Uploading and sharing documents/Notes and shared files

Navigate to the Clients page, and then to the Shared Files tab. Find the client you would like to share a document with in the toolbar on the left side. Then, click the Select File button, select the file you would like to share, add an optional description, and finally, click the Share button on the right. Alternatively, this can also be done from the All Clients page, at the bottom of a client’s section.