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.
1.4 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. Users
Guide on viewing the list of Board.Vision users within the company.
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3. User Groups
Guide on viewing the list of Board.Vision user groups you are a member of.
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4. Planning & Scheduling
4.1 Vote and Propose an Alternate Date for Upcoming Meeting
How to vote and propose an alternate date for an upcoming meeting.
4.2 Change your Vote on your Availability
How to change your previous votes before the deadline.
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5. Meetings & Events
5.1 View Meeting Information and Agenda Documents
How to access meeting details and documents.
Instructions for joining virtual meetings (Zoom, MS Teams, etc.) via Board.Vision.
Guide on marking up your documents privately.
5.4 Annotate Shared Documents with Other Business Users and Administrators
Instructions on making annotations visible to other users.
5.5 Tag Other Business Users or Administrators in Comments
How to @mention other participants or administrators when commenting on documents.
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6. Approvals
6.1 Act on Approvals and Viewing Supporting Documents
How to view, approve, reject, or comment on circulated resolutions.
6.2 Act on Approvals without a Signature
How to approve circulated resolutions without a signature.
6.3 Act on Approvals as an Alternate Director
How to approve circulated resolutions as an Alternate Director.
6.4 View Voters' Remarks in the Approval
How to view comments left by other decision-makers.
6.5 View an Approval Certificate of Completion (CoC) Report
How to download and review the CoC report.
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7. Documents
Guide on viewing all documents related to Users, User Groups, Meetings, and Approvals
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8. Record Management System (RMS)
How to search for documents related to any modules ( e.g, Users, User Groups, Meetings, and Approvals)
How to upload documents not related to any modules ( e.g, Users, User Groups, Meetings, and Approvals)
8.3 Adding Document Tags
How to add tags to documents for easy search.
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9. User Account Menu
9.1 My Profile
- View Your Profile
- Edit Your Profile
- Reset Your Password
- Set your Preferred Method for Receiving One-Time Passwords (OTP)
- Update your Registered Mobile Phone Number
9.2 Saved Signature
9.3 My Logs
9.6 Release Notes
9.7 Company Profile Settings
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10. Support or Help