Unable to initiate confirmations

• A client profile has been established.
• Accounts have been added.
• You must be the lead auditor of the client profile.
• You have received authorisation from your client signer.

  Answer:

   
 

1. Add a new signer by clicking “add signer” under the Client Profile block. Complete the required fields and select save.
       
       
        
2. Select “Financial” from the Accounts block.
       
       
        
3. Select “Reassign” from the drop down “Action List.”
       
        
       
4. Check the boxes to the left of the forms, that need to be reassigned, and click on the "select signer" button.
       
       
        
5. Tick the signers that should be assigned to the form, and select "submit".
       
       
        
6. By hovering over the signer name, users can view which signers are now attached to the form.

   


Therefore, go to step 4: Initiate Confirmations and select the as of date, the results will appear:

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