Confirmation.com - Changing Client Signers on Forms

Kindly note that our support team will be on training every Tuesday morning until 9am(SAST). Please access our knowledge base for further assistance

👉🏼 Book here for the Confirmation Orientation: Essentials for New Users monthly webinar.

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.

    User-added image
     
  2. Select “Financial” from the Accounts block.

    User-added image
     
  3. Select “Reassign” from the drop down “Action List.

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

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

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

User-added image

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

 
Rate this article: 
  (Popularity = 2/100, Rating = 0.0/5)

   Related Articles

Client Authorisation Adding Financial Forms to a Client Profile Can I change my default billing currency? I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)? 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
Copyright © 2024 | All Rights Reserved