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When someone signs for a client

Some clients can't sign for themselves. Someone with power of attorney, a guardian, an executor, or a personal representative signs for them instead. This page covers setting that up, what the person signing sees, and what the signed copy records.

Before you start

  • Represented clients must be on your plan. Without it you won't see the box below; ask EngageCycle support to turn it on.
  • This is for clients who are Individuals. A Business signs through its contact (see Proposals for businesses).
  • You need the name and email of the person who signs for the client. EngageCycle never asks for ID numbers or a copy of the authority document. Keep those in your own records.

Set up a client someone else signs for

  1. Open the client under Clients (or click Add client for a new one).
  2. Under the email, tick Someone else signs for this client.
  3. Fill in:
    • Their full name (required): the person who signs, for example "Jordan Lee".
    • Their email (required): where everything for this client is sent.
    • Their phone: optional. It's shown on the client's page, and nothing is sent to it.
    • How they sign for the client (required): Power of attorney, Guardian, Executor, or Personal representative. Nothing is chosen for you.
  4. Click Add client, or Save changes in the bar at the bottom of the client's page.

The client's own Email becomes optional once the box is ticked. A client with no email of their own is fine.

The client's page then shows Signs through with the person's name, capacity, email, and phone, and the Clients list shows a Represented tag with "via Jordan Lee". Searching finds the client by the representative's name or email.

Who gets what

Everything for the client goes to the person who signs for them:

  • Proposals, agreements, consents, and walkthroughs
  • Reminders, new links, and Send a new link
  • Deadline extensions, withdrawals, and signed copies

The client gets nothing, not even a signed copy, even when they have an email. To keep them informed, add them as a copied person (see Signers and copied people).

People you've copied, and anyone else you've added as a signer, are sent their own emails as usual. A signer you've added signs for themselves, not for the client.

The emails greet the person who signs ("Hi Jordan") and say who it's for, for example "Your proposal for Alex Rivera from Northwind Services is ready." The proposal itself is still addressed to the client: a letter that says Dear {{client.first_name}} still names the client.

What the person signing sees

The signing page looks the same as usual, with these differences in the signature area:

  • It starts with Signing for Alex Rivera, and below it Your capacity: Power of attorney (or whichever you chose). They can't change it. If it's wrong, fix it on the client's page and send again.
  • They type their own name under Type your full name to sign.
  • The E-sign consent names the client. They agree, for themselves and for the client, to sign electronically, and confirm they're authorized to sign for the client. The box is never ticked for them.

Agreements and consents sent on their own, the steps of a walkthrough, and Sign in person all work the same way.

What's recorded

  • The signed PDF. Under the typed name, the signature line reads "Power of attorney, for Alex Rivera".
  • The signature certificate. Signed by reads "Jordan Lee, Power of attorney, for Alex Rivera", with the capacity exactly as you chose it, and the consent wording is the one that names the client.
  • Your automations. The signed events include the capacity and who it was signed for, and every event for the client's proposals names the person who signs for them, so a tool like n8n or Zapier can note them in your other software.

Change or remove the person who signs

  1. Open the client and change the fields under Someone else signs for this client, or untick it to remove them.
  2. Click Save changes.

Only what you send from now changes. Proposals already sent stay with the person they went to: their reminders and new links still go there. To send one to someone new, revise it (see Creating and sending a proposal). A draft you previewed before the change needs a new preview.

Import clients someone signs for

Five columns set this up from a CSV file: Signs through ("Self" or "Representative"), Representative name, Representative email, Representative phone, and Capacity ("Power of attorney", "Guardian", "Executor", or "Personal representative"; "POA" works too). They come after the business columns in the template.

  • A row with a representative's name or email is signed through them, even when Signs through is blank. Their name, email, and capacity are then all needed.
  • A row that says Self removes a representative. A file without these columns leaves each client's representative as it is.
  • A Business row can't have a representative.

See Clients for the rest of the import.

Add a "signs this as" line to a template

The signature line and the certificate always say who signed and for whom. To also say it above the signature, open the template, click the Signature block, and tick Say who signs, when someone signs for the client. A client someone signs for then sees "Jordan Lee signs this as Power of attorney for Alex Rivera." above the signature. Other clients see nothing different.

Good to know

  • Merge fields: Signer's name ({{signer.name}}), Signer's capacity ({{signer.capacity}}), and Client name ({{client.name}}) are in the template editor's field list.
  • Bounces and unsubscribes apply to the address everything goes to: the representative's.
  • One person can sign for several clients, for example both parents. Asking for a new link from that address sends each client's.