Confirmation.com - Client Authorisation

Please note the Team will be unavailable on Monday, the 16th of June 2025, due to a public holiday in South Africa.

BOOK TODAY to register for the Confirmation Orientation Webinar - Essentials for New Users

Please note the Team will be unavailable on Monday, the 16th of June 2025, due to a public holiday in South Africa.

FAQ

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: 
  (Popularity = 8/100, 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 Reassigning Client Profiles to Different Audit Users view all...


   Search Results

User Profile for Bank Users Set Up RMB Investment and Corporate Banking South Africa Audit Confirmation Instructions Capitec Bank Audit Confirmation Instructions Nedbank Commercial Banking Audit Confirmation Instructions Can I request more information from the Responder (Bank)? 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 © 2025 | All Rights Reserved