Articles on: Advisory Boards

Can I generate or upload a sign-in sheet for advisory board activities?

1. Navigate to the advisory board module





2. Click on the action button beside the activity you'd like to print/upload a sign-in sheet for





3. Click on Sign-in Sheet





4. To see a prefilled or previously uploaded sign-in sheet, click the "Filled Sign-in Sheet" tab





5. The completed sign-in sheet will be shown



If a sign-in sheet has not been uploaded, we generate one for you based on the attendance information we have in the system. So if you don't have members physically signing a sheet and you're just marking them as present in the system, the sign-in sheet will have the members' attendance statuses beside their name. Of course, if there is an uploaded sign-in sheet, it will show the upload instead.



6. Click on Blank to generate a blank sign-in sheet





7. Now a blank sign-in sheet will be shown



You can use this to print out and have all of the attendees sign in. After the meeting, you can scan it in and upload it. The next steps will show you how to upload the scanned sheet.



8. Click on Upload





9. Choose the scanned sign-in sheet from your computer





10. Click on Upload





11. The newly uploaded sign-in sheet will be shown under the "Filled Sign-in Sheet" tab



Updated on: 01/02/2024

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