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Approvals: How to Send a Reminder to Participants to Act on an Approval
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to send a reminder to Participants to act on an Approval. Import...
Sat, 3 Aug, 2024 at 3:57 PM
Approvals: How to Set an Auto Reminder to Remind Participants to Respond to an Approval
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to set up an auto-reminder to remind Participants to respond to an A...
Sat, 3 Aug, 2024 at 3:58 PM
Approvals: How to View Participants' Remarks and Responses
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to view Participants' remarks and responses. Important Note:...
Sat, 3 Aug, 2024 at 3:59 PM
Approvals: How to Upload an Offline Decision on behalf of a Director
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to upload an offline decision on behalf of a Director. Important...
Sat, 3 Aug, 2024 at 4:00 PM
Approvals: How to View and Download the Annotated Copy of the Approval Document that A Business User Submitted
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to view and download the annotated copy of the Approval Document tha...
Sat, 3 Aug, 2024 at 4:00 PM
Approvals: How to Notify Administrator(s) when the Passing Condition is Met
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to notify Administrator(s) when the Approval passing condition is me...
Sat, 3 Aug, 2024 at 4:01 PM
Approvals: How to Notify Administrator(s) when Participants Act on an Approval
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to notify Administrator(s) when Participants act on an Approval.  ...
Sat, 3 Aug, 2024 at 4:02 PM
Approvals: How to Close and Resolve an Approval
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to close and resolve an Approval.  Important Note: The Board.Vis...
Tue, 13 Aug, 2024 at 12:38 PM
Approvals: How to Preview and Download a Certificate of Completion (CoC) Report
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to preview and download a Certificate of Completion (CoC) report. ...
Sat, 3 Aug, 2024 at 4:04 PM
Approvals: How to Allow Directors to View the Certificate of Completion (CoC) Report
Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to allow Directors to view the Certificate of Completion (CoC) repor...
Sat, 3 Aug, 2024 at 4:04 PM