Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a document type.
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 create a 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.
4) On the "Manage Document Type" pop-up window, click on +Add Document Type.
5) Enter the name of the new document type for the "Document Type" field.
6) To add more fields, click on +Add More Field.
7) When adding a new field, choose the field type from the dropdown menu.
8) Select the Required checkbox if the field must be mandatory. Then, click Confirm to apply the changes.
You have completed the tutorial on how to create a 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).