Add Signatory Invite with airSlate SignNow

Add signatory invite

[Music] within the portal it is important to configure the board members and sing it to restore the syndicate in order to ensure that other functions operate properly to configure your board simply go under the configuration menu and then under bottom administrators before you configure your members make sure that the board members exist within the restaurant registry in a case where for example the board member does not own a fraction The Syndicate and it is not an occupant it's possible to create that person within the registry and not assign them any fraction once the profile is created it will be possible to invite that person to join the portal and once configured as a board member people have the access of an administrator within the portal just without any information regarding any fractions on their homepage and that way they will be able to fulfill their duties within the portal to add it or member within the portal in his readers page just click on I remember from there you will need to choose the resident member you will also need to add the election date of that board member so let's say they were like you know much person their role within the board it is only for information purposes because not all syndicates have a structure with a president and vice-president secretary and so on since it's not an obligation in the context of a syndicate of cornish so in such cases get simply give everyone the role of administrator if necessary it also add notes to an f1 member and to configure the electronic signatures you can also add their electronic signature within your profile right here by adding the pilot convenient once all the required fields are filled then you can click Save and you can do that step as often as necessary to add all the board members within the portal once all of your board members have been added then the next step would be to configure the signatories to do so simply go under configuration in the signatories that the first thing you want to do is to configure the minimum number of standards required for the bank accounts and furthermore if an additional signature is required over a certain amount then you get a set amount in this category here so and you can add some notes regarding a procedure as well it's important to me to get the right number as this is the amount of lines that will appear on the checks printed through the system if you print them on bank checks if your managed professional not to configure the signatory all you have to do is click on add a signatory enemy keeps everyone who's part of the residents registry and not just the board members and the case where for example you have a new board when you configure the portal but the information has not been transmitted to the bank yet and the signatories are not in the bank account so you can't configured former board members as a thing attorneys in the meantime so first you choose the signatory and then you select their order for sitting it under professional management it also possible to add a manager as a signatory if said manager is the note arresting that to read to the bank account the manager will be distinguished with a little star next to his or her name in the list of the signatories you can delete a signatory simply by clicking on the trashcan on the right side and you can add new signatories by clicking on the signatories so you can add as many as necessary once the board and the signatories are configured this will enable you to do many other steps within the portal and help you and your property [Music]