This section allows you to add signatories or contacts who will be involved in signing documents.

Steps:

1. Log in to the system.
2. From the Modules menu, click Signatories/Contacts.
3. Click the Add Signatory button. This is the blue button at the top of the page.
4. Complete the form by entering the signatory’s details:
   • Category: Select the appropriate category for the signatory.
   • Full Names: Enter the signatory’s full name.
   • Email Address: Enter the signatory’s email address.
   • ID/Passport No.: Enter the signatory’s ID or passport number.
   • Telephone No.: Enter the signatory’s telephone number. Make sure the number is entered in international format.
   • Country: Select the signatory’s country.

5. Review the details you have entered to make sure they are correct.
6. Click Submit to save the signatory.

The signatory will then be added and can be selected when preparing documents for signing.

Using the Action Menu

1. Click the Action menu next to the Signatory

• You will see the following options:
  • View – View the signatory’s details.
  • Edit – Make changes to the signatory’s details.
  • Comment – Add a comment for the signatory.
  • Attach Supporting Documents – Add documents that support or provide additional information for the signatory.

Tick the checkbox next to the signatory’s name.

 Select the action you want to perform:

• Activate – Enables the signatory to access and use the system.
• Deactivate – Disables the signatory’s access to the system.
• Delete – Removes the signatory from the system.

Confirm the action by clicking Go.