The primary contact always signs. If a secondary contact is added, they must also sign as well. Add additional signatories outside of these two contacts when other people must also receive the letter, sign it, or both.
Steps
- Open the draft engagement.
- Go to the Engagements tab.
- On the left hand panel under Signatories, select Edit.
- Select Add Signatory
- Choose the contacts. The list of available contacts are from all contacts on the client and from the client group.
- Choose the signing rule:
- All signatories must sign — the engagement is not executed until every one of them signs.
- Only one signatory must sign — only the primary contact must sign. The others still receive the letter, can view and sign it, receive reminders, and can see the executed letter in their portal.
- Save.
Aiwyn adds a client signature block for every signatory automatically. Do not add signature lines to the letter content by hand.
The contact list is de-duplicated by name and email. Someone shared across several clients in your practice management system appears once.
Related
- Contact roles: who signs, pays, and receives
- Create a single engagement letter