New Changes to Client Note Access

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Emily Murray

January 13, 2022 01:20

I saw that I can now share my notes with clients more easily. Are they immediately gaining access to all of their previous notes now?

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Sara

January 13, 2022 22:22
Hi Emily,

No, clients will only gain access to things that you manually send them. This function works the same as sending a client a document to sign where you go through the process of selecting to send them a specific document and they receive it in their Client Portal.
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