How do I delete shares in the Cap Table?
To delete shares:
- Go to Cap Table.
- Locate the relevant shares.
- Click the โฎ (three-dot) menu next to the shares.
- Select Remove shares.
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
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
How do I add a shareholder to the Cap Table?How do I create a new share class?How do I add shares to the Cap Table?How do I update the company's share capital?"Received through": How did a shareholder receive their shares?"Received on": When does a shareholder receive their shares?How can I vote through a Pool or Trust?How do I delete a pool or trust?How do I delete a shareholder?How do I delete shares in the Cap Table?
Structure Chart
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?
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?
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
How do I create a template?How do I edit a template?How can I quickly review a template?How do I create bilingual template?How can I duplicate a template?Keyboard Shortcuts in Document BuilderHow Do I Use Intelligent Placeholders in the Document Builder?How To Use The Tables Feature In The Document BuilderHow are documents and templates connected?How do I create a document from a template?
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?
Newsletter
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