Signatories

What it is

Saved signature blocks for the people who sign certificates.

Why it matters

Puts the right name and title on each certificate without retyping.

When to use it

The office keeps these current when a signer changes.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Certificates to open it.
3. Click Signatories.

What you see

Signatories · click the picture to enlarge

• The list has these columns: Name, Designation, Order, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• New signatory — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New signatory button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (2 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Signatories · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Name *	text	The signer's full name as it should print, such as Jane Smith.
Designation *	text	The signer's job title, such as Principal.
Display order	number	Where this signature sits. Lower numbers appear first, from left to right.
Active	tick box	Tick to offer this signer. Untick to hide them without deleting them.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

← Back to Certificates & ID Cards overview