Welcome to Board.Vision Tutorials!
In this tutorial, we will walk you through the steps to view an approval document as an Observer.
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 on the documents only.
To view an approval document as an Observer:
1) Log in to your Board.Vision account using your registered email address and password.
2) Tap on the "Completed Items" tab.
3) From the "Completed" page, select the Approval.
4) You can view more information such as the following:
- Deadline
- Approval Name
- Description (if any)
- Responses (no. of responses received)
- Document Name
- Voters and their remarks (if any).
Important Note: For Closed Approvals, you can only view the Approval's basic information (Eg. Deadline, Approval Name and Description [if any] and Document Name).
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5) Tap on View Document at the bottom of your screen. The Approval Document will be opened in PDF Format.
Important Note: All unread documents are marked with a red dot.
6) From the Approval document,
a) Tap on the Actions button to submit your response or add remarks.
b) Tap on the Supporting button to view any supporting document(s) associated with the Approval.
7) To share your annotations with other Administrators and Business Users, tap on the Actions button and select Collaboration from the pop-up menu.
You have completed the tutorial on how to view an approval documents 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).