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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?
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?
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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
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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
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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?
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How To Create A Resolution Template

Resolution templates are ideal for managing recurring resolutions, such as approving annual financial statements, by allowing you to quickly select a pre-designed template.

1. Start The Process: Navigate to the "Resolution" section, go to the "Templates" tab, and click "Add document template".

2. Set Up The Basics: Choose the committee responsible for the resolution and select the primary language for the document.

3. Design Your Template: You will be redirected to the Document Builder. Here, you can customize your template by formatting text and making other necessary adjustments.

4. Add Resolution Items: Click the plus icon next to "Resolution Items" to add a new item.

Add a resolution item from the resolution item catalog or create a new one from scratch.

5. Language Options: For translations, select a secondary language. Select the text you want to translate and click Translate.

6. Finalize Your Template: Preview your template, make any final adjustments, and click "Save". Your template is now ready for future resolutions.

7. Manage Templates: All created templates can be found under the Templates tab, where you can view, edit, duplicate, or delete them as needed.

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