How to Act on an Approval without Signature

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps on how to act on Approval.

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

To act on Approval:

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

2) Once you have logged in, click on the Action Required button on your Home screen. 

3) On this screen, you will be able to view the following details:

• Deadline

• Approval Document

• Supporting Document (if any)

• Voters (for open approvals only)

The document will be displayed on the right side of the screen for your review.

Click on the Actions button at the bottom right of the screen. 

4) After clicking on the Actions button, it will expand to reveal several options.

If you wish to leave a comment on the approval, click on Add Remarks.

Note: Your comment will be visible to both Administrators and other Directors. Remarks must be added before submitting your response (Approve, Disapprove, or Abstain). Once your response is submitted, you will no longer be able to add remarks. 

5) To act on the Approval, click Approve or Disapprove.

If you are abstaining from the document, click on Abstain.

6) After selecting a response action (Approve, Disapprove, or Abstain), you will be prompted to review your remarks (if any).

You may choose to:

• Click "Continue without editing" to proceed with your response as is.

• Click "Go to Edit" to modify your remarks

7) After selecting your response, a confirmation screen will appear. 

If you do not wish to proceed with signature, click on Continue Without Signature.. 

8) Click on Yes, Approve to proceed without a signature or No to go back to the signature screen.

9) If the approval requires OTP verification, enter the 6-digit OTP sent to your registered mobile number via SMS.

Alternatively, you may choose to receive the OTP via email by selecting the Email OTP option.

10) After successful authentication, your response will be captured at the bottom of the document. 

Administrators will be notified via email and will be able to view your submission immediately.   

Important Note: An e-signature can be saved during your account activation process via mobile devices. If you did not complete this previously, you may refer to the guides on how to save your e-signature via iPad or iPhone/Android.  Click here to find out how to save your e-signature through iPad, or click here to find out how to save your e-signature through iPhone/Android.

You have completed the tutorial on how to act on an Approval without signature.

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).