Support Center

Vote & Approval

In this article you will learn:

  • How to vote in a meeting
  • How to change your vote
  • How to approve the Agenda or the Minutes
Vote

How to vote in a meeting?

Some meetings will require your vote on some agenda items to confirm or reject a decision. You will receive an email notification informing you that your vote is requested with the Room name, the Meeting name and the Agenda item where the vote is requested.

  1. Log in to your Sherpany account or open the app.
  2. Go to the Meeting
  3. Look for the Agenda item and click on the button "Vote"



How to change your vote?

If for some reason you need to change your vote, you can do it as long as you're still prior the the deadline. You just need to go back to the agenda item and instead of the button "Vote" you'll see "Change vote". Do the changes and tap on "Done". 

Approval

How to approve the Agenda or the Minutes?

Your approval can be requested for:
  • The Agenda
  • The Minutes
You will receive an email notification informing you that your vote is requested with the Room name, the Meeting name  where the approval is requested.

  1. Log in to your Sherpany account or open the app.
  2. Go to the Meeting
  3. Go on the Agenda or the Minutes item and tap "Approve"



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