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AFELink Mail Ballot Operator Demo
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AFELink process automation
AFELink automates the sending and receiving AFEs / Mail Ballots and responses between operators and partners with: Electronic transfer of AFEs / Mail Ballots from operators to partners Electronic responses from partners to operators Online real time AFE / Mail Ballot tracking for operators and partners AFELink process automation Saves time and reduces paper flow Eliminates lost AFEs / Mail Ballots What is AFELink?
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Mail Ballot Operator Demo
The basic steps for operators to send a Mail Ballot to partners through AFELink are: Select agreement to send mail ballot on Create automated mail ballot and attach AFEs Send mail ballot to partners Track partner status and responses Create and send automated results letter to partners Mail Ballot Operator Demo
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Select Agreement Use the Agreement Search screen to select the agreement for the mail ballot
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Review Agreement Details
Use the Agreement Details screen to review and edit agreement details before creating your mail ballot
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Create Mail Ballot Initial steps for creating your mail ballot are:
Enter your mail ballot number Pick your voting provision
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Setup Mail Ballot Motions
Use the Mail Ballot screen to enter the mail ballot motions and attach any AFEs to be added to the motion
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Generate Cover Letter Cover letter text is entered into text box
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Generate Cover Letter The Cover Letter is auto generated and text is entered from previous screen
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Add Other Attachments Adding attachments is as easy adding attachments to s
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Send Mail Ballot to Partners
To send the mail ballot, select a due date and click “Save & Send to Partners”
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Track Partner Status and Responses
The operator can: Track the status and responses of all partners Enter non-registered AFELink partner responses
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Create the Results Letter
Once all responses have been received, the operator: Can view the voting summary Enters whether or not the motion has been approved or defeated
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Create/Send the Results Letter
Once all responses have been received, the operator: Enters whether or not the motions have been approved or defeated Create and Send results letter to partners
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In a few simple steps, you have sent an operated Mail Ballot to partners and can now track and receive responses. AFELink makes it easy to send operated Mail Ballots and also does much more. For more information about AFELink, please contact Dan (403) or DONE!
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