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How to request several mandates at the same time

You can request several mandates for transactions at the same time. There are four options:

  1. You can add several assignees to a mandate if you request a similar mandate from everyone.
  2.  On the different pages, you can select multiple parties from the list and then request new mandates from those selected.
  3.  You can place parties and mandate themes concerning previous mandates from different pages into the selection basket, and then move on to grant new mandates based on your selections.

Using the selection basket

You can place either parties or individual mandate themes (or both) from different pages into the selection basket. You can then request mandates with the information you have selected.

To use the selection basket:

  1. Start using the selection basket on any page.
  2. Select the parties. You can filter the list using a variety of different search criteria.
  3. You can place parties from which you want to request new mandates or the mandates of the selected parties in the selection basket, if you want to request the same mandates from another assignor.
  4. You can place additional parties or mandates from the same or another page in the selection basket before you move to requesting mandates. Your selections will remain in the selection basket when you move to a new page. 
  5. After you have placed all the information you want in the selection basket, use this information to request new mandates.

For example, you can use the selection basket to request from a person all those mandates for transactions that you have already received from another person:

  1. Start using the selection basket on Received mandates page.
  2. Select from the list the person from whom you have already received mandates for transactions. You can filter the list using different search criteria.
  3. Place the mandates in the selection basket. The selection will place in the basket all mandate themes from the selected person’s mandates.
  4. Select on the list the person you want to request new mandates from.
  5. Place the party in the selection basket. The selection will put in the basket the person in question.
  6. Go to request new mandates and check your selections.
  7. As you move forward, go to the normal mandate request view, where you will still be able to make changes to the details.
  8. Finally, submit the mandate request and ask the assignor to approve them.

Updated: 3/3/2023