Remind a client to complete a form

You can send an email notification to clients with incomplete forms to remind them to finish filling out the form. Clients can complete outstanding forms from the Client Portal.

Remind a client to complete a form

To remind a client to complete a form:

1. On the Top Nav Bar, click the Search button and enter the client’s information in the box, then click the client’s name.
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2. On the side menu, click Documents.
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3. Click Forms.
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4. Click the Action button next to the form, then click Send Reminder. A reminder email is sent to the client.