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The Board Information tab is used to enter board location and contact information. This tab also is where announcements can be created and board logos can be uploaded. The Announcement and Board logo will be displayed in the K212 Finance Dashboard.
The Board Information has the following options:
•Edit
Use the following steps to edit the board information:
1. Click on the System tab, click Settings, and select Board.
2. Click on the Edit button to make fields available.
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3. If applicable, update the Name.
4. If applicable, enter or update any of the following fields: Address 1, Address 2 and/or City.
5. If applicable, click on the Country and/or Province/State drop-down menus to update the selected options.
6. If applicable, enter or update any of the following fields: Postal/Zip, Postal/Zip Ext., Contact, Email, Phone, Ext., Fax.
7. If applicable, click on the Default Buyer Code drop-down menu to select a default buyer code.
Default Buyer Code is for the purposes of having a default buyer when initially setting up the application.
8. To enter an announcement, in the Announcements section, enter a Header and/or the Content of the announcement.
9. To enter a board logo, click on the Select Image button to add a logo.
Note: To remove the logo, click on the Remove button.
10. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
11. Click on the Save button to confirm the changes or click on the Undo button to remove all input information and reset the fields to their default values.