Sharing Documents with Clients

Plan: Not Available: Intermediate Available: Pro or Elite

Users: Available: All users

Practice Management Source: Available: All sources

Sharing documents with clients via Collaborate allows you to send documents as links, rather than attaching documents to an email.

Watch this tutorial to learn how to:

  • Share documents with your client via Collaborate
  • Display documents currently shared with a client
  • View the experience from your client's perspective
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