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How to send files and messages that the customer can view

← Cloud
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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