How to Upload Documents into the Record Management System (RMS)

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to upload documents into 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 upload documents into 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. 

3) Click on Upload Document, then select Single or Multiple Documents from the dropdown.

4) If you had selected "Single Document" earlier, 

a) First, choose the Document Type from the dropdown and click on Confirm.

b) Drag and drop the documents or click Browse.

c) Once the document has been attached, enter the Title and Tag, and select the “Allow Download” option if required.

d) To update access settings, go to the "Viewers" tab and select the Users or User Groups you wish to allow to view the uploaded document.

Then, click Confirm. 

5)  If you had selected "Multiple Documents" earlier, 

a) Drag and drop the documents or click Browse.

b) Choose the appropriate Document Type and click Import.

c) Once uploaded, the document(s) will be searchable within RMS and can be filtered by "Others".

You have completed the tutorial on how to upload documents into the Record Management System.

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).

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