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FAQ

Editing Authorised Signer Details

Published:  03/06/2021
Users can amend the signer's details, reassign the forms and request approval from the new signer prior to resubmitting the bank confirmations.

  Instructions:

  1. Click on the authorised signer's name in the Client Profile block.

    User-added image
     
  2. Edit the details and click save.
User-added image
 
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