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Sharing Documents with Clients...



  • Jennifer Frary

    I believe that if you upload it to the client's files then you can also share it with them.

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  • Elizabeth Nelson

    Thanks for your response. I'm referring to a safety plan that was sent to the client, they completed, it is now in the files and I want to send back a copy to the client. Thoughts? It is not shareable as far as I can tell. Which defeats the whole purpose of having a safety plan in the first place.

    Thanks, Elizabeth

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