Confirmation.com - How do I provide 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
How do I provide client authorisation?
How do I provide client authorisation?
Published: 26/03/2021
Answer:
To provide your authorization for your auditor:
1. Open the email request from
systems.administrator@confirmation.com
. If you did not receive this email after your auditor sent it, work with your auditor and follow the instructions in
this article
.
The email will appear as follows:
2. Provide your digital signature by clicking the
Sign Authorization
button. This will direct you to a unique authorization page* to provide your signature using a mouse, trackpad, or your finger on touchscreen devices.
*You may be asked to choose a country to provide authorization. If so, follow the instructions in the article
'Choosing Your Country for Authorizing a Confirmation Request'
for more details.
You can also choose to upload a copy of your digital signature if you have one.*
3. Complete the authorization process by selecting the
save
button. This will allow the auditor or creditor working on your behalf to initiate their confirmation requests.
*Note that any uploaded signature must be in one of the following file types:
.png
.bmp
.jpg
.jpeg
.tif
.pdf
Rate this article:
|vote=None|
Processing...
(Popularity = 0/100, Rating = 0.0/5)
Related Articles
Client Authorisation
Adding Financial Forms to a Client Profile
Roll Forward of a Client Profile
I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)?
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