Review and Complete a Form for a Boardroom Meeting (Member View)

When you’re invited to a Boardroom Meeting, your e-mailed invitation may include a link to a form you need to fill out before the appointed time of the Meeting. Here’s how to do that.

  1. Open the e-mail message you received about the meeting. If this is the initial invitation, the message title will say, “[Your Name], you have been invited to a meeting.” If someone in charge of the meeting has updated it, the message title will say, “[Your Name], your meeting has been updated.”
  2. Read the message details. They include the name of the meeting, the date and time, and a description of what will occur.
  3. If the meeting organizers want you to complete a form before the meeting occurs, you’ll see a link labeled, “Please fill out this form ahead of time.”
  4. Click on the link. Your community website will open in your web browser and the form will load in window that overlies the website.
  5. Enter your information into the form. Click on the “Complete” button to submit your response.
  6. To exit the form without providing a response, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.