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
