Documentation
How an election runs, step by step
A short guide to the election workflow. Confirm every step against your governing documents and counsel.
The workflow
Seven steps from organization to records
Step 1: Organization and team
Create an organization and invite staff with role-based permissions.
Step 2: Voter list
Import or enter owners, units and voting power. The list is versioned and frozen when the election opens.
Step 3: Election setup
Configure the election, the ballot and the notice schedule.
Step 4: Notices and nominations
Send notices, track delivery and review candidates.
Step 5: Voting
Open voting by the methods your governing documents permit.
Step 6: Participation
Monitor participation and quorum as counts only.
Step 7: Counting and records
The independent inspector counts; records are kept for your files.
Ready to plan your election?
Start in the product, try the sample ballot, or talk to a person.