how to add a signatory to an employer profile - Cerenade
how to add a signatory to an employer profile - Cerenade
how to add a signatory to an employer profile - Cerenade
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HOW TO ADD A SIGNATORY TO AN EMPLOYER PROFILE<br />
1) On the Home page, click on Clients/Contacts icon.<br />
2) Search for the <strong>employer</strong> by selecting Business <strong>an</strong>d entering the information, then clicking the Find but<strong>to</strong>n<br />
when done.<br />
3) Open the <strong>employer</strong> by clicking on the icon.
4) Click on Members tab.<br />
5) Click on Link Member but<strong>to</strong>n.<br />
6) Search for the contact <strong>an</strong>d click on the Find but<strong>to</strong>n or you c<strong>an</strong> create a new contact by clicking on the New<br />
Contact but<strong>to</strong>n.<br />
7) Click the Select link.
8) Under relationship, select Signa<strong>to</strong>ry from the drop-down list <strong>an</strong>d click Link Member.