Sending resources
The file center for a client journey is a great place to share information, brochures, resources, and anything else a client or contact might need. They can also upload their own files as well.
Sharing resources from your resource bank
Every doula and team has a resource bank to upload commonly shared files, so they can be sent easily to clients. For more information, view the article about our resource bank.
- Open a client journey
- Go to the Files tab
- Click Browse Resource Bank at the top
- Check the box next to any resources you want top share.
- Note: They can be previewed with the icon on the right side
- Click Share
- The client will be notified via email that they have files shared with them