Define a Signatory Automatically
Administrators can set up Diligent Entities to define a signatory for forms automatically.
When automatic signing is set up, the system tries to add the secretary as a signatory to forms first. If no secretary is in place, a director is selected in order of quick reference.
Note
When this option is enabled and new signatory details are entered on the Signatory page, the new signatory selection overrides the automatic signatory.
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Go to System Tools > System Options > Misc.
The System Tools option is available in the Global Banner for users with administrator privileges.
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Find and select the Automatically sign documents when performing events option.
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Clear the Prompt for signatory when performing events checkbox.
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Select Finish to save your changes.
Now when forms are generated, Diligent Entities defines a signatory automatically.
If you don't want to use the default behavior of the system for selecting the signatory, you can define a default signatory. Refer to Set up a Default Signatory for more information.
