Create & run custom investor/member consent
This guide explains how to run, or record, a customised consent process using Kudocs.
The action is available via:
- All actions.
You can use either the Perform or Record route.
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Perform route
Select this route and Kudocs will help you complete all the necessary steps for this action.
Step 2
Add the matter(s) to be voted on.
Step 3
Kudocs sends out matter(s) for electronic voting.
Step 4
The matter(s) is/are marked as approved or rejected depending on the votes & information stored in Kudocs for future reference.
Record route
Select this route if the decision(s) has/have already been taken by the company, but you want to update Kudocs.
Step 2
Add the matter(s) voted on.
Step 3
For each matter, add the % votes cast in favour and date of the decision.
Step 4
The matter(s) is/are marked as approved or rejected depending on the votes & information stored in Kudocs for future reference.
Outputs - all handled automatically by Kudocs
- Email sent to initiator informing them of vote outcome(s).
- Process information stored in Kudocs for future reference & any documents filed in document store.