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.
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.
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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.
2.3 Saving and Sharing Your Documents
How to save and share your documents
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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 on Approvals
How to view comments left by other decision-makers.
3.6 Viewing an Approval Certificate of Completion (CoC) Report
How to view comments left by other decision-makers.
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4. Planning & Scheduling
4.1 Voting and Proposing an Alternate Upcoming Board Meeting Date
Guide to respond to scheduling polls and propose alternative dates.
4.2 Changing your Votes on your Availability for an Upcoming Meeting
How to change your votes.
4.3 Viewing Participants' Votes
How to view who has responded and their proposed availability.
4.4 Viewing the Finalised Meeting Date
How to view the confirmed upcoming meeting date.
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5. User Account Menu
5.2 My Profile
- Viewing your Profile
- Viewing the List of User Groups you are a Member of
5.3 Settings
5.6 Privacy Statement
5.7 Release Notes
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6. Support & Help