Companies & Signatories

Companies represent the legal entities that issue enrollment contracts. Each company has its own signatories (authorized signing persons) and bank details. If your school operates under a single legal entity, you will have one company; multi-entity schools can configure multiple companies.

Managing Companies

Adding a Company

1. Go to Contracts > Configuration > Company Details tab.
2. Click Add Company.
3. Fill in the company details:
   • Legal Name (required) -- The official registered name of the company.
   • Registration Number -- Company registration or incorporation number.
   • Tax ID / VAT Number -- Tax identification number.
   • Address -- Street address of the company.
   • City -- City or locality.
   • Country -- Country of registration.
   • Logo -- Upload a company logo to appear on generated contracts.
4. Click Save.

Editing a Company

1. Find the company in the list.
2. Click the edit button (pencil icon) on the company card.
3. Update the desired fields.
4. Click Save.

Setting a Default Company

One company can be designated as the default. The default company is pre-selected when creating new contract types.

Activating / Deactivating a Company

Use the toggle switch on the company card to activate or deactivate a company. Deactivated companies:

• Cannot be used for new contracts.
• Existing contracts under that company remain unaffected.

Deleting a Company

Click the delete button (trash icon) on the company card. You will be asked to confirm the deletion.

WARNING

You cannot delete a company that has contracts associated with it. Deactivate it instead.

Managing Signatories

Signatories are the people authorized to sign contracts on behalf of a company. Each signatory is nested under a specific company.

Adding a Signatory

1. On the company card, find the Signatories section.
2. Click Add.
3. Fill in the signatory details:
   • Full Name (required) -- The signatory's full name as it should appear on contracts.
   • Title -- Job title or position (e.g., "Head of School", "Director of Admissions").
   • Email -- Contact email address for the signatory.
4. Click Save.

Setting a Default Signatory

One signatory per company can be marked as the default. The default signatory is pre-selected when generating contracts.

Editing a Signatory

Click the edit button (pencil icon) on the signatory row, update the fields, and save.

Deleting a Signatory

Click the delete button (trash icon) on the signatory row and confirm.

Bank Details

Bank details are stored at the company level and can be included in generated contract documents via template variables.

Adding Bank Details

1. On the company card, find the Bank Details section.
2. Click Add.
3. Enter the bank information:
   • Bank Name -- Name of the financial institution.
   • Account Name -- Account holder name.
   • IBAN -- International Bank Account Number.
   • SWIFT/BIC -- Bank identifier code.
   • Currency -- Default currency for this account.
4. Click Save.

TIP

If your school accepts payments in multiple currencies or through different bank accounts, you can add multiple bank detail records per company.

Editing and Deleting Bank Details

Use the edit (pencil) and delete (trash) icons on each bank detail row. Changes are saved immediately.

Best Practices

1. Use your legal registered name -- Contract documents are legally binding; ensure the company name matches official records.
2. Keep signatory information current -- Update signatories when staff members change roles.
3. Upload a high-quality logo -- The logo appears on generated contracts; use a clear, professional image.
4. Configure bank details completely -- Incomplete bank information can cause confusion for families making payments.

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