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].