There are 3 ways to mark a document as signed:
- From the trust profile, under 'recent documents'.
- From the trusts documentation.
- From the collaboration page.
Once a document is marked as 'Signed' the trust profile on Trust Register will update to reflect the changes.
The 'Recent document' section on the Trust profile lists the most recent documents created for the trust. It is a great visual to see in list form, the most recent documents created as well as what ‘status’ they are in.
When the status is waiting for signature, you can confirm signing and move the document to signed by clicking on the ‘confirm signing’ button.
You will then be directed to a pop-up screen where you can upload the signed document to be saved on the timeline as well as any other related documents. It will also ask you to disclose the date of signature.
Select 'Trusts Documentation' from the main Menu.
Click on the 3 dots and select 'Mark as Signed'.
You have ordered documentation for a Trust, and the documentation has been received. Click on 'Sign' in the Paper Signing section to indicate the documentation as signed and upload the signed documents.