Record Management System (RMS)

How to Filter Documents by Module
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to filter documents by module such as Users, User Groups, Approvals,...
Thu, 21 Aug, 2025 at 12:53 PM
How to Search for Documents
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to search for documents. Important Note: The Board.Vision web app i...
Thu, 21 Aug, 2025 at 1:30 PM
How to Manage your Column
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to manage your column. This gives you the flexibility to organise h...
Thu, 21 Aug, 2025 at 5:13 PM
How to Create a Document Type
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a document type. This gives you the flexibility to organi...
Mon, 25 Aug, 2025 at 2:07 PM
How to Set a Required Field in Document Type
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps on how to set a required field in the Document Type. Important Note...
Fri, 22 Aug, 2025 at 2:30 PM
How to Upload Multiple Documents within the Record Management System
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to upload multiple documents within the Record Management System. I...
Fri, 22 Aug, 2025 at 2:23 PM
How to Add Tags for Classification
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to search for documents. Important Note: The Board.Vision web app i...
Mon, 25 Aug, 2025 at 3:16 PM
How to View the Approval Certificate of Completion (CoC) Report in RMS
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps on how to view the Approval Certificate of Completion (CoC) Report. ...
Fri, 22 Aug, 2025 at 2:35 PM