View Client Portal Documents
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.
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From the inquiry page, select Client Portal Status.  |
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Click View Client Portal Documents.  |
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Use the S(select) buttons to view the document.  |
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Clicking Show Client Portal Sample will give you a preview of what the client sees on the Client Portal.  |
