How do I send a digital fact find to a client?

When you’re ready, you can send the digital fact find form to the client, either via the Client list or the Fact finds area of the portal.

To send a digital fact find to a client:

1. Navigate to Clients>Client list.
   Find the client you want to send a fact find to, and click on the client's name. Click the 3 dot action and click Manage digital forms.   
                                                                                   
   
   
   OR
   
   Digital forms>Fact Finds>Pick the type of fact find you wish to send.                                                            
   
     
   
2. Click 'Open a new form'
   
    
   
   
3. A pop up notice tells you you are opening a new form.
   Select the client name from the drop down list or type the client's name and click 'Open'.                                                                                                                                                                                   
4. You will be taken to an overview screen where you are able to manage the form.
   
    
   
   You might like to visit How to preview and pre-fill a digital form before sending to client.                                                                                                                                                               
5. When you are ready, click 'Send to client'.
   The client will receive an email and a To-do push notification on their mobile app with a link to the form.                                                                                                                                                                
   
   

NOTE: The To-do will be added to your client’s portal with a due date of 10 days. The client will also see that they have a digital fact find to complete as a notification at the top of their portal.