Administration
Manage company settings and responsibilities
For: Organization owners and people with the relevant administrative responsibility.
Maintain company details and signers
- Open Settings → Company. Use Edit company details to update the company profile used for agreements.
- Under Company signers, review Who can sign for the company before using Add company signer.
What to expect. Review the company profile and signer list after the change.
Assign responsibility or review delegated work
- Open Settings → Roles and permissions. After a member is active, choose Assign Legal role to give them responsibility for onboarding, departures and agreement work. If the member needs higher information clearance, the CEO can use Change clearance and then return to Assign Legal role.
- For temporary coverage of scoped workflow actions, open Delegation. Check the person, scope and dates of the delegation.
What to expect. Review the recorded assignment in the corresponding settings area. Staff level is managed separately in People.
Find rules that govern work
- Open Workflow rules to inspect Workflow versions, Control rules and Naming guidance. Use Propose change for a version that needs revision.
- Open Release approvals for the release policy and Required reviewers. For attendance, identity and signing, use Attendance teams, Identity verification or Agreement templates.
What to expect. Check the active version or named reviewers on the relevant screen before relying on a proposed change.
Review retention and protected records
- Choose Data retention → Retention rules to see current rules. Open Protected records before investigating why a record was retained.
- Use History to review cleanup activity. Follow Manage in Signet for identity verification evidence.
What to expect. The applicable rule, protection and history explain the record’s retention state.