How can I send a Protocol or Custom Workbook to a client?

Go to either the Protocols or Custom Workbooks page, open the relevant collection, and click “Send to Client”. This will allow you to select your client(s) from a drop-down menu, set target dates for each resource, and remove any resource you don’t want to include in the collection. Please note that it’s currently not possible to send a collection from the client’s profile page—this instruction only applies to single resources.