Selecting documents & pages to share
- Click the “Send” button in the top right corner of the toolbar
- When you are on the share screen, the contents of the client folder will appear in the “Documents” section.
- Click the [X] to deselect forms you do not want to share
- Click “Select Pages” to de-select specific pages from each form
- You can also add an upload or select another form/document that is in your account.
- Once you have made your selection, select your recipients and their permissions (sign, view only etc)
- Enter a message and click share