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How to Create Resolutions and Notices

Creating Resolutions and Notices
1.     Make sure you have captured the changes accordingly (e.g. change of directors, transfer of shares etc)
2.     Click on the meeting tab
3.     To create minutes, select resolutions on the screen or notices
4.     Click on the new icon, a pop up screen will appear
 
5.     On the popup screen, select the resolutions applicable to the type of changes done on that entry by clicking the small white box
6.     To filter the resolutions according to the type of changes done. Click on the drop down arrow on top of the type column (if there were multiple changes in an entry)
 
7.     Click on the green tick icon to save. The resolutions ticked will populate on the main screen.
8.     Click on the edit mode icon to capture the date, place etc on the top of the meeting type.
9.     Click on the switch view button, to preview the resolution.
 
 
10.     Click on the report icon to print the resolution.
 
 
11.     To save the resolution on the document tab, click on the file resolution
-     Type the document name and description to your preference,  then click on ok.
 
 
To create a Notice
1.     Click on the meeting tab (if this is after creating a resolution, make sure you click on the switch view icon to revert to the main screen, continue to step 2)
2.     Select notice on the screen
3.     Repeat the steps above from no.4
 
15 February 2024