Introduction

Company signatories are the authorized individuals within your client's organization who can legally sign documents on behalf of the company. These are typically executives like CEOs, Presidents, or other officers who have been granted signature authority through corporate bylaws or board resolutions.

Why company signatories matter:

• Documents cannot be sent for signature without at least one configured signatory
• Email accuracy is critical for successful document delivery through the signing workflow
• Proper titles ensure legal validity of executed documents
• Having multiple signatories provides flexibility when primary signers are unavailable

Without properly configured company signatories, you cannot send any option grants for signature through the platform.

When to Configure Signatories

Configure signatories early in the company onboarding process - ideally during the initial company setup, before you need to generate or send any documents for signature.

Timing is critical because:

• Document generation workflows require an active signatory
• You cannot complete option grant processes without configured signers
• Setting up signatories takes time to verify contact information
• Personnel changes may require updating signatory information

Best practice: Set up at least one primary signatory immediately after company creation and before uploading any signing templates or processing option grants.

Accessing Company Signatories

Navigation Path

1. From your company dashboard, click Settings in the left sidebar
2. Click Signing in the settings menu