The way you enter signatories in the appointment details depends on how you handle the signing process. Typically where you would have one appointee signing most of the outgoing documents this person would be nominated as the Signatory (General > Appointment tab).
The signatory is primary set up for document production but also applies to cheque printing.
- If you require two signatures on both cheques and documents then you should tick two signatories.
- If you only require one signature then you are best to only mark one of the appointees as the signatory.
- If you require one signature on documents but two signatures on cheques then you need to make sure that the document outputs are designed to accept the [RF_Appointee1_Name] rather than the [RF_Signatory] codes.
Document Template Replace Fields:
Navigate to the Manage Document Templates menu. Click on the Merge Template Reports button. The Replace Field Listing report displays all available codes.
Cheque print formats:
The system cheque print formats are designed to accommodate for both one or two signatories. If you are designing your own cheque printing layouts then you need to make sure your own designs accommodate for two signatures (if you’re going to use multiple cheque signatories).