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/Document Request -> WOTC Email Template



OR




Add Activity -> Email/Document Request -> General Document Request



































To send an email template:

Add Activity -> Email/Document Request ->  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.