Sharing a Client File

You can choose to share any open client file when you are the file owner. To share a client file, click the button on the RazorPlan Toolbar. There are two ways to share a client file; manually entering an email _ or _selecting a user from the list.

*Once the file has been shared, the selected advisor will be able to view and modify the client file but you will remain the file owner.

Manually Entering an Email

From the sharing window, specify who to share the file with by typing their email into the Share With User Name field and clicking to apply sharing permissions.

Selecting a User From The List

You can also apply sharing permissions by selecting an advisor and clicking the button to the right of their name. Select ‘Shared’ from the drop-down and click .

*A filter function has been included to assist in locating an advisor’s account. Click the button at the top of an available column. Here you can specify your search criteria and filter the displayed results.