Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to circulate an Approval for Register of Directors/CEOs/Secretaries/Auditors.
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 circulate an Approval for Register of Directors/CEOs/Secretaries/Auditors:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once you are logged in, Home shows an overview of your Upcoming, Pending and Draft items.
3) Click on Registers from the left menu. Register of Directors section will be shown as your main screen.
4) Click on the Arrow Down button next to the Register of Directors, then choose the Register that you would like to circulate Approval for.
5) In the selected Register page, select the checkbox beside the relevant entry. Then, click on Circulate Approval icon.
6) To use an existing Approval template,
a) Select Use Template. Then, choose a Template from the dropdown list.
Important Note: You are first required to create the template before you can choose from the dropdown list.
b) Click on the Eye icon to preview the template document.
Then, click on Continue to Approval.
c) You will be directed to the View Approval page and the Approval has been saved as draft.
In the View Approval page, click on Edit at the top right to change the information as necessary.
d) Click on Activate and Notify.
e) From the Notification pop-up window, select how and who you would like to notify. Then, click on Confirm to circulate the Approval.
7) To upload your own Approval document,
a) Select Upload My Own Approval Document. Then, click on Continue to Approval and you will be directed to Add Approval page.
b) In the Add Approval page, enter the required information. Fields marked with asterisks are mandatory and cannot be left blank.
c) Then, click on Activate and Notify.
d) From the Notification pop-up window, select how and who you would like to notify. Then, click on Confirm to circulate your Approval.
Important Note: Once you have circulated an Approval, the Circulate Approval icon in Registers will be greyed out.
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.