Query
How do I add the wording Executor in the signature line
While there is no Executor name field in CAS360, "Executor" can be added to a contact's name, or you can export the document to Word and replace the deceased with 'Signed by the executor of the Estate for'.
Solution
Solution 1: To add "Exectutor" to the signature line:
| From the Main Toolbar, go to Contacts. |
- Locate the Contact from the list and click the Contact Name to edit the contact.
- Click into the Name field to edit
- Enter the Executor name.
- Once the details have been added, click Save.
Solution 2: Export the document to Word:
- Prepare the required documents through the Document Production screen.
- Export the documents that are required to be signed to Word.
- Replace the deceased signatory with 'Signed by the executor of the Estate for' or the desired wording.