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.

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