Smartr365

In order to make a document visible to your client, you can follow the following steps:

First, locate the document that you want to mark as visible.

Next, find the visible toggle option and select it to mark the document as visible.

1. First, locate the document that you want to mark as visible.
2. Next, find the visible toggle option and select it to mark the document as visible.

How to mark a document as visible to a client

Find answers and get help from Intercom Support and Community Experts

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