Documents
- Introduction to the document archive
- How do I upload documents?
- How do I upload a folder?
- Change the file name of an uploaded document
- How do I download files and folders?
- How do I see who has read the document?
Compliance
E-signatures of documents
- How do I send a document for e-signature?
- Cancel an ongoing e-signature case and send it for e-signature again
- How do I request e-signatures from people outside the organization?
- How do I e-sign a document?
- How do I reject an ongoing e-signature case?
- How do I see who has e-signed an ongoing case?
Contracts
- How do I add contracts?
- How do I receive a contract?
- How do I add a contract administrator?
- How do I create a PDF with active contracts?
- How do I manage custom fields on contracts?
- How do I handle categories on contract?
Decisions
- Add decisions to minutes
- How do you follow up on decisions?
- How do I export decisions?
- Decision follow up in agenda/minutes
- Add decision follow up to agenda template
- Decision follow up from personal dashboard
Agenda and agenda templates
Board Year
Board evaulations
Annual report
Other features
- Notes
- How do I use the board quiz?
- How to add contacts?
- How do I send a message to other users?
- How do I use the projects function?
- How do I create tasks?