afelink mail ballot operator demo. what is afelink? afelink automates the sending and receiving afes...

AFELink Mail Ballot Operator Demo

What is AFELink?

• 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

AFELink 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 Review and edit agreement details Create mail ballot Set up mail ballot motions and attach AFEs Generate cover letter Add other attachments Send mail ballot to partners Track partner status and responses Create and send the results letter to partners

Select Agreement

Use the Agreement Search screen to select the agreement for the mail ballot

Review Agreement Details

Use the Agreement Details screen to review and edit agreement details before creating your mail ballot

Create Mail Ballot

Initial steps for creating your mail ballot are:• Enter your mail ballot number• Pick your voting provision

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

Attach AFEs

Select the AFE to attach and click “Add AFE”

Generate Cover Letter

The Cover Letter is auto generated and more text can be added by clicking “Edit”

Add Other Attachments

Adding attachments is as easy adding attachments to emails

Send Mail Ballot to Partners

To send the mail ballot, select a due date and click “Save & Send to Partners”

Corresponding with Partners

AFELink Messages:• Makes it easy for operators to correspond internally or with partners• Track and keep an audit trail of all correspondence

Track Partner Status and Responses

The operator can: • Track the status and responses of all partners• Enter non-registered AFELink partner responses

Create the Results Letter

Once all responses have been received, the operator:• Enters whether or not the motions have been approved or defeated

Create the Results Letter

Once all responses have been received, the operator:• Enters whether or not the motions have been approved or defeated• Create Results Letter

Results Letter

The results letter is auto generated and more text can be added by clicking “Edit”

Sending the Results Letter to Partners

Click “Save & Send to Partners”

DONE!

• 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 Chan @ (403) 264-4693 or dan@reddogsystems.com