Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to act on an Approval without a saved signature.
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) Once you have logged in, you will be directed to your "Board Space".
3) Tap on the approval from your "To-Do List".
4) On the left of your screen, you will be able to see the Deadline, Approval document, Supporting document (if any), and Voters.
5) On the right, you will be able to view the document.
6) Next, tap on the Actions button at the bottom right of the screen.
7) Once you have tapped on the Actions button, it will expand, revealing several action buttons.
If you wish to leave a comment on the Approval, tap on Add Remarks.
Note: Your comment will be visible to both Administrators and other Directors. Once you have submitted your response action (Approve, Disapprove, or Abstain), you will not be able to add any remarks.
8) To act on the Approval, tap on Approve, Disapprove, or Abstain.
9) Once you have tapped on a response action, if you have submitted any remarks, you will be prompted to edit your remarks first, before you proceed. Tap on "Continue without editing" or "Edit".
10) Following your response selection, a screen will appear, reflecting your chosen response. If you don't have a saved signature, you can sign in the space provided within the white box below.
11) Then, tap on Proceed to continue.
12) If the Approval requires an OTP to affirm your response, you will receive a 6-digit OTP on your registered mobile phone number via SMS. Alternatively, you can use Authy to generate an OTP.
13) After successful authentication, your response will be captured at the bottom of the document. Administrators will be promptly notified via email and will have the ability to view your submission instantly.
If you would like to view other voters' responses and remarks, tap on Show Voters on the left side of the screen.
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).