Frequently asked questions
By Sara1 author16 articles
How to Generate a "Minutes Book"?The minutes book ensures transparency, accountability, and legal compliance, providing a clear record of the deliberations that guide the ...
NEW: Understand the "Meeting Minutes" FeatureExclusive to the Enterprise plan, the "Meeting Minutes" feature centralizes all published minutes within the company's environment on the ...
How to edit a signature request?NEW! You can now edit a signature request, adding or removing signers, without the need to unpublish the document.
To do so, follow the st...
[APP] How to create a poll?Follow these steps to create a poll:
Access the meeting where you want to create the poll.
Click on "+" and select "Polls."
Choose the t...
Understand the Integration between Google Calendar and GmailThe automatic integration of meetings into Google Calendar depends on each user's settings. By default, meetings will only be automaticall...
My user is blocked, what do I do?In that case, it is necessary that the administrator of the portal of your company realize the unlocking of your user.
If you do not know ...
How to unblock a user on Atlas?Access "Inbox”;
At the top of the screen you will find some filters, you can leave only the option "Accesses"; enabled, if you wish.
Selec...
User manual: Members and DirectorsBe very welcome to the user manual for Members and Directors!
We created this manual to be your guide for using the Atlas Governance porta...
I did not receive the token (access code), what do I do?The delay in delivering the token is usually due to the delay some operators may experience. In that case, you can do the following:
1º: R...
How to edit a user´s mobile number or e-mail?Only admin users can do that editing. To do this, click on your photo in the upper right corner and do the following:
Go to the "Administ...
How to edit the profile data?Click on your photo at the top right side of the page
Select the option "Settings"
Scroll down to the bottom of the page and click on "Edi...
How to add new users on Atlas?You can only invite members to join Atlas through an open Board or Project, and only group owners can invite new members.
Go to the Board...
How to add or remover members from a Board?Choose the board you want to add or remove usersClick on the green “+” next to the "Members" fieldTo add:Enter the user name and select it...
Understand the functionality of the Permission manager resource!The Permission manager is a feature intended to help administrators to add users in locations where they do not have access.
To clarify, I...
How to request the signature of a minute?In this article we will leave the step by step and a narrated video explaining how to request the signature of a minute!
Step by step:
Af...
How to sign a document with digital signature?The digital signature is a more secure electronic signature format, in which files called digital certificates are used.
We use an interna...