Fides Help Center
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Fides Help Center
Go back to Fides
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?
How to set-up your Fides Account
What documents do I need for the onboarding process?General OnboardingIndividual sender addressSetting up a single sign-on connection (SSO)Setting up a Fides account as a Shareholder
How to use your Fides Account
How do I change the language of my Fides account?How do I switch between different companies?How do I invite others to my Fides-Account?How can I add a new member without sending an email invitation?How can I resend a member's invitation to their Fides account?How do I upload documents as part of the onboarding process?Login: How can I log in to Fides?How do I set the default entity displayed after logging in?How can I change my password?
Entity Management
Entity Data
Power of Attorneys
Cap Table
Structure Chart
Entities
Committees
What is Time Travel for Committees?How do I set a "Date of Removal" for a Managing Director?How do I add committee members or subcommittee members?How do I change committee members?How do I change the chairperson of a committee or subcommittee?How do I add a committee / subcommittee?How do I set up a temporary committee?How can I edit committee information?
Tasks
How do Action Items work?How do I create a new task?
Approvals
What is a Preapproval? - OverviewHow do I start the pre-approval process?What happens if all pre-approvers approve the resolution?What happens if one person rejects the resolution in the pre-approval procedure? How do I add a pre-approver? How do I create approvals?
Resolutions
How do I use the Participants tab?What can I do from the Participants tab?Can I resend an email? How do I see who voted and signed a resolution?Can I check the status of sent emails?How do I change the required majority for a resolution item?How do I create a new circulating resolution?How do I vote on a circulating resolution?Secret voting in a circulating resolutionResolution Settings How do I sign a resolution?Different status in the participant list How can I send a reminder to vote?Is it possible to extend the deadline for signatures on a resolution?How can I add a Resolution Item to my template?How To Create A Resolution TemplateHow can I insert a previous resolution in Fides as a resolution template?How To Create A Resolution Template
Meetings
How do I create a new meeting? Do I have to send out a meeting draft?How do I invite the attendees to a meeting?Can I integrate documents directly into the invitation? How can I add or remove attendees from a meeting?What is the difference between the three agenda items: discussion, information and resolution?What happens when I select a signatory in the invitation-flow?What happens when I appoint a representative for a meeting?For how long can I change my attendance status when I am an attendee of a meeting?Is there a possibility to add comments? How do I create the minutes of a meeting?How do I lock a meeting?What are action items and how do I create them?How do I invite guests to specific agenda items?What is the Meeting Book?What are Suggested Topics?
Templates
Documents
How do I create a task from a document? Overview - Document ManagementWhy does a document no longer appear in the document dashboard?How can I filter or change the view in the document dashboard?How do I share a document?How do I sign a document?Meta DataWhere can I find Track Changes?What is the 'Track Changes' Feature?What are the available modes for Track Changes?What can I do in Suggest Mode in Track Changes?How can I share a Document?What are document references and how can I use them?
Templates
Access Rights
How can I set access rights for individual features? What do the individual access rights mean? How can I share documents and see who they have been shared with?What access levels are there and what do they mean?Rights & Access ManagementHow can I set access rights for documents?Can I have people informed about their new access rights? Committee Access Rights
Legal Terms used in Fides
What is a committee?What is a subcommittee?What is the share capital?What is a share class?What is the establishment date of a share class?What are voting rights?What is the share amount?Who are the authorized representatives of a company?What is the end of term of an authorised representative?What are the company's registration documents?
Deep Dive
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How do I create approvals?

Overview

Fides makes it easy to request and manage approvals. Whether you need authorization for a specific action or transaction, approval for an expense, or input from legal counsel or external advisors, Fides streamlines the entire process.

Every approval includes a transparent audit trail and is automatically stored for future reference, ensuring a clear and sustainable record of all approval activities.

Creating an approval

To create an approval:

  1. Navigate to the Approvals tab.
  2. Click + New Approval.
  3. Complete the required information, including:
    • The approval title and description.
    • The person or people who need to approve the request.
  4. (Optional) Configure additional settings, such as:
    • A due date.
    • Whether a signature is required in addition to the internal approval.

 

You can monitor the status of your approval at any time from the overview in the left-hand navigation panel.

 

 

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