Signatory Management - Copy Replace (final) - 090126

Speranza Command Center Signatory Management: Copy or Replace Signer Requestor (SCC Role)

Processor (SCC Role)

1: View Signatory Page Copy/Replace

3: Select Signers & Batch Letters

Done

Batch Letters for Edit Authority Group Page Templates: Authority Group Edit letter

Copy/Replace Memberships Signatory Page Replace Members

Copy Members Please select the signers to whom you would like to copy this signer's memberships. Search Member(s):

Cancel

If you choose to 'Replace' this signer with Signer selected, the signer will be removed from their groups and the selected signer will be added to them.

Copy

Skip Document Steps

Generation Batch

Authority Group Edit Process

Processor (SCC Role) 4: Print Documents

Done

Select Signer(s)

Select 1 or 2 Wet Signers

Cancel

Done

Replace Processor (SCC Role) 5: Update Attached Documents Attached Document(s)

Add File(s):

Cancel

Reviewer (SCC Role)

2: Review Membership Replace or Copy Request

Done

Processor (SCC Role) 6: Create Document Pack (pack per Bank Contact)

Review Membership Replace or Copy Request Page Cancel

Deny

Approve

Send Back

Create Pack Name:

Pack name per bank contact

Create Document Pack(s) (per Bank Contact): 1) Authority Group Edit letter (scanned version) 2) Other Letters or Forms, including FI & IE docs

Cancel

Done

Create Pack

Processor (SCC Role) 7: Send Document Pack(s) to the Bank Contacts (print and/or email) System Logic: Any accounts assigned to an IE that will inherit authorities?

Contact Email:

Cancel

(step allows edit of Auth Group in advance of linking them to any Account(s).)

Email Address of Bank Contact(s)

Skip Sending

Email Documents to Bank (optional)

Send

Processor (SCC Role)

No

8: Mark Off Acknowledgements Received from Bank Documents Tab: Signer Copy/ Replace & Authority Group Edit Complete

Actual Mod. Date:

Attached Document

Cancel

Done

Date