How to Access the Record Management System on iPad

Welcome to Board.Vision Tutorials! 

In this tutorial, we will walk you through the steps to access the Record Management System (RMS) on an iPad.

To access the RMS: 

1) Log in to the Board.Vision App with your registered email address and password. 

2) Tap on Record Management System.

3) Basic Search

Locate the search bar at the top and type in keywords related to the document you are looking for, such as Document Title or "Associated To".

• Document Title: The name given to the document when it was uploaded.
  
• Associated To: Indicates which user, user group, meeting, or approval the document belongs to.

4) Advanced Search

a) Tap on Filters (next to the basic search). 

b) Enter filters such as:

• Document Title: The name given to the document when it was uploaded.
• Associate To: Indicates which user, user group, meeting, or approval the document belongs to (eg, an approval or meeting name)
• Date: Specify the date range for the documents when they were uploaded to the system.
• Tag: Shows the tags you added when uploading documents via RMS, Approvals, Meetings, or User/User Groups.
• Document Type: Categorises the file, for example: User Document, User Group Document, Approval Document, Meeting Document, Agreements, Financial Statements, etc.
• Created By: Indicates the user who uploaded the document into RMS.

c) Tap Confirm. The system will display matching documents based on your keywords.  

You have completed the tutorial on how to access the Record Management System on iPad.

If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help. 

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).