Request Documentation from a Client Through INSZoom

Use INSZoom to request and receive client documents

At the client level, users can send an email to request and receive scanned documents.

In the Client Info page, scroll to Document Assembly and select Digital Docs.

Click the Request Docs button.

The email editor appears.  Do not remove the case number from the subject line.

Write the email in the message box.  Format as desired.

Scroll to the bottom of the screen and click Send Email.

When the beneficiary receives the email, they will be requested to click a link and input an access code in a web portal:

       Do not directly reply to this email. To reply, Click here and input access code:                         AGOXH21938143791500

The client can then add files and send an email back to you via a web browser.  Any documents attached will be saved to the client profile.