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.

  1. Open a Client Profile from the Clients List.

Check out Client Journeys for more information on client journeys and the client profile tabs.

  1. Go to the Files tab.

  2. Click Resources Search Bar at the top-right corner.

  3. Check the box next to any resource you want to share.

The resources can be previewed through the Page icon on the right.

  1. Click Share.
  2. The client will be notified via email that they have files shared with them.