How do I add signers to a trust/entity?

Individuals on a transaction are automatically added as signers where appropriate.

For entities, there are two steps to indicate who has a signer relationship with the Entity and then who is to be a signer on the transaction.

• First, on the Entity Information page for the Entity, add Related Parties. Select each related party to view the Related Party Details pop-up and select Signer/Trustee and any other applicable options (as needed). Once all related party Signer/Trustees are added to the Entity, click Save to return to the Parties page.
• Second, on the Parties page, click the Signers button to select which of the Signer/Trustee related parties will also be signers on the transaction. If this step is missed, signer names will not appear on documents.

Signature names display on the documents viewed from the Print page.