How do I know the client signer has authorized the auditor to send requests?
Instructions:
Confirmation utilizes an electronic authorization process known as Client Authorization. In this process, the Client Signer provides electronic approval to the auditor to initiate confirmations on their behalf. Without this approval, confirmations cannot be released to the Responder through our platform.
The Client Signer receives an email from the auditor requesting authorization.
The signer can return the authorization by selecting the link in the original email and providing their electronic signature. Then they submit it to the auditor. Client Authorization is valid for 180 days from when it was received.
To view the Client Authorization and details, open a request and select the Authorization tab located in the top area of the confirmation request.
Rate this article:
|vote=None|
Processing...
(Popularity = 3/100, Rating = 0.0/5)
Related Articles
Editing Authorised Signer Details
Adding Client Signers
I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)?
Can I edit a client authorised signer?
Changing Client Signers on Forms
view all...
Search Results
Confirmation FAQ for Banks
ABSA Corporate Bank South Africa Audit Confirmation Instructions
Audit International | FAQ | Why is document 520E not showing any risks recorded in the file?
User Profile for Bank Users Set Up
HSBC Bank Mauritius Limited Audit Confirmation Instructions
view all...