Circulation of draft minutes for approval

Linda Harris

What is the best way to send draft minutes via the portal for the chairman's approval


1 comment

  • Comment author
    Brian Martin

    Hi Linda,

    A good way some of the teams I work with do this is using the E signature tool.   With one of the banks that I work with the admin puts an initial option at the top right corner of each page that the chairman will review.  He initials each page using the E sig tool and then the admin loads the initialed PDF back into the next months board book.  That tool is part of all OnBoard Professional Packages and the newer Governance Suites.  Feel free to contact your CSM for training on how to use this or any other tools within OnBoard.


Please sign in to leave a comment.