How to Share Files in Bulk
- Click on the Files page.
- Check the box to the left of any file you'd like to share.
Pro-Tip: Filter by All Files > Firm Only Files to narrow down your search. - Scroll to the bottom of the page and click the share icon.
- In the To field, select the recipient and Account.
- Send a personalized message or click Do not send Message (the recipient will not receive a notification if this is selected).
- Click Share.
Note: Sharing Firm Only files removes their Firm Only (internal) status, making them public to recipients and Account Owners.
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