How does someone share documents with me?

There are three ways to share documents with an organization.

You can ​share individual documents by:

  • Clicking on the 3 dot menu next to a document and selecting 'Share'

  • Clicking on the 'Share' button from the document view

To share multiple documents with an organization by:

  • Selecting all of the documents you want to share.

  • On the bottom of the screen, a prompt will appear to share the documents that you’ve selected.

  • Click 'Share', and enter the email address of the Representative at the organization you are sharing with.

Once you click Share Now, enter the Representative’s email address and confirm you would like to share the documents. The Representative will receive your documents, and receive an email alerting them that new documents have been shared with them.