Converting an individual signer to an entity or vice versa
If you create an individual signer and then find out they actually need to be an entity, it's quick and easy to convert them.
- 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
- Hover over the individual or entity card you want to convert
- Click the toggle to covert it
- If the toggle is greyed out, this means there are probably people added to the entity. Remove any relationships before converting.
