{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/cadc7bed8c114703bdf1c56ca2350e60\" frameborder=\"0\" width=\"1512\" height=\"1134\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1134,"width":1512,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1134,"thumbnail_width":1512,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/cadc7bed8c114703bdf1c56ca2350e60-899862a67b695762.gif","duration":243.594,"title":"Issuing and Reviewing Client Waivers","description":"This Loom explains how to issue a client waiver for completion and then review a waiver that has been flagged for follow-up. In the client profile, the author opens the waiver card or quick action, chooses an SMS option using the phone number on file, and the client submits the waiver after filling in dummy responses and providing a signature. Once submitted, the waiver appears in the client’s profile as needing review, specifically flagged as an advisory risk based on waiver template answers. The author then shows how to open the waiver, add notes, approve or not clear it, access the generated PDF, and notes that waivers needing review can be found in the “Needs Review” section of the waiver card."}