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 OnboardingLegal Onboarding: Services in ScopeIndividual sender addressSetting up a single sign-on connection (SSO)Setting up a Fides account as a Shareholder
How to use your Fides Account
Key Account DashboardHow 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 members an 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 visible 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 a committee members / subcommittee members?How do I change the 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 to work with Action Items?How do I create a new task?
Approvals
What is a Preapproval? - OverviewHow Do I Start the Preapproval Process?What happens if all persons approve the resolution in the pre-approval procedure? What happens if all or one person rejects the resolution in the pre-approval procedure? How Do I Add a Pre-Approvee? How do I create Approvals?
Resolutions
How to use the participant listWhich functions can I use in the participant list? Can I resend an email? How do I see who voted and signed a resolution? Is it possible to check the status of sent e-mails? 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 do I start the voting process?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 the 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: dicussion, 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 DataHow 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
Newsletter
Newsletter 5th of April, 2024Newsletter 13th of May, 2024Newsletter 5th of March, 2024Newsletter 8th of February, 2024Newsletter 18th of January, 2024Newsletter 30th of November, 2023Newsletter 22nd of September, 2023Newsletter 31st of August, 2023Newsletter 8th of August, 2023Newsletter 4rd of August, 2023Newsletter 29th of May, 2024Newsletter 25th of June, 2024Newsletter 6th of August, 2024
Security
Where is Fides hosted? How can I use SSO to log in?

Legal Onboarding: Services in Scope

The "Legal Onboarding" is a service provided by Fides to its customers in which the legally trained Fides-personnel is reviewing all of the corporate documents of the customer to extract the relevant information and set up the account on behalf of the customer. We provide the following services for you as part of the legal onboarding process:

Member Management

We will create the following users for you if you provide us with the necessary information:

  • the managing director(s)
  • the beneficial owner(s)
  • the person designated by the customer to take over the administrative management (i.e. to complete the Onboarding and to maintain the Fides page in the ongoing business).

The information required from these individuals for this purpose includes their full name and their email address. If you prefer not to share this information, that's perfectly fine. In this case, you may also create these members yourself afterwards.

Cap Table

We create the Cap Table for you, i.e. we enter the shareholders and their shareholdings into Fides. These are automatically mapped in the Structure Chart and in the Shareholder Committee - so no manual process is necessary anymore.

Creation of committees

We set up the legally required committees (e.g. shareholders' meeting, management). If there are certain additional committees, we will only create them if the provided documents stipulate certain obligations for them (e.g. decisions requiring the approval of an advisory board). We're happy to add members if the customer provides their names and email addresses.

Tasks 

We create tasks that support you in finalizing the Onboarding. In addition, we filter the corporate documents of the customer for tasks and add these to Fides. The only thing you need to do as a customer is to individualize them, i.e. defining the relevant deadline.

Data Room 

We will upload the documents submitted to us into Fides for you. 

Structure Chart

  • We create the Group companies that are covered by Legal Onboarding. For these, the explanations under the above items apply accordingly. 
  • All other companies that are not part of the Legal Onboarding will also be included in the Structure Chart. However, all additional information (as displayed under the above items) will not be covered and are subject to onboarding in general ("General Onboarding"). For more information, see FAQ General Onboarding.

Note: We expressly point out that we obtain the information exclusively from the documents that we have received from you for the purposes of Legal Onboarding by the respective agreed deadline. Therefore, please make sure that you provide us with the most recent versions of all documents that you would like us to consider within the Legal Onboarding. 

We would also like to expressly point out that the price for Legal Onboarding may vary, depending on the number of companies covered by Legal Onboarding and the scope of the companies' corporate documents.

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