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Circular Resolutions
Board - Finalise circular resolution
Board - Finalise circular resolution

Circular resolution responses are compiled and can be added to the circular resolution document to create a finalised copy.

Christine Wong avatar
Written by Christine Wong
Updated over a week ago

Circular resolution status

Administrators can view the circular resolution status and finalise it on the Admin portal. The Signature tab uses three colors to indicate your users' responses:

  • Green = Signed

  • Red = Abstained

  • Black = Pending action

Finalise a circular resolution

To finalise a circular resolution, follow these steps:

  1. Click the Finalise button if all responses are received or the quorum is reached. Alternatively, select the Item Menu (three lines) next to the circular resolution and select View responses / finalise.

  2. In Page Options section, customise your document with the following options:

    1. Signature columns: Display signatures in one, two or three column.

    2. Move signature pages to: Start, End or After page

    3. Signature display options: Show signature date and show user role (if available)

  3. In Signatures section, you can drag to reorder signatures, and select Update document signatures when finished.

  4. Click Finalise document on the top right. A warning message will appear - read it and click Yes to proceed with the finalisation.

    ⚠️Good to know: Finalising circular resolution will:

    • Prevent any further changes to the circular resolution.

    • Prevent any further signatures or abstentions being recorded for the circular resolution.

    • You will no longer be able to adjust the signature layout.

    • Include the resolution results into the new finalised document.

    • Digitally sign the document.

  5. To view or download the finalised document, select the Item Menu (three lines) next to the circular resolution and select View finalised document or Download finalised document.

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