Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add a User to the Register of Secretaries and Confirm his or her Date of Appointment.


To add a user and confirm his or her date of appointment in the Register of Secretaries: 


1) Log in to your Board.Vision account using your registered email address and password. 


2) Once you are logged in, Home shows an overview of your Upcoming, Pending and Draft items. 


 

3) Click on Registers from the left menu. Register of Directors section will be shown as your main screen.  



4) Click on the Arrow Down button next to the Register of Directors, then select Secretaries from the dropdown list.



5) In the Register of Secretaries page, click on the icon  at the top right. You will be directed to the Add New Entry pop-up window. 


6) To add an Existing Board.Vision User to the Register of Secretaries:


a) Click on Existing Board.Vision User.



b) Enter the information required on the Register of Secretaries pop-up window. Fields marked with asterisks are mandatory and cannot be left blank. Then, click on Add to Register



7) To add a New User to the Register of Secretaries:


a) Click on New User



b) Enter the information required on the Register of Secretaries pop-up window. Fields marked with asterisks are mandatory and cannot be left blank. Then, click on Add to Register



8) Once you have clicked on Add to Register, user will be added to the Register of Secretaries with a Pending Status. 




9) To confirm the date of appointment, select the checkbox beside the Secretary’s name. Then, click on Confirm Date of Appointment icon .



10) Enter the Date of Appointment, then choose Confirm Register on the Confirmation pop-up window. 



You have successfully added a user to the Register of Secretaries and confirmed his or her date of appointment. 


Congratulations! You have completed the tutorial on How to  Add a User to the Register of Secretaries and confirm his or her date of appointment.


If you face any issues, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 and we will be happy to help.  


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