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Can I export documents to Word?Fides AssistantHow do I add a new resolution item to the resolution item catalog?Can I import a Word document?
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Approvals
What is a Preapproval? - OverviewHow do I start the pre-approval process?What happens if all pre-approvers approve the resolution?What happens if one person rejects the resolution in the pre-approval procedure? How do I add a pre-approver? How do I create approvals?
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Legal Terms used in Fides
What is a committee?What is a subcommittee?What is the share capital?What is a share class?What is the establishment date of a share class?What are voting rights?What is the share amount?Who are the authorized representatives of a company?What is the end of term of an authorised representative?What are the company's registration documents?
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What is a Preapproval? - Overview

The pre-approval workflow allows designated reviewers (for example, a shareholder’s legal department) to review and approve a resolution before it is sent for voting and signing.

After creating a circular resolution, you have two options:

  1. Start the voting process immediately.
  2. Start the pre-approval process. In this case, the resolution remains in Approval status and is not yet sent for voting.

You can assign one or more pre-approvers to each shareholder. If pre-approvers are assigned to different shareholders, they cannot view each other’s names or decisions. For more information, see our Resolution Settings FAQ. 

How the pre-approval process works

Pre-approvers receive an email notification containing a link to the resolution and its supporting documents. They can review the resolution and either approve or reject it. When rejecting a resolution, they can also provide comments explaining their decision.

If all pre-approvers approve

Once all pre-approvers have approved the resolution, its status changes to Approved. The resolution initiator is notified that the pre-approval process has been completed successfully.

If a pre-approver rejects

If any pre-approver rejects the resolution, the initiator is notified and can review the submitted comments. The initiator can then revise the resolution and restart the pre-approval process.

Only the initiator receives notifications about rejected pre-approvals and the accompanying comments.

Comments Function

Pre-approvers can add comments to explain their decision or provide additional feedback. This helps improve transparency and facilitates communication throughout the review process.

The pre-approval workflow ensures that resolutions are reviewed by the appropriate stakeholders before entering the formal voting and signing process.

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