Once the necessary ROI has been created, it'll be located in the inactive status.
There, you'll see a Send Client Portal button.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/3679923/1701792481591-image20231205-78-15gdwrk.png)
Click OK to confirm that you'd like the ROI to go to the Client Portal.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/3680075/1701793201618-image20231205-102-18nace4.png)
Once the ROI is sent, it will be located in Waiting For Client Signature status.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/3680085/1701793363259-image20231205-114-ajw04f.png)
At this point, client can now be directed to log into their account to sign the ROI. 😊