Upload Initials Confirmation with airSlate SignNow

Add signatory confirmation

Welcome to Confirmation, part of Thomson Reuters! This video will show you how to add accounts to an existing client within Confirmation. To begin, select the Add Client Accounts link located in the quick links area of the main dashboard. To choose the client that you're looking to add accounts for, select them from the available list or type the client name in the search area and select search. If your client isn't listed, you may need to start by adding a new client. For more information on adding a new client, refer to the Step 1: Adding a New Client tutorial within the Help Center. Select the client you wish to add accounts for from the available list. Once you have the right client, select the appropriate account type from the available categories. We'll choose financial for this example since we want to add an asset account held at the bank. Next, you'll wanna find the responder associated with the account you're adding. To do this, type the name of the responder in the search area and select search. You'll see a list of all banks related to your search. If your responder is not listed, select the add new responder link and follow the on screen prompts to add an out of network responder. Once you've located or added the correct responder, select it from the available list. A profile for that responder will display outlining any responder instructions along with the forms they currently accept through Confirmation. Select next to continue. Choose the appropriate form from the drop down list. The list of available forms varies depending on what responders currently accept Complete the required fields for your form beginning with selecting the appropriate client signer If you have more accounts for this same client and responder, use the save and add new button in the lower right hand corner. Some form types allow users to batch import account information from a spreadsheet. Where applicable, a batch import link will appear to the right of the account ID field. If you have no more accounts for this responder, select the save button at the bottom of the page. The review page provides a list of all new accounts successfully added for this client. If you have additional accounts for other responders, select the add more accounts button to continue adding. Otherwise, select close to complete the process. You are now ready to request client authorization. For more information on requesting client authorization, refer to the Step 3: Client Authorization tutorial within our Help Center.