How to add and edit a Preferred Signer

A preferred signer is authorized to sign company filings for your organization. For Corporations, the preferred signer can be any officer, like the President, Vice President, Secretary, Treasurer, or authorized signer. You are allowed to have up to 3 preferred signers at any time. To add or edit a signer, please use the following steps:

1. Click on the Organizations module.

2. Click on Details next to the company you are uploading a form for.

3. Click on the Signers tab.

4. Click the blue Edit button on the right side.

5. A side screen will appear on the right side.  To add a signer, utilize the +Add Signer button and select the person's name from the drop-down and then hit Submit at the bottom.  The individual must already be listed in the account as an option. To add a new person, use the "add an individual" link on the Edit Preferred Signers screen or add them through the Individuals or Users module.

6. If an individual needs to be removed, use the Delete button on the right side to remove them as a signer.

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