Allowing Document Type Creation and Uploading of Documents to the Record Management System

We have enhanced the Record Management System, allowing Administrators to create Document Types and upload documents.

This enhancement enables users to systematically store, organise, retrieve, and manage documents and records in a structured and efficient manner.

Note: Business users can only upload documents to the Record Management System.

Below is a comparison of the previous and current designs for your reference.

Previous Design  - Administrators could only search for documents that were uploaded to specific events such as User Groups, Meetings, and Approvals.
Current Design - Administrators can now create document types and upload documents directly into the Record Management System for centralised reference and better document organisation.

To find out more on how to create a document type, please check here.

To find out more on how to upload a document, please check here.

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).