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Approving Resolutions as a trustee

When a resolution is created in Connectworks, as a trustee you will receive an email similar to the one below.

From: Connectworks <noreply@connectworksmail.com>
Subject: Connectworks - Resolution ready for approval

Hi Simon Jones,

You have a resolution ready for approval through Connectworks for Jones Family Trust. Please login and approve (or otherwise) the resolution Resolution to accept 2016 annual accounts. You may also access the resolution directly using the following link: https://app.connectworks.com/index.htm.

Best regards from the Connectworks Team
www.connectworks.com

Once you have logged into Connectworks, you can simply approve the resolution from Workspace.

Left Click on Approve

Click OK, the resolution will be approved

Approve Resolution from within the trust 

To approve the resolution from within the trust, select the trust from 'Take me to'.

NOTE: If you click on the trust and get the following "This is a summary only view" message, the resolution will need to be approved in your Workspace. The trust plan will need to be changed to allow access. Please contact your professional in this instance. 

Left click on Minute Book, scroll to find the resolution to be approved.

Left Click on Approve

 Click OK, the resolution will now show approved.

 

 

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