Confirmation.com - Changing Client Signers on Forms

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FAQ

Changing Client Signers on Forms

Published:  03/06/2021
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:

  1. Add a new signer by clicking “add signer” under the Client Profile block. Complete the required fields and select save.

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  2. Select “Financial” from the Accounts block.

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  3. Select “Reassign” from the drop down “Action List.

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  4. Check the boxes to the left of the forms, that need to be reassigned, and click on the "select signer" button.

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  5. Tick the signers that should be assigned to the form, and select "submit".

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  6. By hovering over the signer name, users can view which signers are now attached to the form.
     

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Note: make sure you request authorisation for the new signer(s), prior to initiating the requests.

 
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