Partner support help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Digital forms

Digital forms

Form Actions

  • How do I send digital forms in Bulk to selected clients?
  • How do I send a fact find document for signing?
  • How do I send a digital fact find to a client?
  • How do I view / edit / complete review of a client’s digital Fact find?
  • How do I preview and pre-fill the form before sending it to a client?
  • How do I create a digital form for a client (open a new form)?

Overview

  • Can I view digital forms for just one client?
  • How do I send my forms in to be Digitised?
  • How do digital forms work?
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