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How to add signers to an authorization? (Agency Access)

Signatures that will be used in the daily notes and service reports

D
Written by Darwin Saiz
Updated over 3 years ago

Step 1- Click on the Recipients menu.

Step 2- Then Click on the Recipient of your interest.

Fig. Steps 1 and 2.

Step 3- Click on the button View More that corresponds to the service for which you need to authorize the signature.

Fig. Steps 3.

Step 4- Click on the button +Create.

Fig. Step 4.

Step 4A- Click on the box Label (obligatory) and type the Label that will appear in the sign.

Step 4B- Click on the drop-down list For use in and select one option.

Step 4C ( Optional )- Click on the Provider drop-down list and select the one that will be authorized to sign.

Step 4D- Click on the Save Changes button.

Fig. Step 4 (A, B, C, D).

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