Admin Guide

Notifications

• Auto Delivery
• Sending ‘On-Demand’ Notifications

Meetings

• Schedule a Meeting
• Attendance Option Definitions
• Scheduling Meeting with RSVP On
• External Invitations
• Proposed meeting
• Editing a Meeting

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Creating a Board Book

• Creating a Board Book
• Creating Agenda Items
• Setting Permissions on an Agenda Item
• Uploading Documents to a Board Book
• Agenda Options

Agenda Options

• Agenda Votes
• Manage agenda Vote
• Edit an Agenda Item

Minutes

• Uploading Minutes
• Creating Minutes
• eSignatures on Minutes
• Permissions
• Recording Minutes with Gabii

Topics

• Topics
• Forward Agenda Report
• Topic Books

Documents

• Creating a Folder
• Moving Folders
• Editing a Folder
• Uploading Documents

Financials

• Uploading a Financial Statement:
• Setting Permissions on a Financial Statement

Surveys

• What are Surveys used for?
• Creating a Survey
• What are the Attributes of a survey?
• Adding a Section
• How do I Add a Question to a survey?
• How do I Manage Responses for a survey?

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Votes

• Creating a Vote
• Viewing Vote Results

eSignatures

• Creating an eSignature
• Upload Document(s) to Sign
• Add Signers to E-Signature
• Placing the Signatures and Publishing the eSignature
• eSignature Progress

News & Announcements

• Creating a News & Announcement

Settings

• Organization Settings
• Meeting Settings
• Survey Settings
• Member App Settings
• Subscription

Messaging

• Messaging
• Discussions
• Meeting Discussions
• Agenda Line Item Discussions