Meetings
Document Progress
Document Progress. Preparation is the key to a successful meeting and the Meetings module has lots of features to help you to be prepared. By reading the documents, adding notes & comments, and askin…
Creating and managing votes
Creating & managing a Vote. The Meetings module allows users to set up and manage a Vote. Attendees can then cast their vote and add any applicable comments, before or during a Meeting. Set up the Vo…
eSignature Guide
Requesting a Signature. Open the required document. Navigate to the page where a signature is needed. Click on the signature icon on the right hand bar and click 'Request Signature'. Fill in the sign…
Approvals & Resolutions
Creating Approvals & Resolution Events. There are different ways you can share a document and get approvals using the Governance & Risk platform. Two options are explained in this article; option 1 w…
Groups & Committees
Groups & Committees. Groups and Committees have different functions in the system so we would generally recommend that Admins set up both, e.g. a ‘Board’ Group as well as a ‘Board’ Committee. Groups…
Agenda Permissions
Agenda Permissions. In Meetings, anyone who is an Attendee or Organiser of a meeting can view the agenda items. However, it’s possible to tailor access to an agenda item through Agenda Permissions. O…
