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) From the left navigation menu, go to ‘Home’, and click on the Approvals filter.
6) Click on Add Remarks to enter your comments, then click on a response action.
Note: Your comments submitted, will be seen by other participants.
7) 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.
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.