How to send files and messages that the customer can view

On the Cloud editions, you can send notes to the customer, and they can send comments over to you. Additionally, both parties can attach files to the job - such as 3D scans, photos and other documents.

•  Notes are visible to both parties by default, unless "Job menu > Add PRIVATE general note" has been used.
•  User accounts must have permission to view notes.
•  Attachments are visible to both parties by default, unless sent to "Attachments (private)" by a LabManager printing rule, or "Job menu > Add PRIVATE attachment" has been used.


Additionally, attachments and notes can only be added by a user account with the permission to do this.


Please see this page from the Quick Start Guide for full details.

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