Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to send a disclosure as an attachment within an email for the Director's confirmation.
Important Note: The Board.Vision web app is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). Please note that this support is intended for desktop environments and is not applicable to mobile devices.
To send a disclosure as an attachment within an email for Director's confirmation:
1) Log in to your Director Disclosure account using your registered email address and password.
2) Once you are logged in, both Sections 156 and 165 will be visible on your screen. At the top right of the screen, you will be able to see your Director’s name.
3) If you wish to switch to another Director,
a) Click on the Director’s name.
b) Select the name of the Director you would like to act for from the Switch Director pop-up window.
c) Then, click on Switch Director.
4) Next, click on the Prepare Disclosure button at the top right of the screen. Then, you will be directed to the Prepare Disclosure pop-up window.
5) Click on the Prepared Disclosures tab, next to the Approved Disclosures tab.
6) Select the "Section 156 Disclosure" box.
7) On the Preview Disclosure pop-up window, click on Okay, Preview to preview your disclosure.
9) If you wish to send the disclosure to other recipients not listed within the distribution list, enter their email addresses into the CC field.
*Please note that only those with Alternate Director, CEO, Director, Director-Chairman, & Director-Deputy Chairman appointments will be shown in the S156 Distribution List.
10) To save any edits to the distribution list, click on the Save button.
11) If you wish to preview your disclosure again, you can do so by clicking the Eye icon which is next to the Edit Distribution List button.
12) Once everything is confirmed, select the "Attach disclosure file in email when send to director for approval" box and click on Send for Approval to proceed.
On Email Notification
Your Director will receive an email notification from Board.Vision <notifications@board.vision> with the title "Authorized Preparer <Preparer’s Name> has prepared draft director’s disclosure(s) for your confirmation”.
The recipients will be as follows:-
- To Director
- Cc Authorised Preparer (yourself)
You have completed the tutorial on how to send a disclosure as an attachment within an email for the Director's confirmation.
If you face any issues in completing the steps shown in this tutorial, 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).