Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create an Approval.

To create an approval:

1) From the left navigation menu, go to Approvals, and click on +Add Approvals.



2) In the Add Approval page, enter the mandatory fields such as an Approval Name & Deadline.



3) Select the Voting Types.


4) Select the checkbox if you wish to Allow Abstain and/or Require OTP. 


Note: A Closed Voting will not allow a participant to view other participant’s vote.



To add in observers:

5) Click on the white box within the Add Observers section, and a Search to Add Observers window will appear. 


6) Click to select the name from the users list or search within the white box, to add the user into the Add Observers section.


Note: As an Observer, he will be able to view Approval details and documents only. He will not be able to act on the Approval.



To add in participants:

7) Click on the white box within Add Participants section, and a Search to Add Participants window will appear.
 

8) Click to select the name from the list or search within the white box, to add the user into the Add Participants section.


*Enter a minimum of 2 names as Participants.



To add in recused participants:

9) Click on the white box within Recused Participants section, and a Search to Recuse Participants window will appear. 


10) Click to select the name from the list or search within the white box, to add the user into the Recused Participants section.
 

Note: Once Recused, user will not be able to view Approval details and documents.

 


11) To upload the Approval Document, click on Choose File, then input the Title and Description.
 

12) If you wish to disallow participants to download, uncheck the Allow download option.
 

13) Click on Save as Draft to add Approval supporting document.

 


14) Once you have clicked on Save as Draft, you will be directed to the View Approval Page.


15) Scroll down to Supporting Document and click on Add Document.



16) In the Add Supporting Document window, select Choose File and input a Title and Description.


17) If you wish to disallow participants to download, uncheck the Allow download option.


18) Then, click on Upload.



19) From the View Approval page, click on Activate and Notify.



20) Once you have clicked on Activate and Notify, the Notification window will pop-up.


21) You can select to Notify via Email and/or Push Notification.
 

22) From Participants & EA list, select the names you wish to notifythen click on Confirm.
 

Note: To expand the Participants & EA, as well as Observers list, click on the arrow down icon.



You have successfully created an approval.

 

Congratulations! You have completed the tutorial on How to create an Approval.