You can easily view and manage an individual client's digital forms.
To view an individual client's digital forms:
1. In your Partner Portal, type your client's name in the search bar next to your firm logo, hover over the name with your mouse and select 'Client list'
2. Click on the Client's name.
3. By clicking the Client's name, you will have access to more options.
Click the 3 dots "more actions" button and select "Manage digital forms".
4. The client's digital forms will be displayed
For information about how to open a new digital form, please click here