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How do I share a file with a client or vendor?

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To share a file with a client or vendor, go to the Files module and select the File you want to share. Here, there will be a person icon, if you click that it should enable you to show it in PDFs and share it with the client.

If you wish to email it to a client, then on the right, you will see three dots. Once selected, you will see a Send Email option and that should help you to send it to whoever you like to send it to.

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