How do I change the company signatory?

As part of configuring a grant acceptance workflow for your plan, you have the option to select an individual who will sign grant agreements on behalf of the company. Grants added from the plan will require review and signing by this individual before the grant is visible to the participant.

For guidance on how to add a designated company signatory for the first time, follow the steps here.

To change the designated signer;

1. For the required template, click on the 3 dots menu and select edit

2. Select a new signer and click submit