Log in to the SmartPath platform and go to Setup → Magic Pricing Link.
Click the option to copy the Magic Pricing link.
After the survey is completed and the package selected, you will be redirected to the e-signature page, here you will find the doc to sign
Sign all required documents where applicable.
After the documents are signed successfully Click on submit
You will be automatically redirected to the client portal
Now going back to SmartPath platform on the client list section, and on the bar search your client
In the client profile you will find a "documents" section here you will find the onboarding document signed
Magic Pricing Link
Updated yesterday