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3 comments

  • Sara

    Hi Jessica,

    I see that you were able to have your question answered via chat yesterday.

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  • Jessica Barbalato

    Actually I submitted this post after the chat. Can you help with this?

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  • Sara

    Hi Jessica,

    Clients and contacts should see this when they are completing a form and only need to select the check box for who they are signing for:

    Is this different from what you are seeing in your test account? Make sure that when using the test account you add a contact with Client Portal access to your test client so that both options appear since that may be why you are only seeing the 'Self' option.

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