Co-Editing Documents with your Clients

Co-Edit with Client allows both your client and your team members to work together on the same document, such as an annual checklist.

Watch this tutorial to learn how to:

• Share a document as Co-Edit with Client
• Identify a document in Co-Edit with Client
• Display all documents shared with your client
• Access the shared document from your client's perspective
• Edit a document together with your client
• Finish Co-Editing with Client.