kthomas
Level 1
12-06-2019
07:54 PM
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Maybe I didn't explain? When I tried this, I cannot email a pdf to more than one client at a time. I want to be able to highlight and mail all of my clients with the last name A at once, with a password on each organizer. So far, I am only able to print the organizer to DMS and create a password protected email from there. So I have to do this one client at a time which is extremely time consuming.