Share Client Center documents

On the Documents screen, you can share links to saved documents with others.

  1. Select one or more documents from your list.
  2. Click Send to open the Send Documents panel.
  3. Enter one or more email addresses, add a subject, and choose when the document link will expire.
  4. Add text to the body of the email or send yourself a copy of it, if you'd like.
  5. 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.
  6. Click Send.