Add Beneficiary/Assignor window

Open the Add Beneficiary/Assigner window

1. Open the Manage Beneficiaries/Assignors page.
2. Select the Add Beneficiary/Assignor button. The Add Beneficiary/Assignor window opens.

Enter or modify the beneficiary/assignor information

1. Open the Add Beneficiary/Assigner window.
2. Required: In the Name field, enter the name.
3. Optional: In the Alternate Name field, enter the alternate name.
4. Optional: In the address fields, enter the address.
5. Optional: In the Signing Group dropdown field, select a signing group.
6. Optional: In the Corporate Seal dropdown field, select a wanted corporate if available.
7. Do one of the following:
   • To save the changes and close the window, select the Save button.
   • To cancel the changes and close the window, select the Cancel button.