Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Available: All sources
These short animations demonstrate the best way to securely share documents with your clients and contacts in any given circumstance.
Share multiple documents with continued accessWatch this animation to learn how to seamlessly share documents with contacts that require continued access to all documents via one secure link. | |
Share specific documentsWatch this animation to learn how to securely share specific documents securely with direct access for contacts. | |
Share multiple documents, with single or no notificationsWatch this animation to learn how to securely share multiple documents without multiple notifications and links being sent to your client or contacts. | |
Re-share Collaborate linksWatch this animation to learn how you can quickly re-share collaborate site links with clients and contacts. |