How to Scan or Upload Documents into the Client’s Record
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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
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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 […]