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.
Important Note: The Board.Vision web app is optimised and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To create a Document Type:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once logged in, click on Record Management System from the left menu.
3) Click on the Manage Document Type button at the top right of your screen.
4) On the "Manage Document Type" pop-up window, click on the +Add Document Type function.
5) Enter the Document Type. If required, you may click on Add More Field.
Note: The Document Title, Tag, Created By, Uploaded Date, and Action is set as default fields.
6) When adding a field, you have several options to select from the dropdown menu, such as follows:
- Associated To - A box for entering multiple lines of text
- Venue - A box for entering multiple lines of text
- Start Time - Allows users to select both date and time (e.g., 1 Jan 2025, 2:00PM)
- End Time - Allows users to select both date and time (e.g., 1 Jan 2025, 2:00PM)
- Status - A box for entering multiple lines of text
- Passing/Confirmation Date - Allows users to select calendar date (e.g., 1 Jan 2025)
- Deadline - Allows users to select both date and time (e.g., 1 Jan 2025, 2:00PM)
Once you have created all the required fields, click on Confirm.
7) When you go to the Manage Document Type once more, you will see that the newly created document type will be added to the list.
You have successfully created a document type in the record management system.
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).