Sending a Library Item For Others To Copy (save a copy feature)

Sending another Advisor a library item or want to save it to a new account? Follow the steps below.

Written by Isabella Albano

Updated this week

This will work for any library item that hasn't already been copied and that you are the owner of!

1) Click on the Library Item You Wish To Send

"Allow others to copy" should auto-select but make sure that is turned on as well!