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Add countersignature confirmation

Welcome to Confirmation.com. This video will illustrate the steps for initiating confirmations electronically, using the Confirmation.com application. To initiate a confirmation, you will need to have completed Step 1 "Adding a New Client," Step 2 "Adding Client Accounts," and Step 3 "Requesting Client Authorization." If you are not familiar with these steps, refer to the corresponding video tutorials within the video section of help. From the client information tab for the selected client, select the 'initiate confirmations' button located within the initiate area. If you have multiple signers for the selected client, the system may ask which signers you are initiating confirmations for. Select one or more from the available list. Next, enter the 'as of date' for this request. This is the date the responder will use when gathering the requested client information. It is not the date you are submitting the request. It is important to note that confirmations can be initiated up to 90 days in advance of the 'as of date.' A list of accounts for the selected client signers will appear. It is important to note that accounts previously initiated for the same 'as of date' will not appear. By default, all available accounts are selected. Use check boxes to the left of the responder name to remove any accounts you do not wish to initiate at this time. Note that account based questions can be submitted by selecting the 'add' link located to the right of the signer column. General questions designated for all selected accounts can be submitted using the general questions area. Select 'next' to continue. Note, when a legal account is selected an additional step will appear in the workflow, and you will be required to enter a 'respond by date' which will appear as a deadline to the law firm. You can also future date a request here in attempts to receive a response closer to your audit issuance date. Review the requested confirmations and supply the necessary billing information if required. Finally, select 'initiate' to send these confirmations. Once initiated, your confirmation log will display showing the associated requests as 'pending.' Once responses are received, you can view them by selecting the 'view' link located next to the status label. To download completed confirmations in bulk, select the 'download confirmations' button located on the client information dashboard, or select the completed confirmation report from the reports tab. For additional information on viewing or downloading confirmations, refer to the "Viewing and Downloading Confirmations" video tutorial within the video section of help.