Follow these steps:
[Search] for an existing Case OR use [Add New Case] to create a new Case.
Click [Create New ROI] button (see screenshot here).
On the window that appears, make sure the date is correct for when the client actually signed the ROI, click [Next] (see screenshot here).
Lastly, click [Upload Signed ROI] button and [Browse] to find the scanned file on your computer to attach (see screenshot here)
If you do not see the [Upload Signed ROI] button please contact our support team as we can assist you with an upgrade to the PLUS level of service (info@simonsolutions or 888-764-0633).
Please watch an overview of the entire ROI process in the video below: