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 Current or Past Directorship, Financial Year End, Approvals, and Meetings Statistics/Listings Reports.

  • To learn more on how to generate a current directorship report, click here
  • To learn more on how to generate a past directorship report, click here
  • To learn more on how to generate a financial year end report, click here.
  • To learn more on how to generate an Approvals and Meetings statistics report, click here.
  • To learn more on how to generate an Approvals and Meetings listings report, click here.