Select Stockholder Approvals on the left navigation bar under Essentials.
To set up the Stockholder Approval:
Upload the Stockholder Approval Document:
Approval Title - Add a descriptive title of your stockholder approval.
Stockholder Approval - Upload the approval that you wish to be signed by stockholders.
Add Record and Cutoff Dates:
Request Date - Add in the date when the stockholders are requested for approval.
Cutoff Date - Add in the last date the stockholder has to sign the approval. This date must be after the requested date.
Select Stockholders to Sign the Approval