Adding individual signatories
To add an individual signatory:
- Navigate to the signatory manifest by clicking on the signatory manifest button on the left-hand sidebar. It looks like a tag with a silhouette
Click the blue “
Add New Signatory” button OR click into the search field and start typing a new name. If it doesn't match an existing signatory, you can click the create signatory button from there.
- Once you've entered the name, click
Create Signatory - Once the signer has been created, you can add more details — like email, or address — by clicking on their name to open the edit panel.
Once you've made your edits, click
Update Signatory.
