In case you cannot see your client’s files on your dashboard, the two possible reasons are The client has not shared their application with you You have archived the client’s application Here are the instructions you can give to the client Step 1 :  Register (top) menu Step 2:   Click “Share with Advocate” from the left…

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Step 1: Accept the client From the dashboard accept the client by clicking “Accept” (Another way of doing the same thing is to click the blinking notifications icon in the top menu click “Accept” for the given client ) Step 2: Message your client You can send them an email or a chat message from…

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