How to Co-Sign a Document

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Navigate to the document you want to add a co-signer for. (See “How to View Your Documents” and/or “How to View Client Documents” for details on how to navigate to […]

How to Add a Co-Signer to a Document

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Please note that a co-signer is not the same as a review and approval process in SmartCare. Most documents don’t require review and approval before being marked as “complete” in […]