Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to search for documents.
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 search for documents:
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.
3) Basic Search
a) Locate the search bar at the top and type in keywords related to the document you are looking for, such as Document Title or "Associated To".
- Document Title: The name given to the document when it was uploaded.
- Associated To: Indicates which user, user group, meeting, or approval the document belongs to.
b) Click the Search button. The system will display matching documents based on your keywords.
4) Advanced Search
a) Click on Advanced Search (next to the basic search).
b) Enter filters such as:
- Date From and To: Specify the date range for the documents when it was uploaded to system.
- Document Type: Categorises the file, for example: User Document, User Group Document, Approval Document, Meeting Document, Agreements, Financial Statements, etc.
- Module: Indicates which module the document is related to, such as RMS uploads, Meetings, Approvals, Users, or User Groups.
- Tag: Shows the tags you added when uploading documents via RMS, Approvals, Meetings, or User/User Groups.
c) Click the Advanced Search button. The system will display matching documents based on your keywords. 
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).