How to Act on an Approval

Modified on Thu, 3 Sep at 11:12 AM

Welcome to Board.Vision Tutorials! 


In this tutorial, we will walk you through the steps to act on an Approval.


Note: This article applies to Board.Vision iPad app version 4.0.0 and requires iPadOS 17.0 or later 


To act on an Approval:

1) Log in to the Board.Vision App with your registered email address and password.


2) Select the approval on the Dashboard. 


3) The Approval Information panel displays the deadline, the Approval document, any Supporting documents (if available), and the list of Voters. On the right side, you can view the document.


Note: The voter list is hidden if the Approval is set to closed. 


4) Tap Action (bottom right) to view the available options. 

Tap Add Remark to leave a comment if enabled by your Administrator.


Note: Remarks are visible to Administrators and Participants. Once your vote is submitted, remarks cannot be added or edited.


5) Tap ApproveDisapprove, or Abstain (if applicable).  


6) If you entered remarks earlier, the Edit Remarks window will appear. Make any adjustments and tap Continue 


7) On the signature screen, tap Proceed


8) If OTP verification is required, enter the 6-digit OTP sent via email or SMS.   


9) Once authentication is successful, your response will be recorded and visible on the document. Administrators will be notified immediately.   


You have completed the tutorial on how to act on Approval.


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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