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Exporting records

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  • Ayelette

    Hi Melissa,

    One way to securely transfer client files to a third party is to create a client profile for that third party > Upload the client's files to that third party's client profile > click Share to send the files to the third party through the Client Portal.

    To learn more about sending documentation through the Client Portal, feel free to check out this Help Center guide: Sending intake forms and documents to clients.

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