1. General Information


1.1 Board.Vision Supported Devices and Browsers

Overview of compatible devices, operating systems, and browsers for the best experience. 


1.2 Different User Roles on Board.Vision

Explanation of different user roles: Administrators, Business Users, Executive Assistants, User Managers or Auditors.

1.3 Installing The Board.Vision App on your Mobile Devices

Step-by-step instructions for installing the Board.Vision App.


1.4 Activating your Board.Vision Account 

Step-by-step instructions for account activation via email and password.


Guide on logging in through SSO-enabled corporate accounts.

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2. Meetings & Events 


2.1 View Meeting Information and Agenda Documents and Notify Your Director of an Upcoming Meeting

How to access meeting details and documents and notify your director of the upcoming meeting.


2.2 Save and Share a Document 

How to save and share your documents. 

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3. Approvals 


3.1 Send a Reminder to your Director to Act on an Approval 

How to send a reminder to your director to submit the Approval response.

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4. Planning & Scheduling


4.1 Vote and Propose an Alternate Date for an Upcoming Board Meeting

How to vote and propose an alternate date for an upcoming meeting on behalf of your Director.


4.2 Change your Votes on Director's Availability

How to change your previous votes before the deadline. 


4.3 View Participants' Votes

How to view other Business Users' votes. 


4.4 View the Finalised Meeting Date

How to view the finalised meeting date. 

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5. User Account Menu 


5.1 Switch Companies

5.2 My Profile


5.3 Terms of Use 

5.4 Privacy Policy 

5.5 Board.Vision Release Notes

5.6 How to Sign Out from your Board.Vision Account

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6. Support & Help