Signatory Management - Edit (final) - 090126

Speranza Command Center Signatory Management: Edit Signer Requestor (SCC Role)

Processor (SCC Role)

1: Request Signatory Edit

3: Select Signers & Batch Letters

Batch Letters for Edit Authority Group Page

Request Signatory Edit Page

Templates: Authority Group Edit letter

Submit Request

Cancel

No

Skip Document Steps

Generation Batch

Authority Group Edit Process

Is the Requestor Changing First/Last Name?

Select 1 or 2 Wet Signers

Processor (SCC Role) 4: Print Documents Cancel

Done

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

Add File(s):

Cancel

Done

Reviewer (SCC Role) Processor (SCC Role)

2: Review Signatory Edit Request Cancel

Deny

Approve

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

Send Back

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

Is the Signer an active member in an Authority Group?

Create Pack

Processor (SCC Role) 7: Send Document Pack(s) to the Bank Contacts (print and/or email)

No

Contact Email:

Cancel

Email Address of Bank Contact(s)

Skip Sending

Email Documents to Bank (optional)

Send

Processor (SCC Role) 8: Mark Off Acknowledgements Received from Bank Documents Tab:

Cancel Signer & Auth Group Edit Complete

Actual Mod. Date:

Attached Document

Done

Date