Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to act on an Approval and view Approval supporting documents.
To act on an approval:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to ‘Home’, and click on the Approvals filter.
7) Click on Add Remarks to enter your comments, then click on a response action.
Important Note: Your comments submitted, will be seen by other participants.
8) Once you have clicked on a response action, a window will pop-up reflecting your response selection with or without your signature.
a) If you have a saved e-signature, you will see the following pop-up window.
To proceed, click on Continue.
b) If you do not have any saved signature, you will see the following pop-up window.
To proceed, click on Continue Without Signature.
Important Note: An e-signature can be saved during your account activation process via mobile devices. If you did not go through this process previously, click here to find out how to save your e-signature through iPad or click here on how to save your e-signature through iPhone/Android.
Congratulations! You have completed the tutorial on How to Act on an Approval and View Approval Supporting Documents.
If you face any issues, please reach out to our Customer Experience Team at email@example.com or +65 69097100 and we will be happy to help.