Welcome to Board.Vision Tutorials!
In this tutorial, we will walk you through the steps to create a document via Templates.
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 via Templates:
1) Log in to your Board.Vision account using your registered email address and password.
2) Go to Templates, and click on Select Action. Then choose Create Document from the dropdown menu.
3) On the Create Document screen, adjust the alignment or formatting as needed. You can also insert items under the Fields tab (circled in red) into the document.
4) Click on the Action button, then select one of the following options from the dropdown:
Save as PDF File
Save as Word File
Save to RMS
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).
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