How do I share a draft of my plan?
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Modified on: Fri, 22 Jul, 2022 at 1:51 PM
- Click Plans in the top navigation menu.
- Choose a plan. Click the ellipses under the Actions column. Then click Share plan draft.
- A pop-up window will display. Enter a User's email address and email body text. Then click the Send Draft button.
- The shared user will receive an email with a subject entitled "Username has sent you a draft WSMP from LegiDoc". The email will contain an attached PDF document of the drafted plan along with your email body text.
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