When a Client submits a completed WebForm or a signed document, the following process occurs:

1. The Client clicks the Webform Submit button or completes a document signature process
2. The Client is advised on screen that the Submit is successful. The Client also receives an email advising the submit is successful. This email provides a direct link to the submitted checklist (the submitted checklist displays as a PDF document) and a login to the Client Portal (only if the Practice subscribes to the Client Portal).
   
   
   
   
3. The staff member responsible for the Client (or the default employee) receives an email advising a Checklist has been submitted or document has been signed
   
   
4. The following Email Job status's are updated:
   1. Email Status – Viewed
   2. Task Status – Submitted
   3. Job Status – Active

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