How to Act on an Approval without a Saved Signature

Welcome to Board.Vision Tutorials! 

In this tutorial, we will walk you through the steps to act on an Approval without a saved signature

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

To act on an Approval without a saved signature:

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

2) Select the approval from your Dashboard.

3) 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. 

4) Tap Action at the bottom right to view the available options. 

To leave a comment, select Add Remarks.

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

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

6) If remarks were added, you may edit them before continuing. Otherwise, select Continue without editing. 

7) On the signature screen, tap Proceed. 

8) Tap Confirm.

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

9) You will be prompted to use Touch ID or Face ID for verification.

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

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

To find out how to save your signature in your account settings on your iPad, please check here.

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).