As an Advisor, you can access the Client record within your portal and resend the agreement upload link to the Client at any time by following the steps below. You may also send email templates via the Client Card.
| To send a Document Request: Add Activity -> Email Client Select "General Document Request" from the dropdown and pick the Contact you are sending the email to as well as Contact (if any) that you wish to copy on the email. Ensure a Subject is added and then click "Add Activity" to send the email. To send an email template: Add Activity -> Email Client -> Select an email template from the drop down, such as "Benefit Loss Imminent" to use that email template. Then, enter a Subject and click on Add Activity to send the email. |     |