Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to filter documents by module such as Users, User Groups, Approvals, or Meetings.
Important Note: The Board.Vision web app is optimised and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To filter documents by module such as Users, User Groups, Approvals, or Meetings:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to Record Management System.
You will see a dropdown menu labeled "All Module".
3) Click on the dropdown menu and choose the module you want to view. The system will automatically display only the documents that belong to the selected module.
If you face any issues, 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).