Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to view an open approval and its supporting documents 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).
Important Note: An Observer will be able to view the Open Approval details but is unable to act on it. As an Observer, you are allowed to annotate documents only.
To view an open approval and its supporting documents as an Observer:
1) Log in to your Board.Vision account using your registered email address and password.
2) Click on the "Approvals" from the left navigation menu.
3) To view an Approval, click on the Approval Name.
4) In the View Approvals page, you can view the Approval's Basic Information (Eg. Approval Name, Description (if any), Deadline, Administrator's name, Observer's name, Activation Date, Activated by who, Participants and User Groups, Recused Participants and User Groups, Approval Report, Summary of Responses, Individual Responses and Participants remarks.
5) Then, click on View Document to open the Approval Document in PDF format.
Important Note: For Closed Approval, you can only view the Approval's Basic Information (Eg. Approval Name and Description (if any).
Important Note: All unread documents are marked with a red dot.
6) To view the supporting document(s) associated with an Open Approval, click on the Supporting Document icon at the bottom right. Once you have clicked on the Supporting Document icon, a pop-up box with Supporting Documents will be reflected. Click on the Name of the Supporting Document to open the Supporting Document in PDF format.
Congratulations! You have completed the tutorial on how to view an open approval and its supporting documents as an Observer.
To learn how to annotate documents, check out the “How to Annotate Documents” tutorial.
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.
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