How to Add an Approval as one of the Meeting Agenda Items

Modified on Fri, 5 Sep at 2:18 PM

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add an approval as one of the Meeting agenda items.

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).

To add an approval as one of the Meeting agenda items:

1) Log in to your Board.Vision account using your registered email address and password.

2) From the left navigation menu, go to Meetings & Events, and click on a Meeting.

3) On the View Meeting page, scroll down to the Agenda Details section and click on +Edit Agenda.

4) On the "Meeting Agenda" pop-up window, click on +Add.

Next, enter the Item Name, then select For Approval (online) from the Item Type dropdown list.

5) After selecting For Approval (online), an "Approval" field will appear.

From the dropdown list, choose the appropriate Approval.

Note: You are required to create the Approval first before you can add it to the Meeting agenda.

6) Next, go to the "Participants" tab and select the Users or User Groups you wish to recuse.

Under the "Users" or "User Groups", click to toggle off the access for the user or user group who is recused from viewing the approval document.

Then, click on Save.

Note: By default, the Recusal Remarks textbox shows 'Recused'. You may edit the recusal remarks, which will be visible to the user.

7) Once the Approval has been added successfully, it will be reflected under the Related Documents column.

8) To edit, replace, or remove the Approval that you have added to the agenda, click on the Edit Agenda button again to update from the "Meeting Agenda" pop-up window.

You have completed the tutorial on how to add an approval as one of the Meeting agenda items.

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).