Form Actions
- How do I view To-dos relating to Digital forms?
- How do I open a new digital form for a client or entity?
- 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 or entity?
- How do I view / edit / review / complete a client or entity's digital form?
- How do I send a digital form to a client or entity for signing?
- How do I send a digital fact find to a client?