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Can I export documents to Word?Fides AssistantHow do I add a new resolution item to the resolution item catalog?Can I Import a Word Document?
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How do I create a new circulating resolution?

Here’s a step-by-step guide to creating a circular resolution (with or without a template):

1. Create a Resolution

  • Navigate to the ‘Resolutions’ section via the sidebar and click on ‘Create Resolution.’
  • Select the committee responsible for adopting the resolution.
  • Hint: If you’re unsure which committee should make the decision, consult the resolution catalogue for guidance.

2. Create a Resolution Using a Template

  • If you prefer, you can create a resolution based on an existing template. Simply start typing to search for a relevant document.
  • You’ll have the option to revise the draft later using the Document Builder.

3. Create a Resolution Without a Template

  • Alternatively, you can skip the template step and draft a new resolution from scratch.
  • After creating the resolution, you will be prompted to draft the document.
  • You’ll be redirected to the Document Builder, where you can fully customize the resolution. Once finalized, click on ‘Create Template.’
  • For further details, refer to our FAQ on the Document Builder for tips on using it efficiently.

4. Send Draft for Feedback (Optional)

  • When your draft is complete, click on ‘Send Draft’ to gather feedback.
  • Decide whether all committee members or only specific individuals should participate in the review phase.
  • You can also invite external reviewers to provide feedback.
  • Additionally, you have the option to set a deadline for the feedback during this step.

5. Start voting process

  • You successfully created the resolution and are now ready to start the voting process! In this FAQ we'll explain how to start the voting process.

 

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