How to Scan or Upload Documents into the Client’s Record
Sometimes documents are completed on paper but need to be included in the client’s record. In this section, we’ll cover how to scan a document into the client’s record. Click […]
How to Print a Document to Get a Client’s Signature
After you have completed the form, click Sign to create the PDF document. Click the Print icon once the document has generated. Have the client sign the paper document and […]