Before you begin, confirm the options are either in drafts or are recorded on the cap table.

1. Go to Board Approvals and click New Board Approval:

2. Select Options and specify which ones you would like to approve on the following page.

3. Review the board consent terms. Use the Pulley default document and select Preview to view the default. Select Your Own to customize your board approval (Growth Plan only).

4. Add board members who are requested to sign for this document.
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Note: Your board members do not need a Pulley account in order to sign the consent.

5. Click Request Signatures. After that, your board member(s) will receive an email prompting them to sign the consent.