Reset a Client’s Password

Submit a request for a password reset

First, find the client's CRM Contact Record page by searching contact name in the search bar.

From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration. 

From there, you can select Document Delivery and proceed to specify the details of the request via the right sidebar pop-up. 

Step 1:

• Select Password Reset 

Step 2:

• Submit the ticket to reset the password. The new password will now be on the client contact card.