How to View an Approval Document as An Observer

Modified on Tue, 28 Jul at 7:42 PM

Welcome to Board.Vision Tutorials!

In this tutorial, we will walk you through the steps to view an approval document as an Observer.

To view an approval document as an Observer:

1) Log in to your Board.Vision account using your registered email address and password.

2) Select the approval on the Dashboard.

3) The Approval Information panel displays the deadline, the Approval document, any Supporting documents (if available), and the list of Voters. On the right side, you can view the document.

As an Observer, you cannot submit an approval response. Tap the Action button to collaborate with other users on the document.

Note: The voter list is hidden if the Approval is set to closed.

You have completed the tutorial on how to view an open approval as an Observer.

To learn how to annotate on your personal copy of documents, check out the tutorial here.
To learn how to annotate on a shared copy of documents with other users, check out the tutorial here.

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).