Welcome to Board.Vision Tutorials!
In this tutorial, we will walk you through the steps to add a Secretary's appointment and confirm his or her date of appointment.
To add a Secretary's appointment and confirm his or her date of appointment:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once you are logged in, navigate to Registers from the left menu. Proceed to the Register of Secretaries listing page, and click on the + button at the top right.
3) After clicking the "+" button, the "Register of Secretaries" screen will appear.
- In this screen, locate the "Present Full Name" field.
- Click on the drop-down list and select the Secretary's name from the available options.
Note: The dropdown displays Company Secretaries who have been added as an Admin user in the Users module.
4) Fill in the required fields (Nationality, ID Type, ID Number, Appointment Date, and Address) and select the Named Company Secretary checkbox. Then, click on Add to Register.
Note: Selecting the Named Company Secretary checkbox will automatically add the Company Secretary to the Director's Distribution list in the Director's Disclosure module. This ensures that the Company Secretary will receive email notifications whenever a Director circulates their disclosure.
5) Once you have clicked on Add to Register, the appointment and details will be added to the Register with a Pending status.
To confirm a Secretary's date of appointment:
1) Check the box next to the Secretary's name and click on the "Confirm Date of Appointment" button.
2) On the "Confirmation" pop-up window, enter the Date of Appointment and click on the Confirm Register button.
If you face any issues, please reach out to our Board.Vision Customer Success Team at [email protected] 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).