Welcome to Board.Vision Tutorials!
In this tutorial, we will walk you through the steps to view an approval as an Observer.
Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
Observers can view the Approval and Supporting Documents, as well as Open Approvals' details. However, they will not be able to take any action on the approval. Observers are only permitted to annotate the documents.
To view an approval as an Observer:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once you have clicked on the "Approvals" module from the left navigation menu, select the Approval Name.
4) On the left of your screen, you will be able to see the Deadline, Approval document, Supporting document (if any), and Voters (for Open Approvals only).
5) On the right, you will be able to view the document.
6) To share your annotations with other Administrators and Business Users, click on the Actions button and select Collaboration from the pop-up menu.
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You have completed the tutorial on how to view an approval as an Observer.
To learn how to annotate documents, check out the “How to Annotate Documents” tutorial.
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).