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Designating a Required Signatory

You must designate the workspace contacts who are valid required signatories for your contract, change order, or invoice. The required signatories do not necessarily have to be the same for the contract and its changes orders and invoices. However, a new change order has by default the same required signatories as its contract.

To designate a required signatory

1. Open any of the following registers: Contracts, Change Orders, or Invoices.

2. Open the document that you are designating a required signature.
3. Click Edit.
4. On the Main page, expand the Required Signatures section.
5. Click Add Line.

An empty line appears in the Required Signatures section.

6. Click the Magnifying Glass icon .

The Select Workspace Participant Contact dialog box appears.

7. Select the name of a contact, and then click Add.

The name of the contact appears in the right-hand pane.

8. Click OK.

The dialog box closes. The name of the contact now appears in the Required column.

You can now notify the required signatory about the document, and record the person's signature when it arrives.