Third party responders require client authorisation from a bank mandated client signer before releasing client information to a requesting auditor. Different client signers can be assigned to different forms in a client profile.
Instructions:
- Add a new signer by clicking “add signer” under the Client Profile block. Complete the required fields and select save.
![User-added image](/servlet/rtaImage?eid=kaB5I0000008OV4&feoid=00N0J00000AXpyr&refid=0EM20000000XnXc)
- Select “Financial” from the Accounts block.
![User-added image](/servlet/rtaImage?eid=kaB5I0000008OV4&feoid=00N0J00000AXpyr&refid=0EM20000000XnXS)
- Select “Reassign” from the drop down “Action List.”
![User-added image](/servlet/rtaImage?eid=kaB5I0000008OV4&feoid=00N0J00000AXpyr&refid=0EM20000000XnXh)
- Check the boxes to the left of the forms, that need to be reassigned, and click on the "select signer" button.
![User-added image](/servlet/rtaImage?eid=kaB5I0000008OV4&feoid=00N0J00000AXpyr&refid=0EM20000000XnXm)
- Tick the signers that should be assigned to the form, and select "submit".
![User-added image](/servlet/rtaImage?eid=kaB5I0000008OV4&feoid=00N0J00000AXpyr&refid=0EM20000000XnXr)
- By hovering over the signer name, users can view which signers are now attached to the form.
![User-added image](/servlet/rtaImage?eid=kaB5I0000008OV4&feoid=00N0J00000AXpyr&refid=0EM20000000XnXw)
Note: make sure you request authorisation for the new signer(s), prior to initiating the requests.
Rate this article:
|vote=None|
Processing...
(Popularity = 2/100, Rating = 0.0/5)
Related Articles
I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)?
Can I change my default billing currency?
Adding Client Signers
Reassigning Client Profiles to Different Audit Users
Can my client signer give authorisation to multiple companies at the same time?
view all...