Sharing documents with clients via Collaborate allows you to send documents as a secure link, rather than attaching documents to an email.
Note: In FYI, the OneDrive option in the video below has been re-labelled as Collaborate when sharing documents with your client. The update is visual only and there has been no change to the functionality of sharing the documents.
Watch this tutorial to learn how to:
Share documents with your client via Collaborate
Display documents currently shared with a client
View the experience from your client's perspective.