Contracts and Agreements section
If you have other Contract and Agreement documents that you would like to upload to GovernWell so that Directors can view the documents and the expiry dates will be tracked you can do so in this section. This can also be done later as it is not required as part of the initial setup.
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Admin section
You can access the “Software Administration” section by clicking on the Admin “gear icon” just below Dashboard near the top of the left side menu. If you wish to give anyone else, in addition to the Directors on your Board, access to your GovernWell ...
Statements and Reports section
You need to upload a copy of the Financial Statements for your most recent fiscal year end here and a copy of your most recent Annual Report. If your organization does not produce an Annual Report, when you first click on this section you can select ...
Organizational Accounts section
If you wish to store the account details and access credentials (e.g. Username and password) for any accounts of your organization you can do so in this section. This can also be done later as it is not required as part of the initial setup.
Corporate Documents section
If you have other documents for your organization that you would like to store in GovernWell you can create and name any folders you wish in this section and upload any files. This can also be done later as it is not required as part of the initial ...
Meetings and Resolutions section
You need to create a folder for your most recent Annual Meeting and upload any documents from that meeting (Agenda package, other meeting materials, minutes). If you have already scheduled an upcoming Annual Meeting you can create a folder for that ...