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Can my client fill in the parts of the application I am missing?

client-portal · NEW · Granola FAQ mining 2026-06-09

Written by Cohen Nagel

Yes. Open the deal, go to the Application section, and click Share. Toggle on client access and use Invite Business Members to send your client an email invitation into their branded Client Portal. From there your client can answer the open questions, upload documents, and complete the sections you could not finish. Everything they add syncs instantly back into your Levr account, so you both stay in sync on the same application.

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