Sharing Documents with Clients

Support has now ended for Legacy Collaborate.

To upgrade to New Collaborate, refer to Upgrading to New Collaborate.

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

Note: In FYI, the OneDrive option in the video below has been re-labelled as Collaborate when sharing documents with your client. The update is visual only and there has been no change to the functionality of sharing the documents. 

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.

For more information, refer to the section Sharing Documents via Collaborate.