Viewing Client Paperwork
After the Advisor has created a proposal or opened an account, the final signed paperwork can be viewed from the Grow Practice Dashboard.
Simply navigate to Grow Practice > Dashboard, locate the client and click the PDF icon 
for the paperwork you want to view.
Client paperwork is also visible in the Manage Clients Dashboard, in the Documents widget under the Operational tab. See Manage Clients > Operational Tab.
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