Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add a Secretary to the Register of Secretaries and confirm his or her date of appointment.
To add a Secretary to 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. The 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) On 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:
Important Note: You are required to create the user from the Users module first so that the user will be listed on the existing Board.Vision user dropdown list. The Existing Board.Vision User selected the option Named Company Secretary with Confirmed status will be added to the Director’s Disclosure Distribution List.
a) Click on Existing Board.Vision User.
b) You will be able to select an existing Board.Vision user from the dropdown list. The fields will be auto-filled with an existing Board.Vision user’s data.
c) If you wish to include the Secretary to the Director’s Disclosure Distribution List, you will need to select the option, Named Company Secretary. Then, click on Add to Register.
7) To add a New User to the Register of Secretaries:
Important Note: If you have added a New User from the Register of Secretaries, the user will be added to the Register of Secretriess for record purposes only. The user will not be auto-created as a Board.Vision user in the Users module.
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.
c) If you wish to include the Secretary to the Director’s Disclosure Distribution List, you will need to select the option, Named Company Secretary. Then, click on Add to Register.
8) Once you have clicked on Add to Register, the Secretary will be added to the Register of Secretaries with a Pending Status.
To confirm a Secretary's date of appointment:
1) Select the checkbox beside the Secretary’s name. Then, click on Confirm Date of Appointment icon.
2) Enter the Date of Appointment, then choose Confirm Register on the Confirmation pop-up window. The entry status will change from Pending to Confirmed.
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).