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How to Create a User Group
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How to Add a Member to an Existing User Group
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How to Remove a Member from an Existing User Group
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How to Create a Schedule
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How to Change a Schedule Voting Deadline
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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 Create an Approval
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How to Delete a Draft Approval
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How to Notify Administrator(s) when Participants Act on an Approval
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Where to View all your Documents
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How to Search for Related Documents in all Documents Tab
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How to Download and Enable Directors to View an Archived Report
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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
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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 Edit a Director's Information
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Register of Directors: How to Cease Director's Appointment
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Security Settings: How to Enable or Disable the 4-Digit PIN for Mobile Users
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Security Settings: How to Enable or Disable the Require OTP Option for Approvals
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Security Settings: How to Mask Users' Contact Infomation from Business Users and Executive Assistants View