On the left side of the screen you will find the  Navigation Bar, click Client iQ.

Search for and select client from the roster.

Select the  Forms Library from the Client Profile.

Select the Screener or Custom Forms Tab.

Screeners and Custom Forms are not billable forms and can be shared to the Client Portal for clients to complete.

Select the Form to share.

Select + New button and then Send to Portal.

Click the Confirm button.

The Client Can Now Complete the Form from Their Client Portal - Learn More About How the Client Utilizes the Portal Here

The Documentation can be:

• Viewed
• Edited
• Amended
• Retracted from the Portal - Only before the client has completed/submitted the form
• Delete