How do I change the Chairperson Signing Contact?

Overview 

This article explains the process of changing the Chairperson signing contact for Letters and Minutes reports within Simple Fund 360.

Step 1: Review Fund Relationship Screen

Before selecting a Chairperson, ensure the correct contact has been added as a relationship within the fund.

1. Navigate to the Fund Relationships screen.
   
2. In the Trustee Relationships section, review the contacts listed under Trustees:
   • For individual trustees: confirm the new signing contact is listed.
   • For a corporate trustee: confirm the contact has been added as a director.
     
3. If the new signing contact has not been added:
   • Add the contact to the Trustees table before proceeding.
     

Step 2: Selecting the Chairperson via the Reports screen.

Once the contact is added, you can assign them as the Chairperson in the report settings.

1. Navigate to the Reports screen.
    
2. Add the required Letters / Minutes report to the Report Pack List by selecting the green arrow.
    
3. Then select the Settings icon for the report. 
   
4. In the settings pop-up, select the desired Chairperson contact.
   
5. Click Save, then generate the report.