How to Grant Signing Authority

How to Grant Signing Authority

Signing Authority allows any Firm Administrator's signature to appear at the bottom of consent to release letters or engagement letters. If you are a Firm Admin you can grant Signing Authority to yourself or other Firm Admins.

To grant signing authority:

  1. Click the ellipses (three dots) on the lower left-hand corner of the screen.
  2. Click Admin.
  3. Click Users.
  4. Click the Employees tab.
  5. Click the employee record.
  6. Click the Edit Profile in the top-right 
  7. Click the Signing Authority box 
  8. Click Update.

You will now see this Firm Administrator as an option to select for 'Partner' when sending an engagement letter.

    Contact Us

       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX

      • Related Articles

      • Adobe Sign Limitations

        Typeface (Fonts) Adobe Sign operates with a total of six fonts (Source Sans Pro, Source Serif Pro, Source Code Pro, Roboto, Slabo13px, and Lato). If templates in Liscio are set up using a font outside of Adobe's font list, problems may occur with the ...
      • How to Electronically Sign a Letter in a Task (Mobile App)

        1. Tap on the Task. 2. Tap Review & Sign. 3. Read the document. Tap the checkbox next to Agreed to the above Document. 4. Tap Mark Complete.  Related video: If Granny Can Do It
      • How to Sign a Get a Signature Task

        Click the Get a Signature Tasks in your My Tasks section or Tasks page.  The Click to Sign Document button opens a preview of the letter.      3. After the letter preview is open, click the checkbox next to "Agreed to the Above Document" at the ...
      • How to e-Sign in Liscio (Desktop)

        Please note that some web browsers may not play well with Adobe - we recommend using Google Chrome or Firefox when electronically signing. 1. Log into Liscio 2. Click on your Task (towards the bottom of the screen) - new tasks will show in bold ...
      • How to Sign In with Multi-Factor Authentication

        Signing in on computer: Navigate to your Liscio login page. Enter your email address and password. Click Submit. Navigate to Google Authenticator on your phone to find the generated code. Enter Passcode. Click Verify Code.   Signing in on Mobile App: ...