How to share documents?

Go to ‘Documents’ in the navigation bar. When you click on ‘Documents’ Following screen will appear.

To share a document with a client you can use 'share document' icon as shown above. 

Now share it with anyone you want to but make sure that the client is already in your contacts or you will have to add a new one.

Once done that, you can add sharing notes to it as well and hit the send tab.