Creating a Source List

What is a Source List?

A source list is a list of signatories that can be shared across various other lists (eg. bank mandates).

This is useful in cases where the group of signatories remain consistent across a number of lists. Any changes to signatories on the source list are then reflected in any lists making use of it. This saves a lot of time as the changes do not need to be made separately on each individual list.

Creating a Source List

A source list requires the following information on creation:

• A name
• Internal notes (optional)
• Signatory fields (optional, if applicable)
• A group - this is usually set as "default" unless actively using the group functionality

Once created, a cover sheet can be uploaded and signatories can be added.

If uploading a cover sheet, it will be used for all lists using the source list. However, the cover sheet can be overriden at list level if required.