View and Manage Client Forms and Documents


Only Organizational Administrator(s) can view and manage client forms and documents

Organizational administrator(s) can upload document(s) that can be accessed by all clients within the organization. There is the option to add both e-Signature Required documents and Documents Available for Download that clients can download, print, and return to the organization.

TO VIEW AND MANAGE CLIENT FORMS AND DOCUMENTS

STEP 1: Login to the VTConnect Portal with the credentials established for your account.

STEP 2: Find the link to view and manage client forms and documents. 

Option 1: From the Portal home page, click on the link in the SETUP menu to "View and manage client forms and documents". 

Option 2: From the Organization Tab, click the link under FORMS AND DOCUMENTS to "View and manage client forms and documents". 

STEP 3: Follow the instructions to Upload Client Forms and Documents