To share a specific file or document with your clients and allow them to view and/or download it, you need to: Navigate to your vcita dashboard. When you get there, select Documents. Once you’ve opened the Documents tab, your next step is to select Add Document. After you’ve opened this dialog, you’ll see a list of your clients, together with their email addresses and phone numbers. On this list, you need to choose the client(s) you want to share files with. You can filter the list by writing a name, email, or tag in the Search field. Here, you can also add new clients to the list by pressing the + icon next to the Search field. To proceed with sharing files with the selected client(s), press Continue. Now it’s time to choose the files you want to share. You can either add them from your My Documents directory or upload them directly from the device you’re using. Finally, the only thing that’s left is to share the added/uploaded files with your selected client(s). If the file is intended for the client’s eyes, then check the Available to client option. Otherwise, choose the For internal use only option if the file is intended for internal use. Press Add to finalize the share and send the file to your client(s). The platform will notify your client(s) via email that you have sent them the file. They’ll be able to view it by clicking on the call to action button inside the email message. The file is viewable in their client portal and they’ll be able to download it from there.