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Client Access Daily Session Notes



1 comment

  • Sara

    Hi Rheanne,

    Currently it is possible to share notes with clients. To do this:

    • Navigate to the client's Overview page
    • Click Share in the upper right corner
    • Select the documents you want your client to sign under Your Signed Documents
    • Click Continue to Review
    • Select Share & Send Now when you're ready to send the email and documents

    You can also share a document directly from its respective page. To do this: 

    • Navigate to the desired document from the client's Overview page
    • Click Share
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