CIRCULATIONS - SIGNATURE / VOTE

A circularization is a direct confirmation request to board members that is made asynchronously in order to make a decision without the need to convene an official board meeting.

Create a circularization in a matter of seconds on our BoardiGO platform. You can choose between a signature or a vote.

Signature:

  1. Click on the Create button on the left panel.
  2. Click on Document signature.
  3. Click on the option you need: 1. Create from blank. 2. Create from a template: Select the template you need from the Template section > Signature tab.
  4. Set the deadline (date and time) for signing the document.
  5. Create a title for the document and a description if necessary.
  6. Select the rule that best suits your needs from the options proposed.
  7. Invite members to sign the document.
  8. In the documents section, you can upload the document to be signed from your device. Or you can request the document from a board member or a stakeholder.
  9. Add supplementary documents if necessary.
  10. Click on Confirm and send invitation to sign.

Vote:

  1. Click on the Create button on the left panel.
  2. Click on Create a vote.
  3. Click on the option you need: 1. Create from blank. 2. Create from a template: Select the template you need from the Template section > Vote tab.
  4. Set the deadline (date and time) for vote.
  5. Create a title related to the subject of the vote.
  6. Select the rule that best suits your needs from the options proposed.
  7. Invite members to vote on the motion.
  8. Formulate a closed-ended question, so that participants can vote for or against.
  9. Add a document if necessary.
  10. Click on Confirm and send invitation to vote.
Try BoardiGO