The service agreement can be signed in one of two ways if the Client is not physically present, meaning they cannot sign on your device.



At the end of Presentation Pro, during the document request screen, you simply assign the service agreement to the proper person to receive the email and then hit on the "Done" button once all documents are assigned. This will email a secure link for them to electronically sign the agreements.

The other option is to send it from the Client Card after Presentation Pro if you have already completed Presentation Pro.


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:
Any existing clients in the My Clients Page you can open the client card, and then click










Add Activity -> Document Request -> WOTC Email Template


OR


Add Activity -> Document Request -> General Document Request











The email will go to the Primary Contact on the Client Card.


If you are not running Presentation Pro because they are simply enrolling themselves via your Client Sign Up Page, they will be able to complete the agreements via their activation and Client Portal.