Note: All screen shots provided in the instructions are from test accounts created for this purpose
Step 1
Log in to your account. Enter your email address and password, click you are not a robot and click the Log In button.
Step 2
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
Or
- from the Navigation Bar click Order History then click E-Delivery Status
Step 3
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.
Step 4
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.
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