No one likes reviewing and signing pages of paperwork. You can significantly reduce the amount of time spent with a client completing this task by using the Client Review List window. The window allows clients to review all the documents that require their signature and then use an electronic signature pad to enter their signature once. That single electronic signature is then placed on all forms in the Client Review list.

Access:  Client > Client Review List

1. Click the Reviewed Form button on the signature window for each form within the chart.
2. Open the Client Review List window.
3. Highlight the client from the review list if there are multiple clients listed.
4. Click the Review button.
5. Each form will present with the question “Do you agree to the information provided below?” Click Yes or No for each form.
6. The client signature window presents when all forms have been reviewed.
7. Client uses signature pad to enter signature, their signature is then applied to all reviewed forms.