|In order to share forms and documents with your client, you need to create a Task.You can ask the client to review, sign, and upload the finished forms via a single Task.
Step 1. Go to a case and click Add Tasks
Step 2. Click New Task
Step 3. Select the task you want to create.Your client will receive a reminder email from the system saying there is a new task that needs to be completed.
Step 4. Once the client logs into the portal, this person will see the task with all instructions and reference files attached.
Step 5. They just need to download the forms from the task, print it out, sign it and upload the scanned pages back to this task.