If you have sent a Checklist to a borrower, and need to log in to their view, follow the steps below.
To ensure complete visibility, you can log into your customers view and see the Checklist that was sent. This same process can be followed to view a sent Package, you would select "Sent Package" which is directly under the "Sent Checklist" button.
1. Open the Checklist you want to see from the customers View
2. Select "Sent Checklists" from the vertical task bar
3. Select the orange "Actions" button and hit "View"
4. Copy the password and select "Client View at the bottom of the window
5. Paste the password and select "Login"