We have enhanced the Record Management System, allowing Administrators to create Document Types and upload documents.


This enhancement enables users to systematically store, organise, retrieve, and manage documents and records in a structured and efficient manner.


Note: Business users can only upload documents to the Record Management System.


Below is a comparison of the previous and current designs for your reference.


 Previous Design 


- Administrators could only search for documents that were uploaded to specific events such as User Groups, Meetings, and Approvals.



Current Design

- Administrators can now create document types and upload documents directly into the Record Management System for centralised reference and better document organisation. 




To find out more on how to create a document type, please check here.


To find out more on how to upload a document, please check here.


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).