Ability to link an authorised signatory to a contract via an import

The import file will only work if both the contract number and the ID number already exist on the system.

Import found Under Investors -> Import Contract Authorised Signatories

Choose the file and then Import file

If there is an error on the import, you need to cancel the import, remove or correct the error line in the file and then import the file again

If import is successful you will see no errors and will be able to view import results

See example of an import file: Contract authorised signatory

Last Updated on 1 year ago by Debra Hart