Partner help centre

  1. Wealth Portal
  2. Digital forms

Digital forms

Digital Forms

  • How do digital forms work?
  • How do I send my forms in to be digitised?
  • How do I open a new digital form for a client or entity?
  • How do I preview and pre-fill a digital form before sending it to a client or authorised user?
  • How do I send digital forms in bulk to selected clients?
  • How do I view / edit / review / complete a client or entity's digital form?
See all 9 articles

Comparison Report

  • What is a Digital Form Comparison Report?
  • How do I generate a Digital Form Comparison Report?
  • How to download a Digital Form Comparison Report
  • Digital Form Comparison Report FAQ
Return to website/portal