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How do I Share a Document or Contract with an Account?

Updated over a week ago

Documents can only be shared from a Booking. To share a Document with an Account or Contact, either create a New Booking, or choose an Existing Booking to send a Document from.

To share a Document, such as a contract that may not have an associated Booking, a 'fake' Booking can be made, linking the relevant Account.

Follow these steps on sharing a document.

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