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Create and fax completed client authorization forms to partners

Create and fax completed client authorization forms to partners

Your online client authorization forms often arrive unprocessed, causing manual follow-ups and partner delays. They become completed PDFs and are faxed to partners for same-day processing.

Create and fax completed client authorization forms to partners

Overview

Manual handling of client authorizations creates delays and extra work for account teams. This workflow converts web submissions into completed PDFs and faxes them to partners automatically, freeing operations and securing same-day partner processing.

Create and fax completed client authorization forms to partners