To send a document to your client:
- Click on the Messages tab on the left side of the screen.
- Click on the green Compose button towards the top of the screen.
- Select your client's name from the Send to drop down.
- Enter a subject and your message. Then click Attach an existing document or Attach a new Document under Attachments. Select the document you wish to attach.
- Click the green Send button when finished composing.
6. Your client will then get an email notification letting them know about the sent document.