By clicking the Mandates button you can assign simple rules for the Signatory.

After all the necessary data has been specified click the Finish button. By clicking the Finish button you confirm that all data has been specified. Please note that the data has not yet been saved.

After clicking Finish you will see the overview dialog. In this dialog all the signatories for this customer are displayed including all the changes. The icon which is displayed into the Info column reminds the data has not yet been saved.

With the right mouse button on the desired signatory you can access the menu which allows you to open the dialog for editing the Signatory data and Mandates (for more information concerning mandates see Edit rules).

Click the Save button if all data is to be saved to the database and to complete the signatory enrolment process.

Use the Back button if you would like to get back to the selection dialog. If the changes have not been saved the appropriate message will be displayed. You may click Cancel if you would like to continue editing save the data or click OK if you want to discard all changes.