SmartPath Engage

Open the client list section from the main dashboard.

Choose the client from the list whom you wish to send the survey to.

In the client profile, locate and go to the "Documents" section and click the "Send Survey" option to initiate the survey process.<br>​

Follow the prompts to send the survey directly to your client via email.

Your client will receive an email with instructions on completing the survey.

Once the client finishes the survey, they will need to confirm their email. (It must be the same email you used to contact the client.)

Once the client completes the survey and verifies their email, they will receive the documents to sign. The client should click the 'Need Review' option to proceed.

Once your client approves the document, they will click the 'Accept' button to proceed.

The signature box will appear. The client will provide their digital signature by clicking 'Accept and Sign

10. After signing, the documents will be marked with a check icon. The client will then click 'Submit' to finalize the process

Navigate to the client overview page to check the document status, at the bottom of the client overview page, you will see the document marked as "Complete."

To view the client's signature, click 'View Document,' and the signed document, including the client's signature, will appear

1. Open the client list section from the main dashboard.
   
    
2. Choose the client from the list whom you wish to send the survey to.
   
    
3. In the client profile, locate and go to the "Documents" section and click the "Send Survey" option to initiate the survey process.<br>​

4. Follow the prompts to send the survey directly to your client via email.
   
    
5. Your client will receive an email with instructions on completing the survey.
   
    
6. Once the client finishes the survey, they will need to confirm their email. (It must be the same email you used to contact the client.)
   
    
7. Once the client completes the survey and verifies their email, they will receive the documents to sign. The client should click the 'Need Review' option to proceed.
    
   
    
    
8. Once your client approves the document, they will click the 'Accept' button to proceed.
    
   
    
9. The signature box will appear. The client will provide their digital signature by clicking 'Accept and Sign
   
    
   10. After signing, the documents will be marked with a check icon. The client will then click 'Submit' to finalize the process
   
    
10. Navigate to the client overview page to check the document status, at the bottom of the client overview page, you will see the document marked as "Complete."
    
    
     
11. To view the client's signature, click 'View Document,' and the signed document, including the client's signature, will appear
     
    
     