Confirmation.com - Client Authorisation
BOOK TODAY
to register for the Confirmation Orientation Webinar - Essentials for New Users
Toggle navigation
Support Escalation
Knowledge Base
Getting Started
eLearning
Login
Search
Home
Knowledge Base
Client Authorisation
Client Authorisation
Published: 02/08/2024
This two minute video guides the user with client authorisation on Confirmation.com. This is the third step to requesting confirmations from a financial institution using the Confirmation.com platform. It is important to note that if a signer chooses to type their name, they should type their names as per their Identity Document.
If the client signer does not receive the authorisation email, kindly refer to the How to Guide on Unable to Receive Authorisation.
Rate this article:
|vote=None|
Processing...
(Popularity = 28/100, Rating = 0.0/5)
Related Articles
Adding Financial Forms to a Client Profile
Editing Financial Forms in a Client Profile
Roll Forward of a Client Profile
Adding Client Signers
view all...
Search Results
Error Executing Scripts in IDEA®
How to resolve "error executing script" message
How to resolve a utilities script error on Integration of Financial Statement Components
Windows H2V2 – Error Executing Script Hotfix
Caseware IDEA Tutorials: Importing An Excel Spreadsheet
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
For more information, visit:
www.confirmation.com
Quick Links
Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2025 | All Rights Reserved