Send document completion link and instructions to clients
Send document completion link and instructions to clients
Your paid client record missing a secure link delays document completion. You’ll send the link and clear instructions same day, reducing support follow-ups.
Overview
Manual link creation and follow-up for paid clients consumes support time and delays document completion. This workflow issues a branded secure link and customer-ready instructions automatically, enabling your support staff to complete onboarding the same day and cut repeat inquiries.