Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to reorder the sequence of supporting documents in the Approvals module.
Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To reorder the sequence of supporting documents in the Approvals module:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to Approvals, and click on the Approval Name with a Draft or Pending Outcome status.
3) On the View Approval page, scroll down to the Supporting Document section and click Reorder.
4) Next, drag the documents according to your preferred sequece, for example order 1 to 2, and click on Confirm Reorder.
You have completed the tutorial on how to reorder the sequence of supporting documents in the Approvals module.
If you face any issues, 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.
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