Creating a Signing Authority

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To create a Signing Authority, follow these simple steps!

To create a new signing authority, navigate to the Principal section of the entity and click on New > Principal. A new page will pull up with 5 tabs to input data on the Principal. 

1. Participant

Once selected, a box will pop up to enter the signing authority's details. Select the profile type and add NOTES if needed. Select an existing profile to add by using the search bar. If the profile has not yet been made for this person, click the New button at the bottom left-hand corner of the box.

2. Addresses

To add an address, click the blue + Address button.

If there is already an address associated with the profile, select an existing address or add a new address type by clicking + New at the bottom right-hand corner of the box.

3. Roles

Add their PRINCIPAL ROLE by clicking the drop-down menu and selecting Signatory then select the Signatory Role as either Banking, Contracts, or General. If they have multiple roles, click the blue + Role button. Add the EFFECTIVE and END dates by selecting the date on the pop-up calendar. If the principal is still with the organization, the END date can be left blank.


4. Review

And finally, this tab is to review that all relevant information has been entered accurately.

Once everything is confirmed accurate, click the blue Save button at the bottom right-hand corner of the box.