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  • Signatory Management - Deactivate (FINAL) - 090126

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    This document outlines the 8 step process for deactivating a signatory in the Speranza Command Center system. The steps include: 1) Requesting signatory deactivation, 2) Reviewing the request, 3) Selecting signers and generating letters, 4) Printing documents, 5) Updating attached documents, 6) Creating document packs, 7) Sending packs to bank contacts, and 8) Marking off acknowledgements received from banks.

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    This document outlines the 8 step process for deactivating a signatory in the Speranza Command Center system. The steps include: 1) Requesting signatory deactivation, 2) Reviewing the request, 3) Selecting signers and generating letters, 4) Printing documents, 5) Updating attached documents, 6) Creating document packs, 7) Sending packs to bank contacts, and 8) Marking off acknowledgements received from banks.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
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    Download as pdf or txt
    12 views1 page

    Signatory Management - Deactivate (FINAL) - 090126

    Uploaded by

    api-1138913
    This document outlines the 8 step process for deactivating a signatory in the Speranza Command Center system. The steps include: 1) Requesting signatory deactivation, 2) Reviewing the request, 3) Selecting signers and generating letters, 4) Printing documents, 5) Updating attached documents, 6) Creating document packs, 7) Sending packs to bank contacts, and 8) Marking off acknowledgements received from banks.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
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    of 1

    Speranza Command Center

    Signatory Management: Deactivate Signer

    Requestor (SCC Role) Processor (SCC Role)


    1: Request Signatory Deactivation 3: Select Signers & Batch Letters

    Request Signatory Deactivation Page Batch Letters for Edit Authority Group Page
    Templates: Authority Group Select 1 or 2 Wet Signers
    Cancel Submit Request Edit letter
    Authority
    Group Cancel Generation Batch Skip Document Steps
    Edit
    Process
    Processor (SCC Role)
    4: Print Documents
    Cancel Done
    Reviewer (SCC Role)
    Processor (SCC Role)

    2: Review Signatory Deactivation Request 5: Update Attached Documents


    Add File(s): Attached Document(s)

    Cancel Deny Approve Send Back Cancel Done

    Processor (SCC Role)


    6: Create Document Pack (pack per Bank Contact)
    Create Pack Name: Pack name per bank contact

    Is the Signer an active Create Document Pack(s) (per Bank Contact):


    member in an Authority Group? 1) Authority Group Edit letter (scanned version)
    2) Other Letters or Forms, including FI & IE docs

    Cancel Done Create Pack


    No
    Processor (SCC Role)
    7: Send Document Pack(s) to the Bank Contacts (print and/or email)

    Contact Email: Email Address of Bank Contact(s)


    Email
    Documents to
    Cancel Skip Sending Send Bank
    (optional)

    Processor (SCC Role)


    8: Mark Off Acknowledgements Received from Bank
    Documents Tab: Attached Document Actual Mod. Date: Date

    Cancel Done
    Signer
    Deactivation &
    Removal
    Complete

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