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.
- Select “Financial” from the Accounts block.
- Select “Reassign” from the drop down “Action List.”
- Check the boxes to the left of the forms, that need to be reassigned, and click on the "select signer" button.
- Tick the signers that should be assigned to the form, and select "submit".
- By hovering over the signer name, users can view which signers are now attached to the form.
Note: make sure you request authorisation for the new signer(s), prior to initiating the requests.
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