How to Remind Clients to Accept Invitation and e-sign Consent Forms?

This topic only applies to clients that you have invited to your account using their email addresses.

For security purposes, client invitation links expire after 7 days. You can check the days until expiry and resend invitations by following the steps below:

1.  Go to your client's profile.
2.  Click Options and click Consents
3.  Click Request e-signature                                                                                                                                                                                                                                                             
4. Select the authorization types you need your client to sign and click Email client to e-sign.

Congratulations! You now know how to remind clients to e-sign consent forms!

If you have questions or feedback, please feel free to reach out to us at [email protected].