Share a Document in the Inbox
2. Click on Inbox

3. Click on New

4. Click on Share document

5. Select an existing client or add a New Client

6. Click on CONTINUE

7. Select your document
You can share a document from your Documents component or upload a new document

8. Click on Share to send the document

9. You will see the document showing sent in the Conversations tab of the Client Card for the selected client
