In the event an Entity is terminating its Board.Vision account, we encourage the Administrator to carry out the following steps to preserve the entity's records. 
 

1) To Deactivate all the Users. 

  • To learn more on how to deactivate a User, click here
  • Please contact support@board.vision to delete the last remaining User in the entity. 
     

2) To Download all the Schedule Information Report. 

  • To learn more on how to download the Schedule report, click here
     

3) To Archive all Meetings and Download the Archival Report. 

  • To learn more on how to archive a Meeting and download the archival report, click here
     

4)To Archive all Approvals and Download the Archival Report.

  • To learn more on how to archive an Approval and download the archival report, click here
     

5) To Cease all the Users in the Registers Module. 

  • The steps to cease all Users from Registers of Directors / CEOs / Secretaries / Auditors / Members are similar.
  • To learn more on how to cease a Director from the Register of Directors module, click here.
     

Important Note for Users associated with multiple entities:


- If the entity has been struck off, the Administrator would be required to cease all the Users from the Register of Directors / CEOs. By ceasing all the Users' directorship within Board.Vision Registers module, the status will be reflected accordingly under the Directors' Director's Disclosure Section 156.


- If the entity is still operating and would just like to unsubscribe from Board.Vision, the Administrator is not required to cease the Users from the Register of Directors / CEOs since the Users still remain Director/CEO of the entity.

  

6) To Download a list of all Registers in the Registers Module. 

  • The steps to download a list of all Registers are similar.
  • To learn more on how to download the list of Registered Directors in the Registers module, click here

 

7) To Generate Directorship and Financial Year End Reports.

  • To learn more on how to generate directorship and financial year end reports, click here.