Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to act on an Approval.
To act on an Approval:
1) Log in to the Board.Vision App with your registered email address and password.
2) Once you have logged in, you will be directed to your Upcoming Items.
3) Tap on the Approval that requires your response.
4) On the Approval document,
a) Tap on the Supporting button (see blue box) at the bottom right corner, to view the supporting documents associated with the Approval.
b) Tap on the Actions button (see red box), for more functions such as viewing the approval information, collaboration, adding remarks, or submitting your response.
5) Once you have tapped on the Actions button, you may leave a comment first, by selecting the Add Remark button.
Note: You will not be able to add remarks after submitting your response. Your remarks will be visible to both Administrators and other participants.
6) Then, select a response action; Approve, Disapprove, or Abstain.
7) If you have entered any remarks, once you have tapped on a response action, an Edit Remark window will pop up.
Tap on your existing remarks if required to amend (see blue box), then tap on Continue.
8) Next, a screen will pop up reflecting your response selection with your saved signature. Tap on Continue to proceed.
9) If the Approval requires an OTP to affirm your response, you will receive a 6-digit OTP on your registered mobile phone number via SMS. Alternatively, you can use Authy to generate an OTP.
10) Upon successful verification, your response will be recorded on the 'Approval Information' screen.
You have completed the tutorial on how to act on an 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.