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This guide helps banks get started with responding to confirmation requests using the Confirmation platform, covering login, user profiles, assigning and confirming requests, using attachments, and accessing audit trails.
Instructions for updating responder instructions, including handling forms no longer accepted by financial institutions and guidance on editing accounts and assigning forms to departments.
Provides a detailed guide on registering new users on Confirmation.com, including steps for auditors and responders, user types, and billing information.
Explains how to retrieve and reconfirm completed confirmations, including downloading reports and querying the bank for clarification.
Describes user roles and permissions for assigning confirmation requests, including lead auditor and shared auditor functionalities.
Outlines how to handle confirmation requests for closed accounts and provides guidance on initiating future dated requests and managing client profiles.
Explains the purpose of future dated confirmation reports and how auditors can schedule requests up to 90 days in advance.
Details how responders can request additional information from auditors using the 'Need More Information' status and reconfirmation features.
Provides steps for reassigning confirmation requests to different departments or users, including administrative rights and client profile management.
Covers support queries including removing inactive users and managing user roles and permissions within the Confirmation platform.