How to Customise Your View in the Record Management System

Welcome to Board.Vision Tutorials! 

In this tutorial, we will walk you through the steps to customise your view in the Record Management System. You can easily show, hide, and reorder columns to display your documents in the way that best suits your workflow. 

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).
• Column preferences apply only to your account and will not affect other users. 

To manage your column in 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 Record Management System and click on the Manage Column button.

3) A list of available columns will be displayed on the "Manage Column" pop-up window. 

4) In the pop-up window: 

• Show/Hide: Tick or untick the checkboxes to choose which columns to display.
• Reorder: Click and drag column names up or down to set your preferred order.

Your document list will now instantly update to match your selected layout. 

You have completed the tutorial on how to manage your column.

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).