How to Set a Required Field in Document Type

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps on how to set a required field in the Document Type.

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 set a required field in the Document Type:

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 Document Type button at the top right.

4) In the Manage Document Type pop-up window, click the Edit button for the desired Document Type.

5) In the Edit Document Type pop-up window, click + Add More Field.

6) A new field will appear at the bottom. Select the Field Type from the dropdown list.

7) Tick on the "Required" checkbox and click on Confirm.

8) When uploading a document, this field will now be marked as a required field (indicated with an asterisk *).

You have completed the tutorial on how to set a required field in the Document Type. 

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).