CINC Systems

Export a board packet to share with your board members or other stakeholders, such as printing physical copies or attaching it to an email. You can export a board packet even after it’s finalized.

Follow these steps to export a board packet:

From the board packet, click Export in the top right.

Select Download to PDF or Download to docx.

1. From the board packet, click Export in the top right.
 
 
2. Select Download to PDF or Download to docx.

Exporting a Board Packet in Cephai

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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CINC Core

Generating or Printing Homeowner Coupons

Managing Delivery Preferences

Managing Contact Types

Configuring Company Profile Settings

Contacts & Consent - Sending Violation Letters

Managing Addresses

Contacts and Consent - Setting Up Board Members

Managing Homeowner Address Types

Registering New Accounts

Using the Homeowner Listing Page

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