I am a client, how do I access my organization's forms and documents?
STEP 1: Login to the VTConnect Portal with the credentials established for your account.
STEP 2: From the Portal landing page, click on the link in YOUR PERSONAL ACCOUNT menu to "View and download forms and documents".
STEP 3: The FORMS AND DOCUMENTS list will show all documents available from the organization. Simply click on any document in the list to view the document.
- For Required e-Signature documents, the date and time the document was signed will be listed, and you can click the link to review or print the document that was previously e-signed.
- For Informational documents, you can click the link to review and print if desired.
- For Client Upload documents, once you view, print, and complete the document, you should scan the completed version and save as a PDF file. Then you click the "Upload form" button, choose the PDF file from your computer, then click the blue "Submit Form" button to return the document to your organization.
