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

To act on multiple Approvals on an iPad:

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

2) Once you have logged in, click on the Business User Dashboard on the 'Company Selection' screen. 

3) Once you have clicked on the Business User Dashboard button, you will see the Business User Dashboard screen, and the "To-Do List" will be your landing page. On this page, you will find details such as the Approval Name, Deadline, Status, Required OTP, Company Name, Remarks, and Action.

Note: Business Users are required to preview the approval document first. Currently, the Select Action dropdown is disabled until the document has been previewed.

4) Click on the approval name and the approval will be opened in a new tab.  

5) On the left of your screen, you will be able to see the Approval Deadline, Approval document, Supporting document (if any), and Voters.  

6) On the right, you will be able to view the document. Once reviewed the Approval Document and Supporting Document (if any), you may proceed to go back to the Board Space by clicking on the "< Board Space" on the left top of the screen. 

7) Once back on the Business User Dashboard "To-Do List", click on the next Approval Name to review the document.  

8) Once you have reviewed all the Approval documents, the statuses will be updated as "Read". Click on "Add Remark" if required.

9) On the left, select the checkbox to select the approvals. Then, select the action at the right from the drop-down menu and click on "Confirm Action". 

10) Once you have clicked on the confirm action, a screen will pop up with your saved signature. Click on Proceed.

11) If the selected approvals require an OTP to confirm your response, you will receive a 6-digit OTP for all the approvals on your registered mobile phone number via SMS. Alternatively, you can use Authy to generate an OTP. 

12) Once the authentication has been verified successfully, your response will be captured and an "Action Completed" screen will be displayed.  

13) Once you have clicked on Close, the approvals for which you have taken action will be removed from the To-Do List on the Business User Dashboard. 

14) Once completed, you may click on "Back to Select Company" at the top left side of the screen to switch to individual company. 

You have successfully acted on multiple approvals from the Business User Dashboard.


Congratulations! You have completed the tutorial on how to act on multiple approvals from the Business User Dashboard.

If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 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).