Adding, editing and choosing a profile

Keeping more than one signing identity, and choosing between them.

Where they live

Settings→CA profiles

Each profile is a card that reads like the signature block it prints: the name, then designation, firm, FRN, membership number and place. The default is tagged Default; every other card has Set as default. Edit is on every card, and Delete is under its … button.

Adding one

1. 1

   Choose Add profile

   The Add CA profile panel opens at the side of the page.

2. 2

   Fill in the six fields

   CA name, Firm name, FRN, Designation, Membership no. and Place. All are required — an incomplete signatory block is not useful on a document.

3. 3

   Choose Save profile

   Switch on Set as default profile first if this is the one you sign under most.

The default

One profile is the default and is pre-selected wherever a document asks which firm is issuing. Set it to whichever you sign under most.

Changing the default does not touch anything already issued.

Choosing at the moment of issue

CertificatesReview & Issue

Select Issuing CA Firm, alongside the UDIN.

Financial statementsBasic Info

The signatory block — audit firm, FRN, membership number, signing date.

Tax audit reportsPart A

Carried into the Form 3CB particulars.

So the default is a convenience, not a constraint. Change it per document where a different partner or firm signs.

When to keep several

Two firms

You sign under more than one firm registration.

Two partners

Different partners sign different classes of work.

A change of designation

Keep the old profile while documents issued under it are still current.

Editing

Edit a profile and the new particulars apply to documents issued from then on. Documents already issued keep the particulars they carried when they were signed.

If a profile was genuinely wrong when a document was issued, reissue the document rather than expecting the correction to propagate.