1. General Information


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.


2.3 Creating an Auditor

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.


2.6 Deactivating a User

How to deactivate a user from Board.Vision.

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3. User Groups


3.1 Creating a User Group

How to create a user group ( e.g., Committees, Boards). 


3.2 Deactivating a User Group

How to deactivate a user group.


3.3 Dissolving 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.


4.7 Archiving a Schedule

How to archive a past schedule.

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5. Meetings & Events


5.1 Creating a Meeting

How to create a meeting.


5.2 Adding a Meeting Link

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.


5.7 Archiving a Meeting

How to archive a past meeting.

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6. Approvals


6.1 Creating an Approval

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.


6.7 Archiving an Approval

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)


8.1 Searching for Documents

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.


8.3 Creating a Document Type

How to create a document type.


8.4 Uploading a Document

How to upload documents not related to any modules ( e.g Users, User Groups, Meetings, and Approvals)


8.4 Deleting a Document

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


12.9 Global Settings

a. Security Settings


b. Register Settings


c. Document Settings


d. Approval Settings


e. Schedule Settings


f. Meeting Settings 


g. SmartSign Settings


12.10 Switching Companies

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13. Support or Help