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Can I send an email to the Client to approve the document information?

Administrators and Agents/Brokers have the ability to pre-fill documents for Employers. The Administrator has two pre-fill Document Delivery options. The first option is for the Admin to fill out and fully complete and generate the document for the Employer. The second option is to pre-fill the wizard and send an email to the client for approval. The email will contain a link that will take the Employer to the review page. At this point the Employer can either edit any necessary changes or approve and generate the document.

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