Confirmation Requests
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Roll Forward & Audit Period Management
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Editing Confirmation Requests
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Bulk creating Confirmation requests.
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Can I resend an LOA or add new signatories when it has been completed?
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Can I send a confirmation request without an LOA?
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Can I upload a response after a request has been completed?
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Creating a Letter of Authority for a group
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Following up with multiple providers.
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How do I create a custom providers.
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How do I reassign a client signer for confirmations
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How to add a specific bank authority
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How to add additional signers for a Letter of Authority request
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How to know if a request has been signed
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How to manage following up on requests for multiple clients
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How to remove a signatory from a Confirmation Request
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How to remove a signatory from an LOA
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How to send a confirmation request to a provider
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How to send a reminder to my client
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How to send a request to an additional client user
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How to upload an existing LOA
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How to view a response document in Circit.
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How to view an External response document.
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I have multiple offices, how do I choose which one to send the request from?
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Rolling forward Audit periods for multiple client entities.
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Understanding the dashboard
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Uploading response documents and marking as complete
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What can I do if my client won't sign digitally?
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What do I do if I sent a confirmation with errors?
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What notification does my client receive when they are requested to complete a confirmation
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Where will requests get sent back to?
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Why can't I find the Provider I'm looking for?
