A physical authorization allows you to store a hard-copy authorization in ACH Pro. Once properly configured, your Recipients will be able to view and download physical authorizations from the authorization portal. If you are looking for instructions on creating a digital authorization, see Create and share a new authorization .

Note: You must be in a paid plan to create physical authorizations.

Contents

Process Overview

  1. The process starts when you want to add an existing hard-copy authorization to ACH Pro.
  2. In order for the Recipient to view the authorization in the portal, you will need to configure user portal emails for the Recipient. These emails will be able to view and download authorizations for the Recipient.
  3. If this is the first authorization for your Company, you will need to configure a user-facing name and logo that will be displayed in the portal. They will also be used on any digital authorizations that you may create.
  4. When you create a new physical authorization for the Recipient, you will need to provide details such as the type and amount of the transfers. You will also need to provide signer name and date signed.
  5. When you finish creating the authorization, the user portal emails for the Recipient will be notified and the authorization will be available in the portal.

Detailed Instructions

These instructions follow the overview above. They are written as if this is the first authorization you have created within ACH Pro. Some of the steps are only needed the first time or when you want to make configuration changes.

  1. A Recipient will need to exist within ACH Pro in order to have an authorization attached to it. See Recipients/Companies for instructions on creating a Recipient.
  2. In order for the Recipient to be notified of their authorization, they need to have user portal emails configured. You can add these while creating or editing the Recipient. If you don’t see this section for a Recipient, make sure you are using a paid plan.

These emails will be notified of new authorizations and will be able to create accounts in the authorization portal to manage all authorizations for this Recipient.

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After you save the Recipient, you can confirm that it is ready for authorizations in the recipient list by looking for a green icon.