Streamline how you collect and review client data with digital forms. Whether you are collecting data from a new client or an existing, digital forms is a quick and seamless experience for your client.
You can easily view and manage an individual client's digital forms by following the steps below.
To view an individual client's digital forms:
1. In your Partner Portal, type your client's name in the search bar at the top of the screen, hover over the name with your mouse and click 'Client list'
2. Once in the Client list, click on the Client's name.
3. Click 'More actions' and select 'Manage digital forms'.
4. All of the client's digital forms will be displayed
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