Confirmation.community | Retrieving Completed Confirmations

  Retrieving Completed Confirmations

Published:  08/07/2015

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.


  Instructions:

  1. Click on the “download confirmations” button in the Download block located in the client profile.
     
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    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. 
     
  2. 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.
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