You can now upload documents directly from the Record Management System (RMS) when adding files to Users, User Groups, Approvals, and Meeting & Events. This provides greater flexibility and saves time by reusing existing records instead of uploading duplicate files from your local device.
Previously, Administrators could only upload documents from their local devices.
With this update, a new add document window is now available in the Users, User Groups, Approvals, and Meetings & Events modules.
Administrators can select from two upload methods:
Local Device (existing behavior)
Upload from Record Management System (new option)
Below is a comparison of the previous and current designs for your reference.
| Previous Design |  |
| Current Design |  |
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).
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