Firm Only files are marked with a lock icon. Once the file is shared, the file will no longer be Firm Only (internal).
To Share a Firm Only file:
Select the Files page to locate the internal file you'd like to share.
Select the file to open.
Select Share on the right-hand side.
Select into the To field to select the Recipient and Account.
Send a message to notify the recipients, or select Do not Send Message. Selecting Do not Send Message will not notify your client of this change and just quietly gives them access.
Select Send to share the file.