Review and Complete a Form for a Boardroom Meeting (Administrative View)

# Review and Complete a Form for a Boardroom Meeting (Administrative View)

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As a Boardroom Meeting participant or leader, you may need to complete a form ahead of a meeting. You can use the same method as non-administrative participants, or provide your information directly through the Boardroom interface (described below).

> Note: The meeting must have a form attached to it for these steps to work.

 Steps

1. Click the Membership tab on the vertical Dashboard menu (left side of screen).
2. Click the Boardroom tab.
3. In the "BOARDROOM" window, locate the Boardroom Meeting in the list. In the Actions column, open the three-dots menu and choose View Boardroom.
4. In the "BOARDROOM MEETING" window, locate the MEETING DETAILS section on the left and click the custom-form name link.
5. In the "COMPLETE FORM" window, fill in the requested information. Click Complete to submit your responses.
   
   

 Canceling Out

To exit without submitting:

• Click Cancel, or
• Press Esc, or
• Click the X in the top right corner of the window.