TPP Navigation Menu (Icons)

Contents

eSign (Fountain Pen)

Takes you to the eSign* area to check the status of your sent contracts.

*Please contact TPP if you would like to add this feature to your account.

Click to get assistance from TPP’s chat support option.

Universal search box to find items in TPP that match the search term.

Area to see all notifications, including communication between you and your client via the Client Portal.

You’ll also be able to see any Lead notifications, payment notifications, and any @ mentions.

Recently Viewed module where you can see recently viewed contacts, events, etc.

Different ways to find/get help from TPP!

Updated on July 8, 2025

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