Editing a document
Go to the administration (under your name).
Choose the "Documents" tab.
Click the "Actions" button and select the "Edit" option. ***
In the "Configuration" section, you can select who has access to the document. Make sure the client is included in the choice.
*** ⚠️ Note that only documents that you have created can be modified.
Creating a document
Go to administration.
Select the "Documents" tab.
Click on "+ Create document" at the top right.
By clicking on "More options" you will be able to select who will see the program when completed.
N.B.: This procedure means that each time this document is published, the people selected will see the program.
Further information
To modify the visibility of a document already sent (in a client's file or in a group), click here.