvals

1) Creating an Approval

2) Canceling an Activated Approval

3) Changing the Approval Deadline

4) Setting an Auto-Reminder for Participants Who Haven't Responded

5) Uploading an Offline Decision for a Director

6) Finalising and Resolving an Approval's Outcome

7) Archiving an Approval

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Documents

1) Viewing All Your Documents

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Reports

1) Generating the Financial Year End Report

2) Generating the Current Directorship Report

3) Generating the Past Directorship Report

4) Generating the Approvals and Meetings Statistic Report

5) Generating the Approvals and Meetings Listings Report 

6) Generating the Planning & Scheduling Listings Report

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SmartSign

1) Creating a Document for e-Signing

2) Setting a Deadline for a Document with Draft or In Circulation statuses

3) Voiding a Document with In Circulation or Declined statuses

4) Deleting a Document with Draft, Complete, Cancelled, or Decline statuses

5) Sending a Reminder to Signatories Pending their Signature 

6) Setting an Auto Reminder to Signatories Pending their Signature

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Registers

1) Adding a Director to the Register of Directors

2) Adding a CEO to the Register of CEOs

3) Adding  a Secretary to the Register of Secretaries

4) Adding an Auditor to the Register of Auditors

5) Adding a Member to the Register of Members

6) Registering an Allotment of Shares

7) Registering a Transfer of Shares 

8) Adding a Director's & CEO's Shareholdings

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User Account Menu

1) My Profile

• Viewing Your Profile
• Resetting Your Password
• Updating your Registered Mobile Phone Number

2) My Logs

• Viewing Your Activity Logs
  

3) Audit Logs

• Viewing Activity Logs Related to All Users in the Company

4) Viewing the Terms of Use (TOU)

5) Viewing the Privacy Statement

6) Viewing the Release Notes

7) Company Profile Settings

• Updating the Company's Name

8) Access Rights Settings

• Viewing the List of Administrators and their Sub-Role
• Assigning an Administrator a Sub-Role
• Removing an Administrator's Sub-Role

9) Global Settings

a. Security Settings

• Enabling or Disabling the 4-digit PIN for Mobile Users
• Enabling or Disabling the Require OTP Option for Approvals
• Masking of User's Infomation from Business Users and Executive Assistants View

b. Register Settings

• Setting a New Registered Secretary to be Automatically Named as the Company Secretary by Default

c. Document Settings

• Enabling or Disabling the Allow Document Download Option by Default

d. Approval Settings

• Enabling or Disabling the Option to Set an Auto Reminder for Participants to Respond to the Approval

e. Schedule Settings

• Enabling or Disabling the Option to Set an Auto Reminder for Participants to Vote their Availability

f. SmartSign Settings

• Setting the Signature Type for Signatories' e-Signing in the SmartSign Module
  

10) Switching between Multiple Companies

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Help or Support

• Board.Vision Support Information