How to create one or more delegates
Once the Service sheet has been created, we can create one or more delegates that can be used in pre-filled documents.
Click on the Create Delegate button inside the service tab.
Enter the delegate's personal data and the degree of kinship and click on SAVE (bottom right of the screen). You can create more than one delegate in the same service.
Each delegate can be Enabled, Disabled or made Primary.
Below is a table with the possible states for each delegate.
Main | The Delegate will appear automatically in all pre-filled documents as the first delegate. |
Enabled | All authorized delegates will be visible in the precompiled documents. |
Disabled | All disabled delegates will not be visible in the precompiled documents. |