How to create a vote and who can create it?
Locate the Voting module on the data room on the left side of your screen.
This module will be accessible to the all the admins, to the LA admins with access to Voting module and to the End user group with the access to the voting module.
Votes can be created by the admins and LA with access to the voting module.
To create a vote the following steps need to be followed;
- First, you need to create groups of members form your data room who will cast vote. To create voters group, click on the 'Group setting' tab and click on 'Create voters group'.
- Fill in the fields of the pop up and click 'Save' to create the group.
- You also have options in the Action segment to Edit the vote title and description.
- You can delete the vote.
- You can manage voters, add and remove voters from the voters group.
Once the voters group is created start creating the vote by following the below steps;
- Click on the 'Create vote' tab.
- Fill in the information in the pop up.
- Here you have the option to select the date and time range of the vote.
- You can nominate voters from the created voters group as well as you can add at member level from the list of your members on the dataroom.
- You also have an option to Upload an attachment for reference purpose for the nominated voters.
- Once done; click on 'Save' tab.
- Once the vote is created, it is displayed on the main page of the voting module.
- It displays the status of the vote if it is open / closed.
- Further, you also have options to view the details of the created vote and to manage voteres i.e. to add or delete them under the actions segment.
Contact support@docully.com if you need any further assistance.
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