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How to edit allowed signers in the authorization? (Agency Access)

How to edit allowed signers in the authorization? (Agency Access)

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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 the View More button that corresponds to the service to which the signer you are editing is authorized.

Fig. Step 3.

Step 4- Click on the button Edit that corresponds with the signer you need to edit.

Fig. Step 4.

Step 5A- Click on the box Label (obligatory) and type the Label that will appear in the sign.

Step 5B- Click on the drop-down list For use in and select one option.

Step 5C ( Optional )- Click on the Provider drop-down list and select the one that will be authorized to sign.

Step 5D- Click on the Save Changes button.

Fig. Step 5 (A, B, C, D).

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