How-to Guide for Administrators
The Record Management System (RMS) is a dedicated module designed to help Administrators store, manage, and retrieve documents efficiently across different modules (Users, User Groups, Approvals, Meetings & Events). RMS allows Administrators/Business Users to assign tags, making it easier for users to search, filter, and retrieve relevant documents quickly. RMS ensures that only authorised users can view or manage specific documents based on the permission settings. For documents associated with Approvals or Meetings, they will be added to RMS by default, but not everyone can view the documents. The access rights for an Administrator/Business User, as set up in Meetings/Approvals, will be inherited in the RMS.
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a document type in the Record Management System. Importan...
Tue, 27 May, 2025 at 5:07 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to upload a document and how to search for the uploaded document in ...
Fri, 20 Jun, 2025 at 12:18 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add and manage document tags for record management. Important No...
Tue, 27 May, 2025 at 5:17 PM
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add a customised fields for a document type. Important Note: The...
Fri, 20 Jun, 2025 at 12:19 PM