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Edit or delete a proposal

You can update a proposal's details at any time before voting closes, or permanently remove a proposal you no longer need. For information on creating a proposal, see Create a proposal.

Editing a proposal​

Editing lets you update the proposal's title, reason, notice date, deadline, or notice document.

Before you begin​

  • You need Editor access.

Steps​

Editing proposal

  1. Open the appointment. In the appointment sidebar, expand Proposals without meetings and locate the proposal you want to update.

  2. Click Edit (pencil icon) on the proposal.

  3. Update any of the following fields as needed:

    • Title — the name of the resolution.
    • Reason — the supporting explanation for the resolution.
    • Notice Date — the date the notice was issued to creditors.
    • Deadline — the date, time, and timezone by which creditors must submit their votes.

  4. To change the Notice Document:

    • To replace the existing document, upload a new file. The new file will replace the current one.
    • To remove the current document and upload a different one, remove the existing file first, then upload the replacement.
    info

    A proposal must always have a notice document. You cannot save a proposal without one.

  5. Click Save (or Save Changes) to apply your changes.

Deleting a proposal​

Deleting a proposal permanently removes it and all associated data.

Before you begin​

  • You need Admin access. Editors can view proposals but cannot delete them.
warning

Deleting a proposal is permanent and cannot be undone. All recorded votes and the notice document attached to the proposal will be permanently removed.

Steps​

  1. Open the appointment. In the appointment sidebar, expand Proposals without meetings and locate the proposal you want to delete.

  2. Click Delete (trash icon) on the proposal.

  3. Confirm the deletion in the dialog that appears.

The proposal, its notice document, and all recorded votes are immediately and permanently removed.