Updating a client’s Forms

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by Bruce Milne
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From your 'My Hub' page (please see below)

 

On the left hand side of your account, you will see the side menu in which you can select '`contacts'.

 

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 You can then select the client's profile 

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and hit 'Assignments' from the list below the client profile picture to see the 'Forms' option.

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Simply click the 'Assign Forms' button at the bottom of the screen to update that clients forms.

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