How to Save a Document to the Record Management System

Modified on Mon, 18 May at 5:27 PM

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to save a document to the Record Management System.

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 save a document to the Record Management System:

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

2) From the left navigation menu, go to Templates, and click on Select Action. Then choose Create Document from the dropdown.

3) On the Create Document screen, you can adjust the alignment or formatting as needed to ensure the document appears correctly.

4) Click on the Action button, then select Save to RMS from the dropdown:

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).