Confirmation.community | Changing Client Signers on Forms

  Changing Client Signers on Forms

Published:  08/07/2015

Third party responders require client authorisation from a bank mandated client signer before releasing client information to a requesting auditor. Different client signers can be assigned to different forms in a client profile. 


  Instructions:

  1. Add a new signer by clicking “add signer” under the Client Profile block. Complete the required fields and select save.

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  2. Select “Financial” from the Accounts block.

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  3. Select “Reassign” from the drop down “Action List.

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  4. Check the boxes to the left of the forms, that need to be reassigned, and click on the "select signer" button.

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  5. Tick the signers that should be assigned to the form, and select "submit".

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  6. By hovering over the signer name, users can view which signers are now attached to the form.
     
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Note: make sure you request authorisation for the new signer(s), prior to initiating the requests.
 
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