Resign the Same Individual from Multiple Companies

Use the Batch Resign option in the individual record to resign the individual from multiple companies at the same time.

Go to All Searches > Individuals and open the record of the individual you want to resign from multiple companies.
In the individual's record, go to Appointments and select Wizards > Batch Resign.

The Batch Resign Wizard displays.
On the Select Companies page of the wizard, use the search to find the companies from which you want to resign the individual.
In the list of search results, select the companies from which you want to resign the individual, then select Next.

The companies you selected are now listed on the Select Companies page at the bottom.
On the Date and Position page of the wizard, provide the event date and select the position or positions you want to resign the individual from. Select Next to continue.
(Optional) On the Notes page, enter notes for the event as required, then select Next.
(Optional) On the Board Meeting page, you can add the date of the board meeting where the decision about the resignation was made. Select Next.
On the Action page of the wizard, select the required action and select Next.
On the Finish page of the wizard, select the required documents and once their status shows as completed, select Finish.
The wizard closes, the documents are produced, and the appointments are no longer listed on the Current Appointments page. Go to History to see a list of past appointments.

See also