How to invite a new director to sign the solvency resolution (AR)

How to invite a new director to sign the solvency resolution (AR)

In instances where the company may have 2 or more directors, but you only have the email address for one of the directors, and the others want to sign the solvency resolution, you can request the director whose email you have, to invite the others to sign, directly via their director portal, like below:

It is important to note, that you cannot simply resend an email you have already sent to another director, from the activity tab to a new director, as this does not create a personalised director portal link. You would be simply forwarding the new director, the old director's director portal link, and they would not be able to sign using their own credentials.

Step 1 - Ask the director who you have already sent the Annual Review to, to click on the link from the email you sent them, and to press the 'actions' button, to reveal the below options, and to select 'invite others to sign':



Step 2 - The below pop up box will open, with the extra spaces to enter in the email address of the extra director to send to them for signing.
Once entered, simply press 'apply':




Please note:
1. The screenshots above are a basic example showing if there were 2 directors of a company, but the agent only had 1 email address for the 1 director.
2. The second screenshot will only show one extra space (circled in red) for the director to enter in the 2nd director's email address.
3. If there were a total of 3 directors for example, there would be 2 extra spaces for entering email addresses, if there were 4 directors, then there would be 3 extra spaces etc.

Once step 2 has been sent, an email like the below will be sent to the new director, prompting them to sign:




Please note:

1. We recommend adding in the new director's email address into the contacts section of the company first and ensure it is linked to the director before proceeding.
2. You (the agent) can also invite the other directors to sign by accessing the agent copy email you would have received when sending the AR out to the first director.
3. The above will only work if the AR is still marked as incomplete.