We have added a new feature, Record Management System, to enhance document accessibility, search efficiency, and user customisation.
This feature streamlines document management, making it more efficient to find and organise records.
To access this feature, users can simply navigate to the Record Management System added to the left menu. This module is available based on company settings and user access.
Key Features
1. Flexible Search Options
- Normal Search - Search by document title or associated event name (e.g., Approvals/Meeting name)
- Advanced Search - Search by date, tags/keywords, type, or creator for more precise results.
2. Tag Management
- Add or edit document tags and search using them.
3. Customisable Result Table
- Show/hide columns via 'Filters' to create a personalised view.
Normal Search
Advanced Search
Add/edit document tags
Show/hide columns via 'Filters' to customise result table
To know more about how to add and manage document tags for Record Management, please check here.
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).