How to Act on an Approval as an Alternate Director

Welcome to Board.Vision Tutorials! 

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

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

To act on Approval as an Alternate Director: 

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

2) Tap on the approval from your Dashboard.

3) In the "Vote on behalf" pop-up window, choose the Principal Director you are acting for, then tap Confirm.

Note: If you are responding both as a Director in your own capacity and as an Alternate Director, both your name and the Principal Director's name will appear in this window.

4) A pop-up message will display confirming your role (e.g., "You're acting as the alternate director to Sherry C.").

5) 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. 

6) Tap Action to view the available options. 

To leave a comment, select Add Remarks.

Note: Remarks are visible to Administrators and Participants and cannot be added after submitting your response. 

7) Select Approve, Disapprove, or Abstain (if enabled).  

8) On the signature screen, tap Proceed. 

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

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

Important Rules for Alternate Directors

• Unresponded Principal Director: If you vote as an Alternate Director while the Principal Director has not yet voted, the Principal Director's name will remain listed under the 'No Response' section.

• Overwriting Votes: If the Principal Director responds after you have voted, their response will overwrite yours, and your response will be hidden from the Approval.

• Prior Response: If the Principal Director votes before you, no action is required on your part.

• Viewing Principal Director’s Vote: Go to Approvals, then tap "Show Voters" to view their status under Approved, Disapproved, or Abstained.

You have completed the tutorial on how to act on an Approval as an Alternate Director. 

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)