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How to access client's completed information in the client portal

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  • Ruth

    Hi Carl, happy to help! Go to the client's file, navigate to the SHARED WITH CLIENT box to the bottom right and click "Show Completed." You can click on any form they've completed from this box! If they haven't completed and signed these documents, then they'll appear greyed out. Your client will want to log back into their Client Portal and navigate to the Documents tab to click and complete the sent forms. 

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