Partner support help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Digital forms
  3. Form Actions

Form Actions

  • How do I view To-dos relating to Digital forms?
  • How do I open a new digital form for a client?
  • How do I send digital forms in bulk to selected clients?
  • How do I preview and pre-fill a digital form before sending it to a client?
  • How do I view / edit / review / complete a client’s digital form?
  • How do I send a digital form to a client for signing?
  • How do I send a digital fact find to a client?
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