How to Replace Meeting Agenda Documents

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to replace any Meeting agenda documents.

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).  

To replace any Meeting agenda documents:

1) Log in to your Board.Vision account using your registered email address and password. 

2) From the left navigation menu, go to Meetings & Events, and click on a Meeting name.

3) On the View Meeting page, scroll down to the "Agenda Details" section and click on View Documents.

4) On the document pop-up, click on the Replace button.

5) Then, select to drag and drop a PDF file from your device or import from the Record Management.  

6) To transfer users’ annotations to the new document, leave the “Transfer annotation to new document” checkbox checked.

To prevent annotations from being transferred, uncheck the checkbox.

You have completed the tutorial on how to replace Meeting Agenda Documents.

If you face any issues, 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).