Sharing TX plans with clients & clients virtually sign tx plans
I want to be able to have clients virtually sign their tx plans instead of me asking them if I can sign for them. Along with that, there is no easy way to share the client's tx plan with them. This should be able to be one of the documents that we can send clients, or at least have them be able to sign into theranest and quickly/easily review it if they want.
1
vote
