Admin Posted March 24 Share Posted March 24 You can now share internally generated documents with the client through the portal. Before, you had to scan in documents to share in the portal. You can toggle sharing from the files tab via the "P" button. "Red" means NOT shared while blue denotes "SHARED". Clients can view, print, or download shared documents but cannot edit or change the original document. Quote Link to comment Share on other sites More sharing options...
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