2. Look for the yellow banner at the top, Click on SEND
If you have options on any items, this will show up. There will also be a small yellow banner on the individual selections.
3. Click to remove or add the locations you want to send
You can also opt to remove individual selections if you would like by unchecking the orange box by the individual items.
4. Select the client you want to approve
5. Click on SEND SELECTION(S)
6. Once you send, they will be moved to the Awaiting Approval workspace where your clients can view.
7. To edit what your client can see, Click on their icon/photo at the top. Then click their existing permissions.
8. This brings up a dialog where you can adjust if they see attachments, or vendor info.
9. Click on SAVE
