How to Act on Multiple Approvals from the Business User Dashboard via iPad

Welcome to Board.Vision Tutorials! 

In this tutorial, we will walk you through the steps to act on an Approval from the Business User Dashboard. This helps if you are approving several approvals at once.

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

To act on multiple Approvals from the Business User Dashboard: 

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

2) Select Business User Dashboard on the 'Company Selection' screen.

3) On the Business User Dashboard, you will see approval details under the columns: Approval Name, Deadline, Status, Require OTP, Company Name, Remark, and Action.

Note: The Action dropdown is disabled until the document has been reviewed.

4) Tap on the approval name.

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. 

6) Once you have reviewed the documents, proceed to close the document tab. After closing the document tab, the page will bring you back to the Business User Dashboard "To-Do List". The document status will be updated to "Read".

7) Next, tap Action and select the available options: Approve, Disapprove, or Abstain (if enabled). 

To leave a comment, select Add Remark.

8) To submit your response for all approvals, select the SN checkboxes and tap Confirm Action.

9) On the signature screen, tap Proceed.  

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

11) Once authentication is successful, your response will be recorded and Administrators will be notified immediately.  Additionally, an "Action Completed" screen will be displayed. 

12) Once you have clicked on Close, the approvals will be removed from the To-Do List on the Business User Dashboard.

Click on "Switch Companies" at the top right side of the screen to switch to individual companies.

13) You may view them under Dashboard.

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 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).