Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to link an uploaded document to an existing User Group via 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 link an uploaded document to an existing User Group via 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) Locate the document and click on the Select Action button. Then, choose Add to User Group.
4) Select the User group from the dropdown.
Note: Documents can be uploaded to Active and Draft status user groups. Uploading is not allowed for Inactive or Dissolved user groups.
You have completed the tutorial on how to link an uploaded RMS document to an existing User Group.
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).
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