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10.3 Email Client Files
This is a simple way to share client files with yourself or other users as required. For a single client
file, follow instructions below. For multiple files, follow “Send Multiple Files” instructions.
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Double click on Adviser icon on desktop to start program
Open required client file
Click on File
Click on Save & Send
Click on Send to…
6. Complete recipient and subject details as required
7. Click Send
Your open client file has now been sent via email.
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