INTRODUCTION 

The following steps explain how to share a tool from your tool basket with a client. Before sharing the tool, you can add a personalized email message with notes or instructions for the client. 

HOW TO DO IT

1. Find tool basket 

Select the tool basket and review the tools in it. Remove any tools by clicking the trash icon.

2. Send toolbox 

Click the mail icon to send the toolbox and add the client’s email in the field 'To:'.

3. Edit message

Add a message to the client about the tools you are sending. E.g. “See this before our next meeting”.

4. Review

Click 'Email Preview' to review your email.

5. Send email

Click 'Send' to send the tool basket to the client. Easy as that!