Easy board decision making: how to use online board voting in Aprio

As the COVID-19 pandemic continues to have an impact on the way we work, boards are expected to adapt. With most board meetings taking place online for the foreseeable future, boards need to resume essential functions without physical interaction. This means that things like decision making, discussions, and voting must now all be done online.

The good news is that a board portal like Aprio can help. Aprio software includes key features like online voting and signature tracking that allow your board members to reach secure, quick, and efficient decisions on the go, and your directors can participate no matter where they are in the world. Voting and adding signatures via a board portal also helps to make decision making transparent and provides equitable input and influence for all directors.

Here’s how you can start using online board voting and signatures today.

How to use online board voting in Aprio

Voting or adding signatures in Aprio is simple and only takes a few clicks. To add a vote and/or signature option in Aprio, all an administrator has to do is:

1. Open the document that you’d like to add a vote and/or signature option to
2. Click the “Signatures” icon to the right of the document
3. Click either “Add Contact” or “Add Group”, select the applicable group or contacts from the drop-down menu, then click “Add”
4. Click “Email” to notify your chosen group or contacts. The email will be sent from the Aprio system. 

Once the email requesting a vote and/or signature is received, the director can click on the link within the email to be taken to the document in the browser or the Aprio app. Directors can sign and/or vote in four quick steps by:

1. Clicking or tapping the “Sign” button beside their name
2. Choosing to vote for, against, or abstain 
3. Entering their password for confirmation 
4. Clicking “Sign” in the browser or tapping “Update” in the app

Note: if your organization requires signature evidence, directors can also attach their signature document by selecting “Click here to attach a file”, then clicking or tapping “Sign”.

It’s as simple as that! You can use this useful Aprio feature both between and during board meetings to ensure that decisions are made quickly and easily, even when in-person voting isn’t possible. 

Need more functionality? The Aprio survey feature is another great way to poll your directors. With Aprio, you can easily build, send, and report on surveys securely and efficiently. And since your board portal acts as a centralized library to store all your essential board information, you can store your surveys and votes in the software too, making it easy to track trends over time. Aprio customers use surveys for board evaluations, CEO reviews, voting, scheduling meetings, and so much more! 

Want more suggestions on how your board can adapt to remote board meetings? Check out our guide here.

Thanks for being an Aprio customer. If you have additional questions, don’t hesitate to reach out to the Aprio Support team. Remember that we’re available 24/7 and provide free ongoing board administrator and director training at no cost. All you have to do is to give us a call at 1-855-552-APRIO or email support@aprioboardportal.com.