An Enhancement to Allow Administrators an Option to Transfer Users' Annotations When Replacing Files

Administrators now have more flexibility when replacing documents in Board.Vision.

• A new checkbox option, “Transfer annotation to new document” has been added.

• By default, this option is checked, meaning annotations will be carried over to the replaced document.

• If unchecked, annotations will not be transferred.

This enhancement applies to:

• Meeting Agenda Documents

• Additional Documents / Post Documents / Meeting Minutes 

Below is a comparison of the previous and current designs for your reference. 

Previous Design After clicking on the Replace button, the document pop-up did not include an option for Administrators to decide whether or not annotations should be carried over to new document.
Current Design The document pop-up now includes a checkbox option, “Transfer annotation to new document”. Administrators can uncheck it if they do not want annotations to carry over.

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).