Share Client Centre documents
On the Documents screen, you can share links to saved documents with others.
- Select one or more documents from your list.
- Click Send to open the Send Documents panel.
- Enter one or more email addresses, add a subject, and choose when the document link will expire.
- Add text to the body of the email or send yourself a copy of it, if you'd like.
- You can add a password to the document link for extra security. Be sure to share the password with your recipient. They'll be asked to enter the password after they click the document link.
- Click Send.