Confirmation.community | How do I initiate confirmations for my client?

  How do I initiate confirmations for my client?

Published:  08/03/2015


  Answer:

Initiating confirmations for a client is a 4 step process. A Client Profile must be established, Accounts must be added, and Authorisation received from the Client Signer. Once these steps are complete, the Initiate area will become active for this client. Selecting the Initiate button from this area will allow you to select the Signer(s) you wish to initiate confirmations for, select the desired accounts, and input the desired As of Date. Once complete, you must review and accept the associated charges and choose Initiate. For more information see the How To video under the Guides section of Help.
 
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