Creating Resolution Template

Templates are used to store regularly used text for resolutions. 

1. To add a template, go to Board > Resolutions > templates.

2. Click on “create template”.

Templates provide powerful editor functionality that allows you to create and customize resolution templates.

Template also allows you to add placeholders such as option grants draft summary, 409A report summary, or upload any type of file.

When you add a block in the template, a placeholder will get added to the editor. Then, when the template is used, the placeholder will be populated with data.

Standard templates

By default, you get 6 standard templates that can be used for

  • Option grants approvals
  • 409A valuation approvals
  • Meeting minutes templates
  • Meeting minutes approval
  • Unanimous written consent template
  • Omnibus resolution

These templates are provided “as is” without warranty of any kind, either express, implied, or statutory, including without limitation, warranties of merchantability, fitness for a particular purpose, satisfactory purpose, title or non infringement. Some jurisdictions do not allow the exclusion of implied warranties, so these exclusions may not apply to you. 

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