Share a document with a client

Every document has a visibility setting that decides who can see it. You pick it in the upload dialog, and you can change it later by editing the document.

• Doula only — private to your practice. The client never sees it.
• Doula & Client — shared with one client, who you pick under Tag to Client. It appears in that client's portal.
• All clients — shared with every active client of your practice at once. Use it for things everyone needs: a welcome packet, your practice policies, a postpartum resource list.

When you choose All clients, the Tag to Client picker is disabled on purpose — an all-clients document belongs to the whole practice, so it isn't tied to any one person.

## "I shared a document with all clients and it isn't on her page"

This is expected, and the document is not lost.

An All clients document is stored at the practice level rather than against an individual client, so it does not appear in the Documents tab on a client's page. That tab shows only the documents tagged to that client.

Your clients can still see it. Each client's portal shows both kinds together: the documents tagged to her, and every all-clients document. So she has it even though you don't see it listed under her name.

Where to find it: all-clients documents live on the main Documents page, labelled All clients. If you want a copy to show on a specific client's page as well, upload it again for her with Doula & Client.