Enhance your entity management by creating and linking signatories directly to the entity's records.
Overview
Create a signatory and identify signatories within new and existing entities by following the straightforward steps outlined below. Signatories will be displayed on the Entity's Overview. For additional guidance, refer to this article: Display Signatories on the Entity Overview.
Availability: All customers.
Access the Principals Section
Navigate to the desired Entity
Click the Principals tab
Click the blue + New button in the top right-hand corner
The Principal modal will appear
Details
In the Details tab, click + Add Profile
Select either Entity or Person from the available dropdown
Search for and select the name from the Search bar
Click the Confirm blue button in the bottom right-hand corner
Addresses
Navigate to the Addresses section
Click on + Add Address
To add a new address, click on + New
In the Profile Address modal that appears, select the mandatory Address Type* from the available drop-down
Enter all other necessary address information required and click the blue Create button in the bottom right-hand corner
In the Select Address modal that appears, select the checkbox of the added address and click the blue Apply button
Roles
Navigate to the Roles section
Click + Add Role
In the mandatory Role* dropdown, select Signatory
Add the mandatory Title* from the available dropdown: Banking, Contracts, or General
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Select a Custom Title from one of the available dropdown options, if applicable
Click Manage Responsible Custom Title to add a new title
Add any other necessary details, such as Effective Date, End Date or Notes
Click Create to confirm
Documents (Optional)
Navigate to the Documents section
Select documents from the Minute Book
Click the blue Link to Affiliation button to confirm
Finalize the Signatory Creation
Once all details are complete, click the Create button in the bottom right-hand corner
Search for the signatory's name to confirm successful creation