Adding a Cover Sheet

Cover sheets are used to convey the more complex rules and scenarios that apply to the authorised signatory. They can also include details around certification and dates.

Cover sheets are applied at list level.

To add a Cover Sheet to an Entity/List

1. Click on Entities in the menu bar
2. Click on the entity for which you would like to add a cover sheet for
3. Click Upload Cover Sheet or Update Cover Sheet if you are replacing it

For help with uploading files, see Drag and Drop for Images and Files.