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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2Meetings & Events 


2.1 Viewing Meeting Information and Agenda Documents

How to access meeting details and documents.


2.2 Annotating Your 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 


5.1 Switching Companies

5.2 My Profile

5.3 Settings


5.4 Terms of Use (TOU) 

5.6 Privacy Statement

5.7 Release Notes


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6. Support & Help