Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add an Approval into an Agenda.
To add an approval into an agenda:
1) From the Add Agenda window, select the Item Type: For Approval (Online) and select the Approval from the dropdown list.
2) Then, click on Save and Close.
Note: You are required to create the Approval first, before you can add it into the Meeting Agenda.
3) Once successfully added, the Approval will be reflected within the Agenda Details under Related Documents column.
4) Click on the following Actions icon:
To edit Agenda details.
To update Approval.
To delete Agenda.
You have successfully added an approval into an agenda.
Congratulations! You have completed the tutorial on How to Add an Approval into an Agenda.