The short answer: When someone is signing on behalf of another person or entity — like a trustee or attorney-in-fact — you can designate them as a representative signer during transaction setup.
1. Open the Signer Options Menu
Click the 3-dot menu in the upper right corner of the signer's box.
2. Select "Make Representative Signer"
Choose Make representative signer from the dropdown.
If you don't see this option, the transaction may have already been sent or opened by the signer. You'll need to cancel and recreate the transaction to make this change.
3. Enter Who They're Signing For
Type the individual's or entity's name in the Signing on behalf of field.
4. Choose the Signer Type and Capacity
Select the appropriate type from the dropdown. The available types are:
- Attorney-in-fact.
- Corporate officer.
- Guardian or conservator.
- Partner (general).
- Partner (limited).
- Trustee.
- Other.
For Corporate officer and Other, click + Add capacity to enter a specific title or role. Repeat steps 3–4 if you need to add multiple capacities.
✓ Summary Checklist
- Confirmed the recipient's name, email address, and phone number are accurate.
- Opened the 3-dot menu on the signer's box and selected Make representative signer.
- Entered the name of the person or entity being signed for.
- Selected the correct representative signer type and added capacity details if required.
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