Overview on Confirmation.comPublished: 08/05/2015
This webinar provides the user with an overview on Confirmation.com, specifically detailing how to add a client and how to add client accounts. The webinar explains the primary difference between lead and shared auditors, and how to roll forward a client profile by reassigning the client to different auditors within the firm. The webinar also deals with how client signers can register on the system, allowing them to request authorisation proactively and view the status of the requests sent through to the bank. Lastly the webinar covers the adding of accounts onto the client profile.
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