How do I add a pre-approver?

You can manage pre-approvers directly from your committee settings. Here's how:

1. Navigate to Committees.
2. Select the committee you want to update.
3. Open the Members tab. Note: Pre-approvers can only be assigned to legal entities.
4. Select the shareholder whose pre-approver settings you want to update.
5. Click Add Approver.
6. Enter the approver’s email address, first name, and last name.
7. Click Save once you’ve entered all the required information.

You can update or modify these settings at any time.

Configuring pre-approvers allows you to define approvers for each shareholder in advance, so you won’t need to manually select recipients each time you start a pre-approval process. This effectively creates a predefined distribution list, making the process faster and more efficient.

You're now ready to start the pre-approval process. Click here to learn more.