The View Client Portal Documents button will present you with a list of documents sent to the Client Portal - those pending client acknowledgment/signature and those that have already been completed.
Â
From the inquiry page, select Client Portal Status.
Â
Click View Client Portal Documents.
Â
Use the S(select) buttons to view the document.
Â
Clicking Show Client Portal Sample will give you a preview of what the client sees on the Client Portal.
Â