Planning & Scheduling (5)
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How to Create a Schedule
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How to Set an Auto Reminder for Participants and Executive Assistants to Respond on a Schedule
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How to Vote for a Director
Approvals (4)
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How to Create an Approval
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How to Set an Auto Reminder to Remind Participants to Respond to an Approval
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How to Upload an Offline Decision on behalf of a Director
Record Management System (RMS) (5)
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How to Search for Documents
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How to Create a Document Type
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How to Upload Multiple Documents within the Record Management System
Reports (6)
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How to Generate a Financial Year End Report
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How to Generate a Current Directorship Report
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How to Generate a Past Directorship Report
SmartSign (For Preparers) (5)
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How to Create a New SmartSign Template
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How to Create a Document for E-Signing
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How to Send a Reminder or Notify Pending Signatories
Survey Questionnaire (For Surveyors) (4)
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How to Create a Survey
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How to Create a Survey Using System Template
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How to Import Survey Questions from a PDF or Word Document
Registers (13)
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Register of Directors: How to Add a Director's Appointment and Confirm his or her Date of Appointment
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Register of Directors: How to Cease Director's Appointment
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Register of CEOs: How to Add a CEO And Confirm his or her Date of Appointment
Templates (4)
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How to Create a New Document Template Using Predefined Templates
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How to Create a Document via Templates
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How to Create an Approval via Templates
Global Settings (10)
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How to Enable or Disable the 4-Digit PIN for Mobile Users
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How to Set Scheduled Reminders for Approvals
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How to Set Recurring Reminders for Approvals