Send Risk Profiles from the Risk Profile Cards

Written By David Watson

Last updated 10 months ago

If a Risk Profile is still in a Draft Status or has not been sent to your Rater you can now send it via the Risk Profile Card.

Step 1: Visit a Client Profile

Step 2: Click the Risk Profile tab

Step 3: Click on the β«Ά of the Risk Profile

Step 4: Click on the Send To Option

The Risk Profile will be sent right away for you.