- Click on the “download confirmations” button in the Download block located in the client profile.
Note: When the confirmations have been completed and returned by the bank, a large orange button will appear in the Download block. This button provides a link to the Completed Confirmations report with default report parameters selected for the client.
- Complete the required information for each field and click “export” for the confirmation report and “download attachments” for any accompanying schedules the bank may have attached with the report.
Instructions:
Users have the option to either export one consolidated pdf report for all the completed confirmation forms for a client or to export each completed confirmation form individually.
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