How to create a vote and who can create it?

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.  

    • Related Articles

    • 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 ...
    • How to create and add end users to a group? What are the other options to manage the group settings?

      End user members can be referred to your investors, external team, members with limited access to the dataroom. They have access only to the data permitted to them by the admin. To add members as end users to a group; first you need to create an end ...
    • What is an Update? How to send an update?

      In this module, an admin can create an update and send it to the end-user as well as the LA admin. It can be sent on group level and also to individual member.  It can be used to share important information or to communicate with the team. LA admin ...
    • How can users vote for the voting request received?

      The admins will enable the access to the voting module for a selected end user groups and LA group as per his requirements. After creating the voters group and creating the vote request the selected voters will receive a notification on the platform ...
    • How to create and manage a category in Q&A?

      You can create categories according to the type of expected questions that would be raised by the end users with regards to legal, financial, taxation, etc. on the data shared with them. An admin or (Limited admin access) LA who is a subject matter ...