Updating a client’s Forms

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by Ryan Hallett
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From your 'My Hub' page (please see below)

New Hub.png

 

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

New Contacts.png

 

 You can then select the client's profile 

New Contact profile.png

 

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

New contact assignments.png

 

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

New assign forms.png

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