Confirmation.com - Can I add different authorised signers to different forms?
BOOK TODAY
to register for the Confirmation Orientation Webinar - Essentials for New Users
Toggle navigation
Support Escalation
Knowledge Base
Getting Started
eLearning
Login
Search
Home
Knowledge Base
Can I add different authorised signers to different forms?
Can I add different authorised signers to different forms?
Published: 03/08/2015
Answer:
Yes, you can add multiple authorised signers to the same client profile and allocate these different signers to different forms created under this client profile.
Simply click on the specific form you wish to specify signers for and check the box to select the relevant signers for this specific form request:
Take note: You can add up to 4 authorised signers on each form- dependent on the requirements of the financial institutions (responders).
Rate this article:
|vote=None|
Processing...
(Popularity = 18/100, Rating = 0.0/5)
Related Articles
Caseware Working Papers | Performing a multiple Year-End-Close
Adding Financial Forms to a Client Profile
Editing Authorised Signer Details
I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)?
view all...
Search Results
ISRS Agreed-upon| How to include text areas for firm sign off in engagement letter
ABSA Corporate Bank South Africa Audit Confirmation Instructions
RMB Investment and Corporate Banking South Africa Audit Confirmation Instructions
What does the Confirmation Control Log Report provide?
Adding Client Signers
view all...
Didn't find what you were looking for?
Watch a video
Check out our helpful video guides
Contact Support
Contact our support team
For more information, visit:
www.confirmation.com
Quick Links
Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2025 | All Rights Reserved