iPad

Meetings: How to View Meeting Information and Agenda documents
To view the Meeting Information and Agenda documents:  1) Tap on the Meeting you wish to view from the Current Schedule.   2) On the left of your screen,...
Thu, 2 Jul, 2020 at 4:39 PM
Meetings: How to Leave a Message to Your Executive Assistant
To leave a message to your Executive Assistant:    1) From the Meeting Screen, tap on the Notify EA.     2) A Notify Executive Assistant window will ap...
Thu, 2 Jul, 2020 at 5:39 PM
Annotations: How to Annotate on Documents
To annotate on documents:  1) Open the document you would like to annotate on. When opening a document, the Annotation icon (see red box) will be selected ...
Thu, 2 Jul, 2020 at 4:40 PM
Approvals: How to Act on an Approval and View Approval Supporting Documents
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps on How to Act on an Approval and view Approval Supporting Documents....
Wed, 8 Jul, 2020 at 11:07 AM
Schedule: How to Vote for Your Preferred Meeting Date(s)
To vote for Preferred Meeting Date(s):  1) Tap on Board Space on the left menu. The To-do list will display the Proposed Schedule pending your action.  2)...
Thu, 2 Jul, 2020 at 4:41 PM
Schedule: How to Change My Votes on Available Dates
To amend your vote:  1) Select the Proposed Schedule from your Current Schedule. 2) Amend the dates accordingly and tap on Update.  *Please ta...
Thu, 2 Jul, 2020 at 4:49 PM
Schedule: How to View the Finalized Date
 To view the Finalized Date: 1) Select the Proposed Schedule from your Current Schedule. 2)  You will be able to view the finalized date highlighted ...
Thu, 2 Jul, 2020 at 6:10 PM
Documents: Where to View All Your Documents
To view all your Documents: 1) Tap on Documents on the left menu.  2) Tap on In Circulation to view all the documents related to your Upcoming and Past Ev...
Thu, 2 Jul, 2020 at 4:42 PM
Directory: Where to View the List of Users within the Company
To View the List of Users within the Company:   1) Tap on Directory on the left menu.  2) You will be able to view the list of Board.Vision users within ...
Thu, 2 Jul, 2020 at 4:43 PM
Activity Logs: Where to View Your Activity Logs
To View Your Activity Logs:  1) Tap on Activity Logs on the left menu.  2) You will be able to view the detailed information of your activities including ...
Thu, 2 Jul, 2020 at 4:45 PM