Authorising Signatory Management

Overview

You can create or edit a digital signature from the Authorising Signatory section.

Important: Only one user can store their digital signature within the platform.

Availability

Available On:

✓ Free

✓ Standard

✓ Premium

Requires:

HeroPay

Creating a New Authorising Signatory 

  1. Click the General Settings menu.
  2. Click the Authorising Signatory submenu.
    Signatory_1.jpg

  3. Select an employee from the Authorising Signatory field.
    Signatory_3.jpg

  4. Click the Save button.
  5. Complete the following fields:
    • Create your e-signature.
    • Sending Authority.
    Signatory_4.jpg

  6. Click the Save button.

Editing an Authorising Signatory

Warning: Editing and saving a new authorising signatory will remove the previously stored signatory.
  1. Click the General Settings menu.
  2. Click the Authorising Signatory submenu.
    Signatory_1.jpg

  3. Select an employee from the Authorising Signatory field.
    Signatory_3.jpg

  4. Click the Save button.
  5. Complete the following fields:
    • Create your e-signature.
    • Sending Authority.
    Signatory_4.jpg

  6. Click the Save button.
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