Allowing Administrators to Link an Uploaded Document in the Record Management System to Existing Records

Modified on Fri, 5 Sep at 11:39 AM

We have enhanced the Record Management System (RMS), allowing Administrators to link an uploaded document to existing records, such as the Meetings, Approvals, Users, or User Groups. 

You can now:

Add uploaded RMS documents directly to existing Meetings, Approvals, Users, or User Groups.

Create a new Approval directly from any uploaded RMS document.

This enhancement improves flexibility and enhances document organisation by reducing redundant uploads and supporting more efficient record management.

We have included a comparison of the previous and current designs below for your easy reference.

Previous Design

- There was no option for Administrators to add an uploaded RMS document to an existing Meeting, Approval, User, or User Group.

Administrators also could not create an Approval directly from an uploaded document.

Current Design

- When clicking the Select Action button on an uploaded document, a dropdown menu now appears.

This menu allows Administrators to choose from options such as:

Add to Meeting
Add to Meeting
Add to User
Add to User Group
Create Approval

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).