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 Board.Vision web app is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To add a customised field for a document type:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once you are logged in, click on Record Management System from the left menu.
3) Click on the Manage Column button.
4) On the "Manage Column" pop-up window, you will see the list of columns to display in your Record Management table.
Click on the +Add Column function.
5) Enter name of the column, description (if any), and field type. Then click on Create.
6) Upon clicking create, you will be directed back to the "Manage Column" pop-up window.
Select the column that you have just added and click on Save.
7) Next, navigate to Manage Document Type, and on the "Manage Document Type" pop-up window, click the Edit icon next to the document type you would like to customise.
8) Then, click on +Add More Field function. From the "Select field type" dropdown, choose the custom field you previously created via the Manage Column pop-up window.
This allows you to assign the custom field to the selected document type.
You have successfully added a customised field for a document type.
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).