View Proxy Details#

This section describes how to view detailed information for proxy voting records.

Accessing Proxy Details#

To view proxy details:

  1. Navigate to the Section: Proxy section

  2. Locate the record in the Table: Proxy List table

  3. Action: Click the Action: View button in the Column: Action column

    ../../_images/proxy_test_dashboard_view-button-location.jpg

    View Button Location in Action Column#

  4. The system opens the Proxy Details page, displaying the Proxy Information tab by default

Proxy Details Information#

The detail view displays comprehensive information about the selected proxy record through multiple tabs.

../../_images/proxy-information-tab.jpg

Proxy Detail View with Tabs#

The Proxy Information tab contains two major field sections:

../../_images/two-major-field-sections.jpg

Proxy Information Tab Field Sections#

For complete field descriptions, see the Proxy Information Tab documentation.

Available Tabs#

The proxy detail page contains the following tabs:

Available Actions#

From the detail view, you can perform the following actions: