iPad Users

In this article, we will walk you through the steps on how to activate your Board.Vision account and access it on an iPad.

Once you have been added to Board.Vision as a user, download the "Board.Vision" application from App Store.

1. Activating Your Account

• Open the welcome email from Board.Vision <notifications@board.vision> and click the activation link.
• Set up your password by following the on-screen requirements.
• Proceed to accept the Terms of Use.
• Select the company you wish to access if your account is linked to multiple companies.
• Enter One-Time Password (OTP).

2. Logging In

Once you open Board.Vision app, you will be presented with the login screen.

To log in, you'll enter your email address and then select Continue.

On the following screen, enter your password and select Continue. If your organisation utilises single sign-on (SSO), you are only required to enter your email address.

3. Switching Companies

If you have access to multiple companies, open the company selection screen or company-switching option.

Select the company you wish to access and verify that you are viewing the correct company before opening its meetings, documents, or approvals.

4. Save or Update Your E-Signature

Tap your profile image and select Settings from the dropdown menu.

Tap on Setup Signing Signature.

On the signature screen, sign within the white box and tap on Update. 

5. Meetings & Events

5.1 Viewing Meeting Information

From your dashboard, locate the relevant meeting and click for more information. 

The Overview section includes the meeting date, time, venue, and other relevant information.

Depending on the setup, you can also use the following features:

1. Join Meeting: Appears if the Administrator provided a video conference link.
2. Notify Executive Assistant: Appears if you have an assigned Personal Assistant (PA) in the system.
3. Tap Expand to view all agenda documents, then select a document to open it.

5.2 Adding Personal and Shared Annotations

Personal annotations allow you to mark up your own copy of a document without sharing your notes with other users.

Collaboration annotations allow you to discuss specific sections of a document with other authorised Business Users or administrators.

• Open the document and click the Pen icon at the top of the screen to do the annotation on the personal copy. 

• To add shared annotations, click Actions and select Collaboration.

6. Approvals

6.1 Reviewing and Acting on an Approval

From the dashboard, click on the approval that requires action

The Approval Information panel displays the deadline, the Approval document, any Supporting documents (if available), and the list of Voters. On the right side, you can view the document.

Note: The voter list is hidden if the Approval is set to closed. 

1. Tap Action (bottom right) to view the available options. 
2. Tap Add Remark to leave a comment if enabled by your Administrator. Procees to Approve, Disapprove, or Abstain (if applicable).

On the signature screen, sign manually or upload a signature image, then select Proceed. 

Complete any required confirmation or one-time password (OTP) verification, and enter the 6-digit OTP sent via email or SMS.   

7. Planning & Scheduling

7.1 Voting on Proposed Meeting Dates

On the left side of the screen, you will see the deadline, the total number of responses, and the list of all voters. 

You will also find the Add Remark option if you wish to include any comments or remarks and Add Propose Date to propose alternative meeting dates. 

Vote on the dates proposed by selecting 'Yes' or 'No'. Then, tap on Update.

Tap on Notify EA and enter the message on the pop-up and Send.

7.2 Proposing Alternative Meeting Dates

To suggest alternative dates, select Propose Alternate Date. You may propose more than 10 alternative dates. You will be able to see the dates you have proposed under the New Proposed Date section.

Note: 

• Any dates proposed by other Business Users or added by Administrators will also be displayed in this section.
• Other Business Users will be able to vote on your proposed dates if Administrators enabled the setting.
• You may amend your votes at any time before the deadline.

8. Record Management System (RMS)

8.1 Searching for Documents - Basic Search

From the left navigation menu, tap on Record Management System.

Locate the search bar at the top and type in keywords related to the document you are looking for, such as Document Title or "Associated To" and click on "Search".

8.2 Searching for Documents - Advanced Search

Click on Advanced Search (next to the basic search) and enter filters such as:

• Document Title: The name given to the document when it was uploaded.
• Associate To: Indicates which user, user group, meeting, or approval the document belongs to (eg, an approval or meeting name)
• Date: Specify the date range for the documents when they were uploaded to the system.
• Tag: Shows the tags you added when uploading documents via RMS, Approvals, Meetings, or User/User Groups.
• Document Type: Categorises the file, for example: User Document, User Group Document, Approval Document, Meeting Document, Agreements, Financial Statements, etc.
• Created By: Indicates the user who uploaded the document into RMS.

Click the Advanced Search button. The system will display matching documents based on your keywords.

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9. Access Your Documents Offline

Tap on the download icon for the Meeting or Approval. 

A progress screen will appear showing that synchronisation is underway. Once synchronisation finishes, tap Done.

When working offline, an Offline label will appear at the top of the screen.

A check-mark icon indicates that the documents are fully synced and ready for offline viewing.

Note: Meetings or Approvals that have not been synced will appear greyed out and cannot be opened offline.

What You Can Do in Offline Mode

• For Meetings:

  • View documents and add annotations offline.

  • Your annotations will automatically sync to the server once your device reconnects to the internet.

• For Approvals:

  • View documents and add annotations offline.

  • Action and Collaboration features are unavailable while offline.

  • Your annotations will automatically sync to the server once your device reconnects to the internet.

10. Use AI Assistance on Documents

Select the Meeting or Approval from your Dashboard.

Tap on the document name from Meetings, Approvals or the Record Management System.

Tap on the AI Assistant feature at the top right of your screen.

Choose from the built-in AI prompts to get instant insights, or type your own question. 

You can review the AI’s response and continue interacting as needed.

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).