Signatories

This Section allows you to maintain signatory groups and individuals within each group. Note. and individual must be setup in contacts and have the category of signatory assigned in order be used here. The address grid looks like this: -

As with many other enSecretary maintenance options, the Signatories area is split into two sections, the section in the left will list all signatory groups in the system. The section on the right shows details of the selected signatory group and the names of all individuals in the selected signatories group

Pressing the add button will change the right section to add mode, which has empty boxes that can be filled in and the signatories tab is unavailable, once the desired information has been entered you can click the save button to create the signatories group or cancel to cancel the information you have inputted.

To edit the details for the signatories group, you can simple change the details in the right section, once any changes have been made the save and cancel buttons will appear at the bottom of the screen where you can save or cancel an amendments made

Clicking on the Amend List option will display the following screen that can be used to add, edit and delete signatories in the group.

enSec_Maint_AmendSigsList

On this screen is a list of all the signatories that have been added to the signatory group, this screen has five buttons down the left hand side, these buttons are described below

Add Signatory

To add a signatory to the list of signatories you can press the Add button to be prompted with the following screen.

enSec_Maint_AddtoSigsList

Once you have entered the required information you can click the ok button to add the signatory or the add another button to add the signatory and clear the screen so that you can enter another signatory.

Edit Signatory

The Edit button can be used to change any of the details of the selected signatory, the edit button uses the same screen and the Add button, as shown above.

Remove Signatory

The Remove button can be used to remove the selected signatory from the signatory group, a confirmation box will be displayed to make sure that you don't accidentally remove a signatory from the group.

Refresh

The refresh button simply refreshes what is being displayed in the grid

The X button simple closes the Signatories List.

When you select a signatory group from the section on the left, you can click the delete button to remove this item from the system, a confirmation box will be displayed incase the button is click accidentally.