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.


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