| Adding Client Signers

  Adding Client Signers

Published:  08/26/2015

More than one client signer can be added to a client profile. All banks on require authorisation from only one client signer and therefore only one client signer needs to be assigned to a individual form. 

Note: Different client signers can be assigned to different forms in the same client profile.


  1. To set up a new client signer on a client profile, click the “add signer” button located in Step 1 of the client profile.

    User-added image
  2. Complete the required fields and click “save

    User-added image

    Note: It is recommended to leave "Send Registration to Client" un-ticked.This option allows the auditor to send login credentials to the client’s authorised signer. The client will only be able to enter account information, issue authorisation proactively, and check the status of their requests. The client will not be able to initiate requests or view completed confirmations. 
  3. Once the signer has been loaded, the forms will need to be reassigned to the new signer before authorisation can be requested. Click here to view a guide on reassigning signers.

(Popularity = 0/100, Rating = 3.0/5)

Didn't find what you were looking for?

Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
CQS logo

CQS Technology Holdings is one of South Africa’s leading software houses specialising in the design, development and deployment of software solutions for financial professionals. CQS provides a full range of professional services and “best of breed” solutions to nearly 4,000 customers spanning Audit, Risk Management and Corporate Performance Management.

Copyright © 2017 CQS Technology Holdings | All Rights Reserved