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Setting permissions for Client/Matter sharing

When you create a new client or matter, the client or matter is automatically shared with other Form Builder users in your firm. You also have the ability to customize sharing permission to any matter you create.

First, select the Client/Matter Manager link at the top of the homepage.

Select Client/Matter link, and then select the Client and Matter to begin the form

Select the Options tab and scroll down to Edit Sharing.

Select the permission for each member

Select the permission for each firm member.

Select the permission for each firm member


Quick-Start Video: Sharing Documents