How to select and change signatories on Capdesk

Choosing and amending the default signatories for online signing tasks

1. Selecting the signatory

2. Changing the signatory

3. Exercise publisher

Selecting the signatory

In order to execute documents to be signed on Capdesk, you will need to select the default signatory (the person who will sign documents on behalf of the company).

To action this, first navigate to 'Administrator Settings' on the left-hand menu. Here you can edit the access of the administrator by selecting the '...' action button and then 'Edit Access'.

Capdesk allows you to set up to three default signatories. They will be selected in chronological order for any signing tasks. 

Once here, scroll down to the 'Signing' section found towards the bottom of the page, ensure 'Write' is selected and choose if the admin should be the first, second or third default signatory by ticking the relevant checkbox. Scroll down and click 'Save' to ensure your changes are recorded.

You can give other admins write access, allowing them to sign documents but they will not be the default person that will be sent a task to sign. To do this repeat the steps above without selecting them as a default signatory and save.

Changing the signatory

If a default signatory is not available for signing this can be amended to allow another administrator to sign the document.

First find the transaction associated with the document which requires signing, in the below example we have used an option grant. Select the '...' action button and choose the option to 'Configure Signatories'.

You will then be directed to the below page and have the option to choose from the signatories that you have set. Select the correct administrator and click 'Save' to assign the signing task to the new signatory.

If the person you wish to assign as the signatory is not available in the menu, please repeat the steps from earlier in the article to add them as a signatory. Please note, that they must be added as an administrator profile before you can assign them as a signatory.

Exercise publisher

When using the online exercise feature on Capdesk, an Issuer signature is not required, however, you will need to designate a person to publish the exercises once they have been signed by the grantholders.

In order to do this, scroll down to Settings -> User Access -> click on the three-dotted action button relevant to the admin '...' -> Edit Access.

Once here, scroll down to the Document and Transaction Approvals section and ensure 'Write' is selected next to Publishing Exercises.

You can only select one person to publish the exercises at all times.

Once you have ticked the box, scroll down and click Save.