How To Create A Resolution Template

Resolution templates are ideal for managing recurring resolutions, such as the determination of the 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 catalogue or create a new one from scratch.

5. Language Options: For translations, select a secondary language. Highlight the text you want translated and click the "Translate" button.

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

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

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