You can find out how to access the Financial Statement smart form here.
If you want to get a shareable link to send to the client so that they can complete the missing information then this is how you do that.
Click on More and then Smart forms.
Click on the three dots next to Financial Statement.
Click on Get shareable link.
Copy and paste this link and email it to the client. To do this on most computers you would -
click on the text normally, using your left mouse button and this will highlight the text
then use the right button on your mouse, so right click
then you choose 'Copy'
Now you can email that link to your client and they can complete the missing information. Please note that many clients won't be able to complete all missing information, like folio identifier information, so there will still be some information that the lawyer needs to complete.