Confirmation.com - Can I assign a confirmation request to myself? (New Version of Confirmation)

Notice: We have upgraded to the New Gen Confirmation platform. Clients may experience login issues. Please contact support for assistance.

Please note that the Confirmations Team will be unavailable on the 7th of May 2026 (Thursday) due to Internal Training.

FAQ

Can I assign a confirmation request to myself? (New Version of Confirmation)

Published:  30/10/2025

Can I assign a confirmation request to myself?


  Instructions:

To assign a request or multiple requests to yourself, use the Hold option located in the Action List dropdown within the Pending area.

  1. Select the desired confirmations from the list.
  2. Select Hold, then submit.

Requests placed on hold will appear in the In Progress area.

 
Rate this article: 
  (Popularity = 3/100, Rating = 0.0/5)

   Related Articles

Caseware Working Papers | Performing a multiple Year-End-Close How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation) Can I request more information from the Responder (Bank)? What if the Account ID requested was closed for the As of Date (New Version of Confirmation) view all...


   Search Results

Where are the User Agreement and Privacy Policy located? ISAE Attestation | How to create a new engagement Investec Private Bank South Africa Audit Confirmation Instructions ABSA Private, Wealth and Retail Banking South Africa Audit Confirmation Instructions How to Register a New User on Confirmation.com 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
Copyright © 2026 | All Rights Reserved