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Intake Protocol (download)
Adobe Sign for Intakes Video (1min 30 sec)
For online form fill and E-Sign
For online form fill and E-Sign
Add New Client Video - OA (1min)
Checking Beacon Eligibility - (1min 15sec)
Document Upload - OA (40sec)
To add documents to client files
To add documents to client files
My Client's profile is missing, where is it?
Check OA inactive files and change to active status.
Access Inactive Files Video (40 sec)
Check OA inactive files and change to active status.
Access Inactive Files Video (40 sec)