Importing signatory information from a prior transaction
If some or all of the same signatories are on a new transaction, you can just import their information into the new transaction.
- 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 “
Import” icon - Choose the “
From prior transaction” option - Search for the transaction you want by name or by client/matter number
- All signatories will be checked by default, but you can deselect individuals by clicking the checkmark next to their name or deselect all signatories by clicking the uppermost checkmark next to “Name”
- You can also choose if you want to import the signing groups by using the toggle to the right of “Groups”
- Once you’ve made your selections, click “
Import” - You’ll get a confirmation message that the signatories were successfully imported, and you can then hit “
close”