Co-Editing Documents with your Clients
Co-Edit with Client allows both your client and your team members to work together on the same document, such as an annual checklist.
Watch this tutorial to learn how to:
- Share a document as Co-Edit with Client
- Identify a document in Co-Edit with Client
- Display all documents shared with your client
- Access the shared document from your client's perspective
- Edit a document together with your client
- Finish Co-Editing with Client.
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