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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?
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What can I do from the Participants tab?

The Participants tab provides an overview of everyone involved in a resolution and allows you to manage participant-related actions.

From this tab, you can:

View participant statuses

See the current status of each participant in the resolution.


Resend email notifications

To resend an email notification:

  1. Open the resolution.
  2. Select the participant you want to notify.
  3. Click the three-dot menu (โ‹ฎ) on the right.
  4. Select the option to resend the email.


View email notification history

To check the status of emails that have already been sent:

  1. Open the resolution.
  2. Select the participant whose email history you want to view.
  3. Open the Email Notification History.

From there, you can see the delivery status of each email and preview the email that was sent.


Edit a resolution in progress

To update a resolution that is already in progress:

  1. Open the resolution.
  2. Click the three-dot menu (โ‹ฎ) on the right.
  3. Update the resolution settings as needed.

 

Note: If a participant has already signed the resolution and you add another required signer, the original signer must sign the resolution again before it can be completed.

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