Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to manage your column.
This gives you the flexibility to organise how your documents are displayed. You can choose which columns you want to see and even reorder them so the list appears in the way that works best for you.
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).
Note: The order will only apply to the individual user and will not affect the order for other users.
To manage your column:
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) Click on the Manage Column button.
4) A list of available columns will be displayed on the "Manage Column" pop-up window.
Tick or untick the checkboxes to show or hide columns as desired.
5) To reorder the columns, click and drag the column names to reorder how they appear in your document list.
6) To add a new column, click on the Add Column button to create a custom column.
7) Enter the column name and choose the type of field (format). Then, click on Create.
8) Once you have selected, reordered, or added columns, click Save to apply changes.
Your document list will now display the columns according to your preferences.
You have completed the tutorial on how to manage your column.
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).