Contacts that are Entities, Companies or Trusts

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Camille Zachmeier

Requester

When I add a contact in FORMS that is an Entity, Company or Trust, I am asked for the Representative name. I assume this is so that the representative can sign the documents. However, when I have forms autofill, the signature is the NAME OF THE COMPANY, not the representative. I chatted with Natasha is support today and she helped me with a work around, but why would a COMPANY ever sign. Of course the signature block should be the name of the representative and why else would you have this field? This needs to be corrected.

Please advise.

Regards, Camille Zachmeier

[email protected] 520-404-5770

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4 Comments

SkySlope Support posted about 1 month ago Admin

Created By Camille Zachmeier

Requester

So, the work around is that after I select the entity to sign, I edit their signature when all the documents come up for me to put signature blocks/initial blocks, etc. So, this works when there is 1 signer for the entity, but when there are 2, I have to manually add all the signature blocks/initial blocks for the additional signer.

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SkySlope Support posted about 1 month ago Admin

Created By Cathy Risk

Requester

What is the work-around that puts the legally authorized signer in the signature block rather than the entity name?

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SkySlope Support posted about 1 month ago Admin

Created By Dawn Reid

Requester

I agree, this is how we believed it would work as well...that the entity name would be on the Buyer/Seller line but the representative's name would be populated when pushed to DigiSign.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Camille!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and we'll also monitor this post for upvotes and comments. We will be sure to provide an update on this upon availability.

Thanks again and have a great day!

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