Document Delivery is at the very top of the Client Menu once you’re in a client account.

Select the packet you need from the Packets drop-down list.

All documents in the packet that haven't already been sent to the Staff App/Client Portal or have already been signed by the client will be checked off.  To send for an electronic signature, click Add Selected.

Documents will be listed under the Upcoming/Pending/Incomplete Documents section and are available for signature on both the Staff App and the Client Portal.

Once the documents have been signed, they'll be listed under the History of Delivered Documents section.