You can manage your ballots in several ways to ensure a smooth voting process.

Hover on the pencil-paper icon next to a ballot and choose one of the following options.

Ballot management

• Modify - Change the polling window, preferences, ballot message, or questions.
• Theme - Add a theme/style to your ballot page.
• Validate - Prior to sending your ballot invitation, you must make sure that it was set up correctly. Click this to validate the setup. The ballot's status changes to "Validated" when this is complete.
• Mailings - Click to create the two required mailings: invitation and confirmation. You'll have additional mailings options to select as well.
• Clear Answers - Use this option to clear any test answers that have been submitted before you send to your voter list.
• Lock - Locks your ballot, preventing further edits. You cannot lock a ballot with validation errors.

NOTE: You cannot unlock a ballot. This steps assures that nothing can interfere with the ballot results after it has been published to voters, so make sure you've done all your testing ahead of time.

Ballot data

• Voter Roll - Click to view who has voted in the ballot. You can view this information by data format.
• Reports - View your ballot report, which includes information about voters and the ballot results.

Ballot options

• Preview - Preview your ballot.
• Print - Print a hard copy of your ballot.
• Copy - Copy your ballot.
• Cancel - Cancel your ballot. This action cannot be undone. (A message is sent to you to confirm that you want to proceed.)
• Delete - Permanently delete the ballot. (A message is sent to you to confirm that you want to proceed.)