New board approval request
This guide will walk administrators through the process of uploading a board approval for signing by board members. It covers adding board members, selecting the approval type, uploading the document, and submitting it for signatures, ensuring a smooth and efficient approval process.Adding board members:
Before uploading a new board approval, board members must first be added as stakeholders in the Stakeholder Management section and then assigned as board members.
To add board members in the Board Approvals screen:
Click the "Add Board Members" button.
Select board members from the stakeholder list.