How to Upload a Post-Meeting Document

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to upload a post-meeting document to a Meeting.

Important Notes: 

• The Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).

• Administrators can upload post-meeting document(s) to Meetings with a Scheduled, Ongoing, or Ended status.

• Post-meeting document(s) are visible to Administrators only.

• Post-meeting document(s) will be included in the Archive Report.

To add a post-meeting document:

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

2) From the left navigation menu, go to Meetings & Events, and click on a Meeting. 

3) On the View Meeting page, scroll down to the Post Meeting Document (For administrative purposes only) section and click on Add Document. 

4) On the "Add Post Meeting Document" pop-up window, select to drag and drop a PDF file from your device or import from the Record Management.

5) The "Document Title" will be auto-populated. You may also add tags for classification. 

6) To edit, replace, or delete uploaded document(s), click the corresponding icons.

Note: You can only edit, replace, or delete documents when the Meeting status is Scheduled, Ongoing, or Ended.

You have completed the tutorial on how to add a post-meeting document(s) to a Meeting.

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).