How can I send single resources to my clients?

There are two ways to do this: starting from the Library or

  1. Library. From the Library, open the resource and click “Send to Client” on the top right. A pop-up will prompt you to select your client(s) from a drop-down menu and assign a target date for the resource. When ready, click “Send.”

  1. Client Profile. You can also go to your client’s profile page and click “Send Resources” on the top right. This will redirect you to the Library to find resources, but in this case, the presenting problems you have assigned to your client will be pre-selected as filters. Find your resource, and follow the same steps as described above.

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