Note: All screen shots provided in the instructions are from test accounts created for this purpose
Log in to your account. Enter your email address and password, click you are not a robot and click the Log In button.
Confirm you are on the Dashboard page.
At the top right corner you should see Welcome (your name). You are securely logged in.
Access the E-Delivery Status page in 1 of 2 ways –
- Click the link underneath Recipients Accepted E-Delivery in the Form Status chart
- from the Navigation Bar click Order History then click E-Delivery Status
Confirm you are on the E-Delivery Status page.
You should see a table listed with all the forms that have been E-Delivered. There are 3 columns, Email Sent, Accepted and Accepted On.
The column Accepted and Accepted On will indicate which recipients have accepted E-Delivery.
To view the email that is sent out to all recipients, click the link, Please Click Here.
Step 4 (cont'd)
Confirm that a PDF opened up in a new screen or tab.
This is a sample email of what is sent out to each recipient to approve E-delivery.