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Cannot re-send intake forms


1 comment

  • Kathleen Burke

    On the right-hand side of the client's page, you should see "Shared with client." Delete any of the documents that have been shared (doesn't matter which) by clicking the X to the right. Click on "Share new", and recheck the box for the document you just deleted. You can now send them an email. When the client logs into the portal, all the documents will be there. You don't need to resend them all.

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