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.
- 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.
Digtal forms>Fact Finds>Pick the type of fact find you wish to send.
- Click 'Open a new form'
- 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'.
- You will be taken to an overview screen where you are able to manage the form.
Note: Click here for our article on How to preview and pre-fill a digital form before sending to client.
- 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 wealth portal.